Workflow automation
Move everyday tasks forward without the manual handoffs. From the first enquiry to the final invoice.
- Lead capture & follow-up
- Client onboarding & task creation
- Invoicing & reminders
AUTOMATION THAT WORKS FOR YOU
Less busywork.
More business.
Your team has better things to do than copy, paste, and follow up. We connect your tools and automate the repetitive work, so you can focus on what’s next.
Built around your business. Connected to your existing tools.
YOUR WORKFLOW, CONNECTEDEXAMPLE
THE TRIGGERA new enquiry arrivesWebsite form submitted
Captured. Connected. In motion.
Let the workflow take it from here.Your tools, working together.
Update CRMContact created
Prepare replyReady for review
Notify teamNext step assigned
One enquiry. Every next step connected.Less chasing. A smoother customer experience.
FOR TEAMS READY TO WORK SMARTER
Service businesses Agencies Growing operations
01 / WHAT WE DO
Make work flow.
Give your team room to grow.
Disconnected tools create unnecessary work. We turn the gaps between them into practical, reliable workflows.
Connected systems
Keep the tools you love. Connect your CRM, spreadsheets, and business apps so information moves with you.
- App & API integrations
- Data syncing between tools
- Consolidated reporting
Practical AI assistance
Put AI to work where it actually helps: organizing information and preparing drafts for your team to review.
- Enquiry sorting & routing
- Document summaries
- Draft replies with human approval
Built around the tools you already use
MakeGoogle WorkspaceHubSpotSlackAirtableCustom APIs
02 / THE POSSIBILITIES
Sound like your workday?
Let’s change that.
A few examples of what we can build. Each workflow is scoped around your tools, your team, and your goals.
01Follow up while
SALES & ENQUIRIES
Follow up while
the lead is still warm.
SALES & ENQUIRIESTHE BOTTLENECK
New enquiries sit in an inbox while someone copies the details into a CRM.
THE BETTER WORKFLOW
Capture the enquiry, create a contact, and assign the next step to the right person.
Form → CRM → Follow-up
02A smoother start.
CLIENT ONBOARDING
A smoother start.
For every new client.
CLIENT ONBOARDINGTHE BOTTLENECK
Every signed proposal means another round of emails, folders, and setup tasks.
THE BETTER WORKFLOW
Turn a signed agreement into a welcome email, a project workspace, and a clear checklist.
Agreement → Workspace → Welcome
03Your reporting.
OPERATIONS & DATA
Your reporting.
Without the spreadsheet chase.
OPERATIONS & DATATHE BOTTLENECK
Weekly reports start with downloading files and piecing together numbers from different tools.
THE BETTER WORKFLOW
Collect the data on a schedule, organize it in one place, and deliver a report for review.
Your tools → Combined data → Report
03 / HOW WE WORK
Start with one problem.
Build from there.
No need to overhaul your business. We start with a useful, manageable workflow and a clear definition of success.
Find the friction
Walk us through the repetitive task, the tools involved, and where things get stuck.
First: understand the workflowMake a clear plan
Agree on the scope, required access, cost, and the outcome before the build begins.
Then: define the right solutionBuild, test, and hand over
Test the workflow, account for exceptions, and show your team how to use and manage it.
Finally: put it to workOUR APPROACH
Good automation should make your day simpler.
That’s the idea behind NeuralAutomate. Practical systems, clear communication, and a thoughtful balance of automation and human oversight.
What should we automate first?
A good starting point is a repetitive task with clear steps: copying enquiries into a CRM, creating onboarding tasks, or preparing a regular report. We’ll look at the effort, frequency, and potential value together.
Do we need to change our existing tools?
Often, your existing tools can stay. We first check their integration and API capabilities, then explain any limitations or additional subscriptions before you decide.
How much does a project cost?
Pricing depends on the number of tools, workflow complexity, and support you need. Send us a short description and we can discuss the scope and a project quote. Any third-party platform costs are considered separately.
Does every automation need AI?
No. Many tasks work best with straightforward rules and integrations. AI can help with unstructured information, summaries, and drafts; we discuss review steps and data access when it’s part of the solution.
What happens after the workflow is built?
We walk you through the workflow and its handover. If you need ongoing monitoring, maintenance, or improvements, we can discuss those requirements as part of the project scope.
YOUR NEXT CHAPTER STARTS HERE
What would you do
with less busywork?
Tell us what’s slowing your team down. We’ll help you explore what an automation could look like.
01 Tell us about your workflow.
02 We’ll review the tools and possibilities.
03 Together, we’ll decide on the next step.
im@neuralautomate.xyz 02 We’ll review the tools and possibilities.
03 Together, we’ll decide on the next step.