Remove the admin between the work

Business Automations

Connected workflows that move data, trigger follow-ups and produce documents without anyone copying and pasting.

What you get

Process mapping of the workflows costing you the most hours
Automated handoffs across CRM, inbox, spreadsheets, accounting and messaging
Document, quote and report generation from live data
Exception handling with human approval where judgement is needed
Monitoring and alerting so a broken step is caught, not discovered

Where it pays off

Less admin: Measured against your baseline
Connected: Reduced re-entry between systems
Visible: Audit trail for automated actions

Good fit if

You have a repeatable process, real volume, and someone accountable for the result.

Choose the system

One team. Different jobs. Clear ownership.

Start with the role that removes the most friction. Each system is scoped around a real responsibility, not a generic chatbot prompt.

System preview

Inbound Lead and Enquiry Routing

Capture leads from forms, inboxes, calls and chat, then qualify, assign and follow up without leaving enquiries in a queue.

Trigger

A new lead, enquiry, email, missed call or website conversation arrives.

Agent does

captures the details · routes the owner · starts follow-up

Human control

Low-confidence matches, urgent requests and high-value opportunities are flagged for human review.

Responsibilities

Collect and normalise enquiry data
Check for duplicates
Assign by team, territory or service
Notify the right person and log the next step

Where it fits

Built around the work your business actually does.

Inbound

Leads, enquiries, emails, missed calls and chat are captured, classified, assigned and followed up from the moment they arrive.

Outbound

Email marketing, nurture, confirmations, reminders and auto SMS notifications are triggered by real customer and operational events.

Marketing

Content generation, publishing, SEO checks, review requests, review replies and enquiry triage move through approval-led workflows.

Sales

Lead management, supplier stock, customer onboarding, quote follow-up and handovers stay connected to the pipeline.

Admin

Reporting, notifications, invoicing, payment reminders and routine operational updates happen without spreadsheet chasing.

Operations

Owners, deadlines, approvals, documents, exceptions and monitoring are coordinated across the tools your team already uses.

Human control

Automation should make your team more capable, not less in control.

We automate around your existing CRM, inbox, website, accounting, calendar and apps.

Every workflow has an owner, trigger, outcome and exception path.

Human approval stays in the process wherever judgement, compliance or brand risk matters.

Failures are monitored and queued for recovery instead of disappearing silently.

Marketing messages, public replies and content can require approval before publishing.

Workflows are documented in your accounts so your team keeps control.

Questions, answered

Do we have to replace our tools?

No. We automate around what you already use, and only recommend a change when a tool is genuinely blocking the process.

What if a workflow breaks?

Failures alert us and you, with the failed item queued rather than lost. Support plans include a fix window.

Who owns the automations?

You do. They live in your accounts, documented, so you are never locked to us.

Find the work to improve first

Find the automations that would remove the most friction first.

Tell us where data gets copied, requests get missed or teams wait for updates. We will map the highest-value workflows around your existing stack.

Prefer a general call?

Next step

Ready to scope Business Automations?

Tell us where data gets copied, requests get missed or teams wait for updates. We will map the highest-value workflows around your existing stack.

Send enquiry info@urbanace.co.uk