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Automation setups for small teams

Turn manual work into momentum.

Practical workflows for real-estate teams, commercial cleaners, and Shopify retailers. Connect the next step, with a clear owner at every handoff.

Browse automation catalogMap a custom workflow

Two ways to start

A defined setup. Or a process of your own.

01 / Choose a setup

Start with a workflow you recognize.

Watch the demonstration, review what is included, and share your tools. We confirm fit before configuration begins.

  1. 01Choose your market
  2. 02See the steps and human handoffs
  3. 03Review scope and request a setup
Explore workflows →

02 / Describe your process

Map the work between your tools.

The diagnostic asks about your process and proposes a workflow when there is enough detail. You can also contact Fortis directly.

Free. No obligation. Get a custom automation map.

Use a real repeated workflow.

Prefer a conversation? Discuss your workflow.

Recommended starting points

See the workflow before choosing the setup.

Browse all workflows
Explore real estate workflows →

What we remove

Make the next step clear.

Connect routine work and keep the decisions that need judgment with your team.

From enquiry to action

Give incoming work a clear owner.

01
Enquiry ownership
capture · assign an owner
02
Agreed next steps
approved messages · follow-up rules
03
Exceptions that need a person
missing information · review queues
Workflow friction

Keep follow-up connected to the record.

04
Lead response
lead capture · follow-ups
05
Weekly reporting
reporting · spreadsheet work
06
Internal handoff
notifications · handoffs

How it works

Understand. Configure. Test. Hand over.

Diagnostics first, focused execution second, then a clean handoff your team can actually use.

  1. 01

    Diagnose

    We identify the trigger, repeated steps, tools, and people responsible.

  2. 02

    Build

    We configure agreed rules and connect the supported tools in your scope.

  3. 03

    Review

    We test normal runs, missing data, repeated events, and the exception path.

  4. 04

    Handoff

    We document ownership and operation. Any ongoing support is agreed separately.