From handling inquiries through invoicing to follow-up sequences. A concrete list with the tools we use.
Most companies don’t know where to start with automation. Yet there are 5 processes that repeat in almost every company and can be automated without coding — just with Make.com and AI.
1. Handling incoming inquiries
Every inquiry email is automatically added to the CRM, a personalised reply is sent within 5 minutes and the salesperson gets a notification. No inquiry is left unanswered.
2. Invoicing and follow-up
Once a job is done, the invoice is generated automatically from a template and sent by email. If it isn’t paid within 14 days, a follow-up sequence kicks in automatically. It saves every company 3 to 5 hours a month.
3. Client onboarding, review tracking, reports
A new client = an automatic welcome email, access details and a task list. A new Google review = an instant Slack notification. A weekly report from your systems is generated and sent every Monday morning on its own.
4. AI-generated quotes
A customer sends an email with a request, AI creates a tailored quote and sends it automatically within minutes. The salesperson only steps in when the customer replies.
5. Automated client reporting
Every month a results overview is automatically generated for the client and sent by email. No manual data gathering from various systems. Ideal for agencies, accountants or marketing firms.
This isn't theory — we've implemented every one of these processes at real companies. If you want to pick where to start, a 30-minute consultation is enough and you'll leave with a concrete plan.