AI Automation — Pro Plan

Connect your existing business tools and automate several repetitive processes with a coordinated AI-powered workflow system built around the way your business operates.

The Pro Plan is designed for growing businesses that want to automate more than one task and have integrations, notifications, AI processing, and business applications working together more efficiently.

What's Included

• Business Process Review — Up to three selected processes are reviewed and organized into a clear automation plan before implementation begins.
• Up to 3 Automation Workflows — Build up to three defined workflows covering different repetitive processes or connected parts of a larger business process.
• Up to 15 Total Workflow Steps — Configure triggers, actions, conditions, data handling, and other workflow steps across the included workflows.
• Up to 4 Connected Business Tools — Connect compatible applications such as CRM software, Gmail, Google Sheets, Airtable, documents, Slack, Shopify, forms, Notion, project-management platforms, or other supported tools.
• Up to 2 AI-Powered Processes — Use AI for tasks such as summarization, categorization, data extraction, drafting, information routing, or other suitable processing.
• Conditional Workflow Logic — Create workflows that can take different paths depending on selected business data, customer information, form responses, record status, or other agreed conditions.
• Automated Data Processing — Clean, organize, transform, categorize, or otherwise process selected information before sending it to the next connected system.
• CRM Automation — Where included, automatically create or update selected customer, lead, or sales records.
• Email Automation — Trigger selected internal or customer emails when agreed workflow conditions occur.
• Internal Notifications — Notify responsible team members through compatible channels when important events require attention.
• Task Creation & Assignment — Automatically create or assign tasks when workflow conditions are met.
• Form & Lead Processing — Parse information collected through forms, enquiries, applications, or lead sources and send data to the appropriate destination.
• Calendar or Scheduling Automation — Connect selected calendar or scheduling actions with other included workflow steps.
• Data Synchronization — Keep selected information more consistent between included connected systems by transferring or updating approved fields.
• Basic API or Webhook Connection — Where necessary, one compatible API or webhook connection can be included where standard application connectors are not sufficient.
• Error Notifications — Alert the responsible person when important automation steps fail or require attention.
• Complete Workflow Testing — Test included triggers, conditions, AI processing, connections, data transfers, and workflow outcomes before launch.
• Automation Handover Guide — Receive a simple overview explaining workflows, connected tools, major triggers, actions, and important operating rules.
• 2 Revision Rounds — Two reasonable revision rounds are included for adjustments within the originally agreed project scope.
• 14-Day Post-Launch Support — Receive setup-related support and minor corrections during the first 14 days after launch.

What Can You Automate?

• Lead capture and CRM updates
• Customer enquiry processing
• AI email or message handling
• Internal team notifications
• Task creation and assignment
• Form processing and data routing
• Calendar and scheduling workflows
• eCommerce order notifications
• Spreadsheet and database updates
• Basic reporting workflows
• Document or text classification
• Information transfer between business tools

How AI Helps

AI can help the automation understand and process information that is harder to handle with simple fixed rules. For example, it can summarize a long enquiry, categorize a request, extract useful details, prepare a draft response, or route information before the next automated step runs.

Business Benefits

• Automate Several Repetitive Processes — Reduce manual work across multiple areas instead of solving only one isolated task.
• Connect Your Existing Software — Help applications your business already uses exchange information automatically.
• Reduce Administrative Work — Automate repetitive data entry, notifications, task creation, routing, and routine updates.
• Process Information More Efficiently — Use AI where useful to summarize, categorize, extract, or prepare information inside the workflow.
• Improve Workflow Consistency — Create clear automated processes that follow the same agreed rules whenever a trigger occurs.
• Keep Your Team Informed — Publish alerts, send notifications, and create tasks for team members when attention is required.

Ideal For

• Growing businesses
• Digital agencies
• eCommerce companies
• Professional service companies
• SaaS businesses
• Operations and administrative teams
• Companies using several disconnected software tools
• Businesses that already understand which processes they want to automate

Why Choose the Pro Plan?

The Pro Plan brings several business processes together with up to three workflows, 15 automation steps, four connected applications, two AI-powered processes, conditional triggers, CRM automation, notifications, data processing, testing, documentation, revisions, and post-launch support.

Please Note

Automation platform subscriptions, AI usage, APIs, CRM services, email or messaging platforms, premium connectors, databases, and other third-party software or usage fees are billed separately where required.

What's Included

Full setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.

Delivery Timeline

Your delivery timeframe is confirmed after we review the project requirements. Smaller projects may be completed within a few business days, while larger or more complex projects may require additional time.

Support

Project support is available throughout the delivery process for questions, progress updates, and delivery assistance.