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    Custom Automations

    Automations tailored to your business — no manual work

    We build custom automations that connect your systems, execute tasks for your team, and reduce errors. Almost any repetitive process can be automated.

    CRM • email • documents • reportsTickets & approvalsMonitoring & maintenance
    Trigger: New inquiry
    Validate data
    Create ticket
    Notification → email + Slack
    Update CRM
    ✓ Ticket created✓ Email sent✓ Data saved✓ Report generated
    Capabilities

    What we automate

    System synchronization

    We connect CRM, email, ERP, e-commerce and other systems in real time.

    Approvals & checklists

    Automated steps for approvals, signatures, and verification.

    Automatic notifications & reminders

    Notifications via email, chat, or SMS on specific events.

    Document & data processing

    Extraction, validation, and transformation of data from documents.

    Tickets & team escalations

    Automatic ticket creation and routing to the right team.

    Reports, dashboards & KPI alerts

    Automated reports, dashboards, and alerts on deviations.

    Library

    Most popular custom automations

    Select a department and browse ready-made workflows we can adapt for you.

    New lead → CRM → assign → follow-up

    Automatically capture new leads and start follow-up.

    Lead qualification & prioritization

    Automatic scoring and priority ranking.

    Quote → reminder → follow-up

    Automatic follow-up after sending a quote.

    Automatic pipeline report

    Weekly report on sales pipeline status.

    Automation Finder

    Find the best automation for your business

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    Select department

    Process

    How we work

    From analysis to maintenance — five clear steps.

    Quick process analysis

    We understand what is done manually and where time is wasted.

    Workflow & data design

    We design the steps, rules, and data flows.

    Build & integrations

    We connect the systems and create the automation.

    Testing & safeguards

    We validate with real data and add error handling.

    Monitoring & optimization

    We observe, log, and improve.

    Quick process analysis

    We understand what is done manually and where time is wasted.

    Workflow & data design

    We design the steps, rules, and data flows.

    Build & integrations

    We connect the systems and create the automation.

    Testing & safeguards

    We validate with real data and add error handling.

    Monitoring & optimization

    We observe, log, and improve.

    Automations are tested, logged, and monitored to ensure reliability.

    Integrations

    We connect your systems

    CRM
    Email
    Website forms
    E-commerce
    ERP / Inventory
    Calendar
    Ticketing
    Databases
    Messaging
    Analytics
    Reliability

    Reliability & control

    Every automation includes safeguards, logging, and monitoring.

    Validation & data protection

    Input data is checked before processing.

    Retry logic & fallback scenarios

    Automatic retries on temporary failures.

    Logs & execution history

    Full traceability of every execution.

    Roles & access (if needed)

    Control who can view and manage.

    FAQ

    Frequently asked questions

    Looking for business process automation?

    custom automations, business automation, process automation, workflow automation, sales automation, marketing automation, customer service automation, invoice automation, document automation, ticketing system, approvals, CRM automation, email automation, ERP integration, e-commerce automation, automated reports, KPI alerts, API integrations, no-code automation, AI automation

    Ready?

    Tell us the process — we automate it

    Describe what you want to automate and we'll propose a solution tailored to your business.

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    Why Octupo

    One agency. All automations.

    Learn more
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