Automation & AI · 01 / 07
Process automation
Process automation connects the software your business already uses so routine work runs by itself. SiteGrid Labs builds automations that capture and route leads, process invoices, send scheduled reports and keep your CRM, billing and project tools in sync, with a person approving any step you choose.
Why it matters
Most teams lose hours every week moving information between systems by hand: reading an enquiry and typing it into the CRM, keying in a supplier invoice, pasting figures into Monday’s report. Each task is small. Together they add up to a part-time job nobody applied for.
We start with an audit of where that time goes, then automate the tasks that cost the most. Automations run around the clock, every run is logged, and we monitor them after launch so problems are caught before your team notices.
What’s included
Pick the pieces you need.
Each project is scoped and priced before work starts.
- Lead capture and routing
- New enquiries are researched, scored and sent to the right person straight away.
- Invoice and document handling
- Key details are read from documents and checked before anything is posted.
- Scheduled reports
- Figures from several tools are combined into one report that arrives on time.
- Team notifications
- The right people hear about the right events, in the chat or email tool they already use.
- Syncing CRM, billing and project tools
- A change in one system shows up in the others, so nobody reconciles them by hand.
Who it’s for
- Teams copying data between two or more systems every day
- Businesses where new leads wait hours for a first reply
- Finance teams keying in invoices and receipts by hand
How it works
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Audit
We map where your team’s hours go and find the manual work that costs the most. You leave with a fixed scope and a fixed quote.
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Build
We design the site or workflow and test it against real examples from your business before anything goes live.
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Connect
We plug into the tools you already pay for, with only the access each task needs and a record of every run.
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Operate
We watch it around the clock, fix what breaks and tune it as your business changes.
Questions
Do we need to replace our current software?
No. We connect the tools you already use. Automation works best on top of the systems your team knows, rather than as a reason to migrate.
What happens if an automation fails?
Every run is logged and monitored. If a step fails, we are alerted and fix it, and your team can see exactly what happened and when.
Can a person approve steps before they run?
Yes. Any step can wait for approval, such as sending a reply, posting an invoice or publishing content. You decide where people stay in the loop.
How long does it take to automate a process?
Most automation projects are live within a few weeks. You get a fixed timeline with your quote.
Start with one task
Tell us which task eats most of your team's week.
Send a few lines about your business and what you'd like fixed. We'll book a free call, then send a fixed quote.
hello@sitegridlabs.comNo sales pitch. If automation isn't worth it for you yet, we'll say so.