Stop retyping information from one tool into another.

Automation and integrations connect the tools your business already uses, such as web forms, Google Sheets, your CRM, WhatsApp, email and payment links, so information moves between them on its own. Nobody copies a lead, an order or a payment from one screen to another.

What is Automation and integrations?

Much repeated work is not thinking, it is copying: a lead from a form into a sheet, an order from WhatsApp into a register, a payment into an invoice. Globuzz connects those steps so they happen by themselves, and adds AI only where a step needs reading or writing, such as sorting an enquiry or drafting a reply.

Who is Automation and integrations for?

  • Businesses running on WhatsApp, Excel and a few separate apps.
  • Teams who spend part of each day moving data between tools.
  • Owners who want one place to see leads, orders or payments.

What can be connected?

  • Website and ad forms into a Google Sheet or CRM, with an alert to the right person.
  • New leads into a follow-up sequence on email or WhatsApp, to people who opted in.
  • Orders and payments into your billing or accounts software.
  • Reminders for follow-ups, renewals and pending payments.
  • A simple dashboard of what came in today.

Can you build a custom tool for us?

For one specific job, yes: a small internal app such as a quote builder or a lead dashboard. Each one is scoped after an AI Audit, in writing, before the build starts.

What stays with your people?

Automations move information. People keep the decisions.

  • Approving payments, refunds and anything that moves money.
  • Messages that are not routine. Automations send only what you approved in advance.
  • Deciding what to do when an automation flags a problem.

How is Automation and integrations set up?

It runs in the same five stages as every Globuzz AI project. Nothing goes live without your written sign-off.

  1. Audit: we map the workflow and agree the number we will measure.
  2. Design: we write down what the AI does, what it must never do, and when it hands over to a person.
  3. Build: we build in a test copy, never on your live system first.
  4. Test: we run real examples, log the errors and fix them.
  5. Go live: you approve the switch-on, we train your team and stay on for support.

What do we need from you?

  • A list of the tools you use and logins with the right permissions.
  • The steps your team follows today, in order.
  • Who should be alerted when something fails.

Questions about Automation and integrations

What is business automation?

It means connecting the tools a business already uses so information moves between them on its own, for example a web form lead going straight into a sheet, a CRM and a follow-up message.

Do we need to buy new software?

Usually not. Globuzz starts with the tools you already pay for and suggests something new only if a step cannot be done without it.

What happens if an automation breaks?

Every automation has an off switch and a person who is alerted when a step fails, so work falls back to the manual way rather than being lost.

Tell us which information your team retypes.

Book a free consultation Start with an AI Audit

Last updated: 15 October 2026