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What is Custom Workflow Automation?
This is a process that involves creating AI-powered workflows that seamlessly connect different applications and processes whereby an action in one system automatically triggers an action in another, eliminating manual work, reducing errors, and saving businesses time and money.
With AI agents like Sirius (voice AI), workflows become even more powerful—handling calls, sending notifications, booking appointments, and following up with customers, all without human intervention.
How Can Automation Help Your Business?
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Automate Manual Tasks
Free up valuable time by letting AI handle data entry, scheduling, and repetitive workflows, so your team can focus on higher-value work.
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Integrate Softwares Seemlessly
Connect and sync your business tools for smoother workflows, fewer errors, and more efficient operations.
Automate Lead Tracking & Follow up
Capture, organize, and automatically follow up with leads using our lead nurturing automation, ensuring no opportunities slip through the cracks.
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Automate Invoicing & Reporting
Get paid faster, reduce errors, and stay on top of finances with automated invoicing, financial tracking, and reporting.
New Automation Setup Starting at $500.
Ongoing Support from $299/mo.
Ready to Supercharge Your Productivity?
Reach out using the form below and get 30% off your first project.
Examples Of Automations
Automations without Ai Agents
SaaS Companies
Scenario: A potential client fills out a form on your website to request a demo.
Workflow:
Step 1: A lead fills out a form on the website.
Step 2: A Slack notification is instantly sent to the sales team.
Step 3: The lead’s details are automatically added to HubSpot CRM.
Step 4: The details are also pushed to ActiveCampaign for segmentation and tagged appropriately.
Step 5: ActiveCampaign sends a welcome email confirming their request and providing a link to book a demo.
Step 6: A task is created in Asana for a team member to follow up.
Impact: Increases lead conversion by ensuring fast follow-ups, reducing manual data entry, and keeping the sales process organized—ultimately saving time and improving efficiency.
Digital Marketing Agencies
Scenario: A client agrees to our service and proceeds to sign a contract.
Workflow:
Step 1. A client signs a contract via PandaDoc.
Step 2. An invoice is automatically generated in QuickBooks (or Stripe).
Step 3. A Slack notification is sent to the finance team.
Step 4. The client receives an automated email with the invoice and a payment link.
Step 5. Once payment is made, a payment confirmation email is sent.
Step 6. An SMS confirmation is sent to notify the client that their payment has been received.
Step 7. The lead's status is updated in HubSpot CRM.
Impact: Smoothens contract-to-payment processing, removes delays, and provides real-time updates, leading to quicker revenue recognition and improved client satisfaction
Automations with Ai Agents
Dental Clinic
Scenario: A patient misses their scheduled dental appointment.
Workflow:
Step 1. A patient misses their scheduled dental appointment.
Step 2. Sirius, our AI voice agent, automatically calls the patient to reschedule or confirm cancellation.
Step 3. If the patient chooses to reschedule, Sirius suggests available time slots based on the clinic’s schedule.
Step 4. Once confirmed, both the clinic and the patient receive an instant notification.
Step 5. Sirius calls the patient 24 hours before the appointment to remind them or reschedule if needed.
Step 6. If rescheduling occurs again, the loop continues, ensuring no-shows are minimized.
Impact: Reduces missed appointments, optimizes scheduling efficiency, and ensures higher patient retention, leading to increased revenue for the clinic.
Wellness Firm
Scenario: A client calls to book a wellness session, but no one answers.
Workflow:
Step 1. A client calls to book a wellness session.
Step 2. If the call goes unanswered, it is forwarded to Sirius, the AI voice agent.
Step 3. Sirius collects the client’s preferred date, time, and service type.
Step 4. An available slot is automatically scheduled.
Step 5. The client and the spa receive an instant pop-up notification.
Step 6. A reminder SMS is sent 24 hours before the session to the client.
Impact: Ensures smooth appointment scheduling, leading to increased bookings and fewer no-shows.
Why Do Custom Workflows Matter?
In an era where customer expectations are higher than ever and operational demands continue to grow, businesses can no longer afford to rely on fragmented systems or manual processes. Efficiency, speed, and personalization have become non-negotiable — and the margin for error is razor-thin. To stay ahead, companies need more than just tools; they need intelligent systems that can adapt, respond, and scale with their needs
By combining automation with AI agents like Sirius, businesses can create seamless, hands-free processes that enhance productivity and improve customer interactions. These workflows ensure that no customer is left unattended, every lead is followed up, and businesses operate at maximum efficiency.
Stop wasting time on repetitive tasks. Let’s automate your workflow so you can focus on growing your business.
What our customers say,
Derrick Nolan,
Head of Solutions Engineering
"Brandthryve helped us streamline the entire journey from Sales to Engineering by integrating Salesforce, ClickUp, and Slack. Our team now works with real-time visibility, fewer manual updates, and more strategic focus."
$312,000
saved per year
Shirley Ayomide,
Programs & Impact Lead
"We finally gave our leadership and project teams the clarity they needed. By connecting Monday.com with Google Sheets and HubSpot, Brandthryve made our reporting faster and inter-department collaboration far smoother."
$291,200
saved per year
Jonas Dupuis,
Marketing Operations Manager
"With Brandthryve’s help, we automated key workflows between HubSpot and Asana. Our team reclaimed over 40 hours each week, and execs now get seamless updates without constant follow-ups."
$218,400
saved per year
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Sandra Kimathi,
Project Manager
"We used to waste hours toggling between platforms. Thanks to Brandthryve, integrating Trello, Slack, and Google Drive removed redundancy and let us focus on real work—not digital housekeeping."
$156,680
saved per year
Bryan Costa,
Operations Director
"Our client onboarding and project handoffs became lightning-fast. Brandthryve helped us bridge the gaps between Pipedrive, Notion, and Airtable — which saved hours each week and boosted internal accountability."
$187,000
saved per year
Frequently Asked Questions
Is AI Really Reliable Enough for Business Use?
Yes! AI-powered automation is commonly used by businesses of all sizes to streamline operations, reduce errors, and improve efficiency. When properly configured, AI follows predefined rules and continuously learns from data to improve accuracy.
How Does AI-Powered Automation Compare to Hiring an Employee?
Automation doesn’t replace employees, but it does increase employee productivity by handling repetitive tasks like data entry, scheduling, and reporting. This allows your team to focus on high-value work, customer service, and business growth—without increasing overhead costs.
Can AI and Automation Really Save Me Time and Money?
Absolutely. By automating routine processes, businesses can save countless hours every week, reduce costly human errors, and streamline operations. Over time, this translates to higher efficiency, lower labor costs, and increased revenue potential.
Is My Business Too Small to Benefit from Automation?
Not at all! Small businesses have the most to gain from automation, as it helps streamline operations without the need for additional staff. Even basic automations—like invoicing, appointment scheduling, or email follow-ups—can free up valuable time.
What Kinds of Tasks Can Automation Handle in a Small Business?
Automation can streamline data entry, invoicing, lead tracking, email follow-ups, social media posting, appointment scheduling, reporting, and more. It reduces busywork and ensures nothing falls through the cracks.
How Do I Know Which Processes in My Business Should Be Automated?
Start with repetitive, time-consuming tasks that don’t require human creativity—like manual data entry, customer follow-ups, or order processing. If a task follows a set pattern, it’s likely a great automation candidate.
Can Automation Help Me Manage Customer Inquiries and Leads?
Yes! AI-powered chatbots can answer FAQs, qualify leads, and route inquiries to the right person instantly. Marketing automation ensures follow-ups happen automatically, so you never lose an opportunity.
Will Automation Improve My Workflow, or Just Add Complexity?
When done right, automation simplifies workflows by eliminating unnecessary steps and connecting your tools. The goal isn’t to add complexity—it’s to make work faster, smoother, and more efficient.
How Does Automation Help Businesses Scale Without Hiring More Staff?
Automation handles repetitive tasks that would otherwise require additional employees. This means businesses can grow their customer base, improve operations, and increase revenue without needing to expand their team.
Is Automation Expensive? How Much Does It Cost to Get Started?
Automation is more affordable than hiring additional staff and typically pays for itself through time savings. Pricing varies based on complexity, but I offer solutions starting at $500 for new automation setups and ongoing support from $299/month.
How Do You Determine the Cost of an Automation Project?
Pricing is based on the number of tools involved, setup time, and any necessary staff training, but also considers the long-term value and impact on your business.
Basic Automations (1-2 tools, simple workflows) start at $500.
Advanced Automations (3-5 tools, more complex integrations) typically range from $1,500 to $2,500.
Transformational Automations require custom pricing because they go beyond efficiency—they have the potential to fundamentally reshape how your business operates. These automations can replace entire processes, create new revenue opportunities, or scale operations in ways that wouldn’t be possible without automation. They require specialized testing, fine-tuning, and ongoing monitoring to ensure they deliver maximum ROI and long-term success.
For ongoing support and optimizations, I offer maintenance plans starting at $299/month to keep your automations running smoothly.
Do I Need a Big Budget to Automate My Business?
No. Even the simplest automations can make a huge impact without requiring a large upfront investment. I work with businesses to prioritize the most valuable automations first.
Are There Ongoing Costs for Automation Maintenance and Updates?
Ongoing support plans start at $299/month and include maintenance, troubleshooting, and monthly optimizations to keep everything running smoothly. However, if you prefer to manage the automation yourself, I’m always happy to set everything up so that you own 100% of the software, with no ongoing commitment required.
What’s the ROI of Automation? How Soon Will I See Results?
Most businesses see time savings immediately after implementation, and financial ROI within months. The more tasks you automate, the faster you recover the investment in working with an RPA consultant.
Will Automation Work With the Software I Already Use?
Most likely! Automation tools can connect with thousands of apps, from CRMs and accounting software to email platforms and e-commerce tools. If a direct integration isn’t available, I can build custom webhook integrations to ensure your systems communicate seamlessly.
What Happens If an Automation Breaks? Do You Offer Support?
Yes! If something goes wrong, I provide on-call troubleshooting and monthly optimizations to ensure everything runs smoothly.
Can I Test Automation Before Fully Committing?
Yes! I offer a free initial consultation and can set up a small test automation to demonstrate the impact before scaling up.
Get a Custom Workflow For Your Business
Submit and receive a custom strategy to automate your business.
We’ve driven over 2,448,200 leads for clients through automation.
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