Build Your Automation System
What Is System Setup?
System Setup Packages
Choose the perfect automation package for your business
Essential
- One automation area (customer-facing or internal)
- 1–2 simple tasks
- Full installation and testing
Professional
- Multiple workflow areas
- 3–5 tasks automated end-to-end
- Custom rules and variations
- Installation + refinement
Advanced
- Workflow automation across departments
- Multi-step processes + advanced logic
- Integrations with CRM/finance/support tools
- Robust testing and quality assurance
Which Setup Package Is Right for You?
Essential Setup — Best for Simple Operations
Choose this if:
- You want to automate one main area first
- Your tasks are simple, repeatable and low-risk
- You use few external tools
- You want the minimum required setup to get started
Typical examples:
- Handling basic customer enquiries
- Automating one internal workflow (e.g. reminders, tagging, simple reporting)
- First-time automation users who want a safe starting point
Professional Setup — Best for Growing Businesses
Choose this if:
- You want several processes automated
- You have more than one area involved (customer-facing and internal)
- You need rules, conditions or workflow variations
- You want automation that can grow with your operations
Typical examples:
- Multi-step booking or scheduling workflows
- Customer replies + internal alerts or handovers
- Automatically updating 2–3 tools when something happens
Advanced Setup — Best for Complex Operations
Choose this if:
- You have high-volume work or multiple teams involved
- You use several major systems that must work together
- Your workflows have many steps, rules or exceptions
- You need a full-scale automation layer supporting operations
Typical examples:
- Task routing across departments
- Integrations with CRM, ERP, finance or support tools
- End-to-end process automation across the whole business
How Your Setup Works
Discovery
We learn how your business operates and what you want automated.
Design
We map the workflows, logic and system connections you need.
Build & Configuration
We build the workflows, connect tools and configure the system.
Testing & Refinement
We test everything end-to-end and refine until it runs reliably.
Launch
You go live with a fully functioning system, ready for daily use.
Frequently Asked Questions
Ready to Get Started?
We'll help you choose the right setup based on your workflows and goals.
Build Your Plan