Workflow and requirements mapping
The inputs, steps, responsibilities and exceptions in the process you want to improve.
Business automation & AI agents
Business workflow automation, built around your team.
- Respond to leads faster and keep opportunities moving.
- Cut repetitive administration and reduce avoidable errors.
- Handle more business without adding the same amount of manual work.
Connect your tools and automate repetitive work, from enquiry acknowledgements to team notifications and follow-up. Add AI where it has a clear, defined job.
✉New enquiryDetails captured
✧AI draftPrepared for review
◎Owner approvalYou stay in control
↗SentAfter your approval
From enquiry to follow-up
What you receive
What your automation project includes
Start with a business task and a useful result. We map the process, choose an appropriate approach and agree what the finished workflow must do.
A defined implementation
The rules, connections and permitted AI tasks needed for the agreed workflow, with its boundaries written into the proposal.
Supported tool connections
The email, forms, spreadsheets, calendars, customer records or other services included after checking access and integration options.
Human approval and handover rules
Clear decisions about what runs automatically, what waits for your team and when a person should take over.
Information and access planning
Approved information sources, the access required and the agreed handling of data for the workflow.
Representative testing
Checks of the normal process, relevant exceptions, outputs and approval steps before the workflow goes live.
Operating guidance and ownership
A clear handover for the delivered controls, account responsibilities and day-to-day operation.
Build and running cost clarity
An agreed project price with relevant software subscriptions, AI usage and optional support identified separately.
An AI assistant can help answer questions, interpret information or prepare a draft. The project defines its approved sources, permitted actions and human review points. Additional channels, workflows and ongoing work are scoped separately.
Enquiry acknowledgements and team notifications
Human oversight at every important step.
New website enquiry
Alex Morgan
Website + booking
I’d like to discuss a website with online booking.
Send enquiry ↗
Owner dashboard ⊞
Your enquiries
AMAlex Morgan
Website + bookingNew
Website + bookingNew
PSPriya Singh
General enquiryReview
General enquiryReview
DMDaniel Moore
Website redesign
Website redesign
To your customer
To your team
Thanks, Alex. We’ve received your enquiry and will be in touch.
To your team
New enquiry from Alex Morgan. View enquiry.
A customer sends an enquiry.
Tailored to your business.
Ten ways to put automation to work
Workflow automation for everyday business tasks
New enquiry received
01 / New enquiry responses
Automatically acknowledge a submitted enquiry and capture the details in one place.
Customers know you received their message, even while you’re busy.
Follow-up scheduled
02 / Lead follow-up
Schedule approved follow-ups and stop or route them appropriately when a customer responds.
Fewer opportunities depend on you remembering to chase them.
Appointment tomorrow
03 / Appointment reminders
Send reminders before appointments, with the agreed instructions for confirming or requesting changes.
Less manual reminding and clearer communication before a visit.
How can we help?
04 / Customer question assistants
Use an AI chatbot to answer routine questions from your approved business information and hand over when needed.
Customers get help sooner, while your team spends less time repeating basic answers.
Assigned to your team
05 / Enquiry sorting and assignment
Categorise incoming requests by service, location or other agreed criteria and send them to the right person.
Relevant enquiries reach the right team with less sorting.
Draft ready for review
06 / Proposal preparation
Turn enquiry details into a structured brief and draft proposal for your review.
Spend less time assembling documents and more time making the right offer.
Welcome information sent
07 / Customer onboarding
Send welcome information, request required details and track outstanding items.
Start projects with fewer missing details and less chasing.
Payment reminder
08 / Invoice and payment reminders
Trigger approved reminders from supported accounting or payment records.
Reduce manual payment follow-up and keep outstanding items visible.
Your business summary
09 / Business reporting
Bring information from supported systems into a scheduled summary or dashboard.
Spend less time gathering figures and more time understanding what needs attention.
Search your business information
10 / Internal knowledge assistants
Help staff find answers in approved procedures, product information and business documents.
Less time searching for information or interrupting colleagues.
These are examples of work we can scope. Feasibility depends on your tools, access, data and operating requirements.
Workflow automation or an AI agent?
AI support with a clear job to do
Workflow automation
Workflow automation follows defined rules: when a form arrives, save the details, notify the team and send an acknowledgement.
An AI assistant or agent
An AI assistant or agent can help interpret information, classify a request, draft a response or choose among permitted actions.
A project may use both. We use fixed rules where the process is predictable and AI where interpreting language or information adds value.
You set the boundaries
Follow-up that fits your working hours
Agree when a message is due, which working hours and time zone apply, and what should stop or pause the sequence. Approval controls can keep important messages with your team before anything is sent.
- Approve important messages or documents before they are sent.
- Set timing, working-day rules and stop conditions for follow-up.
- Route uncertain or exceptional cases to a person.
The level of automation is agreed before development. Pricing, commitments and other important decisions can remain subject to your approval.
Preview only—no email is sent.
Review and approve
To: Alex Morgan
Thanks, Alex. We’ve received your enquiry and will be in touch.
Start with one useful workflow
How we scope and test your automation
We agree on a practical measure before building—for example, response time, manual steps removed or time spent processing an enquiry.
Start with one defined process, test it and use the results to decide what to automate next.
Discuss your first workflowYour questions, answered
Business automation questions
Can you connect my existing email, spreadsheets or CRM?
Often, yes. We check the available integrations, permissions and subscription requirements first. We confirm supported connections in the proposal.
Do I need an AI agent for every automation?
No. Many tasks work well with straightforward rules. AI is useful when the task involves interpreting language, extracting information or drafting content. We choose the approach that fits the task.
Can I approve messages before they are sent?
Yes. Approval steps can be included for proposals, customer replies or other important actions. We agree on what can run automatically and what must wait for you.
What happens if the AI gives an incorrect answer?
AI can make mistakes. We define approved information sources, test representative questions and agree on limits and handover rules. Important outputs can require human review before use.
What business information will the system access?
Only the access and data needed for the agreed workflow should be provided. Before implementation, we identify the connected services, permissions and where information is processed or stored.
How much does business automation cost?
The price depends on the number of steps, integrations, data preparation, AI requirements and testing. Your proposal separates the build cost from relevant software and usage fees.
Will I have to pay monthly fees?
Some third-party tools charge recurring subscriptions or usage fees. We identify these before you commit. Ongoing work by MakoBooking is optional and quoted separately.
What happens if a connected service changes?
A provider update, expired access or changed business process can affect a workflow. Maintenance responsibilities and any optional support are defined in the proposal. Updates caused by later third-party changes are scoped separately.
Can you guarantee savings or additional revenue?
No fixed result is guaranteed. We define the intended improvement, test the workflow and compare actual performance against the agreed measure.
Do you build the workflow for us or provide a self service tool?
MakoBooking provides a scoped implementation service. We review your process, configure or build the agreed workflow, test it and hand over its operating guidance. The solution may use existing software or a custom component. Any ongoing management is optional and quoted separately.
Can an AI chatbot work on our website LINE or Facebook?
The right channel depends on where your customers contact you and what the assistant needs to do. We assess website chat, LINE, Facebook or another requested channel against supported integrations, account access and operating costs. Each included channel, language, action and human handover route is specified in the proposal.
Where should our business start with AI automation?
Choose a frequent task with clear inputs and a useful result, such as acknowledging enquiries, preparing a brief, routing requests or summarising information. We review the process and start with a defined workflow. More complex inventory, sales or operational systems need their own assessment before we recommend an implementation.
Start your project
Let’s talk about your workflow
Tell us which task takes up your time, what tools you use and what you want to happen instead.
Prefer email?
[email protected] ↗