Workflow Automation Services
Clear setup options for lead capture, client onboarding, invoice reminders and document handling, designed to reduce repetitive admin and help your systems work together more smoothly.
Smarter systems for the repetitive parts of business
Smart Automation 4U offers workflow automation setups designed to reduce repetitive admin, connect your systems together more smoothly and make day-to-day business feel less manual.
Whether you want to improve enquiries, onboarding, reminders, document handling or internal processes, the aim is to create workflows that feel practical, organised and genuinely useful behind the scenes.
Where possible, workflows can usually be built around the systems you already use, rather than forcing you into completely new platforms unnecessarily.
Clear automation setup options
Lead Capture & Follow-Up System
£995 setup
Client Onboarding System
£1,295 setup
Invoice & Payment Reminder System
£795 setup
File & Document Automation System
£895 setup
Ongoing support after launch
Once your workflow is live, you can choose to keep everything running smoothly with an optional monthly care plan.
Essential Care
£79 per month
Workflow monitoring, failed-run checks, reconnecting integrations and minor fixes.
Growth Care
£129 per month
Everything in Essential Care, plus small updates, optimisation support and workflow improvements.
Advanced Care
£249 per month
Priority support, advanced troubleshooting, optimisation reviews and ongoing multi-workflow support.
Not every business needs the exact same setup
The standard packages are there to give you a clear starting point, but workflows can usually be tailored depending on what your business needs.
More Advanced
Extra stages, more advanced logic, additional integrations or support across multiple systems.
More Focused
A simpler workflow for one repetitive task that is taking up too much time.
Built Around You
Start with what feels repetitive, clunky or time-consuming, along with the systems you already use.
Important Notes
Pricing is based on standard small business setups using supported platforms and integrations.
Where possible, workflows can usually be built around the systems you already use rather than forcing a completely new setup.
Client accounts for Make.com, Airtable and connected software are required separately where those platforms form part of the agreed workflow.
Standard setup includes one round of amendments after testing.
Let's make your workflows feel easier
Whether you already know which workflow you need or simply want to explore where automation could save time, we'd be happy to chat through your options.
Tell us a little about your business, the systems you currently use and the repetitive tasks you'd rather spend less time doing.