Smart Automation 4U contact
Contact

Which repetitive tasks would you rather automate?

Let's talk about improving your workflows.

Where To Start

Tell us what feels clunky and repetitive

You do not need to know exactly which workflow you need before getting in touch. A quick outline of what is taking up time, what systems you already use and what you would like to improve is enough to get the conversation started.

From there, Smart Automation 4U can look at whether a standard workflow setup is the right fit or whether something more tailored would make better sense.

Contact Smart Automation 4U about workflow automation
Send Your Enquiry

Tell us a little about your business

Use the form below to send over a few details about your current setup and what you would like help with.

Prefer email?

A direct route to our inbox

If you'd rather skip the form, you can email us directly and we'll get back to you as soon as possible.

enquiries@smartautomation4u.com

Helpful things to include

Not sure what to send?

You do not need to have everything worked out before getting in touch. A few simple details can help us understand where automation might be useful.

What feels repetitive

Tell us which jobs keep coming back, take too much time or rely on someone remembering every next step.

What you already use

Include any tools, forms, spreadsheets, folders, CRMs, accounting software or platforms already part of your process.

What you want to improve

This could be enquiries, onboarding, invoice reminders, document handling or a workflow that feels messier than it should.

Let's work together with Smart Automation 4U
Need more information?

Learn a little more first

If you would like to find out more first, you can browse the services page or visit the FAQs for more information about setup, systems and ongoing support.

Lead Capture

Lead Capture & Follow-Up System

£995 setup

A cleaner way to capture enquiries, send quick acknowledgements and keep follow-ups from slipping through the cracks.

Standard setup includes
  • 1 enquiry source
  • 1 workflow setup
  • Airtable setup
  • Automated acknowledgement email
  • Internal notifications
  • Basic follow-up reminders
  • Testing and launch support
  • 1 round of amendments
What it helps with

This setup helps businesses manage enquiries more efficiently from the moment somebody gets in touch.

Forms, follow-ups, notifications and lead tracking can all be connected together into one smoother workflow.

Optional add-ons
CRM integration SMS reminders Dashboards Extra workflow stages Multiple staff notifications
Client Onboarding

Client Onboarding System

£1,295 setup

A smoother way to welcome new clients, collect the right information and get everything set up properly from the start.

Standard setup includes
  • Onboarding workflow setup
  • Welcome email automation
  • Intake form automation
  • Google Drive folder setup
  • Task creation workflow
  • Onboarding track
  • Testing and launch support
  • 1 round of amendments
What it helps with

This workflow helps make the process after a client says yes feel more organised, more professional and easier to manage.

It can automatically trigger onboarding tasks, forms, folders, notifications and internal setup actions behind the scenes.

Optional add-ons
Contract automation Invoice integration Advanced logic Dashboard setup Multiple user workflows
Payments

Invoice & Payment Reminder System

£795 setup

A more organised way to track payments, send reminders and reduce the time spent manually chasing invoices.

Standard setup includes
  • Invoice reminder workflow
  • Payment tracking setup
  • Overdue reminder workflow
  • Airtable or spreadsheet logging
  • Automated notifications
  • Testing and launch support
  • 1 round of amendments
What it helps with

This workflow helps businesses reduce manual invoice chasing and keep payment tracking more organised.

Reminders, tracking and notifications can all work together more consistently behind the scenes.

Optional add-ons
Accounting integration Recurring invoices SMS reminders Dashboards Multi-user notifications
Documents

File & Document Automation System

£895 setup

A more reliable way to organise files, handle uploads and keep document processes running consistently.

Standard setup includes
  • Automated folder setup
  • File organisation workflow
  • Upload handling
  • Notification setup
  • Document generation setup
  • Testing and launch support
  • 1 round of amendments
What it helps with

This setup helps businesses organise files and documents in a more reliable and consistent way.

It is ideal for businesses that want fewer manual steps and less reliance on memory when handling documents.

Optional add-ons
PDF generation Approval workflows Extra templates Advanced folder structures Reporting dashboards