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Stop copying and pasting your day away.

We automate the repetitive work between your apps: lead handling, follow-ups, data entry, approvals, documents and reports.

United StatesUK & EuropeGCCIndia

Colourful lines flowing from a central point representing AI data flow

Your tools, working together

Each manual task takes minutes; together they consume days every week and create errors.

We map your processes and build workflows with n8n, Make, Zapier or custom code, with AI steps that read documents and draft replies.

  • Toolsn8n, Make, Zapier, APIs and AI models
  • Timeline1 to 4 weeks per workflow
  • ConnectsCRM, Google, Microsoft 365, accounting, WhatsApp
  • OutcomeHours saved and fewer errors

Workflows we automate

01

Lead capture & routing

Leads from ads, forms, WhatsApp and calls added to your CRM, scored and assigned instantly.

02

Follow-up sequences

Personalized WhatsApp, SMS and email follow-ups that run until a lead replies or books.

03

Documents & invoices

AI reads invoices, forms and emails, extracts the data and enters it into the right system.

04

Approvals & reporting

Requests routed with reminders, and dashboards delivered to your inbox or WhatsApp.

Process automation FAQs

Zapier, Make or n8n?

Zapier for simple flows, Make for visual multi-step automations, n8n for control and lower running costs. We pick based on volume and data needs.

What if an automation breaks?

Error handling and alerts catch failures immediately, and maintenance plans cover API changes.

Do I need custom software instead?

Sometimes. Often the best path is to automate around current tools first, then build custom software where it pays off.

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Tell us what you’re building.

Book a free 30-minute discovery call. We’ll talk through your goals, give you an honest view of what it takes, and follow up with a clear proposal, timeline and fixed quote.

Prefer to talk now? Call the office closest to you.

Message us on WhatsApp hello@purplerocket.co