One WhatsApp or sales automation path
One agreed path that works from start to finish, instead of a large project whose result you see only at the end.
- Duration
- 7–10 days
- Price
- Starting from 2,500 SAR
Business automation: clear workflows instead of repeated manual steps
We turn repeated tasks in your company into workflows that run on their own, from approvals, reports and invoices to WhatsApp or Email messages. We map the manual process first, automate its repeatable part, and keep a named person responsible for exceptions.
- Entry point
- One WhatsApp or sales automation path
- Duration
- 7–10 days
- Price
- Starting from 2,500 SAR
Overview
Automation starts with understanding what happens today, not with a tool. We first map the manual process as it really runs: who starts it, what goes into it, and where it slows down or repeats mistakes. Then we separate the repeatable part, which can run without intervention, from the part that needs a person's decision.
We automate the repeatable part and keep a person in the loop for exceptions: an unusual request, an amount over the agreed limit, or missing data. These cases reach the right person as a clear alert instead of getting lost. Before delivery we test every path with a success case and a failure case.
Alerts tell you when a run finishes or fails, and each path keeps a log of what ran and when. You can see what was done without asking anyone.
What the service covers
Business process automation
If your company relies on repetitive procedures and a lot of manual work, we can turn a large part of them into automated processes.
- Workflow Automation
- Approval automation
- Report automation
- Invoice automation
- Automating data entry and transfer
- Email Automation
- WhatsApp Automation
- Automated Notifications
- Customer follow-up automation
- Connecting departments and systems
- Form and request automation
- Reducing repetitive manual procedures
Who this is for
- An employee copies the same data every day from a message, a form or an Excel file into another system.
- Approvals travel by WhatsApp or Email, and nobody knows where a request is waiting.
- A weekly or monthly report is put together by hand and reaches management late.
- Invoices are prepared and sent one by one, and chasing the unpaid ones depends on whoever remembers.
- A customer asked for a quotation or left an order unfinished, and gets an answer only when someone has time.
- Two departments work in different files or systems and pass work to each other by personal messages.
Problems we address
Repeated data entry
Every retyping is a chance for a wrong digit or a lost row, and it takes time the employee needs for other work.
Requests with no visible status
When approval depends on messages, nobody can say who holds the request now, and the same question gets asked again and again.
Reports that depend on one person
A report assembled by hand differs with whoever builds it, and it arrives when that person has time.
Follow-up that depends on memory
A reminder about a quotation or an update on an order reaches the customer only if an employee remembers it.
Automation nobody can see
A workflow without alerts or a log fails silently, and the first person to notice is often a customer who complains.
What you receive
The final deliverables for each workflow are written in the offer. They usually include the following.
A written process map
The current steps, who performs them and what starts them, with a clear line between what will be automated and what stays with a person. You use it to agree the scope and later to train new staff.
The agreed automated workflow
The workflow that runs the approvals, reports, invoices or data transfer as defined in the offer. It runs inside your own accounts.
An exception route
Rules that decide what goes to a person, who is alerted and through which channel, and what that person can do: approve, correct or reject.
Alerts and a run log
An alert when a run finishes or fails, and a log that shows what ran, when, and with what result. A non-technical reader can follow it.
A customer message path
Where needed: when a WhatsApp or Email message is sent, the wording you approve, the waiting times, and the condition that stops the sequence.
A test sheet and a one-page guide
Results for every path with a success case and a failure case, and a one-page guide that says what runs, when, who gets the alerts and how to pause a workflow.
How the work runs
Every project follows the same ladder. In automation we add a test of every path before delivery.
- 1
Map the manual process
After a free call we define the path: what starts it, who performs it, and where work repeats or stalls. A simple path proceeds directly to a written offer; automation requiring custom software or enterprise integrations begins with a paid diagnostic.
Your part: You confirm that the map matches reality and pick the first workflow from the ranked priorities.
- 2
Agree scope and exceptions
We write a fixed-price offer that lists each step to be automated, what stays with a person, who is alerted, and the acceptance criteria for every stage.
Your part: You review and sign the offer. The first payment (40 percent) starts the work.
- 3
Build the repeatable part
We build the workflow on sample, aggregated or anonymised data and show you a working preview that runs in front of you.
Your part: You try the preview with your own cases. The second payment (30 percent) is due only after you have seen it work.
- 4
Test every path
We test each path with a success case and a failure case, check that alerts arrive and that every run is logged, then fix what the tests show.
Your part: You review the test sheet and approve in writing. The last payment (30 percent) follows approval, and the final files are handed over after it.
- 5
Handover and support
We give you the one-page guide, open the accounts in your name and end our temporary access. After delivery you have 14 days of free fixes for defects, then an optional monthly plan.
Your part: You receive the accounts and the guide, and report any defect within the 14 days.
What we need from you
- Temporary access to the tools involved (Email, a WhatsApp Business account, the system that holds the data), through accounts opened in your name.
- A person who performs the process today and can walk us through it, including the unusual cases.
- Real examples of requests, invoices or reports, with personal data removed or masked.
- A decision-maker who approves the scope and each stage, and a named person who receives the exceptions.
- Your rules: who approves what, which limits call for a review, and the wording of customer messages.
What it looks like in practice
How to start
Start with a free call, then an offer for one WhatsApp or sales path with clear scope and a 7–10 day duration. If the work needs custom software or enterprise integrations, we agree a paid diagnostic before pricing implementation.
Complex-project diagnostic (5 working days)
For complex work that needs assessment before implementation can be priced. Deliverables are agreed before the start; simple services begin with a free call and a written offer.
- Duration
- 5 working days
- Price
- Fixed fee 1,200 SAR
Questions about this service
Can you automate a process that is not documented, or that each person performs differently?
Yes, but we map it first. Automation repeats a process exactly as it is, so if every person does it differently, the inconsistency would simply repeat faster. We follow the people who perform the process, write down the steps, and agree with you on the one version to automate. If the process needs standardising first, we say so in the report and do not build on an unclear process.
What happens when an unusual case appears or a run fails?
An unusual case goes to a named person with an alert that carries what is needed for the decision, so it does not get lost. If a run fails, an alert arrives and the failure is recorded in the log with its cause. We test the failure path before delivery just as we test the success path, so we know the alert arrives when it should.
Can you send WhatsApp or Email messages to my customers automatically?
Yes. One path, such as an abandoned-cart reminder, an order status update or a quotation follow-up, takes 7–10 days. Messages go only to customers who agreed to receive them, every message gives a way to opt out, and we follow the rules of the messaging platform. You approve the wording before anything runs.
Do we need to replace the systems we use today?
No. We work with what you use and link your departments and systems with workflows that pass work between them. We suggest changing a system only if the study shows that automation cannot work with it. We state the reason in the report, and the decision stays with you.
Who owns the workflows, and which accounts do they run on?
Everything we deliver is yours. Hosting, licenses and external subscriptions are priced separately and opened in your name. We work with temporary access and end it after handover. Final files are handed over after the last payment. After delivery you have 14 days of free fixes for defects, then you decide whether you want a monthly maintenance plan.
How do you handle my customers' data, and which tools do you use?
Your customers' personal data stays in your own accounts, and we build and test on aggregated, anonymised or sample data wherever possible. We may use modern software tools and technical services to carry out the work, without entering the client's personal data into any of them unless the client agrees in writing. Every delivery is reviewed by a person before it reaches you, and a named person is accountable for it.
Tell us which process repeats most
Describe the process that takes the most repeated effort in your company. We start with a short free conversation and propose the right first step.