We help service businesses and growing teams in the US and UK connect forms, CRM, email, calendars, and the tools they already use. A website inquiry can update a CRM record, notify the right person, and create a follow-up task. Your team reviews the inquiry and decides how to respond.
Capture the inquiry and check required fields.
Capture the submission and check the required details before passing it on.
Look for a matching record and apply the agreed update.
Check for a match before creating or updating a record. Flag uncertain matches for review.
Send an alert to the agreed owner.
Use the agreed routing rules to notify the person responsible for the inquiry.
The owner reviews the inquiry and decides how to respond.
Create a task for the owner to review the request, resolve exceptions, and reply.
Tell us where staff copy information, wait for an approval, or have to remember the next step. We map how the work moves today and identify which parts are suitable for automation.
Our workflow automation services start with a repeatable task and the rules your team follows. Optional AI workflow automation can help classify requests, summarize messages, extract details from documents, or prepare drafts for staff review.
Repeatable tasks and handoffs
Our business process automation services start with rules your team already uses. We connect supported tools to move agreed information, send notifications, and create tasks.
Your team decides how to handle exceptions, approve requests, and respond to customers.
Connect the tools that feed your customer records
Our CRM integration services connect agreed forms, calendars, and other supported tools. We confirm which fields move, which system owns each record, and whether updates need to move in one direction or both.
Two-way synchronization needs its own defined scope and suitable account access. Staff handle uncertain matches and qualification decisions.
Sort, summarize, or draft for staff review
Optional AI can classify incoming messages, summarize notes, extract agreed fields from documents, or prepare drafts. We agree which data may be sent to the provider and what staff review.
Staff check uncertain outputs and approve AI-drafted customer replies, quotes, and other sensitive decisions.
Scope a connection when a standard connector falls short
When a supported connector cannot handle an agreed task, we can scope custom code to connect the tools. We check which interfaces are available and what each system allows.
Custom connections depend on access, vendor limits, and the documented interfaces. A standalone application has a separate scope.
If your team needs a standalone portal, dashboard, or application with its own users and screens, see Custom Web Apps & Dashboards.
See what each example automates, who makes the decision, and what happens when a step needs attention.
Capture the details, check the CRM, and give the right person a next step.
If a Step Needs Attention Send uncertain matches or incomplete records to the named reviewer. If the CRM connection fails, use the agreed alert and manual intake path.
Use optional AI to suggest a category and help staff prepare a response.
If a Step Needs Attention Route unclear or unusable output to a staff member for manual review.
Give a request a clear record and a named approver.
If a Step Needs Attention Flag missing information and send overdue decisions to the agreed owner. Keep the request pending until someone approves it.
Check agreed records on a schedule and flag the items that need attention.
If a Step Needs Attention If a tool is unavailable, flag the failed check separately so staff know which records still need review.
If customers need a new form or website, see Website Design & Development. For slow pages or a form that is difficult to use, see Speed, Technical SEO & CRO.
We map the task before building the workflow. The proposal identifies what we’ll test, what your team needs to review, and what we’ll hand over. Delivery estimates are shown with each package.
Identify what starts the task, who owns it, and which tools and information it uses.
Task, data, and ownership review
Agreed task and tool inventory.
Agree what should happen, which fields move, which decisions stay with staff, and what happens when data is missing.
Rules, decisions, and exceptions
A workflow map for review.
Check the account plans, permissions, available interfaces, and expected usage costs before building.
Account access and data boundaries
Agreed tools, permissions, and scope.
Build the agreed steps and test with sample records. Include relevant exceptions such as missing fields or a failed connection.
Validation, alerts, and agreed retry behavior
Tested workflows and a record of the checks.
Explain how to run, pause, and check the workflows. Document the agreed fallback, alert recipient, and included support.
Ownership and support responsibilities
Handover documentation and agreed training.
We confirm the accounts, permissions, data, and review steps the workflow needs. The agreed setup determines the available controls.
Agree which accounts, plans, APIs, and endpoints are supported, and what the workflow may read, create, or update.
Agree what data is needed, what is recorded, how long it is kept, and who can access it.
Agree which decisions and AI outputs need staff review, including customer replies, quotes, or sensitive actions.
Agree when a failed step should retry, when to alert someone, who receives the alert, and how staff can continue manually.
Check provider plans and likely usage charges. Agree which usage controls the selected tools can support.
Choose USD or GBP to compare starting prices. Your written proposal confirms the workflows, tools, testing, handover, and total price.
Start with a few repeatable tasks.
* Starting price (subject to scope)
Best for: Teams that want to connect the tools they already use for intake, reminders, or routine admin.
We map and build up to three simple, defined workflows with supported existing tools, agreed testing, validation, alerts, fallback arrangements, and documented handover.
Connect one primary CRM pipeline to the tools that feed it.
* Starting price (subject to scope)
Best for: Growing teams that need clearer records, follow-up tasks, or sales-to-delivery handoffs.
Configure agreed pipeline stages and custom fields, build defined CRM integrations, and hand them over with a recorded walkthrough and 14 days of agreed post-launch monitoring and tuning.
Handle complex intake or connect specialized software.
* Starting price (subject to scope)
Best for: Teams with defined document processing, human approval, or custom integration needs.
Scope complex workflows, AI assistance with human review, fallback arrangements, and custom middleware where needed. Includes documentation, agreed training, and 30 days of agreed post-implementation support and refinement.
Your proposal defines the required tools and permissions, who owns each workflow, who receives alerts, and what is handed over. It also sets out the checks, limited tuning, and maintenance included in any support period. Ongoing development and round-the-clock incident response require separate arrangements.
Third-Party Costs
Your business pays for third-party software subscriptions, accounts, hosting, and usage charges unless the written proposal states otherwise.
Compare all packages in Pricing Studio.
We start with the tools your team already uses. Before quoting, we check the account plan, available connections, access, and who will manage the workflow after handover.
Platforms such as Make, Zapier, or n8n can connect supported tools. We verify the available connector and account plan for the task.
We confirm what the chosen CRM can read or update on your plan before scoping changes to pipelines, fields, or records.
We check how each tool can send or receive the information the workflow needs.
We review the available interface, permitted actions, and usage limits before proposing custom integration work.
We confirm the account, endpoint, data rules, and review steps before agreeing any AI processing.
Find out when AI is useful, how we check compatibility, and what to expect from handover and support.
Tasks with clear rules, like copying agreed form fields or creating a reminder, can use rules alone. AI can help sort messages, extract details, or prepare drafts when staff can review the output.
We check your account plan, available connections, and which records the workflow needs to read or update. We agree the fields, permissions, and direction of each connection before implementation.
We agree which failures trigger an alert, when retrying is appropriate, who receives the alert, and how your team can continue manually.
Your business pays for third-party software subscriptions, accounts, hosting, and usage charges unless the written proposal states otherwise. We identify the tools and likely charges before work begins.
We agree who owns each workflow and receives alerts. Middle includes 14 days of agreed post-launch monitoring and tuning. Advanced includes 30 days of agreed post-implementation support and refinement. The proposal identifies the checks and limited adjustments covered. Ongoing development and round-the-clock incident response require separate arrangements.
Every project begins with an approved written proposal covering scope, deliverables, timing, and total price. A 50% deposit is due after written approval and before work begins. The remaining 50% is due after approval of the agreed deliverables and before final deployment or handover, unless the written agreement specifies otherwise. You can pay by PayPal or bank transfer. We issue invoices and payment instructions directly. The website does not collect payments. You are responsible for charges from your bank or intermediary banks where applicable and permitted. We account for our payment-processing costs in the agreed quotation, subject to PayPal rules and applicable law. We do not add a PayPal surcharge. You retain ownership of your domain, paid-for content, and agreed project deliverables, subject to the written agreement. Final deliverable handover and source-code transfer take place after final payment. Third-party software and services remain subject to their own licenses and terms. We document the agreed workflows, configurations, and access arrangements. Final handover of agreed deliverables and commissioned scripts follows final payment.
We map a repeatable task with your team, assess which tools can support it, and implement the agreed steps. We also identify where staff should review an exception or make a decision.
Estimates are 1 to 2 weeks for a focused workflow setup, 2 to 4 weeks for CRM integration, and 3 to 6 weeks for a custom AI-assisted system. The written proposal confirms the schedule and review points.
Share the task, the tools you use, and what should happen when it works. Tell us which decisions your team needs to keep. We respond to project inquiries within 24 hours.
Prefer emailing directly? Send us a short summary of your current tools and workflow goals at any time.
Prepare a draft addressed to hello@creativeamba.com.
