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Emrald

Automation

Many businesses lose hours every week copying data between tools, chasing follow-ups and sending the same messages. We find those tasks and automate them, so your team spends its time on work that needs a person.

  • 6 partscovered by one team
  • Fixed priceagreed before work starts
  • Weekly demosfrom the second week
  • 1 working dayto reply to your enquiry

What’s included

Everything below is handled by the same people, so nothing gets lost between suppliers.

Process review

We look at how leads, orders and requests move through your business and find the steps worth automating.

Tool integrations

Connect your website, CRM, email, spreadsheets, accounting and messaging apps so data flows on its own.

Lead and customer follow-up

Instant replies, reminders and follow-up sequences by email or WhatsApp.

AI assistants

Chat assistants that answer common questions from your own content and hand over to your team when needed.

Documents and reports

Generate quotes, invoices and weekly reports automatically.

Monitoring

Every automation is logged and monitored, with alerts if something needs attention.

What you get

  • Automation opportunity report
  • Workflow diagrams
  • Configured integrations and automations
  • Team guide for each workflow
  • Monitoring and error alerts

A good fit for

  • Website enquiries sent straight to your CRM
  • Appointment reminders and confirmations
  • Automatic invoices and payment reminders
  • Weekly sales and operations reports
  • AI chat assistant for customer questions

Not sure it fits? Tell us what you are trying to do and we will say honestly whether this is the right service.

How the project runs

  1. 1

    Discover

    We learn your goals, customers and constraints, and agree what success looks like.

  2. 2

    Plan

    You get a clear scope, timeline and fixed price before any work starts.

  3. 3

    Build

    We design and build in short cycles and show you working progress every week.

  4. 4

    Launch & grow

    We launch, monitor and keep improving, with support whenever you need it.

Related work

All projects

Questions

What tools can you automate?

Most modern business tools: Google Workspace, Microsoft 365, CRMs, accounting software, e-commerce platforms, email and messaging apps. If it has an API, we can usually connect it.

Do I need a new system to automate?

No. Most automations connect the tools you already use. We only suggest something new when it clearly saves time or money.

Are AI assistants reliable?

We keep them focused on your own approved content, test them before launch, and always give customers a way to reach a person.

What happens if an automation fails?

Each workflow is monitored. If a step fails it is logged and we are alerted, so nothing is silently lost.