AI automation • ops systems • revenue workflows

Automations that remove busywork — and make your business run cleaner.

TwelveFlow designs and builds AI‑powered workflows that save time, reduce errors, and move leads to revenue without the manual grind.

Typical outcomes: 10–30 hrs/week saved Build time: 7–21 days Stack: Google • Slack • CRM • Zapier/Make/n8n

Who TwelveFlow is for

If your team is copying, pasting, chasing, and double‑handling — you’re paying a hidden tax every week.

Service businesses

Agencies & consultancies

Lead handling, client onboarding, project updates, reporting, invoicing, renewals.

Operations heavy

Trades & local businesses

Quote follow‑ups, job scheduling, SMS reminders, review requests, stock ordering.

Pipeline driven

Sales teams & founders

Inbound triage, CRM hygiene, sequencing, meeting notes, deal stage automation.

Use cases we build

Practical automations that measurably reduce time‑to‑action, prevent errors, and create consistent outcomes.

Lead capture → qualification → booking

  • Forms validate details and enrich data (company, role, location)
  • AI scores fit and routes to the right pipeline
  • Instant follow‑ups via email/SMS + booking links

Client onboarding & delivery

  • Auto‑create folders, docs, tasks, channels
  • Collect assets via a simple portal
  • Generate checklists + weekly status updates

Admin + finance workflows

  • Invoice creation and reminders
  • Receipt capture and categorisation
  • Exception alerts for failed payments / overdue accounts

Support & internal ops

  • Helpdesk triage + auto‑tagging + routing
  • Knowledge base suggestions
  • Slack / email summaries and daily ops dashboards

What we offer

Choose a clear outcome. We design the system, build the workflows, and hand you a clean operating playbook.

Fastest start

Automation Sprint

One high‑impact workflow delivered end‑to‑end (e.g., leads → CRM → booking).

  • Process mapping + tool audit
  • Build + QA + handover
  • Metrics + monitoring alerts
Most popular

Ops System Build

A connected set of workflows across your sales + delivery + admin systems.

  • CRM + inbox + calendar automation
  • Delivery onboarding + reporting
  • Documentation + staff training
Ongoing

Optimization Retainer

Continuous improvements, new workflows, monitoring, and monthly KPI reviews.

  • Roadmap + monthly builds
  • Support + incident fixes
  • Automation performance tuning

How it works

A simple process that prioritises reliability. No messy automations that break the moment your business gets busy.

Step 01

Discover

We map your workflow, define success metrics, and identify the highest‑leverage automation first.

Step 02

Design

We blueprint the system (triggers, data, edge cases) and confirm tools + permissions.

Step 03

Build

We implement, test, add guardrails, and instrument monitoring so it stays reliable.

Step 04

Handover

You get documentation, training, and a clear roadmap for what to automate next.

How it benefits businesses

Automation is not the goal. Better outcomes are: faster response times, fewer mistakes, and a cleaner operating rhythm.

Speed

Reduce time‑to‑action for leads, clients, and internal tasks. Less waiting. More throughput.

Consistency

Every lead gets handled the same way. Every onboarding follows the same steps. No dropped balls.

Clarity

Dashboards and alerts show what’s happening now — and what needs attention — without micromanaging.

Clients we work with

You’ll get the best results if you already have demand — and you’re feeling the operational strain.

Great fit

  • Founders with 5–50 staff, or a busy solo operator scaling up
  • Inbound leads coming from ads, referrals, or content
  • Teams living in Google Workspace + Slack + a CRM
  • Recurring tasks that should never be manual

Not a fit (yet)

  • No clear service/product offer
  • No repeatable process to automate
  • Expecting “AI” to replace strategy
  • Don’t want to document or improve workflows

Results (examples)

Swap these with real outcomes as you complete builds. Keep them specific and measurable.

Lead response

Reduced lead response time from hours to minutes with qualification + booking automation.

Onboarding

Cut onboarding admin from 2–3 hours per client to under 20 minutes with automated setup.

Reporting

Automated weekly reporting and eliminated manual spreadsheet updates across projects.

FAQ

The questions people ask before they trust you with their systems.

What tools do you build on?

Whatever your team already uses. Common stacks include Google Workspace, Slack, HubSpot/Pipedrive, Airtable, Notion, Stripe/Xero, and automation layers like Make, Zapier, or n8n. We choose the simplest reliable setup for your workflow.

How do you keep automations reliable?

We design for edge cases, add validation, set retries, and implement monitoring so failures surface immediately. You also get a handover doc so the system is maintainable.

Do you need access to everything?

No. We request the minimum access required, use service accounts where possible, and document permissions. Security and clean access control are part of the build.

How much does it cost?

Pricing depends on scope and tooling. Most projects fit into a defined sprint or a system build. Start with a call; we’ll define the outcome and propose a fixed scope.

Want a system that runs cleaner within 21 days?

Tell us what’s manual today. We’ll identify the highest‑leverage workflow and map a simple build plan.

Email hello@twelveflow.com Back to top

Quick intake (copy/paste)

Send this in your first message:

  • What’s the workflow (from → to)?
  • Where does it break today?
  • Which tools are involved?
  • What would “success” look like in 30 days?

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