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Business Automation

Automate the follow-up, booking and admin that slow your growth

We connect your CRM, calendar, forms, email, SMS and accounting so leads are followed up instantly, appointments book themselves and admin runs in the background.

Who it's for

For owners and operations leads whose teams spend hours moving data between tools, and for businesses that lose leads because follow-up is slow or inconsistent.

The problem

Sound familiar?

Leads go cold before anyone replies

New enquiries sit in inboxes for hours. Most buyers choose the business that responds first.

Your team is the integration layer

Staff copy details from forms to CRM to invoices by hand, which is slow and full of errors.

Nothing happens unless someone remembers

Reminders, reviews requests and re-engagement depend on people having time, so they rarely happen.

How we deliver

From first call to measurable results

  1. Step 1

    01

    Process mapping

    We document how leads, jobs and data move today and mark the steps that waste the most time.

  2. Step 2

    02

    Automation design

    We design the target workflows, triggers and exceptions, and agree them with your team.

  3. Step 3

    03

    Build & test

    We build in n8n, Make, Zapier or custom code, then test with real data before switching on.

  4. Step 4

    04

    Train & monitor

    We train your team, set up error alerts and review performance monthly.

Proof

Recent work in this area

Business AutomationProfessional services · North America

Automated reporting dashboard for a marketing agency

A multi-channel dashboard that pulls Google Ads, Meta and email data automatically and produces client-ready reports.

Weekly reporting time
6h → 45 min
Data sources unified
5
Report errors
Manual copy steps removed
Client under NDARead case study

More examples are available under NDA

Many clients ask us not to publish their work. On a call we can walk you through private projects that match your situation.

Technology

Tools we use

  • n8n
  • Make
  • Zapier
  • HubSpot
  • GoHighLevel
  • Pipedrive
  • Zoho
  • Twilio
  • Stripe
  • Google Workspace
  • Airtable

FAQ

Business Automation questions

Which tools can you connect?

Almost any tool with an API. We regularly connect CRMs, calendars, forms, email, SMS, WhatsApp, accounting, payment and project management tools.

Do I need to change my CRM?

Usually not. We automate around the tools you already use and only recommend a switch when the current tool is blocking growth.

Why n8n?

n8n is powerful, can be self-hosted and has no per-task pricing, which keeps running costs low as volume grows. We also build on Make or Zapier when you already use them.

What if an automation fails?

Every workflow has error handling and alerts. Failures are logged and retried, and your team is notified if a person needs to step in.

How quickly will we see results?

Most clients have their first workflows live within 2 to 3 weeks, starting with lead follow-up because it pays back fastest.

Explore

Other services

Let's scope your Business Automation project

Book a 30-minute strategy call. You will speak with a senior strategist, leave with a clear plan, and receive a written, fixed-scope proposal afterwards.

  • 30-minute call with a senior strategist, not a salesperson
  • Prefer email? Write to info@kokatta.com. We reply within 24 hours.
  • Prefer writing? Send a project brief
  • Taking on new projects for the coming quarter