Business Automation & AI to Reduce Manual Work

Business Automation & AI for Streamlined Workflows and Less Wasted Time

Business Automation & AI at TWO DOTS help your team reduce repetitive tasks, duplicate entries, and delays. We design workflows that connect forms, CRM, e-shops, ERP, email, tasks, and AI tools, making day-to-day operations faster, more streamlined, and more measurable.

Business Automation & AI with a Greek Team at a Workflow Workshop
Business Automation & AI with Connected Application Design Business Automation & AI with a Computer-Based Task Dashboard

TWO DOTS METHOD

Automation based on business logic, not just app integrations

Before we set up an automation, we clarify which process needs to be sped up, what data needs to be transferred, and what the right next step is for each team. That way, technology serves the business, not the other way around.

Workflow MappingWe document steps, responsible parties, triggers, data, and areas where time is currently being wasted. App ConnectionsWe integrate forms, CRM, ERP, e-shops, email, spreadsheets, tasks, and communication tools. AI assistanceWe use AI for classification, summarization, recommendations, drafts, and repeatable, auditable decisions.

Why TWO DOTS

Why We Stand Out in Business Automation & AI

Business Automation & AI are not treated as flashy demos. We design them as practical workflows that reduce errors, save time, and streamline day-to-day business operations.

01

Let's start with the process

Before choosing a tool, we map out the workflow: what goes in, who reviews it, where updates are needed, and what outcome the team expects.

02

We're connecting the digital ecosystem

We’re looking at how forms, WooCommerce, ERP, CRM, email marketing, Google Sheets, task management tools, and notifications work together so that data isn’t scattered all over the place.

03

AI with oversight and limits

We use AI where it has practical value: summarizing requests, categorizing leads, drafting responses, creating tasks, or supporting decision-making—all without losing human control.

04

Post-Activation Support

Automation requires monitoring. We check logs, errors, API changes, and new requirements to ensure that the workflow remains useful as the business evolves.

Fewer manual steps

Repetitive actions are converted into clear workflows that are executed according to rules, checks, and notifications.

Better lead management

Requests can be categorized, synced with the CRM, used to create tasks, and forwarded to the appropriate team.

A clearer picture of how it works

With proper tracking, you can see which workflow is effective, where delays occur, and which steps need improvement.

Business Automation & AI Workshop with a Greek Team and Workflow Data

The Business Automation & AI At TWO DOTS, we connect applications, data, and teams through practical workflows. We can work with Zapier, Make, APIs, CRM, WooCommerce, ERP, email marketing, task management tools, and AI tools to help your business reduce time, errors, and repetitive tasks.

What does it include?

What Does the Business Automation & AI Service Include?

Business Automation & AI covers process analysis, workflow design, tool selection, automation implementation, AI steps, testing, documentation, and post-deployment support.

Zapier Make CRM AI workflows
01

Process Analysis

We document recurring tasks, data sources, responsible parties, bottlenecks, and decisions that can be supported by automation.

02

Workflow Design

We define triggers, actions, conditions, approvals, and fallback steps so that each workflow is understandable, controllable, and practical.

03

Application Integration

We integrate forms, CRM, ERP, WooCommerce, email, spreadsheets, calendars, task managers, and notification tools using Zapier, Make, or custom API logic.

04

AI steps in the workflow

We incorporate AI for summarization, categorization, draft creation, data enrichment, or action recommendations, with clear boundaries and human oversight where necessary.

05

Testing and Error Handling

We test scenarios, check for errors, notifications, and edge cases to ensure that automation doesn't silently stop when a field or API changes.

06

Documentation and Support

We provide a clear description of the workflow, user instructions, and ongoing support for changes, new automations, and improvements.

The result
  • Fewer repetitive tasks and faster processing of requests, leads, and orders
  • Better communication between applications, teams, and data without duplicate entries
  • AI support for practical aspects of daily operations, with oversight and clear boundaries

The 5-step process for implementing automation

Business Automation & AI require proper automation that doesn’t start with the tool. It starts with the process, goes through small, safe tests, and results in workflows that can be maintained.

01

Flow Mapping

We document the current process, the systems involved, the data being processed, and the points where delays or errors occur.

02

Automation Plan

We define what will be automated, which tools will be connected, which AI steps make sense, and what checks must be in place before activation.

03

Flow Implementation

We set up triggers, actions, conditions, API calls, notifications, and AI prompts, using clear, readable, and repeatable naming conventions and logic.

04

Testing and Inspections

We run real-world scenarios, check what happens in the event of a failure, when the team is notified, and how we ensure that no data is lost.

05

Monitoring and Improvement

After implementation, we monitor logs, usage patterns, errors, and new requirements so that the workflow can evolve alongside the business.

The Cost of Business Automation and What Affects the Price

For the Business Automation & AI service, the cost depends on the complexity of the workflow, the systems involved, the need for APIs, the level of AI logic, testing, and post-deployment support.

01

A wide range of tools and data

A simple form that creates a task presents one set of challenges, while a workflow that connects CRM, ERP, an e-shop, email, the warehouse, and different teams presents another.

02

AI Steps and Rules

When AI is used for summarization, classification, drafting, or generating suggestions, it requires proper prompt design, quality control, and safe usage guidelines.

03

Maintenance and Changes

Automations are affected by changes to APIs, fields, and workflows. Support ensures that the workflow continues to function.

Packages

Which automation package does your business need?

The packages provide a clear starting point. The final scope is defined after the necessary processes, tools, and data have been identified.

Starter Automation

A basic flow

For businesses that want to automate a repetitive step.

from 450€

  • Analysis of a Basic Process
  • Connect up to 2 apps
  • Testing and Activating the Workflow
  • Brief Documentation and Instructions
Request an offer
AI Workflow

AI-Powered Automation

For complex requirements involving AI steps, custom logic, APIs, or multiple interconnected systems.

from 1.400€

  • AI prompts, classification, or summarization
  • Custom API or advanced automations
  • Quality Checks and Fallback Logic
  • Documentation and Improvement Plan
Talk to us

The prices listed do not include VAT 24%.

Do you need a custom automation map?;

For larger teams, it’s a good idea to start with a brief automation audit to identify which workflows are the most efficient in terms of time, errors, and service speed.

Introductory Meeting

Schedule a quick meeting so we can see what can be automated

In 15 minutes, we can determine whether Business Automation & AI are a good fit for your repetitive tasks and whether you need simple app integration or more advanced AI logic.

  • No strings attached and no technical jargon
  • Initial Assessment of Daily Procedures
  • Guidance on Tools, Costs, and Next Steps

Free first 15-minute call

To improve performance, the calendar opens only when you choose to schedule an appointment.

Schedule a free 15-minute appointment

FAQ

Frequently Asked Questions About Business Automation & AI

We've compiled a list of frequently asked questions about Business Automation & AI, costs, Zapier/Make, CRM, ERP, e-shops, AI implementation steps, and post-activation support.

What Are Business Automation & AI?;

These are workflows that connect tools, data, and teams so that repetitive tasks can be automated. AI can assist with summarization, classification, drafting, or decision support.

What tools are used to implement automation?;

Depending on the project, we can use Zapier, Make, APIs, CRM tools, WooCommerce, ERP, Google Workspace, email marketing platforms, and task management systems.

Can automation systems be integrated with an ERP or an e-shop?;

Yes, provided that the ERP or e-shop offers the appropriate integration capabilities. We typically review orders, customers, products, inventory, prices, invoices, and team updates.

How much does an automation system cost?;

A basic workflow can start at €450. The final cost depends on the tools, data, AI steps, testing, complexity, and the support required.

Is it safe to use AI in business processes?;

Yes, when there are appropriate safeguards, data validation, and human verification at critical points. We don’t let AI make decisions unchecked in sensitive processes.

Do you provide post-activation support?;

Yes. Automations require monitoring because APIs, fields, forms, and requirements change. We provide support for fixes, changes, and new workflows.

Reviews

Results that speak through our customers

Σχόλια πελατών που αποτυπώνουν την εμπειρία συνεργασίας, την οργάνωση και την υποστήριξη που δίνουμε σε κάθε ψηφιακό έργο.

Christina GounariGoogle review
★★★★★
Excellent collaboration from our first contact through to delivery. The TWO DOTS team understood what my business needed, proposed a clear structure, and helped us better organize our online presence.
Spyros KaraplisGoogle review
★★★★★
Top-notch in quality, responsiveness, and approach. From the very beginning, there was a clear picture of the steps involved, the needs, and how to properly leverage the company’s digital presence.
Gabriel FrancoGoogle review
★★★★★
It was a very positive experience working with them. They didn't just focus on the design; they also addressed the structure, the copy, the touchpoints, and the company's overall image.
Mikelia SymmeonidouGoogle review
★★★★★
The collaboration was professional, well-organized, and creative. The final result accurately reflects the style of my work, and content management is simple and practical.
Vasilis KasimatisGoogle review
★★★★★
Consistency, quality, and meaningful guidance. The team helped us clarify what should be highlighted, how to organize our services, and which areas need emphasis.
Vangelis KamidisGoogle review
★★★★★
Excellent communication and a very professional result. TWO DOTS provided solutions to issues we hadn't even considered, and the process was straightforward, with no delays.

Let's get off to a good start

We identify which tasks can be done faster and more thoroughly

Tell us which process is holding you back today, and we’ll see how Business Automation & AI can help: lead management, orders, notifications, CRM updates, reporting, or internal tasks. We’ll recommend the most practical path to automation, with or without AI.

  • Initial discussion with no commitment
  • Objective evaluation of processes and tools
  • Proposal for Workflow, Cost, and Technical Implementation
  • Ability to integrate with ERP, e-shop, CRM, and AI tools
Request an offer

Communication is non-binding and guided from the outset.