The Automated Back Office: Workflows for Enquiries, Bookings and Follow-Up

Take the repetitive admin out of your week, one workflow at a time.

A practical programme for automating the admin behind a one-person operation: deciding what is actually worth automating, mapping a process properly before you build it, and wiring enquiries, quotes, bookings, follow-ups and records between the tools you already pay for. Includes the parts most guides skip: where to keep a human in the loop, how to handle errors and retries, what to log, and how to notice when a workflow has quietly stopped running.

• A method for mapping a process before you automate it, so you don't automate a mess
• Working patterns for enquiry capture, quotes, bookings, reminders and follow-up
• Human-in-the-loop checkpoints: what to approve, what to let run unattended
• Error handling, retries, logging and alerts for workflows that fail quietly