Before: someone carries every step.
- An enquiry arrives by email.
- Someone copies the details into a spreadsheet.
- They request the missing information.
- They prepare a quote.
- They remember to follow up.
← Woblar ServicesWorkflow
Workflow
Automation
We connect your existing tools so information moves between them, with your team approving important decisions.
A free 30-minute fit call. No commitment.Opens your email app.
The human checkpoint
Software prepares.
Your team approves.
See an example
Email hello@woblar.com and we’ll arrange a time with you. Online contact requests are temporarily unavailable.
From an enquiry
to a useful next step.
An illustrative workflow for a small installation business. The build depends on your tools. This example shows a possible process; it is not a client case study or a deployed integration.
After: routine work has a route.
- The enquiry creates a job record.
- Missing information is flagged for attention.
- A quote draft uses an approved price list.
- Human approvalA person checks scope and price before sending.
- Follow-up reminders stop when the customer replies.
Less retyping. Fewer missed handoffs. People stay in control of the decisions.
A defined piece of work.
A clear handover.
Before building, we agree which steps to automate, where people approve the work and what the software will cost. The build covers that agreed scope.
An agreed workflow map
A shared view of the steps, tools, responsibilities and human approval points.
Automation built and tested
The workflow built and tested against the agreed scope, with your team involved in approval.
Exception-handling instructions
What to do when information is missing or a step needs someone’s attention.
Training and handover
Time with your team so the people responsible know how to use the workflow and take ownership.
Bring the process.
We’ll help define the build.
You don’t need a technical specification upfront.
- A process owner. Someone who knows how the work happens.
- Representative examples. A few real examples of the work you want to improve.
- Authorised tool access. Access to the relevant systems, agreed with you.
- Time to test and approve. Your team works with us to check the workflow.
Know what’s included.
Know what comes next.
30 days of support
From the agreed go-live date, support covers faults in the delivered workflow and help using it. New features or changes are scoped separately.
After that period, Workflow Care is optional.
Costs explained before you commit
We explain ongoing software and AI charges before you commit, alongside the build scope. You’ll know what is needed to run the workflow and which costs continue afterwards.
Need a reason for customers
to enquire in the first place?
Lead Generation covers a useful assessment, calculator or guide, its landing page, enquiry capture, measurement and distribution plan. We can scope that work alongside enquiry handling.
Give new enquiries
a useful next step.
Explore AI Receptionist for a welcoming first conversation, approved answers and a route towards a booking request, quote brief or your team. We’re shaping Woblar-led pilot projects, with channels and integrations agreed for each rollout.
Start with the work
that gets in your way.
On the fit call, we’ll look at whether you need a scoped build, a deeper AI Readiness Roadmap or an existing tool.
Discuss workflow automationA free 30-minute fit call. No commitment.
Opens your email app. You can also email hello@woblar.com with “Workflow automation” in the subject. We’ll arrange a time personally; sending an email does not book a call.