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Workflow Automation · Harbour & Finch Consulting

Workflow Automation demo - Harbour & Finch Consulting

Manual admin, re-typing details and chasing the same emails over and over.

Automation control centre

Harbour & Finch - Enquiry Automation

The question - how do you turn a ~15‑minute manual enquiry process, repeated for every single lead, into one that runs in under a minute and never forgets a step?

15 min → <1 min

per enquiry, hands-off

Incoming enquiry

Website enquiry form

Maya Collins - BrightPath Studios

Need
Website rebuild and booking automation
Budget
£7,500
Timeline
6 weeks
Received
Today, 09:41

Time saved

0 min

Run the workflow to see the saving

By hand

~15 min

per enquiry

Automated

<1 min

per enquiry

That is about 14 min back per enquiry, roughly 2.1 hrs a week at 9 enquiries.

Manual process - done by hand

6 repeated steps for every single enquiry

The same hand-offs, re-done from scratch each time - and easy to forget when the team is busy.

Easy to forget a step
  1. A new enquiry lands in the shared inbox.Manual · Inbox
  2. Someone copies the details into the enquiries spreadsheet.Manual · Priya, by hand
  3. Someone writes and sends an acknowledgement email.Manual · Priya, by hand
  4. Someone creates a discovery-call follow-up task.Manual · Tom, by hand
  5. Someone remembers to flag the big ones to the founder.Manual · If not forgotten
  6. Someone collates it all into Friday's pipeline report.Manual · Priya, Friday
Turns these 6 manual steps into one connected workflow
Read this demo as plain text

A website enquiry from Maya Collins at BrightPath Studios (Website rebuild and booking automation, budget £7,500) enters a workflow. The steps run in order:

  1. Capture enquiry. The website form submits straight into the workflow as structured fields - no inbox, no copy-paste.
  2. Validate required fields. Checks that name, company, contact and budget are present before anything else runs.
  3. Create CRM record. A clean contact and enquiry record is created automatically, ready for the team.
  4. Send acknowledgement. A consistent, well-written acknowledgement goes out instantly with a booking link.
  5. Assign discovery call. A discovery-call task is created and routed to the right owner with a due date.
  6. Budget over £5,000?. A decision branch: high-value enquiries escalate to the founder; smaller ones stay on the standard path. Missing details route to a clarification request instead.
  7. Add to weekly report. The same captured data is added to the weekly pipeline report - nothing is re-entered.

Run history (current settings): 09:41 Form received from website - Complete; 09:41 Required fields validated - Complete; 09:41 CRM record created (ENQ-2048) - Complete; 09:42 Acknowledgement email sent to Maya Collins - Complete; 09:42 Founder notified - budget over £5,000 - Complete; 09:42 Discovery call task assigned to Tom Hardy - Complete; 09:43 Added to weekly pipeline report - Complete.

Estimated time saved: about 14 minutes per enquiry, roughly 2.1 hours a week at 9 enquiries.

What this demonstrates

  • A web form becomes clean, structured data the moment it arrives.
  • Every enquirer gets the same fast, well-written acknowledgement.
  • The right person is handed the right task automatically.
  • High-value enquiries are escalated to the founder without being chased.
  • The same captured data feeds the weekly pipeline report with no rebuild.

Popular workflow automations I can build

Pick one to see who it is for, what it adds and what it could include.

Website form to CRM

Low to medium

Turn website enquiries into clean, structured CRM records automatically, with an instant acknowledgement.

Typical users
Sales and admin teams
Value added
No more re-typing enquiries into a spreadsheet, and no missed leads in a shared inbox.

Could include

  • Form capture
  • Field validation
  • CRM record
  • Acknowledgement email

Want to remove a repeated admin task?

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What a real build could include · read as plain text

What a real build could include

The pieces a production version would be assembled from, in plain terms.

  • Triggers

    Forms, schedules or events that start a workflow the moment something happens.

  • Validation

    Checks that required details are present and sensible before anything else runs.

  • Actions

    Create records, send emails and assign tasks - the steps that used to be done by hand.

  • Decision branches

    Route work automatically on rules like budget, category or missing data.

  • Run history

    A clear, timestamped log of what ran, when and with what result.

  • Reporting

    Reuse the captured data to produce regular summaries without rebuilding them.

Read plain explanation

The situation

Harbour & Finch Consulting (A four-person consultancy handling new client enquiries and onboarding). Every website enquiry is processed by hand, one step at a time. Details are re-typed into a spreadsheet, an acknowledgement is written from scratch, a follow-up task is set up manually and someone has to remember to add it to the weekly report. Things slip when the team is busy. This demo shows how one website enquiry becomes a record, an email, a task and a report - in order, in seconds, without anyone copying anything.

How it would be built

  1. Map. Trace the exact steps the team does by hand for each new enquiry.
  2. Wire. Those steps become one quiet, reliable workflow that runs in order.
  3. Relax. People are pulled in only when a real human decision is needed.

What the demo points out

  • 01. Form to database flow. The website enquiry form arriving as the workflow's trigger, already split into clean fields. A web form becomes structured data immediately, without anyone copying it into a spreadsheet. Value: Cleaner intake.
  • 02. Automated notifications. An acknowledgement email generated from the enquiry and sent the moment it lands. Clients get fast, consistent replies while the team stays focused on the work. Value: Better response time.
  • 03. Task routing. A discovery-call task created and assigned to the right owner with a due date. The right person gets the right task automatically - no shared to-do list to police. Value: Less chasing.
  • 04. Decision branch. A rule that escalates enquiries over £5,000 to the founder, and routes missing details to a clarification request. Work is routed by rules instead of by memory, so high-value enquiries are never missed. Value: Nothing important slips.
  • 05. Reporting pipeline. The same enquiry data flowing into the weekly pipeline report. Reporting reuses the captured data, so the Friday update does not have to be rebuilt by hand. Value: Reusable data.
  • 06. Time saved estimate. An estimate of admin time removed every time the workflow runs instead of the manual process. It makes the value concrete: minutes saved per enquiry add up across a week. Value: Hours back each week.

What this demonstrates

  • A web form becomes clean, structured data the moment it arrives.
  • Every enquirer gets the same fast, well-written acknowledgement.
  • The right person is handed the right task automatically.
  • High-value enquiries are escalated to the founder without being chased.
  • The same captured data feeds the weekly pipeline report with no rebuild.

Want to remove a repeated admin task?