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Automation

Automation platforms that connect your tools so nothing depends on someone remembering.

Automation is not about being clever. It is about removing the moments where a human has to remember to do something under pressure. Enquiry lands, CRM record created, team notified, follow-up scheduled — none of that should be manual.

Start with the single step in your process that fails most often. Automate that. Then leave it alone for a fortnight and see what breaks. Businesses that try to automate everything at once end up with fragile flows nobody understands.

Zapier and Make cover almost everything an SME needs. The choice between them is volume and complexity, not capability.

Tools

Automation: the tools I use

Each one has a full review covering pricing, pros, cons and who should avoid it.

ZA

Zapier

Automation · Software

Used by me

No-code automation platform connecting thousands of business apps.

Best forTeams that need reliable simple automations without a developer.

MA

Make

Automation · Software

Best value

Visual automation platform for multi-step, branching workflows at low operation cost.

Best forBusinesses running higher-volume or genuinely conditional automations.

GO

GoHighLevel

CRM and follow-up · Software

Top pick

All-in-one CRM, messaging and automation platform used to run lead capture and follow-up.

Best forService businesses that want CRM, messaging and automation in one place rather than five subscriptions.

My companies

Where my own businesses fit here

Stated plainly, because these are businesses I benefit from.

  • Keystone AI

    AI-powered lead capture, CRM, missed-call response, follow-up and review automation for UK trade and construction businesses.

Some links on this site are affiliate or referral links, and some companies featured are owned by, operated by or commercially connected to me.

Automation FAQs