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Workflow automation

Connect the tools. Remove the drag. Keep the work moving.

Luup builds automations that move information, trigger tasks, draft responses, update records and make sure the next step actually happens.

In the loopLive
Website enquiry submittedtrigger
Record created in CRMauto
Task assigned to ownerauto
Follow-up drafted for approvalhuman
Weekly report compiledauto
Closes back to the start
Best for

You feel this most if...

Your tools do not talk to each other

Information gets retyped from one system into the next, by hand, every day.

The next step depends on someone remembering

No trigger fires automatically, so work stalls in the gaps between people.

Admin eats hours that should go to real work

Copy, paste, update, file, then do it all again tomorrow.

Reporting is a manual chore

Numbers get pulled together late, inconsistently, or not at all.

What Luup can build

Eight automations that quietly do the copy-paste.

01Website enquiry -> CRM record

Every enquiry captured and logged the moment it is submitted, no retyping.

02Missed call -> follow-up sequence

A missed call triggers an instant text and a follow-up task, so it is not lost.

03Quote request -> structured task

Requests land as clean, structured tasks with everything the team needs to quote.

04Form submission -> document generation

Submissions populate agreements, briefs or proposals from your templates.

05New customer -> onboarding checklist

A won deal kicks off the full onboarding checklist and assigns each step.

06Support request -> ticket & summary

Requests become tickets with an AI summary and the right priority attached.

07Weekly activity -> management report

The week's activity rolls itself into a clear report, ready every Monday.

08Completed job -> review request

A finished job automatically asks the customer for a review at the right moment.

Before vs with Luup

The same job, two very different weeks.

Before Luup
Enquiry arrives in an inbox

Someone has to notice it before anything happens.

Details retyped into the CRM

If it happens at all, fields get missed and sources get lost.

A task gets created manually

Or a mental note that fades by lunchtime.

Reporting done by hand later

Late, inconsistent and easy to skip when it is busy.

With Luup
Enquiry captured on submittrigger
CRM record created & enrichedautomatic
Task assigned to the right ownerautomatic
Draft follow-up ready to approvehuman in the loop
Rolls into the weekly reportcloses the loop
Guardrails

Automated where it is safe. Human where it matters.

Every Luup build ships with the controls that keep it trustworthy: clear ownership, approved knowledge, and a person in the loop wherever judgement counts.

Runs on your existing tools
Clear triggers & conditions
Human approval on outbound
Full run logs & audit trail
Safe rollback if things change
Privacy-aware data handling

Ready to keep the work moving?

Book a Luup Map Session, a working hour where we map your operation and find the first loop worth closing.