A named standard workflow fits
Use a published automation product where its defined scope matches the work.
Defined setups from £199 one-timeSee automation options →
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Workflow automation that knows the normal route—and when to pause.
Define the trigger, next action, approval boundary and exception owner before implementation begins.
A workflow starts with an agreed route, not a tool.
Write the process so a new colleague can understand what begins the work, what normally happens and which decisions need a person.
That description reveals whether the right answer is automation, a shared status, a better form or a clearer hand-off.
Make the routine route simple and the controls explicit.
A controlled workflow includes the route, its pause conditions, tests and operating ownership.
Name the trigger
Identify the submitted request, status change, date or other recognised event.
Define minimum information
Missing, contradictory or unverified details should not be treated as complete.
Write the normal route
Describe the record, task, acknowledgement, assignment or status change in plain language.
Mark approvals and exceptions
Pause commercial commitments, sensitive messages, unusual requests and failed actions for a named owner.
Test and operate
Verify normal and non-normal cases, then document queue review, change approval and support responsibility.
Choose the delivery route that matches the workflow.
This page explains control design; the parent page remains the product and pricing owner.
One focused custom route is needed
Use compatible existing systems, standard triggers/actions, basic testing and handover.
Custom Automation Starter from £499Review custom automation →
The route is broader or complex
Scope multi-system work, custom integration, AI-assisted processing or complex controls.
Bespoke AI & Automation from £999Explore bespoke delivery →
CRM is the immediate foundation
Use shared contacts, tasks, stages and self-service workflows where appropriate.
CRM £99/month; usage and setup separateExplore CRM →
A workflow is not finished when it is switched on.
The operating team needs visible normal and exception queues, named change ownership and a route for reviewing failures and improvements.
- No autonomous-operation, savings, ROI, payback, headcount or error-reduction guarantee.
- AI-assisted preparation or classification requires an agreed review route.
- Communications, AI, supplier licences and other variable usage are separate.
Workflow automation questions
What is workflow automation?
A defined route for recurring work with an agreed trigger, normal action, approvals, exceptions and ownership.
What makes a workflow suitable?
The trigger, normal action, minimum information and decision boundaries should be clear, with an exception route.
Can it make decisions automatically?
Routine approved actions may run automatically; non-standard commitments, sensitive messages and material decisions remain with people.
What happens when something fails?
The route should pause into a visible exception queue with context, a named owner, status and recorded outcome.
Do we need EngageMinty CRM?
Standard ready-to-adapt CRM automations use EngageMinty CRM. Other compatible systems may be assessed for custom work.
What does it cost?
Defined setups start from £199 where scope fits; focused custom workflows from £499; broader bespoke work from £999. Separate costs and final scope are agreed first.
Bring us one route that needs to become clearer.
Tell us what starts the work, where judgement is needed and what should happen when the normal route cannot continue.
Discuss one workflow