A website enquiry arrives
The lead goes into your CRM, gets categorised, the right person is told, and the next action is ready to send.
AI Automation Agency Services
Automate the work your team keeps doing by hand
Make.comZapierCRM and API connections
Neometa connects the tools you already use and builds workflows for repetitive admin, lead handling, reporting and content production.
- Starting scope
- One useful workflow
- Pricing
- Scoped after process review
- Typical tools
- Make.com, Zapier and APIs
- Handover
- Recording + written notes
Examples
Things we can automate
If someone on your team does one of these every week by hand, it is worth a conversation.
A meeting finishes
The notes become actions and a draft follow-up email, instead of sitting in someone’s notebook.
The monthly report is due
Data is pulled from every system it lives in and assembled into one report.
Content needs reviewing
Drafts move through the people who approve them, and what happened is recorded.
Data is copied between two tools
The tools are connected, so nobody has to paste it across again.
A working example
See one useful workflow run.
Follow a website enquiry as it is categorised, scored and passed to the right systems. Run the simulation to see each handoff.
Getting started
How we start
Tell us what your team does repeatedly. We look at whether it is actually worth automating: some tasks are too rare, too varied, or cheaper to keep doing by hand, and we will say so. If it is worth it, we map the process, build it and show your team how it works.
Scope
One workflow is a perfectly good project
You do not need a roadmap or a strategy document to start. Most projects begin with a single job that annoys someone every week. Larger sequences across several systems are possible, but they are rarely the right first step.
What the work involves
What you get, depending on the job
01
Working out what is worth it
We go through what your team does by hand and how often, then say which of it is worth automating and which is not.
02
A map of the process
What triggers the workflow, what happens at each step, and what should happen when something fails.
03
A single workflow, built
One job automated end to end. A web form that files the lead in your CRM and tells the right person, for example.
04
Several systems connected
Longer sequences across a few tools, where data has to be reshaped between them or a model has to make a judgement call.
05
Handover
A screen recording and written notes covering how it runs, how to change it and who to call when it breaks.
06
Keeping it running
Error alerts, fixes when an API changes underneath you, and adjustments as volume grows.
Data and failure
The workflow also needs a plan for when a tool fails
Automation is operational software. Access, personal data, error alerts and manual recovery are part of the design rather than details left until launch.
Least access needed
Connections are limited to the systems and permissions required for the workflow.
Visible failures
Important errors alert a person instead of leaving records silently stuck between tools.
Manual recovery
The handover explains how to replay, correct or bypass a failed step when necessary.
Ongoing ownership
You receive the workflow map and documentation. Monitoring and changes can stay with Neometa or move to your team.
Automation FAQs
Questions people usually ask us
Tell us what your team keeps doing by hand.
Describe the task and how often it happens. We'll tell you whether it is worth automating and roughly what it would take.