Coreframe Digital

Workflow automation

Stop doing the same things manually

Connect your tools. Automate your admin. Get hours back every week. Runs automatically while the agreed tools remain connected and supported.

Sound familiar?

Most small businesses run on WhatsApp, spreadsheets, and hope. Every new job means updating three things manually. Every follow-up reminder is mental load. Every invoice is a task that could have been triggered automatically two days ago.

We map your existing workflows, find the repetitive parts, and automate them. So you spend your time on the work that actually needs you.

What we can automate

These are the automations we build most often. If your problem isn't on this list, it probably still has a solution. Tell us about it.

Enquiry & Lead Capture

Capture enquiries consistently. Every new lead captured, logged, and acknowledged automatically.

Instant SMS + email alert when a new enquiry comes in
Auto-acknowledgement to the customer within seconds
New enquiry auto-added to your lead tracker spreadsheet
Follow-up task created automatically so nothing gets forgotten
Enquiries from website, Facebook, and Google all in one place
Auto-reply to WhatsApp Business messages when you're on-site

Quoting & Proposals

Follow up on every quote without lifting a finger. Win more jobs from the same number of enquiries.

Automatic follow-up if a quote hasn't been responded to in 5 days
Second follow-up at day 10, then stops automatically
Alert when a customer accepts your quote
New job created automatically when a quote is accepted
Quote expiry reminder sent to the customer before it expires

Scheduling & Job Management

Help reduce no-shows and reduce back-and-forth with customers about appointment times.

Booking confirmation sent to customer the moment a job is scheduled
24-hour reminder the day before, with your contact details
Morning-of reminder so they don't forget on the day
Two-way confirmation: customer replies YES or NO, you're notified
Auto-notification to customers if a job is rescheduled
Daily job summary sent to you each morning at 7am
Subcontractors notified automatically when a job is assigned to them

Invoicing & Payments

Get paid faster without the awkward chasing. Automated reminders that stop the moment payment lands.

Invoice chaser at 7 days overdue (friendly, professional tone)
Firmer follow-up at 14 days
Final notice at 30 days
Entire chase sequence stops automatically when payment is received
Payment confirmation sent to customer when they pay
Deposit reminder before work begins
Monthly revenue summary: invoiced, paid, outstanding

Reviews & Reputation

Build your Google reviews consistently, without remembering to ask every time.

Review request sent via SMS 2–4 hours after job completion
Direct link to your Google review page (one tap for the customer)
One follow-up 48 hours later if no review received
Testimonial request by email for customers who prefer not to use Google
Monthly report showing your total reviews and star rating

Customer Re-engagement

Turn your back book of past customers into repeat business, without lifting a finger.

Annual maintenance reminder sent 12 months after their last job
Seasonal campaign to relevant customers before your busiest periods
Post-job upsell follow-up a few weeks after completion
Referral ask sent to customers who left a 5-star review
Re-engagement message to customers not seen in 18+ months

Admin & Reporting

The paperwork that builds up after every job, handled automatically.

Subcontractor timesheet collection via simple mobile form
Weekly cost-vs-budget alert if a job is running over
Weekly job summary: jobs done, revenue invoiced, jobs pending
Mileage logging prompt with auto-totalling for tax purposes
Receipt photo → auto-logged to expenses sheet with date and job
End-of-week checklist of outstanding quotes, invoices, and follow-ups

Documents & Compliance

Generate professional job records, certificates, and compliance documents without the manual effort.

Job completion report: tradesperson fills a quick form, branded PDF generated and emailed to customer
Compliance document expiry alerts (insurance, Gas Safe, CSCS) at 30 and 7 days before
Terms & conditions sent automatically when a quote is accepted
Signed documents stored in Google Drive automatically
Site safety checklists submitted via mobile and stored by job

Content & Social Media

Turn your finished jobs into marketing content without the extra effort.

Before/after photo upload → branded social post draft created automatically
AI-written caption based on job type, location, and description
One-tap approve before posting to Facebook or Instagram
Auto-post to Google Business Profile on job completion
Monthly round-up of completed jobs for a "this month's work" post

AI-Powered (Premium)

AI handling enquiries, writing responses, and qualifying leads while you get on with the job.

AI enquiry handler: responds to new enquiries 24/7, asks qualifying questions, alerts you with a summary
Out-of-hours AI assistant on your website or WhatsApp Business
AI-drafted responses to Google reviews (you approve in one click)
AI quote assistant: describe the job by voice or text, AI drafts the quote
AI caption writer for social posts based on your photos

Start with one useful process

Simple Workflow

From £350

One focused task, agreed integrations, testing and handover.

Connected Workflow

From £650

A connected process across agreed tools, with testing and handover.

Customer Admin System

From £1,250

A scoped customer, job, quote and invoice system built around your process.

These are starting scopes, not every feature listed above. Integrations depend on provider access. Hosting, software, messaging and payment charges are confirmed separately. Optional Workflow Care starts at £25/month for one agreed workflow, monitoring and up to 15 minutes of investigation or small changes. Provider changes and larger fixes are quoted separately.

Discuss your workflow

How it works

01

Discovery call

We talk through how your business currently runs: what tools you use, what you do manually, and where time gets lost.

02

Fixed-price quote

We scope the automations, agree the price upfront, and get started. No hourly rate surprises, no open-ended billing.

03

Build & hand over

We build, test, and hand over with a walkthrough so you know what's running and why. Ongoing operation depends on the agreed tools, access and support.

Who it's for

Any business that does the same admin task more than twice a week. If you're copying and pasting, manually triggering follow-ups, or updating multiple places when one thing changes, there's a better way.

Not sure where to start?

Tell us one thing your business does manually every week. We'll tell you whether we can automate it and what it would take.

Project intake open

Ready to get hours back every week?

Tell us what you need. We'll come back to you within one working day with an honest view of what we'd build and what it would cost.

  • Reply within one working day
  • Fixed, transparent pricing
  • No obligation or sales pressure
Get a free quote