Business automations and integrations

Stop moving the same information from one place to another.

We connect your existing tools to reduce copying and chasing. Your team keeps control of important decisions.

For teams tired of

  • Scattered enquiries
  • Copying data between tools
  • Sending reminders by hand
  • Rebuilding weekly reports

What we do

What the work includes, and what you receive.

WorkIn ordinary languageWhat you receive
Workflow reviewFollow how the work happens todayA map of the current steps and bottlenecks
Tool and access reviewCheck what the existing systems can safely connect toAn integration and account-access plan
Automation designDecide what starts the workflow and what should happen nextA proposed workflow with rules and responsibilities
Integration buildConnect the agreed forms, records, messages and toolsWorking integrations in the agreed platform
Data checksMake sure missing or repeated information is handledValidation rules, duplicate protection and clear exceptions
Human reviewKeep sensitive or uncertain actions with the right personApproval steps and a manual route where needed
Failure handlingMake problems visible instead of silently losing workRetry rules, alerts and a readable execution history
TestingRun normal cases and things that can go wrongA test record using approved sample data
HandoverLet your team understand and control the workflowA workflow diagram, pause/restart instructions and ownership notes

How the work moves

Five steps you can follow.

Each step ends with something you can review. Read how we work.

  1. 01

    Understand

    Follow one piece of work through the business and agree a baseline.

  2. 02

    Shape

    Design the trigger, the steps, the approvals and the failure path.

  3. 03

    Build

    Connect the agreed tools with validation and duplicate protection.

  4. 04

    Check

    Test the normal case and the awkward cases with sample data.

  5. 05

    Hand over

    Document the workflow, who owns it and how to pause or restart it.

See the structure

Every workflow we design has a trigger, an action, a person and a failure path.

Example workflow · enquiry to follow-up
  1. TriggerA website enquiry arrives
  2. CheckRequired fields present? Duplicate of an existing lead?
  3. ActionCreate the lead record
  4. PersonThe right team member is alerted and reviews it
  5. DoneFollow-up sent, history logged
Failure path

If a step fails (a missing email address, a disconnected account, a provider error), the workflow stops, retries where safe, alerts a named person and keeps the enquiry visible. A retry never creates a second record or sends the same message twice.

Demonstration · sample data only

Sample

Choose a scenario and run it. This runs entirely in your browser with made-up data. It does not send messages, create records or contact any live system.

Name
Sample: Priya N.
Email
sample@example.com
Message
Sample: we need a website with room booking.
  1. The execution log appears here.

Useful examples

These are illustrations of what a first workflow can look like, not claims about completed projects.

  • A new website enquiry creates a lead record and alerts the right person.
  • A confirmed booking starts the appropriate reminder sequence.
  • An invoice update refreshes a management report.
  • A submitted document goes to a named reviewer before the next action.
  • An AI-generated draft waits for approval before it is sent.

Options to scope separately

  • AI classification and drafting
  • Messaging templates
  • CRM cleanup
  • Dashboards
  • Legacy systems
  • Custom API development
  • Ongoing monitoring

All depend on the tools' supported connections, subscription plans and appropriate permissions. WhatsApp and email messaging must use an authorised account and the platform's current rules.

Proof you can open

See how a workflow is designed

Rather than a customer quote, we show the structure: what starts the workflow, what happens next, where a person reviews it and what happens when something fails. The Maalica platforms connect registrations, payments, commissions and a live dashboard; the OSTRA study applies the same thinking to a repeat-order flow.

The maalica.com homepage: a dark hero with the headline Transform Your Life, Rewrite Your Story, a portrait of the coach and a Book your clarity call button
WebsiteClient work

Maalica

A coaching website, offline event check-in, and one place to manage leads and payments.

Explore the website

How we measure usefulness

We measure the current workflow, then compare it after launch: time spent, manual steps and missed handovers.

Available integrations depend on your tools. Ongoing monitoring and maintenance are scoped separately.

Questions

Specific to automations.

Do we have to replace our current tools?
Often the first step is to connect or simplify what you already use. We recommend replacement only if the current tool prevents the agreed workflow.
What if something goes wrong?
The scope should include a visible failure path, an owner and a way to review or retry the work. An automation should not quietly lose a lead or send the same message repeatedly.
Can you use AI?
Yes, where it is useful. We agree what it can do, what information it can use and which outputs need review.

What would you like your business to do better?

Tell us what you want to build or improve. A rough idea is enough.