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GO / AUTOMATE

Stop doing manually what software can do automatically.

If your team repeats it, there may be a way to automate it. We connect your tools so enquiries, approvals, documents and reports move on their own, and your people focus on work that needs them.

The problem

Your tools should talk to each other. We make sure they do.

Small, repeated tasks add up to hours every week, and every manual step is a chance for something to go wrong.

  • Copying information between email, spreadsheets and systems
  • Chasing approvals by email and waiting
  • Creating the same documents and quotes from scratch
  • Sending reminders and updates by hand
  • Spending days compiling reports from several sources

Manual vs automated

The same enquiry. Two very different journeys.

Scroll to see a typical manual process turn into one connected, automated workflow.

Without automation

7 manual steps
  1. 01Customer sends an enquiry
  2. 02Employee opens the email Waiting
  3. 03Copies information into a spreadsheet
  4. 04Emails a manager
  5. 05Waits for approval Waiting
  6. 06Updates another system
  7. 07Replies to the customer Waiting

With YasTech Go Automate

Automatic
  1. Customer sends an enquiryTrigger
  2. CRM automatically creates the leadAuto
  3. The right staff member is assignedAuto
  4. Manager receives an approval notificationAuto
  5. Customer receives an automated responseAuto
  6. Dashboard updates automaticallyAuto

The customer gets a reply straight away, the right person knows what to do, and nobody copies anything by hand.

Services

What we automate

From a single repetitive task to multi-system workflows across the business.

  • 01

    Automation audit

    We review how work flows through your business and identify what's worth automating first.

  • 02

    Email automation

    Acknowledgements, follow-ups and updates sent at the right moment, automatically.

  • 03

    Notification automation

    The right person is alerted when something needs their attention.

  • 04

    Document automation

    Quotes, contracts and reports generated from your data, ready to send.

  • 05

    Workflow automation

    Multi-step processes that run from start to finish without hand-offs by email.

  • 06

    Approval workflows

    Requests routed to the right approver, with reminders and a clear audit trail.

  • 07

    Data synchronisation

    Information entered once and kept consistent across all your systems.

  • 08

    Reporting automation

    Reports and dashboards that build and send themselves on schedule.

  • 09

    Advanced multi-system automation

    Complex workflows spanning several platforms, with error handling and monitoring.

  • 10

    Custom automation systems

    Purpose-built automation where off-the-shelf tools fall short.

How it works

How we automate your work

  1. Step 1

    Audit

    We map your workflows and find the repetitive steps that cost the most time.

  2. Step 2

    Prioritise

    Start with the automations that deliver the most value soonest.

  3. Step 3

    Build & test

    Workflows are built, tested with real scenarios and checked for failure cases.

  4. Step 4

    Monitor

    Automations are monitored through YasTechCare, so issues are caught early.

FAQ

Go Automate questions

What can be automated?

Anything rule-based and repeated: moving data between systems, sending notifications, generating documents, routing approvals and compiling reports. Tasks that need judgement stay with your team, and automation makes sure they reach the right person.

Do we need to replace our current tools?

Usually not. We connect the tools you already use wherever they allow it, and only suggest replacing something if it's genuinely holding you back.

What happens if an automation fails?

We build in error handling and alerts, and monitor automations through YasTechCare, so problems are spotted and fixed quickly.

Where should we start?

With an automation audit. We'll identify which processes are worth automating first, so you see value early.

What does your team repeat every week?

Tell us, and we'll show you what could happen automatically.

Often combined withGo CRMGo AI