Less Manual Work. More Organized Operations.

How Much Time Does Your Team Spend on Repetitive Tasks?

An inquiry arrives through your website. Someone copies it into a spreadsheet, notifies a team member and updates the customer. Later, someone has to check whether the inquiry has been handled.

When this happens repeatedly, manual work adds up. Information can be missed, tasks are harder to track, and your team spends time moving data instead of working with customers.

At Devplanx, we develop business automations that connect systems and execute repetitive tasks according to defined rules. We begin by understanding your workflow and identifying which existing tools can be connected.

What Can You Automate?

Lead Capture and CRM Integration

Connect website forms to your CRM or existing management system.

Depending on the available integrations, inquiries can be recorded, assigned to team members and organized using appropriate statuses.

Notifications and Status Updates

Trigger actions when an order arrives, a task is created or a status changes.

Possible actions include email notifications, task creation and internal alerts. WhatsApp messaging requires a suitable integration and support from the service provider.

Data Synchronization

If your business uses several tools that contain overlapping information, we can explore connecting them through supported APIs.

Before implementation, we define which data should be transferred, how errors are handled and how duplicate records can be avoided.

Operational Workflow Automation

Repetitive processes such as task creation, status updates, information routing and data consolidation may be suitable for automation.

The goal is to reduce unnecessary manual actions while maintaining human oversight where needed.

AI-Assisted Workflows

Not every automation requires artificial intelligence. When a process follows predictable rules, a conventional automation may be more appropriate.

For tasks involving unstructured information, we can assess AI-assisted features such as inquiry classification, draft generation and information extraction.

These solutions require accuracy testing, appropriate permissions and data privacy controls. Sensitive decisions and consequential actions may also require human review.

Example: From Manual Lead Handling to an Organized Workflow

Consider a business receiving inquiries through its website. An employee currently copies each inquiry, notifies a manager and updates the customer manually.

A tailored automation could follow these steps:

1. A customer submits a website form.
2. The inquiry is transferred to a management system.
3. A task is created for the appropriate employee.
4. The customer receives a confirmation.
5. Management can track the inquiry status.

This is an illustrative example. The actual workflow depends on your systems, permissions and business requirements.

Which Processes Should You Automate?

Before building anything, we examine your current workflow. Which actions are repeated frequently? Where do mistakes happen? Which tasks require employees to enter or transfer the same information?

We then assess whether the problem can be solved using features already available in your software, a connection between existing tools or custom development.

Our Automation Development Process

1. Workflow Discovery

We review how the process currently works, which tools are involved, who is responsible and what the expected outcome should be.

2. Integration Assessment

We examine available APIs, access permissions and technical limitations. We also define how missing data and failed operations should be handled.

3. Development

We build the agreed workflow, configure triggers and conditions, and connect the relevant systems.

4. Testing

We test normal and exceptional scenarios, verify data transfers and check error-handling behavior.

5. Deployment and Monitoring

Once approved, the automation can be deployed. Ongoing monitoring, maintenance and modifications are defined in the project agreement.

What's Included?

The exact scope depends on the systems and complexity of your workflow. A project may include:

• Existing workflow assessment.
• Automation planning and specification.
• Integration feasibility assessment.
• API integration development.
• Triggers, conditions and notifications.
• Error and failure handling.
• Pre-launch testing.
• Basic documentation and handover.

Third-party subscriptions, AI model usage, software licenses, hosting and ongoing maintenance are defined separately in the proposal.

Already Using a Business Management System?

You may not need to replace it. We can review its integration capabilities and determine whether automation can be added around your existing tools.

If the necessary connections are unavailable, we will explore alternative approaches before committing to development.