WB / BUSINESS AUTOMATION

Business process automation that keeps people in control

Automate the repeatable work and keep people in control

WebBoss connects forms, data, documents and decisions so routine work moves forward automatically and exceptions reach the right person.

Discuss this project
Guide priceLead capture automation starts at £750 DeliveryTypical delivery in 2 to 6 weeks StudioPreston, working across the UK

01 / THE WORK

Automation needs an owner and a failure route

Reliable automation states what should happen, what should never happen and who is alerted when data is missing or a service fails. That discipline matters more than the number of tools connected.

A strong fit when

  1. 01Staff retype the same information into several services
  2. 02Quotes, documents or reminders are assembled by hand
  3. 03Approvals stall because nobody knows the next step
  4. 04An AI feature is being considered without a controlled workflow

02 / WHAT IS INCLUDED

A build you can understand, operate and continue.

  1. 01Process map and automation rules
  2. 02Data validation and exception handling
  3. 03Notifications, documents and approval flows
  4. 04AI assistance where it has a measurable role
  5. 05Activity logs, monitoring and a manual override route

03 / HOW THE BUILD WORKS

How an automation build works

Production work is split into agreed stages with a written scope, payment points and acceptance criteria.

  1. 01

    Understand the work

    Map the repeated task, its inputs, the decisions it involves, who owns it and what should happen when something fails.

  2. 02

    Agree the first scope

    Write down what the first release includes, what waits for later, the price and the review points. Discovery is normally paid in advance.

  3. 03

    Build and demonstrate

    Review the working automation at agreed stages, so misunderstandings surface while they are still cheap to fix.

  4. 04

    Release and support

    Plan testing, launch, monitoring, documentation and the route for later changes.

04 / WHAT IT IS BUILT WITH

What the automation is built with

Framework
Laravel on PHP
AI steps
The Anthropic Claude API, used only where interpretation or generation adds a clear benefit
Connected services
Google APIs (Search Console, Analytics 4 and Places) and the Meta Graph API
Database
MySQL or MariaDB
Hosting
cPanel Linux hosting

Other services can be connected where they provide a supported API. That is checked in discovery before anything is promised.

05 / WHAT AFFECTS THE COST

What affects the cost of automation

Lead capture automation starts at £750, with typical delivery in 2 to 6 weeks.

That covers a defined first scope. These are the things that move a written quote above the starting figure.

  • Number of steps and decisions in the process
  • How many services the automation must connect to, and their API limits
  • Whether AI steps are needed, and how their output is reviewed
  • Approval stages and exception handling
  • Documents or messages the automation must produce

Compare every guide price on the pricing page

06 / RELATED PROJECT

AI Agency Index

A lead marketplace where a business chooses a service category and posts one brief, and agencies unlock those enquiries with credits.

See the AI Agency Index project

07 / PRACTICAL QUESTIONS

Before the first workshop

Do you use AI in every automation?

No. Rule based automation is often more reliable and easier to audit. AI is used only where interpretation or generation adds a clear benefit.

Can an automation be reviewed before it acts?

Yes. Approval stages and human review can be required for sensitive or uncertain decisions.

What happens when a connected service fails?

The workflow should record the failure, notify an owner and preserve a safe manual route. This is designed before launch.

NEXT STEP

Show WebBoss what needs to work better.

Send the current process, the people involved and the result you need. You will get a direct recommendation on the most sensible next step.

Describe the project
“Communication throughout the project was excellent.”
Dimensions Curriculum, 26 April 2022, Trustpilot review of Web Spinner UK. Read all reviews