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Workflow Automation

Stop typing the same thing twice

Connects your app to the tools you already use, so details are entered once and the right people are told.

Discuss an automation Watch it in action

The same details typed into four places. Mistakes creep in. Entered once. Everything else updates on its own.

The problem
A new enquiry or enrolment is copied from the inbox into a spreadsheet, another system and a group chat. Every copy takes time and invites mistakes.
What we build
We connect your app and the tools you already use, so information moves on its own and in the right order. Every run is logged, and a person is alerted if something fails.

Watch it in action

Example: Chloe’s website enquiry creates her customer record, assigns a follow-up to the right person and tells the team.

Illustrative demoPress Run example to watch one website enquiry move through four steps nobody has to do by hand.

Kestrel Electrical AutomationsNew website enquiry
ReadyExample data

  1. Enquiry received

    Website form

    Waiting

    Starts when a customer submits the website form.

  2. Customer record created

    Customer list

    Waiting

    Runs after the previous step.

  3. Task assigned

    Job board

    Waiting

    Runs after the previous step.

  4. Team notified

    Team chat

    Waiting

    Runs after the previous step.

Settings

Run history

Press Run example to process Chloe Martin’s website enquiry.

Kestrel Electrical and everyone shown are fictional. Changes stay on this page and nothing is sent.

How we set it up

  1. Map the steps

    We follow one piece of work from start to finish and note every copy and hand-off.

  2. Agree the rules

    Who gets assigned, what counts as urgent and which tool holds the master record.

  3. Connect and test

    We connect the tools and test with realistic examples, including missing details.

  4. Keep watch

    Run history and failure alerts show what happened and when a person should step in.

What it can include

We can connect email, calendars, forms, spreadsheets, accounting, CRM and other tools when they offer an integration. We confirm what is possible during scoping.

  • New enquiries and enrolmentsStart from web forms, email, chat or booking tools.
  • RecordsCreate or update records and check for duplicates.
  • Task assignmentAssign work by area, workload or an approval step.
  • NotificationsTell the right people by chat, SMS or email.
  • DocumentsFill reports, forms or quotes from details already collected.
  • Run history and alertsLog each run and alert a person when something fails.

Common questions

Still have a question?

Ask us directly. We’re happy to help.

Send us your question
Which tools can you connect?

Most modern tools offer an integration. We check each of your tools during scoping and tell you what is possible before any work starts.

What happens if a step fails?

The run is logged and a person is alerted with the details, so the work can be finished by hand and the cause fixed.

Do we need to change how we work?

Usually only slightly. We automate the steps you already do, and suggest changes only where a clear rule would remove guesswork.

More we can build

Discuss an automation

Tell us what takes up your time. We’ll reply by email to set up a chat.

  1. We read your notes
  2. We talk it through
  3. You get a written proposal

Or contact us directly

support@localriseau.onmicrosoft.com

+61 498 027 443

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