Automation Campaigns
Starting at
$50USD
Begin with one workflow. Integration complexity, ongoing support and software subscriptions are agreed separately.
Plan a $50 AutomationService 06
Automation & Workflow Systems
Connect enquiry intake, lead routing, follow-up and reporting in practical workflows your team can run.
USD · Final scope and price agreed before work begins.
Less busywork. More momentum. Step 01 / 04
01
A new enquiry arrives.
Collect a website form, inbox message or approved data source in one place.
Clear starting prices
Start small.
Make it count.
Choose a starting point and send your brief. We confirm the deliverables, timeline and final price with you before production.
Starting prices in USD. Final scope, quantities, revisions and delivery are agreed before work begins. Send your brief for a tailored quote.
Overview
When your team moves the same information between forms, spreadsheets, inboxes and a CRM, the work slows down and context gets lost. XIYÀTO maps that process and builds a workflow around the tools you already use, from enquiry intake and lead assignment to follow-up reminders and reporting.
Start with one repeatable task or commission a wider campaign workflow. Inputs, triggers, approval steps and exception handling are agreed before the build, so your team knows what happens automatically and when a person needs to act.
The work
Explore the work.
Illustrative enquiry workflow
One less thing to chase.
A useful automation connects the work you already do. We define the trigger, the decision and the next action with your team, then build the checks that keep the process understandable.
01
Capture the input
Bring an enquiry, spreadsheet update or approved event into a clear starting point. Keep source information attached to the record.
02
Apply your rules
Check required fields, identify the right owner and send unusual cases to a person for review.
03
Complete the handoff
Create the next record, notification or reminder. Test the normal path and failure cases before the workflow goes live.
Start with a well-structured input.
The workflow above illustrates a possible enquiry process. Your tools, permissions and review rules define the actual build. If you also need target-market data, our research service can help prepare the inputs.
Explore market research →Capabilities
What the service covers.
Lead and campaign operations
- Enquiry capture and routing to the right owner
- CRM and spreadsheet field mapping
- Follow-up reminders and campaign status tracking
- Lead qualification rules and review queues
Connected tools and repeatable processes
- Form, inbox and spreadsheet integrations
- Event triggers, webhooks and approved API connections
- Data validation and duplicate handling
- Scheduled reporting and status summaries
Control, checks and handover
- Human approval steps where the process needs review
- Failure alerts and documented recovery steps
- Test runs against agreed sample inputs
- Workflow documentation and operating guidance
Process
How the work runs.
- 01
Map the process
We trace the current steps, tools, owners and repeated work, then agree the first workflow and its success criteria.
- 02
Define the rules
Triggers, data fields, permissions, review points and exception handling are documented before implementation.
- 03
Connect and test
We build the integrations and check normal, incomplete and failed inputs using agreed test data before activation.
- 04
Hand over control
Your team receives the workflow, operating notes and a walkthrough of monitoring, approvals and recovery.
Deliverables
What you receive.
- Agreed workflow map with triggers and decision rules
- Configured integrations for the scoped process
- Test scenarios and a record of checks
- Approval and exception-handling guidance
- Operating documentation and handover walkthrough
Scope of responsibility
Scope depends on the access and integration support available in your chosen tools. Third-party subscriptions, usage charges and ongoing monitoring are agreed separately. Automated activity follows the permissions and approval rules set with your team; no sales or time-saving outcome is guaranteed.
Automation & Workflows
Discuss a Automation & Workflows brief
Send the brief and whatever material exists. We will confirm what is workable, identify any missing information, and propose a defined scope.
Direct technical scoping for international project enquiries.
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XIYÀTO works with clients across the United Kingdom, India, and internationally.