What is Business Process Automation?
Business process automation (BPA) uses technology to automate repetitive tasks and workflows across your entire business—from marketing and sales to operations and customer service. Instead of your team manually performing the same tasks over and over, custom automated workflows handle them automatically.
The result? You save 20+ hours per week, reduce errors, improve consistency, and free your team to focus on high-value work that actually grows your business.
Types of Custom Workflows We Build
We create custom automated workflows tailored to your specific business needs across every department:
Marketing Automation Workflows
Automate lead generation, nurture sequences, campaign management, and customer engagement.
- Lead capture workflows - Automatically capture, qualify, and route new leads
- Email nurture sequences - Multi-touch campaigns that run on autopilot
- Campaign automation - Launch, track, and optimize campaigns automatically
- Social media automation - Schedule, publish, and engage across platforms
- Content distribution - Automatically share content across channels
Sales Automation Workflows
Streamline your sales process from lead to close with intelligent automation.
- Lead routing - Assign leads to the right sales rep automatically
- Follow-up automation - Never miss a follow-up again
- Pipeline management - Update deal stages based on activities
- Proposal generation - Create and send quotes automatically
- Contract automation - Generate, send, and track contracts
Operations Automation Workflows
Eliminate manual tasks in your day-to-day operations.
- Invoicing automation - Generate and send invoices automatically
- Reporting workflows - Create and distribute reports on schedule
- Data sync automation - Keep all systems updated in real-time
- Inventory management - Track stock levels and reorder automatically
- Document workflows - Route documents for approval and signature
Customer Service Automation Workflows
Provide faster, more consistent customer support.
- Ticket routing - Assign support requests to the right team member
- Auto-responses - Acknowledge inquiries instantly
- Escalation workflows - Automatically escalate urgent issues
- Follow-up sequences - Check in after issue resolution
- Feedback collection - Request reviews and testimonials automatically
Marketing Automation Workflows (Our Specialty)
While we build custom workflows across your entire business, marketing automation is where we truly excel. Stop wasting hours on repetitive marketing tasks. Our marketing automation workflows nurture leads, engage customers, and drive revenue while you sleep.
🎯 Lead Nurturing
Automated email sequences that move prospects through your funnel automatically
⚡ AI-Enabled Workflows
Smart workflows powered by AI that adapt to customer behavior in real-time
🔄 Multi-Channel
Coordinate email, SMS, social media, and more from one central system
📊 Data Integration
Connect all your marketing tools for seamless data flow and reporting
Our Custom Workflow Automation Services Include:
Platform Integration & Setup
- CRM platform selection and configuration
- Marketing, sales, and operations tool integration
- Data migration and cleanup
- Custom API integrations across systems
Workflow Design & Implementation
- Lead capture and qualification workflows
- Nurture sequence automation
- Customer onboarding workflows
- Re-engagement campaigns
- Sales pipeline automation
- Operations and reporting workflows
AI-Enabled Automation
- Predictive lead scoring
- AI-powered segmentation
- Smart send-time optimization
- Automated content personalization
- Behavioral trigger systems
Ongoing Optimization
- Workflow performance analysis
- A/B testing automation
- ROI tracking and reporting
- Continuous workflow refinement
Our Process for Building Custom Workflows
We don't just set up tools—we design complete automation systems that align with your business goals and scale with your growth.
How We Build Your Custom Automated Workflows:
- Audit - Analyze your current processes and identify bottlenecks across all departments
- Strategy - Design custom workflows based on your business operations and customer journey
- Implementation - Build and test automated workflows that solve your specific challenges
- Training - Ensure your team can manage and optimize the automation system
- Optimization - Continuously improve performance based on data and feedback
Why Choose Our Automation Agency for Custom Workflows?
- Platform Agnostic - HubSpot, ActiveCampaign, Keap, Go High Level, Zapier, Make, or custom solutions
- Business-First Approach - Technology serves your strategy, not the other way around
- Cross-Functional Expertise - We understand marketing, sales, operations, and service workflows
- ROI Focused - Every workflow is designed to save time and drive measurable results
- Hands-On Support - We build it with you, not just for you
- Scalable Solutions - Workflows that grow with your business
Ready to Automate Your Business Processes?
Stop wasting hours on manual, repetitive tasks. Let's build custom automated workflows that save you time, reduce errors, and allow you to focus on growing your business.
Book Automation Strategy Call