🧡 You're not alone

Does this sound familiar?

Many small businesses still manage operations manually: using emails, calls, spreadsheets, or even paper notes. It slows down your work, leads to mistakes, and makes scaling difficult. And most digital tools feel either too expensive or too complex.

🌟 Your imagination is the limit

Whenever a client books a meeting in your Google Calendar, this simple system takes care of the rest!

Google Calendar booking triggers automation with Gmail, ClickUp, and Google Chat
🚀 Our process, simplified

We build a working system tailored to you – in just a few weeks

You don’t need expensive custom software to work better. We build simple tools around the way you already work – so things get done faster, easier, and without the mess.

⚡ Let’s automate that

What can be automated?

Basically… anything that annoys you.

For most small teams, it’s the repetitive daily tasks that eat up time. These are exactly what we automate – giving you back hours for selling, serving clients, or just running your business better.

Handling quote requests
Booking & reminders
Job sheet management
Building a customer database
Email/SMS notifications
Internal status tracking
📅 Smart Appointment & Contract Management – Fully Automated

This automation connects your Google Calendar, ClickUp, PandaDoc, and WhatsApp to manage appointments and client records like a pro.

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Here’s how it works:

  • When a client books an appointment via Google Calendar, the system checks if they’re already in your ClickUp client list (by email or phone).
  • If they’re new:
    • A contract is instantly created in PandaDoc
    • A WhatsApp notification is sent to the expert with the details
    • The client’s info is saved into the ClickUp client database
  • If they’re already in the system:
    • A new booking entry is added to the ClickUp “Bookings” table and linked to their profile

Every appointment is automatically documented and matched with the right client — making end-of-month invoicing fast and accurate.

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đź§ľ Bonus: You can extend this automation with a monthly workflow that automatically generates and sends invoices to your clients based on their bookings.

🤝 Instant Lead Follow-up – Seamless & Professional

When a visitor submits your website form, this automation kicks in to ensure no lead ever falls through the cracks. Here’s what happens, instantly and behind the scenes:

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  • The client is added to your Notion CRM for easy tracking
  • Their email is added to your MailerLite “Potential Clients” list, so they stay in the loop
  • They receive a personalized WhatsApp message, thanking them for their interest and sharing a link to your PDF portfolio

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It’s fast, friendly, and fully automated — making your business look sharp and responsive from the very first click.

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⏱️ Result: First impressions matter. This flow responds to new leads within 10 seconds

📋 Smart Worksheet Tracking – Automated & Effortless

This automation streamlines the way you handle submitted worksheets through a ClickUp form. As soon as a form is submitted, the system automatically:

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  • Updates the task status to “Waiting for review”
  • Creates a dedicated Google Drive folder using the worksheet code
  • Uploads all attached photos into the right folder
  • Sends an instant Messenger notification to the assistant — only if a problem was reported on the form

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Thanks to this flow, your team can focus on what really matters: solving issues and keeping things moving — not chasing down files or missing alerts.

Modern no-code automation workflow interface example
Need more than just automation?

We also build simple, custom interfaces on top of your workflows — so your team or clients can manage everything in one place.

Custom Dashboard Development
🎯 Real results

What happens once your system is up and running?

Automation doesn’t just make your business faster – it makes it look and feel more professional. Customers get quicker responses, tasks don’t slip through the cracks, and your team works with less stress.

Save hours every week

Do less manual work – automation saves significant time every week.

Fewer errors, less stress

Fewer mistakes mean smoother workflows and a more relaxed team.

More transparent operations

All processes are trackable and information is easy to find in one place.

More time for real work – less admin

Spend more time creating value, and less on repetitive background tasks. With automation in place, you can focus on what matters while back-office processes run on autopilot.

More professional appearance

Present a more modern, professional image to your clients.

🎯 Real results

How we transformed a small business

Company profile
A heating & cooling service company with a small team of 8 people, managing installations and maintenance appointments manually.
Challenge
Everything was handled through phone calls, paper notes, and spreadsheets. The team spent several hours a week organizing jobs and following up on clients.
Solution
We built a lightweight internal system using no-code tools to digitize job tracking, automate quote sending, and create a simple customer database.
Result
They now save around 6 hours every week. Response times are faster, fewer things get lost, and clients noticed the difference.

“We used to manage everything on paper and over the phone. Now it’s all automated – and even our customers noticed the change.”

Szabó Tamás
KlĂ­maPro Kft., Managing Director
🗓️ Ready when you are

How we get started

Getting started is fast and simple: we assess your needs, design a smart solution, and deliver it in weeks – not months. No overcomplicated PM, no endless timelines – just working results.

Consultation: We analyze your workflows

In a short online meeting, we learn how your business works, what your goals are, and where simplification is possible.

Solution: We design and build your first automation

Based on what we discover, we create a custom system tailored to your specific needs.

Launch: Go live in 3–4 weeks

We set up, test, and launch the solution – and support you with post-launch follow-up if needed.