Automation Services
Simple, professional automation and AI integration — designed to remove manual work and keep operations running smoothly.
Consulting is included with every active plan — we help you decide what to build, not just build it.
Core Services
Start small or build a full system. We'll recommend the highest-ROI workflow first.
Automation Builds
Connect your tools and eliminate repetitive work using automation + APIs.
- Lead intake → CRM
- Scheduling + reminders
- Invoicing + follow-ups
AI Integrations
Practical AI that helps you move faster without adding complexity.
- Summaries + notes
- Routing + categorizing
- Draft replies
Managed Automations
We build it, document it, and keep it running as your tools and processes change.
- Maintenance + updates
- Improvements over time
- Support options
Reporting & Dashboards
Simple visibility into key numbers so you can make decisions faster.
- KPI summaries
- Sheets + dashboards
- Clean data pipelines
Client Onboarding Systems
Turn leads into active clients with a smooth, consistent process.
- Automated checklists
- Contracts + invoicing triggers
- Welcome sequences
Ads Management
Setup + reporting support that respects account ownership and secure access.
- Role-based access
- Clean structure
- Performance reporting
Website Creation & Management
Professional websites built, hosted, and managed so you can focus on your business.
- Custom design & mobile-responsive
- Hosting, SSL & backups
- Ongoing content updates & support
Popular Automation Examples
Common builds we deliver for service businesses. Mix-and-match based on your workflow.
Client & Membership Management (CRM)
Centralize contacts, tags, and pipeline stages — then automate follow-ups.
- New lead → CRM record + tags
- Pipeline stage automation
- Tasks + reminders for your team
Event Booking
Make booking smooth and keep everything synced across tools.
- Booking intake → calendar + CRM
- Availability + capacity handling
- Deposits / payment links (optional)
Reminders & Confirmations
Reduce no-shows with automated confirmation and reminder sequences.
- Confirmation text/email
- Customizable reminder schedules
- Reschedule/cancel links
Virtual Gift Card Management
Sell, deliver, and track gift cards digitally without messy spreadsheets.
- Purchase → gift card code + delivery
- Balance tracking + redemption logging
- Fraud prevention rules (optional)
Mass SMS Lists
Broadcast updates to segmented lists while staying compliant.
- List segmentation + opt-in tracking
- Campaign scheduling
- Stop/HELP handling
Mass Email Lists
Sync your contacts and automate campaigns and sequences.
- Form/CRM → email platform sync
- Welcome sequences + drip campaigns
- Unsubscribe + bounce handling
Immediate Lead Follow-Up
Instant responses from socials and phone lines so leads don't go cold.
- FB/IG leads → SMS/email in minutes
- Call/text capture → CRM + task
- Routing by service or location
Invoices & Billing
Create invoices automatically and keep payment status updated.
- Job complete → invoice created
- Invoice status sync to CRM
- Receipts + internal notifications
Invoice Payment Reminders
Automated reminders that are firm, polite, and scheduled.
- Due soon reminders
- Past-due sequences
- Escalation to staff (optional)
Payment Processing
Accept payments cleanly — one-time or recurring — with reliable tracking.
- Monthly subscriptions
- One-time payments
- Failed payment recovery
Ready to automate?
Tell us what your business needs and we'll recommend the simplest path forward. No pressure, no commitment.
Contact Yahmation View Pricing