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Process automation practice

Automation that
runs the work.

Growing businesses drown in handoffs between chat, CRM, spreadsheets, and approvals. We find the waste, build the systems, and keep them running — so your team ships more and chases less.

Book a consult See how it works

Separate from Convoconnect WhatsApp SaaS — built for any automatable process.

Live process map

Audit → Build → Run
BEFORE Lead follow-ups Manual chasing Approvals Email threads Onboarding Copy-paste Reports Spreadsheet grind CONVOCON Automation Practice AFTER CRM synced Leads assigned Workflows live Approvals auto AI replies Tickets routed Dashboards Weekly reports Tool-agnostic · Zapier · Make · n8n · Power Automate · Custom

Built on the stacks teams already trust

Zapier · Make · n8n · HubSpot · Airtable · Notion · Google Apps Script · OpenAI · Microsoft Power Automate · Salesforce · Slack · Stripe · Xero · QuickBooks · WhatsApp Business · Calendly ·

What we do

Introducing end-to-end
process automation.

Traditional freelancers install a few Zaps. We audit the business, automate the handoffs, integrate the stack, and stay for optimization.

Business process audit

Everything required to see where time and money leak — before you build anything.

  • · Analyze current workflows
  • · Identify repetitive, manual tasks
  • · Find automation opportunities
  • · Calculate potential time and cost savings

Workflow automation

Automate the repetitive work: approvals, reminders, documents, and cross-tool updates.

  • · Customer & employee onboarding
  • · Invoice & expense approvals
  • · Leave requests & task reminders
  • · Proposal, quote & contract generation

CRM & tool integrations

Connect lead capture, sales follow-up, finance, and ops without ripping out what works.

  • · Lead capture & assignment
  • · Follow-up sequences
  • · Record sync across systems
  • · Pipeline & sales reminders

AI customer support & assistants

Chatbots, ticket routing, knowledge search, and employee AI assistants — with humans still in control.

  • · Website FAQ chatbots
  • · Ticket routing & email replies
  • · Meeting notes & document summaries
  • · Knowledge-base search & drafting

Discovery

Business process audit

Map work → find waste → score ROI → prioritize what to automate first.

1 · Map current workflows 2 · Flag repetitive & error-prone tasks 3 · Rank automation opportunities 4 · Time & cost savings estimate 12–40 hrs/week found ROI scored backlog

Build

Workflow automation engine

Triggers, logic, and actions — wired across the tools your team already uses.

TRIGGER LOGIC ACTION OUTCOME New lead Form · CRM · Chat Approval request Invoice · Leave · PO Schedule Daily · Weekly IF / ELSE Rules & routing Owner · Amount · SLA Assign + notify Slack · Email · WA Create document Proposal · Contract Update records CRM · Sheets · ERP ALWAYS ON Hours saved Fewer errors Faster handoffs Examples: customer onboarding · invoice approvals · leave requests · sales follow-ups

Stack-agnostic

Connect the tools you already use

We improve your stack — we don’t lock you into one vendor.

HUB Automation HubSpot Salesforce Slack Notion Stripe Xero QuickBooks Airtable Calendly Google M365 WhatsApp

Outcomes

The efficiency loop

Every automation compounds — less manual work, fewer errors, more capacity for growth work.

ALWAYS Improving Save time Hours back / week Cut errors Fewer reworks Scale capacity Same headcount Reinvest Growth work

Outcomes

Autonomous where it should be.
Human where it matters.

10–40h

Typical weekly hours reclaimed after first automations

0

Rip-and-replace required — we work with your stack

90d

Support window on Growth engagements to stabilize flows

Outcomes

The efficiency loop

Every automation compounds — less manual work, fewer errors, more capacity for growth work.

ALWAYS Improving Save time Hours back / week Cut errors Fewer reworks Scale capacity Same headcount Reinvest Growth work

How it works

The Convoconnect
Automation Platform

Four stages — from discovery to ongoing optimization — so automation compounds instead of rotting.

01

Audit

We map how work actually moves — tools, handoffs, bottlenecks — and score what to automate first.

  • Workflow interviews
  • Time & cost model
  • Prioritized backlog

02

Automate

We build reliable workflows: approvals, reminders, document generation, CRM updates, and AI replies.

  • Zapier · Make · n8n
  • Power Automate
  • Custom scripts

03

Integrate

We connect the stack you already pay for — CRM, chat, finance, calendars — without rip-and-replace.

  • HubSpot · Salesforce
  • Google · Microsoft 365
  • Stripe · Xero · Slack

04

Optimize

Training, docs, monitoring, and monthly reviews so automations keep saving hours after go-live.

  • Staff training
  • Playbooks
  • Ongoing support

Build

Workflow automation engine

Triggers, logic, and actions — wired across the tools your team already uses.

TRIGGER LOGIC ACTION OUTCOME New lead Form · CRM · Chat Approval request Invoice · Leave · PO Schedule Daily · Weekly IF / ELSE Rules & routing Owner · Amount · SLA Assign + notify Slack · Email · WA Create document Proposal · Contract Update records CRM · Sheets · ERP ALWAYS ON Hours saved Fewer errors Faster handoffs Examples: customer onboarding · invoice approvals · leave requests · sales follow-ups

Catalog

Any process your business can automate

CRM Automation

  • ·Capture leads
  • ·Assign owners
  • ·Follow-up emails
  • ·Pipeline reminders

AI Support

  • ·Website chatbots
  • ·FAQ automation
  • ·Ticket routing
  • ·Appointment booking

Marketing

  • ·Email sequences
  • ·Welcome campaigns
  • ·Lead nurturing
  • ·Newsletter runs

Sales

  • ·Proposals
  • ·Contracts
  • ·Quotes
  • ·Pipeline automation

Internal Ops

  • ·HR onboarding
  • ·Timesheets
  • ·Expenses
  • ·Procurement

Reporting

  • ·Weekly reports
  • ·Executive dashboards
  • ·KPI tracking
  • ·Financial summaries

Documents

  • ·Auto-generation
  • ·Approvals
  • ·Reminders
  • ·Templates

AI Solutions

  • ·Assistants
  • ·Summaries
  • ·Meeting notes
  • ·Email drafting

Our solutions

Tool-agnostic
by design.

We plug into CRM, finance, chat, and productivity tools. Agents and workflows handle the work without locking you into one vendor.

Stack-agnostic

Connect the tools you already use

We improve your stack — we don’t lock you into one vendor.

HUB Automation HubSpot Salesforce Slack Notion Stripe Xero QuickBooks Airtable Calendly Google M365 WhatsApp

Engagements

Pick the depth that matches your ops

Starter

$300–800

  • Process audit
  • 2–3 automations
  • Staff training
  • 30 days of support
Most chosen

Growth

$1,000–3,000

  • Multiple workflows
  • CRM integration
  • Dashboard setup
  • AI chatbot
  • 90 days of support

Enterprise

$5,000+

  • Company-wide strategy
  • Custom integrations
  • AI assistants
  • Multi-department
  • Ongoing optimization

Training & support

We don’t leave you with a black box.

Staff training, documentation, ongoing maintenance, process optimization, and monthly reviews keep automations healthy as your business changes.

  • ✓ Staff training sessions
  • ✓ Living documentation
  • ✓ Maintenance & monitoring
  • ✓ Monthly optimization reviews

Also available

Need WhatsApp commerce?

Convoconnect SaaS runs selling, journeys, bookings, and payments on WhatsApp. Automation practice covers everything around — and beyond — chat.

Explore WhatsApp SaaS

Ready when you are

Move from doing the work
to running the business.

Tell us where hours disappear. We’ll map the automations, estimate savings, and propose a Starter, Growth, or Enterprise path.

Book a consult