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Automation

Workflow automation for SMEs: quotes, invoices and follow-ups without retyping.

We connect your software so repetitive tasks run on their own: a form filled in on your website lands in the CRM, a quote is followed up on schedule, an invoice goes out at the right time. Your current tools, nothing to change.

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  • 30-min video call
  • Free
  • No commitment

Grid of apps connected to the sayari logo: Salesforce, HubSpot, Gmail, Teams, Slack, Notion, Trello, Mailchimp, Stripe, Zendesk…

01Who is it for

Who is it for?

  • A form filled in on your website, retyped by hand into the CRM.
  • A quote sent ten days ago, still not followed up.
  • An invoice chased too late, and the cash flow that’s missing.
  • The Friday report, assembled by hand from three different tools.

02In practice

What we automate

Every automation starts from a task you redo by hand, runs on your accounts and belongs to you.

  • Quotes and invoices

    Created from your CRM or a form, sent, followed up on schedule, payments tracked: the full chain, with no retyping between tools.

  • Follow-ups and request tracking

    Every inbound request is logged, assigned and tracked. Reminders go out at the right time, and nothing gets lost between two inboxes.

  • Your software, connected

    CRM, invoicing, email, spreadsheets, ERP: what you already have starts talking to each other. Information entered once ends up everywhere it needs to be.

  • Setup and support included

    We build it, show you the automation on your real data, train your team, then fix whatever snags for 30 days. After that, it runs without us.

Six steps, from the discovery call to hand-over: see the method.

03FAQ

Frequently asked questions about automation

Do we need technical skills in-house?

No. We handle the setup, the connection to your tools and the training. Your team uses the automation from their usual software, without coding or administering anything.

Where do the automations run?

On your own accounts, never on ours. You keep control and access, including if our collaboration ends. When a server is needed, we favour a European host.

What if one of our tools changes or breaks?

Software evolves and a connection can break. During the 30 days of support, we fix it. After that, optional light maintenance covers this kind of adjustment; without it, you can call on us as needed.

How soon do you see results?

The first automations are usually in production within a few weeks. We always start with the quickest wins, and you approve the scope before a single line is written.

04Our other services

One service, never a catalogue forced on you.

Which task should we start with?

30 minutes on a video call, free and with no commitment, to list what you redo by hand. You leave with the ideas, even if it stops there.

Book my free audit