Service · Process automation & integrations

Your systems talk to each other. Your people stop copy-pasting.

We map how work really flows between people and programs, then automate the handoffs: leads, orders, invoices, approvals, statuses and reports. CRM, ERP, accounting and messengers become one connected process.

FIG. 05 — One order, before and after
Today
  • The order arrives in WhatsApp
  • A manager re-types it into the CRM
  • An accountant copies it into accounting
  • The warehouse is told by phone
  • The client asks for status and nobody knows
  • The report is built by hand on Friday
After automation
  • The order lands in the CRM by itself
  • The invoice is created and sent
  • The warehouse gets a task with a deadline
  • The client gets status updates in WhatsApp
  • The payment is matched to the invoice
  • The owner sees it all on the dashboard
Sound familiar?

Where manual work hides

In most growing companies, a large share of office time goes to moving data and chasing people instead of real work. It hides in different places for different roles.

  1. Owner

    You are the integration layer

    Approvals, answers and exceptions go through you, so the company moves at the speed of your inbox.

  2. Sales

    Leads get lost between channels

    Requests come from WhatsApp, Instagram, the website and calls. Some are never answered, and nobody knows which.

  3. Finance

    Invoices and payments by hand

    Invoices are created manually, payments are matched in Excel and overdue receivables are noticed too late.

  4. Operations

    Statuses live in chats

    "Where is the order?" is answered by calling three people. Tasks fall between departments.

  5. Management

    Reports take days

    Someone spends Monday assembling last week's numbers, and by Tuesday they are already out of date.

  6. Team

    Errors from re-typing

    The same data is entered in three places. Every copy is a chance for a typo, a lost discount or a wrong address.

What we automate

Processes we automate most often

Grouped by department. Every automation is designed around your real process, not a template.

Sales & clients

  • Leads from all channels into the CRM
  • Lead routing and follow-up reminders
  • Quotes and contracts from templates
  • Online booking and confirmations
  • WhatsApp and Telegram notifications
  • Order status updates for clients

Finance

  • Invoice creation and sending
  • Payment matching with bank statements
  • Overdue receivables reminders
  • Expense approvals
  • Payroll and bonus inputs
  • Export to accounting systems

Operations

  • Order-to-delivery workflow
  • Warehouse tasks and stock alerts
  • Purchase requests and approvals
  • Service and repair tickets
  • Field team scheduling
  • Document flow and e-signatures

People & management

  • Onboarding checklists
  • Task assignment and deadlines
  • Weekly reports and KPI digests
  • Leave and HR requests
  • Internal knowledge base
  • Alerts to managers

If a process repeats and follows rules, it can be automated.

How it looks in practice

Typical scenarios

From lead to deal

Trigger A request arrives on Instagram at 22:40.

  1. Captured in the CRM with its source and campaign
  2. Assigned to the right manager by rules
  3. Instant first reply in the client's language
  4. A follow-up task if there is no answer in 2 hours

Effect No lost leads, and response time is measured in minutes.

From invoice to payment

Trigger A deal is marked as won.

  1. The invoice is generated from the contract
  2. Sent to the client by email and WhatsApp
  3. The bank payment is matched automatically
  4. Reminders on day 3, 7 and 14 if unpaid

Effect Receivables under control without manual chasing.

From booking to repeat visit

Trigger A client books online.

  1. The slot is reserved in the specialist's calendar
  2. Confirmation, then a reminder 24 hours before
  3. Visit, payment and review recorded in the CRM
  4. A re-booking offer at the right moment

Effect Fewer no-shows and returning clients without manual calls.

Month-end close

Trigger The last working day of the month.

  1. Data collected from the CRM, bank and accounting
  2. Discrepancies flagged for the accountant
  3. P&L and cash flow updated
  4. A summary sent to the owner

Effect The month closes in hours instead of a week.

Two ways to build

Low-code platforms or custom integrations

We choose by reliability, cost of ownership and how unique your process is. Most companies end up with a mix.

Fast and flexible

Low-code platforms

n8n, Make, Zapier and built-in CRM automation. Quick to launch and easy for your team to adjust.

  • Launch within days
  • Easy to change later
  • Low start cost
  • Best for standard flows between popular services
Full control

Custom integrations

Code in Python or TypeScript with queues, logging and monitoring, hosted in your cloud.

  • Any system, including legacy and on-premise
  • High volumes and complex logic
  • No per-task platform fees
  • Best for critical, high-load processes
or
What you get

Automation you can rely on

  • Process mapCurrent and target process with every handoff and owner.
  • Working automationsTested on your real data before launch.
  • Monitoring and alertsIf a step fails, the right person knows immediately.
  • DocumentationWhat runs where, how to change it and who owns it.
  • Team trainingShort sessions and guides for every role.
  • Measured effectHours saved and error rates tracked before and after.
Systems we connect

Works with your stack

  • HubSpot
  • Zoho CRM
  • Salesforce
  • Bitrix24
  • Pipedrive
  • Odoo
  • 1C / BAS
  • SAP Business One
  • Xero
  • QuickBooks
  • Google Workspace
  • Microsoft 365
  • WhatsApp Business API
  • Telegram
  • Stripe
  • n8n
  • Make

Any system with an API or a database can be connected.

How we work

From chaos to a process that runs itself

FIG. 08 — Automation delivery5 steps
  1. 01

    Process diagnostic

    Max

    We interview the people who do the work and map every handoff and delay.

  2. 02

    Prioritisation

    Max + analysts

    We rank automations by hours saved, cost of errors and complexity.

  3. 03

    Build and test

    Woleft team

    We build each automation and test it on your real data.

  4. 04

    Launch

    Max + team

    Rollout with the team, training and a short parallel run.

  5. 05

    Support

    Woleft team

    Monitoring, fixes and new automations as your processes change.

Automations are delivered within the Management System Sprint, from AED 35,000. The diagnostic starts from AED 7,500. See pricing

FAQ

Questions about automation

Which process should we automate first?

The one that combines high volume, frequent errors and clear rules. The diagnostic gives you a ranked list with the expected effect of each automation.

Will people lose their jobs?

Usually not. Automation removes copying and chasing, so people spend their time on clients and decisions. We plan the change together with your team.

What if our process is chaotic?

That is normal. First we agree on how the process should work, then we automate it. Automating chaos only makes chaos faster.

What happens when something breaks?

Every automation has monitoring and alerts. On support, we fix issues and adapt flows when your systems change.

Will we depend on you afterwards?

No. You get documentation and access to everything, so your team or another contractor can maintain it.

Book a process diagnostic

  • We map one of your key processes together
  • You see where time and money are lost
  • You get a ranked list of automations with the expected effect
Contact

Book a diagnostic with Max

Tell us briefly about your company and what you want to improve. Max will reply personally and propose a time for a call.

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