Enquiries, quotes, invoice reminders, renewal alerts and weekly reports that move without being copied by hand. Every workflow is documented, runs in the Client's own accounts, and stops for a person's approval before anything reaches a client or an authority.
Enquiries that wait for someone to copy them across
Relief
A form or message creates the record, checks it against the rules and drafts the reply.
Pain
Quotes rebuilt by hand each time
Relief
The quote is prepared from the Client's own price list and the details submitted, then approved by a person.
Pain
Follow-up remembered by one person
Relief
Reminders run on a fixed cadence and name an owner when a task sits unworked.
What is delivered
The work, in plain terms.
A documented workflow, drawn before it is built
Credentials held in the Client's own accounts
A runbook naming every failure and its fallback
A person's approval step before any outbound message
A log of every run
How it runs
Step by step, in order.
Map the manual workEvery step, owner and delay, as done today.
Write the rulesWhat qualifies, what escalates, what is never automated.
Build and testRun on real cases with a person watching.
Switch on one workflowOne at a time, each with its fallback.
HandoverRunbook and walk-through.
Where Zatra Consultants fits
Authored by Zatra, built by NEMBO
Zatra Consultants Limited writes the rule set the automation applies: what qualifies, what escalates, what needs an advocate, and which statements may never be generated.
The Client supplies
Access to the accounts involved, the price list or rules in writing, and one named approver.
The boundary
No automation files with an authority, signs a document or sends a legal opinion without a person's approval.
Time
One workflow at a time, each dated in the written quote.
Built before
Systems of this kind, already in use.
Each description states what the system is built to do. None is a performance claim.
TriggerForm received
CheckRules applied
DraftQuote prepared
ApproveA person signs off
SendClient notified
Record created in the registerRules checked against the fileQuote drafted from the templateWaiting for a person to approveClient notified, record closed
A person approves before anything leaves
Automation In development
Zatra Post Studio
Content production and publishing across platforms. Publishing runs through Buffer first, with WhatsApp Status as a permanent manual export. A rule of the build: no feature appears working unless real logic stands behind it.
Built with Scene graph, Buffer, export paths
Enquiries128
Quotes out41
Won17
Unworked3
Illustrative values
Automation Specified
Zatra Revenue Desk
KPIs, CRM follow-up and alerts drawn from HubSpot, a Google Sheet, WhatsApp and Slack, with alerts by email, WhatsApp and SMS, and a reminder when an important message sits unworked.
Built with HubSpot, Sheets, WhatsApp, Slack
AI automation
Questions answered.
What can be automated first?
The step that is repeated most and has the clearest rule, usually enquiry capture, quote drafting or invoice reminders.
Does a person stay in the loop?
Yes. Anything outbound waits for a person's approval, and the runbook names who.
Where does the workflow run?
In the Client's own accounts, so the Client keeps the workflow if the studio steps away.
What if a step fails?
The runbook names each failure and its fallback, and an owner is alerted.
Is AI required?
Only where it does a job a rule cannot, such as drafting a first reply. Rules and approvals do the rest.
Ready when the brief is.
Replies are targeted within four working hours. The price is on this site; the only thing left to agree is the start date.