Automate the work your team shouldn't be doing by hand
Every business has work that follows the same steps every time: copying leads into the CRM, chasing invoices, building the Monday report, answering the same five questions. We map those processes, automate the ones worth automating, and add AI where it genuinely helps, such as summarising, classifying and drafting.
- Lead handling
- CRM automation
- Reporting
- 2–4 weeks
- To first automations live
- n8n · Make · Zapier
- Plus custom code where needed
- Documented
- Every workflow, step by step
(The problem)
Your team is spending hours on work that follows the same steps every time
Copying leads between tools, building weekly reports, chasing paperwork and sending the same follow-ups. It's necessary, but it isn't what you hired people to do.
Most of it can run automatically between the tools you already use, with a person stepping in only when judgement is needed.
What's included
Fewer copy-paste jobs, faster responses.
- 01
Lead handling
Enquiries captured, enriched, routed and followed up automatically.
- 02
CRM automation
Records, deals and tasks kept up to date without manual entry.
- 03
Reporting
Dashboards and scheduled reports pulled from your tools automatically.
- 04
Document processing
Data extracted from invoices, forms and emails with AI.
- 05
AI assistants
Drafting, summarising and classifying with human review where needed.
- 06
Monitoring
Every workflow logged, with alerts when something fails.
How it works
- 01
Process map
Your repetitive tasks listed with the hours each costs and the tools involved.
- 02
Prioritise
Automations ranked by time saved and complexity, so the quick wins go first.
- 03
Build and test
Workflows built, tested on real data and documented step by step.
- 04
Monitor
Error alerts, monthly checks and adjustments as your tools and processes change.
B2B SaaS Sales Team · Software, 40-Rep Enterprise Sales Team
14 hours per rep per week returned. Lead response time from 6 hours to 4 minutes.
- Hours saved per rep / week
- Before0 hrs
- After14 hrs
- Lead response time
- Before6.2 hrs
- After4 mins
- CRM data quality score
- Before34%
- After97%
The ROI was visible in the first two weeks. Tasks that used to take half a day now happen automatically while we focus on selling.
Tecklogist vs the alternatives
| Feature | Tecklogist | Zapier / Make (DIY) | Freelance Consultant |
|---|---|---|---|
| Custom logic for your exact process | template-limited | varies | |
| AI / LLM layer available | basic | varies | |
| Error monitoring and alerts | basic | not standard | |
| Edge case testing before going live | varies | ||
| Full documentation delivered | varies | ||
| Connects to your existing software stack | varies | ||
| Staff training session included | extra cost | ||
| 30-day post-deployment support | not standard |
Tools we use
- n8n
- Make.com
- OpenAI API
- Anthropic Claude
- Zapier
- HubSpot
- Airtable
- Notion API
Industries we serve
- Healthcare
- Legal
- E-commerce
- Real Estate
- Finance
- SaaS
- Logistics
- Professional Services
Good questions
Last reviewed October 2026
What can be automated?+
Anything that follows the same steps each time: data entry, lead routing, follow-up emails, reports, invoice processing and appointment reminders are the most common.
Which tools do you use?+
n8n, Make and Zapier for most workflows, plus custom code and AI models where a no-code tool isn't enough.
Is our data safe?+
We use your existing accounts, limit access to what each workflow needs and can self-host n8n when data must stay on your infrastructure.
What if a workflow breaks?+
Every workflow has error alerts. On a support plan we fix failures and adapt workflows when your tools change.
Do we need AI?+
Not always. Many of the best automations are simple rules. We add AI only where it saves real time.
How much does it cost?+
Simple workflows are a small fixed fee; larger process automation is quoted after the process map.
Find out what you could automate
Tell us which tasks eat your team's time. We'll come back with the automations worth building first and what they'd cost.