automation
We design and manage automation that connects your tools, reduces manual processes and improves efficiency across your digital operations. By streamlining workflows and removing repetitive tasks, automation helps your business run more smoothly, with fewer errors and less time spent on admin.
WHY automation is key
Smarter systems, better reliability
Automation helps your business run more efficiently by reducing repetitive tasks, minimising errors, and connecting the tools you already use. Rather than adding complexity, we focus on building practical, reliable workflows that support how your business actually operates.
Our approach to automation is grounded in clarity, structure and long-term usability, not over-engineering.
our process
discovery
We review your current workflows, tools, and pain points to understand where automation will have the greatest impact. This ensures effort is focused on real inefficiencies, not assumptions.
DESIGN
We map clear, logical automation workflows aligned to your processes and business goals. Each automation is designed to be reliable, understandable, and scalable.
Implementation
We build, test, and deploy the agreed automations, ensuring they work as intended and integrate cleanly with your existing systems.
Handover
Once your automation is setup, we hand the system and logins back to you! Without and changes, maintenance will be unnecessary
Our Automation Packages
What automation can do for your business
- Reduce manual admin and duplicated work
- Keep data consistent across systems
- Improve internal communication and reliability
- Create smoother customer and team workflows
- Free up time for higher-value work
How Automation fits your ecosystem
Automation works best when aligned with:
- Your website and forms
- Email marketing and CRM activity
- Inventory or service availability
- Reporting and optimisation
Advanced
What Automation Doesn't cover
1
Custom software development
2
AI model training
3
full business process redesign
4
guaranteed revenue
got a bigger idea?
Book a call with us to see how we can help!
FAQ
What types of automation do you offer?
We typically automate:
Lead capture → CRM → follow-up emails
Website forms → email lists → segmentation
E-commerce actions (orders, abandoned carts, post-purchase emails)
Client onboarding workflows
Internal notifications and task creation
Reporting and data sync between platforms
Membership, portal, or gated-content access
Which platforms do you work with?
Primarily:
Odoo (CRM, Website, Marketing Automation, Surveys, Email, Portal users)
MailerLite / Klaviyo / ActiveCampaign
Zapier or Make (where native automation isn’t sufficient)
Squarespace, Shopify, WordPress
Google Workspace and connected tools
If your stack isn’t listed, it can usually still be integrated.
Do I need to already be using Odoo?
No.
However, if you want a centralised, scalable system, Odoo is often recommended. Existing tools can either be connected to Odoo or automated independently, depending on cost, complexity, and long-term plans.
Is automation only for large businesses?
No.
Automation is often more valuable for small teams because it:
Reduces admin overload
Prevents missed leads or follow-ups
Creates consistency without hiring staff
Even a single automation can save hours every week.
How custom is the setup?
Fully custom.
Automation is mapped from your real process, not assumptions. This includes:
How leads actually arrive
Who needs to be notified
What clients should receive and when
Where data should live long-term
Will automation replace human interaction?
No — it removes unnecessary manual work.
Good automation:
Handles routine actions
Improves response speed
Frees you up for higher-value work
How long does automation setup take?
Typical timelines:
Simple automations: 0-1 weeks
Multi-step workflows or CRM builds: 1–4 weeks
Full system design (e.g. Odoo): 6–12 weeks
Timelines depend on clarity, approvals, and data readiness.
What does automation cost?
Costs depend on:
Number of workflows
Tools involved
One-off build vs ongoing optimisation
Most automation projects fall into:
One-off setup projects
Monthly retainers (monitoring, refinement, expansion)
You’ll always receive a clear breakdown before work begins.
Can you automate existing messy processes?
Yes — but first we simplify them.
Automation works best when the process is:
Clear
Logical
Necessary
What happens if something breaks?
Automations are:
Tested before launch
Documented
Built with fail-safes where possible
Ongoing clients receive monitoring and adjustments. One-off projects include handover and support options.
Will I be locked into you long-term?
No.
Systems are built so:
You retain ownership
You can run them without Marco Digital if needed
Another developer can take over if required
Retainers are optional, not forced.
How do we start?
The process is:
Discovery & workflow mapping
Tool and cost recommendations
Automation build
Testing & refinement
Launch and handover (or ongoing support)
No build starts without clarity.
Is automation worth it for my business?
If you:
Repeatedly do the same admin tasks
Miss leads or follow-ups
Juggle disconnected tools
Want to scale without hiring immediately
Then yes — automation usually pays for itself quickly.
Got a question?
We'd love to hear from you! Whether you have questions, feedback, or need support, our team is here to help. Simply fill out the form below, and we aim to respond to all inquiries within 24 hours. Thank you for getting in touch!