Custom Automation

REMOVE THE
REPETITIVE
WORK.
KEEP THE
CONTROL.

We build custom automations for the internal parts of your business that slow everything down — manual updates, missed follow-ups, disconnected systems, spreadsheet-driven workflows, and processes that rely too heavily on people remembering what to do.

Lead Intake Pipeline
Running
📝
Form Submission
web form · 2 minutes ago
🤖
AI Qualification
budget · location · urgency scored
📊
CRM Updated
record created · score: 87/100
👤
Task Assigned
→ Sarah · high priority
💬
Follow-up Sent
WhatsApp · scheduled

0+
Manual steps removed on average across a single automated workflow
0 days
Average time from workshop to first automation live
0%
Built around your existing tools — no ripping out and replacing what works
0
Off-the-shelf tools forced on your business. Everything is built for how you operate.

What We Mean by Automation

NOT OFF-THE-SHELF
TOOLS. CUSTOM
WORKFLOWS BUILT
AROUND HOW
YOU OPERATE.

Most businesses do not need more software. They need their current systems to work together properly.

That usually means replacing the messy middle: the manual admin, the WhatsApp chasing, the spreadsheet patchwork, the follow-up that only happens when someone remembers, and the information that gets lost between site, sales, operations, and finance.

We design automations around your actual workflow — then connect them into the tools you already use, so the business runs faster without creating more complexity.

🗺️
Map first, build second We start with how work actually happens today — not how the org chart says it should.
🔌
Connects to what you already use CRM, email, WhatsApp, forms, dashboards, finance tools. No new platforms forced on your team.
📈
ROI from the first use case We start where the impact is immediate and measurable, then expand once the value is obvious.
⚙️
You stay in control Automations handle the repetitive work. Your team handles the decisions that matter.

What We Can Automate

THE BACK OFFICE,
THE FOLLOW-UP,
AND THE GAPS
IN BETWEEN.

01
Lead & Sales Workflow Automation

Capture leads, qualify them, score them, route them, and trigger the right follow-up automatically. No leads missed. No manual entry required.

  • Lead form submissions pushed into your CRM instantly
  • AI qualification by budget, location, service type, and urgency
  • Auto-assigned follow-up tasks for the right team member
  • Email, SMS, or WhatsApp nurture sequences for cold leads
  • Quote-request workflows with internal approval steps
02
Operational Workflow Automation

Replace fragile manual processes with structured, real-time workflows. Less chasing. Less memory work. Less admin that falls through the cracks.

  • Site teams logging job changes directly from WhatsApp
  • Internal approval chains for scope changes
  • Task creation triggered automatically when milestones are reached
  • Dispatch workflows triggered from one-click approvals
  • Shared spreadsheet processes replaced with live structured data
03
Customer Communication Automation

Keep clients updated without your team manually chasing every interaction. The right message, at the right moment, without anyone having to remember to send it.

  • Instant confirmations after form fills or calls
  • Reminder sequences before appointments or site visits
  • Follow-ups after quotes are sent
  • Review-generation campaigns after completed jobs
  • Status updates triggered automatically from workflow changes
04
Data Sync & Admin Automation

Make sure your systems stay aligned without anyone re-keying data. One source of truth. No duplicates. No outdated records.

  • CRM records updated automatically from calls, forms, or messages
  • Invoices triggered when project scope changes are logged
  • Notes synced across internal tools without manual copy-paste
  • Enquiry tags, source tracking, and audit trails logged automatically
  • Dashboards updated in real time from operational events

Real Use Cases

A FEW EXAMPLES OF
WHAT THIS LOOKS
LIKE IN PRACTICE.

01
The Problem
Scope Creep Captured on Site
A trade team finishes work, the client adds something extra, the team moves on, and the change never reaches finance properly. Extra work completed — not billed accurately.
The Automation
Scope changes captured on-site via WhatsApp, logged immediately, priced automatically, and pushed into invoice workflows before anyone leaves the job.
02
The Problem
Lead Qualification Before Human Follow-Up
A business gets enquiries from ads, web forms, and WhatsApp, but the team wastes hours chasing poor-fit leads that were never going to convert.
The Automation
AI qualification, lead scoring, CRM updates, and follow-up routing happen automatically — so the team focuses only on the highest-value opportunities first.
03
The Problem
Quote to Callback to Conversion
A prospect requests information, gets a slow response because the team is busy, goes cold, and ends up with a competitor. Every day of delay costs conversion rate.
The Automation
Instant acknowledgement, internal task creation, callback scheduling, reminder flow, and nurture sequence — so no warm lead slips away while your team is tied up.
04
The Problem
Manual Spreadsheet Process Replaced
A company runs a critical business process from a shared spreadsheet that depends entirely on people updating it correctly and on time. When they don't, things break.
The Automation
Structured workflow connected to messaging tools, forms, internal approvals, and live records — so the process runs reliably whether or not people remember to update a spreadsheet.
05
The Problem
Review & Retention Workflow
After a successful job, no one asks for a review because everyone has already moved on to the next thing. Reputation goes unbuilt. Referrals are left on the table.
The Automation
Review requests, timing logic, follow-up reminders, and reputation-building workflows run automatically with almost no manual effort after a job closes.

Ideas We Can Build

IF IT IS REPETITIVE,
IT SHOULD BE
AUTOMATED.

AI lead scoring and routing
WhatsApp-based site updates
Quote and invoice automation
CRM cleanup and auto-enrichment
Missed-call follow-up workflows
Review request automations
Internal approval chains
Appointment reminder systems
Post-job follow-up sequences
Real-time operational notifications

Case Study Highlight

FROM SHARED SPREADSHEET TO REAL-TIME SITE WORKFLOW.

A property renovation business was managing their entire job workflow through a shared spreadsheet. Tradespeople were expected to log on-site scope changes manually after they left the job — extra lighting, additional plastering, anything the client requested beyond the original brief.

In practice, those updates were routinely missed once the team left site. Extra work was completed but not captured — meaning clients weren't billed accurately and the business was absorbing costs it had every right to recover.

We replaced that fragile manual process with a real-time WhatsApp workflow. Tradespeople record changes on-site through a simple message. The system captures each update, reflects it in the workflow immediately, and supports accurate invoicing before the job is even closed out.

Automation Pipeline — Kabilo Phase 1
WhatsApp Message → Tradesperson logs scope change on-site
Change Captured → System parses and categorises the update
Job Record Updated → Scope change reflected in live workflow instantly
Invoice Adjusted → Additional work priced and flagged for approval
Owner Notified → One-click sign-off before anything is sent to client
⚡ Previously: remembered on 60% of jobs. Now: captured on 100% of jobs.
💰
Revenue recovered From missed scope creep that previously went unrecorded and unbilled
⏱️
Admin time removed From the monthly workflow — no more chasing tradespeople for updates after the fact
🔗
Cleaner handoff Between site, admin, and invoicing — one live record, no interpretation required
🧠
Less dependence on memory The process works whether or not everyone remembers to do the right thing

How It Works

MAP IT. BUILD IT.
MAKE IT PART OF
THE BUSINESS.

01
Find the Bottleneck
We identify the process that is costing your business the most time, money, or consistency. Usually it is obvious once someone maps it properly — the hard part is knowing where to look.
🔍 Process audit
02
Map the Real Workflow
We look at how the work actually happens today — not how it is supposed to happen on paper. There is always a gap between the two, and that gap is where the automation opportunity lives.
🗺️ Co-design workshop
03
Build Around Your Systems
We connect the automation into the tools your team already uses — whether that is CRM, email, WhatsApp, forms, internal dashboards, or finance workflows. No new platforms. No retraining. No disruption to existing habits.
🔌 Existing stack integration
04
Go Live with One Focused Use Case
We start where the ROI is easiest to prove — one clear workflow, one measurable result. Going live quickly means you see the impact before committing to anything broader.
🚀 Fast first deployment
05
Expand Once the Value Is Obvious
Once the first workflow is working, we extend the same approach across the business — additional workflows, additional departments, additional integrations. The foundation is already in place.
📈 Compound operational gains

Why Clients Come to Us

BECAUSE THE PAIN IS
USUALLY NOT ONE BIG THING.
IT IS 50 SMALL
MANUAL THINGS.

Most operational drag does not come from one dramatic failure. It comes from constant small inefficiencies that each seem minor but add up to serious friction every single week.

Information copied from one system to another
Updates sent too late — or not at all
Follow-ups that only happen when someone remembers
Manual invoicing corrections after the fact
Unclear ownership between departments
Repetitive admin that steals time from higher-value work

Automation fixes that layer. Not by turning your business upside down, but by removing the repetitive work that should never have been manual in the first place.


Next Step

SHOW US THE
WORKFLOW.
WE'LL SHOW YOU
WHAT TO REMOVE.

Bring us the messy spreadsheet, the manual approval chain, the broken follow-up process, the duplicated CRM admin, or the operational bottleneck your team complains about every week. We will map it, identify the leverage point, and show you what a better version looks like.