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Datalytics AI

Business Automation

Give your team their hours back.

We map the repetitive work in your business and automate it end to end, so leads, invoices and follow-ups happen without anyone chasing them.

The problem

Copying data between tools, chasing invoices and replying to the same messages all day is slow, error-prone and does not scale. Owners end up as the integration layer.

Our approach

We connect the tools you already use, add AI where judgment is needed, and build reliable automations with logging, retries and alerts, so failures are visible instead of silent.

What you get

Capabilities

  • CRM automation

    Lead capture, routing, enrichment, reminders and pipeline updates without manual entry.

  • Invoicing and payments

    Generate, send and reconcile invoices, with automatic payment reminders.

  • WhatsApp and email flows

    Order updates, follow-ups and support replies using approved templates and clear opt-in.

  • Document processing

    Extract data from PDFs, forms and emails into your systems with AI.

  • n8n, Zapier or custom

    The lightest tool that solves it, self-hosted when cost or privacy calls for it.

  • Reliability built in

    Error handling, retries, audit logs and alerts for every workflow.

Use cases

Where it pays off

  • New enquiry to CRM, instant reply and calendar invite in under a minute
  • Automatic invoice generation and payment chasing
  • Order confirmation and delivery updates on WhatsApp
  • Weekly reporting compiled from several tools and emailed to leadership

Tech stack

Tools we use

  • n8n
  • Zapier
  • Make
  • WhatsApp Business API
  • HubSpot
  • Zoho
  • QuickBooks
  • Node.js

Process

How the project runs

  1. 01

    Discover

    A free 30-minute call, then a written scope: goals, constraints, success metrics and a fixed first milestone.

  2. 02

    Build

    Short weekly iterations you can see and test. We start with the single workflow that saves the most time.

  3. 03

    Deploy

    Production rollout with monitoring, access controls and a runbook, so your team is never guessing.

  4. 04

    Scale

    We measure against the agreed metrics, tune what matters and extend to the next workflow.

FAQ

Business Automation: common questions

Ready to talk about business automation?

In 30 minutes we will tell you what can be automated, how long it takes and what it costs. Free, no obligation.