An automated workflow from a WhatsApp lead to CRM, sheet and emailed quote

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Workflow automationin Dubai

The repetitive work your team does every day, done on time and without anyone remembering to do it. Leads routed, records updated, invoices sent and reports ready by morning.

Overview

Your team should sell and serve, not copy and paste.

In most UAE businesses the same tasks repeat all day: copying leads from WhatsApp and forms into a sheet or CRM, chasing payments, sending quotes, reminding customers and putting together the weekly report. Each one is small. Together they eat hours and cause missed follow ups.

We map how work moves through your business, then automate the steps that follow clear rules, using tools such as n8n, Make, Zapier and Microsoft Power Automate, connected to the apps you already use. Where a step needs judgement, AI handles the reading and sorting, and a person approves what matters.

What's included

Workflow automation services

  • Lead routing and CRM updates

    Every enquiry from WhatsApp, forms, calls and ads lands in your CRM with the right owner and a follow up task.

  • Quotes, invoices and payment reminders

    Quotations and invoices generated from your data, sent on time, with polite reminders until paid.

  • Booking and order workflows

    Confirmations, reminders, reschedules and kitchen or dispatch updates without manual messages.

  • Reports and dashboards

    Sales, leads and ad results pulled together automatically and sent every morning or week.

  • Documents and approvals

    Contracts, forms and approvals that move to the right person and get filed automatically.

  • AI assisted workflows

    AI reads emails, PDFs and messages, extracts the details and fills your systems, with human checks.

Work

Related work

Booking flow: WhatsApp to clinic calendar
Booking flow: WhatsApp to clinic calendar
Order flow: WhatsApp to the kitchen
Order flow: WhatsApp to the kitchen
Auditorium Booking, automated confirmations
Auditorium Booking, automated confirmations

See all work

Process

How we work

  1. Map

    We follow one task from start to finish and time it.

  2. Design

    The automated version, with the human checks marked.

  3. Build

    Connected to your apps, tested with real data.

  4. Watch

    Alerts if anything fails, and monthly improvements.

Where we work

Workflow automation for businesses across the UAE

DubaiAbu DhabiSharjahAjmanRas Al KhaimahFujairahUmm Al Quwain

From our Dubai office at B Hive, BurJuman, we work in person across Dubai and Sharjah and online with businesses in every emirate.

Questions

Usually n8n, Make, Zapier or Microsoft Power Automate, plus the APIs of your CRM, accounting, booking and messaging tools. We choose based on your systems, budget and data rules.

No. We connect the tools you already use, such as Google Workspace, Microsoft 365, Zoho, HubSpot, Odoo, WhatsApp and your booking or POS system.

Start with tasks that repeat daily and follow clear rules: lead entry, reminders, invoices and reports. They save the most time with the least risk.

Workflows run on accounts you own, with access limited to what each step needs. Sensitive steps keep a human approval.