Digital Online

Automation Services

Your team shouldn't spend hours copying data between systems, chasing leads manually or answering the same questions every day. We automate the repetitive work across your marketing, sales and operations — so leads get followed up instantly, customers get answers faster and your people focus on work that needs a human.

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  • Connects the tools you already use
  • Quick wins in weeks, not months
  • Human checks where they matter
  • Documented and easy to maintain

An Automation Partner Focused on Time and Revenue

Most businesses already pay for powerful tools — a CRM, an email platform, accounting software, a help desk — but they don't talk to each other. People fill the gaps with spreadsheets, copy-and-paste and reminders, and that's where leads slip through and errors creep in.

We map how work actually flows through your business, then automate it: connecting systems, building workflows, nurturing leads, routing requests and adding AI where it genuinely helps. Every automation is documented, monitored and designed with human review at the points that matter.

Workflows automated
600+
Platforms integrated
50+
Team hours saved each month
1,000s

How Many Hours Is Your Team Losing to Manual Work?

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Automation Services That Give Your Team Time Back

From nurturing leads to processing invoices, every service below connects your existing tools and removes manual steps — with clear documentation so your team stays in control.

Start Automating
01

Marketing & Sales Automation

Automated lead capture, scoring, nurturing and hand-off that align marketing and sales and turn more leads into customers.

Explore Marketing & Sales Automation

Proven Automation Portfolio

A selection of the automation projects we deliver. Each started by mapping a manual process and ended with a measurable reduction in time, errors or response times.

Professional Services

Lead-to-Customer Pipeline

The Challenge

A consultancy's website enquiries sat in a shared inbox, and some waited days for a reply.

The Solution

We automated lead capture into HubSpot, instant routing to the right partner, follow-up sequences and booking links.

The Impact

  • Every enquiry logged in the CRM
  • Instant assignment and alerts
  • Automated nurture for slow leads
Ecommerce

Order Operations Automation

The Challenge

An online retailer's team manually re-keyed orders into accounting and fulfilment systems every day.

The Solution

We connected the store, accounting, inventory and courier systems with automated workflows and exception alerts.

The Impact

  • Orders synced automatically
  • Invoices created without re-keying
  • Alerts only when something needs attention
Healthcare

Patient Support Assistant

The Challenge

A clinic's reception team was overwhelmed with routine questions about opening hours, prices and preparation.

The Solution

We built an AI assistant trained on approved clinic information, with hand-off to staff for anything clinical.

The Impact

  • Routine questions answered 24/7
  • Clear hand-off for clinical queries
  • Bookings started inside the chat
Fintech

Finance Reporting Automation

The Challenge

A finance team spent the first week of every month compiling reports from five systems.

The Solution

We automated data collection and transformation, with dashboards that update daily and AI-drafted commentary for review.

The Impact

  • Data pulled automatically each day
  • Live dashboards for leadership
  • Draft commentary for analyst review

Want Every Lead Followed Up in Minutes, Not Days?

Automate Lead Follow-Up

Trusted By Leaders,Proven By Results

How Much Does Automation Cost?

Most automation projects range from $2,000 to $50,000+, depending on the number of workflows, systems involved, data complexity and whether AI is included.

Quick Wins

A few key workflows

$2,000 – $6,000

Automate your most time-consuming tasks using platforms like Zapier, Make or HubSpot workflows.

  • Process mapping session
  • 3–5 automated workflows
  • Documentation & handover
Discuss Quick Wins
Most Common

Growth

Connected operations

$6,000 – $20,000

Connected systems and automated journeys across marketing, sales and operations. This is where most growing businesses land.

  • CRM & marketing automation
  • Multi-system integrations
  • Monitoring & error alerts
Estimate My Automation

Advanced

AI & custom

$20,000+

Custom integrations, AI assistants and intelligent workflows for complex or high-volume processes.

  • AI agents & chatbots
  • Custom APIs & middleware
  • Security & governance review
Plan Advanced Automation

Final pricing is confirmed after a process mapping session.

Paying for Tools That Don't Talk to Each Other?

Connect Your Systems

Our Automation Process

A practical process that delivers quick wins first and builds toward a connected, automated business.

  1. 01

    Process Discovery

    We map how work flows today, where time is lost and where errors occur.

  2. 02

    Prioritise Opportunities

    We rank automations by time saved, revenue impact and ease of delivery.

  3. 03

    Design Workflows

    We design each automation, including data rules, exceptions and human checkpoints.

  4. 04

    Build & Integrate

    We build workflows and integrations using the right platform for each job.

  5. 05

    Test & Launch

    We test with real scenarios, train your team and launch in stages.

  6. 06

    Monitor & Improve

    We monitor for errors, measure savings and expand automation over time.

Automation Standards We Build To

Automations run your business in the background, so they need to be reliable, secure and understandable.

  • Error Handling

    Failures trigger alerts and retries, not silent data loss.

  • Human in the Loop

    Approvals where decisions need judgement.

  • Data Security

    Least-privilege access and secure credential storage.

  • GDPR Compliance

    Personal data handled lawfully and minimally.

  • Documentation

    Every workflow documented so your team understands it.

  • Monitoring

    Dashboards and alerts show automations are healthy.

  • Responsible AI

    AI outputs grounded, reviewed and clearly disclosed.

  • Vendor Neutrality

    We recommend platforms on fit, not commission.

Platforms Our Automation Team Works With

We use no-code platforms where they're the fastest route and custom code where reliability or scale demands it.

  • Zapier
  • Make
  • n8n
  • Power Automate
  • Workato

High-Impact Automations We Build Most Often

The automations that typically deliver the fastest return.

  • 01Instant Lead Routing
  • 02Lead Nurture Sequences
  • 03CRM Data Sync
  • 04Invoice & Payment Workflows
  • 05Onboarding Journeys
  • 06Approval Workflows
  • 07Automated Reporting
  • 08Support Ticket Triage
  • 09AI Document Processing
  • 10Appointment Reminders

Automation for Busy Industries

Every industry has repetitive processes ripe for automation. We know where the time goes in yours.

  • 01

    Professional Services

    Lead handling, onboarding, billing and reporting.

  • 02

    Ecommerce & Retail

    Order processing, inventory sync and customer communications.

  • 03

    Healthcare

    Appointment reminders, intake forms and patient follow-up.

  • 04

    Real Estate

    Enquiry routing, viewing bookings and tenant communications.

  • 05

    Finance

    Reconciliations, reporting and compliant document workflows.

  • 06

    Logistics

    Order updates, tracking notifications and exception alerts.

  • 07

    Education

    Enrolment, admissions and student communications.

  • 08

    SaaS

    Trial nurturing, onboarding and customer success workflows.

Curious Where AI Could Save You Time?

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Why Choose 360 Digital Online as Your Automation Partner?

We combine process thinking, marketing know-how and engineering skill — so automations solve real business problems and keep working.

  • Business First

    We automate the work that matters most, not just what's easy.

  • No-Code and Custom

    The right tool for each job, from Zapier to custom APIs.

  • Reliable Builds

    Error handling, monitoring and documentation as standard.

  • Practical AI

    AI where it adds value, with guardrails and human review.

Where Automation Is Heading Next

The capabilities we're already bringing to client workflows.

  • 01

    AI Agents

    Assistants that complete multi-step tasks across your tools, with approvals.

  • 02

    Intelligent Document Processing

    Extracting data from invoices, forms and contracts automatically.

  • 03

    Conversational Interfaces

    Chat and voice assistants that handle routine requests end to end.

  • 04

    Predictive Lead Scoring

    Models that prioritise leads most likely to convert.

  • 05

    Self-Healing Workflows

    Automations that detect and recover from common failures.

  • 06

    Process Mining

    Analysing system logs to discover new automation opportunities.

Ready to Put Repetitive Work on Autopilot?

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Automation FAQs

What can be automated in our business?

Most repetitive, rules-based tasks: data entry, lead routing, follow-up emails, reminders, invoicing, reporting, approvals and syncing data between systems. AI extends this to tasks like summarising, classifying and drafting.

Do we need to replace our existing software?

Usually not. We connect and automate the tools you already use, recommending new platforms only when they clearly add value.

Which automation platform do you use?

It depends on the job. We use Zapier, Make, n8n, Power Automate and native CRM workflows, and write custom code for complex or high-volume integrations.

How quickly will we see results?

Simple automations can be live within a week or two. Larger connected workflows typically take 4–12 weeks.

Is automation secure?

Yes, when built properly. We use secure authentication, limit data access, follow GDPR principles and document how data flows.

What happens if an automation fails?

We build error handling, retries and alerts, so failures are caught and resolved rather than going unnoticed.

Will automation replace our staff?

Automation removes repetitive tasks so your team can spend time on customers, decisions and creative work. Most clients redeploy time rather than reduce headcount.

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