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Process Automation

Handybots’ process automation service helps small business owners save time, cut costs, and eliminate repetitive tasks by integrating smart, practical automation into everyday workflows. From client onboarding and invoicing to internal communication and task management, we identify the areas where automation can make the biggest impact, without disrupting what already works. Our approach is hands-on, human-first, and tailored to your business, so you can scale faster, stay focused, and reclaim valuable hours in your day.

Automation consulting

We analyze your business processes, identify opportunities for automation, and implement robust solutions to streamline repetitive tasks, allowing your team to focus on high-value activities.

chatbot development

Enhance customer engagement and support with intelligent chatbots. We design and deploy conversational agents that can handle inquiries, provide assistance, and deliver a personalized user experience, 24/7.

AI TRAINING

AI training tailored to your team's specific needs. Our experts will work closely with your organization to develop a training roadmap, implement change management, and optimize performance for maximum impact.

What is

Process Automation

about?

Streamline Repetitive Tasks

Let's be real; nobody starts their career dreaming about manually entering customer data from 9 to 5. Yet here we are, watching talented team members burn their brain cells copying information from PDFs into spreadsheets like it's 1999. Smart automation swoops in like a caffeinated superhero to handle these soul-crushing tasks. Picture this: instead of your marketing coordinator spending three hours every Monday scheduling social media posts, a bot does it in three minutes while they're still sipping their first coffee. Real businesses are using tools like Zapier to automatically create invoices when a deal closes in their CRM, or setting up chatbots that schedule appointments faster than you can say "please hold." One local dental practice I know freed up 15 hours per week just by automating their appointment confirmations and follow-up reminders. That's almost two full workdays back in their pocket; time they now spend actually helping patients instead of playing phone tag.

Reduce Operational Costs

Here's some math that'll make your accountant do a happy dance: automation doesn't ask for raises, never calls in sick, and definitely won't accidentally send that invoice to the wrong client (we've all been there, Gary from accounting). A small marketing agency recently told me they were spending $3,000 monthly on a virtual assistant just to manage their email marketing and lead qualification. After implementing some basic automation workflows, they cut that cost by 80% and actually improved their response times. The beauty is in the compound savings; when your automated system prevents just one major billing error or catches a missed follow-up that saves a $10K client, it pays for itself faster than your last impulse Amazon purchase. Plus, let's talk about the hidden costs of human error: re-sending packages to correct addresses, apologizing to clients with discount codes, staying late to fix mistakes. Automation is like having a really reliable friend who never forgets your birthday, except this friend saves you money instead of expecting expensive gifts.

Boost Team Productivity

Remember when you hired that brilliant designer who now spends half their day updating project status reports instead of, you know, designing? It's like buying a Ferrari and using it to deliver pizza; technically functional, but criminally wasteful. Automation acts as your team's personal assistant, handling the administrative busy work so your people can actually do what you hired them for. Take Sarah, a client success manager at a SaaS startup who used to spend mornings manually checking which customers hadn't logged in recently, then crafting individual "we miss you" emails. Now, her automation system identifies at-risk customers and sends personalized re-engagement sequences automatically. Sarah went from reactive fire-fighting to proactive strategy planning, and her customer retention rates jumped 23%. When you eliminate the constant ping-ponging between different tasks, your team enters what psychologists call "flow state" – that magical productivity zone where good work actually gets done instead of just talked about in meetings.

Enhance Customer Experience

Your customers don't care if it's 2 AM or if Janet from customer service is on vacation; they want answers, and they want them yesterday. Automation lets you be the business equivalent of that friend who always texts back immediately (you know, the one we're all secretly jealous of). A local e-commerce business set up automated order confirmations, shipping updates, and delivery notifications that made customers feel like they had a personal concierge tracking their package. But here's where it gets interesting: they also programmed their system to automatically send care instructions and styling tips based on what customers bought. Suddenly, buying a succulent wasn't just a transaction; it became an ongoing relationship. The result? Their customer lifetime value increased by 40% because people felt genuinely cared for, not just sold to. Smart automation doesn't replace human touch; it amplifies it by ensuring every customer gets consistent, timely, and relevant communication without your team working weekends.

Stay Ahead of the Competition

While your competitors are still manually tracking leads in Excel spreadsheets (yes, some people still do this in 2024), you can be the David with a very smart slingshot. The beautiful irony is that larger companies often move slower when it comes to adopting new tech because they have more bureaucracy and "that's how we've always done it" syndrome. A small consulting firm I know automated their proposal generation process and can now respond to RFPs in hours instead of weeks. When they're sending detailed, personalized proposals while their big-name competitors are still scheduling internal meetings to discuss the proposal, guess who wins the business? Automation tools today are like having enterprise-level capabilities without enterprise-level budgets or headaches. You can literally outmaneuver companies with teams ten times your size by being smarter, faster, and more responsive. It's not about having more resources; it's about using the resources you have more intelligently than everyone else.

Working with DMV businesses since 2007

let's Make something great together

We'd love to hear about your current challenges and goals.

One-Time Workshop

Custom pricing

choose planchoose plan

Focus: Simple, everyday tasks that eat up way too much of your time. We're talking about the stuff that makes you think, "There has to be a better way to do this."

Key Features:

  • Basic chatbot integration for customer service
  • Simple email automation sequences
  • Document generation (contracts, proposals, invoices)
  • Social media post scheduling
  • Basic data entry automation
  • Simple workflow triggers (if this happens, then do that)

Ideal For: Teams new to process automation. The coffee shop owner who wants to automate appointment booking, the freelance consultant who's tired of writing the same proposal templates over and over, or the small retail business that needs help managing customer inquiries without hiring a full-time person.

*The scope is different for every project

* Pay a flat fee or per attendant. 0% Financing available through Affirm

Full Day Training Workshop

Custom pricing

choose planchoose plan

Focus: Cross-platform integration and more sophisticated decision-making processes. This is where things start getting interesting; your tools begin talking to each other like they're old friends.

Key Features:

  • Advanced CRM automation with lead scoring
  • Multi-step workflow automation across different platforms
  • Predictive analytics for inventory and sales
  • Automated reporting and dashboard creation
  • Customer segmentation and personalized marketing
  • Basic AI-powered content creation at scale
  • Integration between 5-10 different business tools

Ideal For: Teams ready to tackle more complex challenges. The marketing agency managing multiple clients who needs campaigns to run themselves, the e-commerce business wanting to predict which products will sell out, or the service company that wants their sales, marketing, and customer service teams working in perfect harmony without constant manual coordination.

*The scope is different for every project

* Pay a flat fee or per attendant. 0% Financing available through Affirm

Custom Onsite or Virtual Series

Custom pricing

choose planchoose plan

Focus: Smart automation that makes your small team feel like a much larger operation. This is about leveraging AI to do things that used to require hiring specialists or consultants.

Key Features:

  • AI that learns your customer patterns and suggests next best actions
  • Smart inventory management that predicts what you'll need (and when)
  • Automated competitive analysis and pricing adjustments
  • AI-powered hiring and candidate screening
  • Intelligent financial forecasting and cash flow management
  • Advanced customer behavior tracking and personalization
  • Automated quality control and performance monitoring
  • Smart scheduling that optimizes staff, resources, and customer flow

Ideal For: Small businesses who've mastered the basics and want to punch above their weight class. The local restaurant chain that wants AI to predict busy periods and automatically adjust staffing, the boutique marketing firm that uses AI to analyze competitor campaigns and suggest strategies, or the specialty retailer that wants intelligent pricing that adjusts based on demand, season, and competitor moves – all without hiring a data scientist.

*The scope is different for every project

* Pay a flat fee or per attendant. 0% Financing available through Affirm

Our process
1

DETERMINE BUSINESS OUTCOMES

We begin by understanding what matters most to your business—whether it's saving time, improving customer experience, or boosting revenue. Clear goals help us design the right digital solutions from day one.

2

ON-SITE WORKFLOW ASSESSMENTS

We visit your business (virtually or in person) to observe how work gets done, identify bottlenecks, and map out opportunities for automation. This hands-on insight allows us to design automation solutions that actually fit your team’s rhythm and needs.

3

SoLUTION ALIGNMENT

We present a tailored plan based on your priorities, then refine it together to ensure every solution aligns with your goals, tools, and team. This collaborative step ensures clarity, confidence, and buy-in before implementation begins.

4

IMPLEMENTATION

Our team can either guide your team through the implementation process or take on the heavy lifting of handling setup, automation builds, deployment, and system integrations; making the transition as smooth as possible. We listen closely to your team's feedback to ensure everything functions as intended.

5

ON-GOING MAINTENANCE

As your business evolves, your systems should too. We offer continued support, optimization, and updates to keep everything running smoothly and aligned with your growth.

Our process
1

DETERMINE BUSINESS OUTCOMES

2

ON-SITE WORKFLOW ASSESSMENTS

3

SoLUTION ALIGNMENT

4

IMPLEMENTATION

5

ON-GOING MAINTENANCE

We begin by understanding what matters most to your business—whether it's saving time, improving customer experience, or boosting revenue. Clear goals help us design the right digital solutions from day one.

We visit your business (virtually or in person) to observe how work gets done, identify bottlenecks, and map out opportunities for automation. This hands-on insight allows us to design automation solutions that actually fit your team’s rhythm and needs.

We present a tailored plan based on your priorities, then refine it together to ensure every solution aligns with your goals, tools, and team. This collaborative step ensures clarity, confidence, and buy-in before implementation begins.

Our team can either guide your team through the implementation process or take on the heavy lifting of handling setup, automation builds, deployment, and system integrations; making the transition as smooth as possible. We listen closely to your team's feedback to ensure everything functions as intended.

As your business evolves, your systems should too. We offer continued support, optimization, and updates to keep everything running smoothly and aligned with your growth.

WHerE IS YOUR TEAM ON THE DIGITAL TRANSFORMATION JOURNEY?

We'd love to hear about your current challenges and goals.

Discovering New Tools

Custom pricing

Focus: Simple, everyday tasks that eat up way too much of your time. We're talking about the stuff that makes you think, "There has to be a better way to do this."

Key Features:

  • Basic chatbot integration for customer service
  • Simple email automation sequences
  • Document generation (contracts, proposals, invoices)
  • Social media post scheduling
  • Basic data entry automation
  • Simple workflow triggers (if this happens, then do that)

Ideal For: Teams new to process automation. The coffee shop owner who wants to automate appointment booking, the freelance consultant who's tired of writing the same proposal templates over and over, or the small retail business that needs help managing customer inquiries without hiring a full-time person.

*The scope and cost is different for every project

Tech Savvy but Still Learning

Custom pricing

Focus: Cross-platform integration and more sophisticated decision-making processes. This is where things start getting interesting; your tools begin talking to each other like they're old friends.

Key Features:

  • Advanced CRM automation with lead scoring
  • Multi-step workflow automation across different platforms
  • Predictive analytics for inventory and sales
  • Automated reporting and dashboard creation
  • Customer segmentation and personalized marketing
  • Basic AI-powered content creation at scale
  • Integration between 5-10 different business tools

Ideal For: Teams ready to tackle more complex challenges. The marketing agency managing multiple clients who needs campaigns to run themselves, the e-commerce business wanting to predict which products will sell out, or the service company that wants their sales, marketing, and customer service teams working in perfect harmony without constant manual coordination.

*The scope and cost is different for every project

Sophisticated & Looking to Scale

Custom pricing

Focus: Smart automation that makes your small team feel like a much larger operation. This is about leveraging AI to do things that used to require hiring specialists or consultants.

Key Features:

  • AI that learns your customer patterns and suggests next best actions
  • Smart inventory management that predicts what you'll need (and when)
  • Automated competitive analysis and pricing adjustments
  • AI-powered hiring and candidate screening
  • Intelligent financial forecasting and cash flow management
  • Advanced customer behavior tracking and personalization
  • Automated quality control and performance monitoring
  • Smart scheduling that optimizes staff, resources, and customer flow

Ideal For: Small businesses who've mastered the basics and want to punch above their weight class. The local restaurant chain that wants AI to predict busy periods and automatically adjust staffing, the boutique marketing firm that uses AI to analyze competitor campaigns and suggest strategies, or the specialty retailer that wants intelligent pricing that adjusts based on demand, season, and competitor moves – all without hiring a data scientist.

*The scope and cost is different for every project

Enterprise SOLUTIONS

Focus: Intelligent decision-making, predictive modeling, and autonomous business processes. This is where your business starts feeling like it has a really smart assistant who never sleeps and rarely makes mistakes.

Key Features:

  • AI-powered business intelligence and forecasting
  • Autonomous customer journey orchestration
  • Advanced machine learning for pricing optimization
  • Intelligent document processing and analysis
  • Custom AI models trained on your specific business data
  • Automated compliance and risk management
  • Real-time adaptive processes that improve themselves
  • Integration with 15+ platforms with complex conditional logic

Ideal For: Established businesses, tech-forward companies, and organizations ready to let AI make complex decisions. The consulting firm that wants AI to analyze market trends and automatically adjust service offerings, the manufacturing company using predictive maintenance to prevent equipment failures, or the financial services firm that needs AI to assess risk and make approval decisions in real-time.

Custom pricing

SCHEDULE A CALL

NON-PROFIT ORGANIZATIONS

Focus: Streamlining the behind-the-scenes work so you can spend more time on what actually matters – serving your community and advancing your mission. This is about making your small team incredibly efficient without losing the personal touch that makes non-profits special.

Key Features:

  • Automated donor communication and thank-you sequences that feel personal
  • Volunteer coordination and scheduling systems that manage themselves
  • Grant application tracking and deadline reminders
  • Social media automation that tells your impact stories consistently
  • Event planning workflows that handle RSVPs, reminders, and follow-ups
  • Automated reporting for funders (because nobody likes writing the same update 5 times)
  • Community engagement tools that help supporters take action
  • Simple CRM that tracks relationships, not just donations
  • Automated volunteer hour tracking and recognition programs

Ideal For: Non-profits, community organizations, and mission-driven teams working with tight budgets and big hearts. The animal rescue that wants volunteers to self-schedule and get automatic training reminders, the community food bank that needs to track donations and automatically thank supporters while keeping funders updated, or the youth mentorship program that wants to match mentors with mentees and track progress without drowning in spreadsheets.

Reduced pricing

SCHEDULE A CALL

REQUEST A CALL

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