Custom Automation Workflows

Starting at

$

750

About this service

Summary

I specialize in creating custom automation workflows that save time and boost efficiency. Whether it's automating data entry or email marketing, I’ll design and implement workflows tailored to your business needs. With a focus on rapid deployment, I help you streamline operations and focus on growth.

Process

Needs Assessment: We discuss your business processes and identify tasks that can be automated.
Workflow Design: I design a custom automation workflow tailored to your specific needs.
Approval and Setup: After your approval, I set up the workflow using the agreed tools and platforms.
Testing: The workflow is tested to ensure it functions correctly and meets your requirements.
Documentation Delivery: I provide detailed documentation of the automation process.
Final Testing and Tweaks: Final adjustments are made, and the workflow is run in a live environment to confirm everything works smoothly.

FAQs

  • What if the automation breaks or needs updates in the future?

    I provide detailed documentation that will help you maintain and update the automation. I’m also available for future updates or troubleshooting as a separate service.

  • How complex can the automation workflows be?

    I can handle a wide range of complexity, from simple integrations to more complex, multi-step workflows involving multiple tools and platforms.

  • Do I need to provide access to my accounts for setup?

    Yes, I’ll need access to the relevant accounts (e.g., Zapier, Google Sheets) to configure the automation. All access details will be handled securely and only used for the project.

What's included

  • Custom Workflow Setup

    Description: A fully configured automation workflow tailored to your specific needs, using tools like Zapier or Integromat. Format: Documented setup with visual flowcharts provided as PDFs. Revisions: Up to 2 rounds of adjustments after initial setup.

  • Automation Documentation

    Description: A step-by-step guide detailing how the automation works and how to maintain or adjust it in the future. Format: Delivered as a PDF or Word document. Revisions: 1 round of revisions included.

  • Initial Run and Testing Report

    Description: A report summarizing the initial run of the automation workflow, including results, any errors encountered, and suggested improvements. Format: Delivered as a PDF report. Revisions: 1 round of revisions included.


Duration

1 week

Skills and tools

Automation Engineer
Business Consultant
Google Sheets
Microsoft Power Automate
Python
Zapier

Industries

Small and Medium Businesses
SaaS

Work with me