Turn repetitive operational frictioninto reliable automated workflows.
Step to Begin maps how your team actually works and builds one defined, end-to-end workflow inside the tools you already use. Incoming enquiries qualified, records synced, and human review preserved before any critical action.
At a glance
Fixed Scope- Starting Point
- From 8,500 DH
- Indicative Timeline
- 10 to 15 Business Days
- Workflow Scope
- 1 Defined Workflow
- Team Handover
- Docs, SOPs & Training
Three common bottleneckswe turn into reliable workflows.
These three models represent core operational workflow types, not fixed bundles. We tailor your exact data rules, tool connections, and human checkpoints in a written proposal.
These are three standalone workflow examples. The starting offer covers one defined workflow configured end-to-end for your business.
Lead Intake & Qualification
Capture incoming inquiries, collect missing details, and route immediately to the right person.
Inquiries arrive across scattered WhatsApp, email, and web forms; details sit unfiled with missing phone numbers.
Central webhook parses required fields, prompts for missing parameters, and creates a tagged CRM record.
Project lead verifies business fit before assigning the account executive.
Structured inquiry capture with complete source logs; qualified leads routed promptly to the right owner without manual retyping.
Quote & Document Preparation
Turn approved project parameters into draft quotes, with a person checking price before sending.
Staff retypes identical names, line items, and quantities from chats into proposal PDFs and billing spreadsheets.
Pulls approved pricing tables, calculates line subtotals and taxes, and generates a branded PDF draft in Drive.
Manager reviews quantities, custom discounts, and clicks Approve before dispatch.
Quotes drafted in seconds from validated price rules; commercial leads review and approve terms before any dispatch.
Follow-Up & Status Updates
Track the next action, remind the team, and stop automated messages as soon as a person takes over.
Quotes sent to prospective clients go cold during peak delivery periods because nobody remembered to follow up.
Time-triggered monitor checks thread activity at 72h and stages a tailored reminder in the team dashboard.
Sales representative confirms draft or pauses sequence if offline contact occurred.
Consistent follow-up discipline maintained with auto-disengage safety as soon as a customer responds or staff intervenes.
A transparent sequence,from initial inquiry to logged outcome.
We do not build opaque black boxes. Every automation executes a visible, deterministic progression where defined rules handle repetition and humans approve critical actions.
Plain Language: Rules vs. AI Assistance
Engineering PrinciplesRules follow strict logic: if a form is submitted with service A, calculate cost and notify person B. Deterministic validation rules, predictable execution, and virtually zero API cost.
When client emails or voice transcriptions arrive without clear formatting, an AI model summarizes intent, extracts parameters, and tags urgency. AI suggests; rules and humans decide.
The 7-Step Production Sequence
Readable without clicking: see how data travels, where AI assists, and where a person validates.
Human Approval Gate
Mandatory sign-off on prices, exceptions, or sensitive messages.
A team member verifies numbers on their phone via a single tap before anything leaves the company.
Uncertain inquiries pause here automatically.
Built-in Escalation Gate: When the System is Unsure
If an inquiry contains conflicting details, ambiguous scopes, or missing required fields, the workflow pauses automated dispatch, applies validation rules, and routes the inquiry to an exception queue for team review.
Every single workflow,mapped, built, tested, and handed over.
A professional automation project combines rigorous process mapping, dependable API integration, and full client ownership. Deliverables are defined by your agreed scope.
Process Map & Scope
We document your current manual routine, remove administrative drag, and establish clear boundaries before building.
- Step-by-step visual map of how work currently flows
- Identification of data leaks and manual bottlenecks
- Clear specification of inputs, required fields, and rules
- Approved project plan and written success criteria
Build & Edge-Case Testing
One defined workflow connected to agreed tools via Make or n8n, with robust input validation and failure recovery.
- End-to-end integration between agreed channels and tools
- Strict input validation rules rejecting malformed data
- Exception handling for missing fields or network timeouts
- Intensive testing of both happy paths and edge cases
Control & Client Handover
Mandatory human sign-off gates, recorded training, written runbooks, and a way to pause or override the system.
- Mandatory human checkpoints before critical actions
- Live video training session with your operating team
- Written operating runbook: what to do if an API updates
- 100% account keys and credentials in your company name
Scope Limits & Third-Party Costs Notice
The starting package (from 8,500 DH) covers one defined workflow configured end-to-end for your business.
Additional workflows, multi-department branching, custom API development, and large historical database migrations are quoted separately in writing. Third-party subscriptions (Make, OpenAI token usage, WhatsApp Business API) are billed directly by providers to you with zero agency markup.
From service inquiry to approved quote:an end-to-end walkthrough.
Inspect how an incoming inquiry moves through an automation pipeline in reality. Select each stage below to examine data packets, logic checks, and the human checkpoint.
Illustrative demonstration of a standard customer intake architecture. Not a client project.
Simulation: Client submits complete contact details and standard requirements.
A team member verifies the project fit on their phone and taps "Approve Invitation".
From process mappingto verified team handover.
A calm, four-stage collaborative roadmap designed specifically for business automation projects. Timelines are conditional on the agreed scope and tool access.
Discovery, testing, and team walkthroughs take place via shared screens and private staging environments. Indicative timeline for 1 defined workflow is 10 to 15 business days.
Observe & Map the Real Process
Understand how your team actually works today and select one high-value workflow.
- Shadow your existing manual routine and inquiry flow.
- Identify repetitive administrative drag and copy-paste delays.
- Locate data bottlenecks and failure risks across channels.
- Define the single workflow with the highest operational return.
- 5 to 10 typical past client inquiries and quotes.
- Walkthrough of your team’s current daily routine.
- Initial overview of the tools currently in use.
Failure Modes & Incomplete Information Rule
If an inquiry is incomplete or an API server drops connection during execution, the workflow never fails silently. The system captures the event in a persistent retry queue and alerts your team on Slack or WhatsApp for manual review.
Clear published starting rate,scope confirmed in a written proposal.
We publish our official starting rates with complete clarity. You know what is covered in the starting offer, what requires a custom scope, and how third-party software costs are handled.
Official Starting Offer (HT) · 1 Defined Workflow
Payment milestones defined in the written proposal
Defined Automation Workflow
Deploy 1 defined automation workflow configured end-to-end: lead qualification, two-way CRM and Google Sheets sync, human approval loops, and staff handover.
- 1 defined automation workflow configured end-to-end
- Intelligent lead qualification and customer enquiry triage
- Two-way integration with CRM, Google Sheets, or Notion via Make or n8n
- Human approval loop integrated where appropriate before critical actions
- Instant automated lead notifications and sales team dispatch
- Video handover documentation and post-deployment handover adjustments period
- Secure cloud infrastructure compliant with privacy best practices
- Post-deployment adjustments and calibration window (period confirmed in quote)
Understanding Starting Scope vs. Custom Estimate
One defined linear or branched workflow: for example, taking website and WhatsApp enquiries, checking completeness, logging them into a sheet, notifying your team, and drafting a verified proposal for human approval.
When your business requires multi-department routing, syncing across 5+ legacy platforms, migrating historical CRM databases with thousands of records, or developing custom webhook microservices.
Third-party software subscriptions (Make scenarios, OpenAI token usage, WhatsApp Business API messaging fees, Google Workspace) are held directly in your name and billed directly by providers to you with zero agency markup.
Practical answersbefore you start an automation project.
Clear, direct information about tool compatibility, data privacy, human approvals, account ownership, and post-launch maintenance.
Ready to stop retyping the same information every single week?
Describe the repetitive manual process that consumes the most time in your business. We will map the steps with you, identify the bottlenecks, and show you exactly how an automated workflow would run before building anything.
Fixed scope · Written proposal · No unsolicited software lock-in