AI Automation — Starter Plan

Save time and reduce repetitive manual work with a professionally configured automation that connects the business tools you already use.

The Starter Plan is ideal for small businesses, startups, consultants, and growing teams that want to automate one everyday process without investing in a large or complicated automation system.

What's Included

• Automation Process Review — Your selected manual process is reviewed and converted into a clear automation plan before setup begins.
• 1 Custom Automation Workflow — Automate one clearly defined business process using a compatible automation platform such as n8n, Make, Zapier, Power Automate, or another suitable system.
• Up to 5 Workflow Steps — Include up to five main triggers, actions, conditions, or processing steps within the agreed workflow.
• Up to 2 Connected Business Tools — Connect up to two compatible applications such as Gmail, Google Sheets, a CRM, forms, calendars, Slack, Shopify, Airtable, Notion, or another supported service.
• 1 AI-Powered Action — Where useful, one step can use AI to summarize information, categorize text, prepare a response, extract useful details, or create simple content.
• Data Transfer & Synchronization — Automatically move selected information from one connected application to another.
• Simple Conditional Logic — Add basic rules so the workflow can take different actions depending on selected information or conditions.
• Automated Notifications — Configure notifications through a compatible email, messaging, or business platform when an important workflow event occurs.
• Basic Error Handling — Configure a simple fallback or notification for common situations where an automation cannot complete the expected action.
• Workflow Testing — Test the trigger, data transfer, AI action where included, connected applications, and main workflow steps before delivery.
• Basic Handover Information — Receive a simple explanation of what triggers the automation, what actions it performs, and which connected tools it uses.
• 1 Revision Round — One reasonable revision round is included for minor adjustments within the originally agreed workflow.
• 7-Day Post-Launch Support — Receive setup-related support and minor corrections during the first seven days after launch.

What Can You Automate?

• Send website leads to a spreadsheet or CRM
• Create automatic email notifications
• Move information between business applications
• Organize form submissions automatically
• Summarize incoming enquiries with AI
• Create tasks when important events occur
• Update records after a customer action
• Send appointment or internal notifications

How AI Helps

Traditional automation follows fixed rules. AI can add an extra layer of intelligence by helping interpret, summarize, categorize, extract, or prepare information before the next step of the workflow takes place.

Business Benefits

• Save Time — Reduce the number of repetitive tasks your team has to complete manually.
• Reduce Copy-and-Paste Work — Automatically move important information between connected business tools.
• Respond Faster — Trigger notifications, updates, and selected actions as soon as an agreed event happens.
• Create More Consistent Processes — Give routine tasks a defined workflow rather than relying entirely on someone remembering each step.
• Start With One Useful Automation — Automate a high-value repetitive task without paying for features and integrations your business does not yet need.

Ideal For

• Startups and small businesses
• Consultants and freelancers
• Local businesses
• eCommerce businesses
• Professional service companies
• Teams doing repetitive administrative work
• Businesses trying automation for the first time

Why Choose the Starter Plan?

The Starter Plan gives you a professionally built workflow rather than simply connecting two apps yourself. It includes workflow planning, up to five steps, two connected tools, optional AI processing, conditional logic, notifications, testing, documentation, revision, and post-launch support.

Please Note

Automation platform subscriptions, AI model usage, APIs, CRM subscriptions, messaging fees, email services, premium connectors, and other third-party costs 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.