Invoice Created
A new invoice, booking, or form submission enters the workflow from your CRM, calendar, or website.
Form / CRM → Workflow
Captured in 2s
Workflow automation services Philippines
Workflow automation for Philippine SMEs.
Automate Your Negosyo is a remote workflow automation studio for small and midsize firms in the Philippines. We rebuild the back office so payment reminders, bookings, orders, ecommerce handoffs, CRM updates, reports, documents, approvals, and internal dashboards move on their own — without forcing a chatbot into the middle of your operations.
Remote service Async support 24/7 Available
How automation looks in practice
From manual loop to working workflow.
Most automation projects fail because no one sees what's happening underneath. Here's the four step cycle we install: visible, traceable, and built to be handed back to your team.
Reminder Sent
A reminder, confirmation, or follow up message goes out automatically to the right contact.
Workflow → Customer
Email · SMS · WhatsApp
Status Updated
Records sync across spreadsheet, CRM, and dashboard: paid, pending, booked, packed, or approved.
Customer → System
Synced live
Report Generated
The owner gets a clean daily or weekly view of what's done, what's overdue, and what needs attention.
System → Owner
Auto delivered
§02 · Field guide
What we automate
Each engagement is shaped around an outcome, not a tool. These are the core service lanes we use to map the first useful workflow.
Payment reminder automation
Sales & Payment Automation
For agencies, consultants, ecommerce operators, service businesses, and operations teams.
Reduce manual follow ups and give owners a cleaner view of paid, unpaid, and overdue customers.Quote approved, invoice created, reminder sent, payment status updated, and the owner report stays current.
View service details Appointment reminder automation
Booking & Customer Follow Up Automation
For coaches, consultants, appointment based businesses, local services, and online service teams.
Reduce missed appointments, improve customer follow up, and keep calendars organized.Client books, calendar updates, confirmation is sent, reminders go out, and follow up is queued after the appointment.
View service details Inventory automation
Order, Inventory & Operations Automation
For ecommerce teams, operators, service providers, suppliers, and businesses tracking fulfilment or stock.
Keep orders, stock, delivery updates, and reports organized without constant spreadsheet work.New order recorded, inventory updated, packing list generated, low stock flagged, and daily operations report sent.
View service details Ecommerce operations automation
Ecommerce & Marketplace Operations Automation
For online sellers, DTC brands, ecommerce teams, product businesses, and SMEs selling through Shopee, Lazada, TikTok Shop, Shopify, WooCommerce, or social channels.
Reduce manual marketplace admin, keep inventory and fulfillment visible, and give owners a cleaner daily view of sales and operations.Marketplace order captured, stock updated, fulfillment status tracked, exceptions flagged, and the daily sales report goes out.
View service details CRM and admin workflows
CRM, Lead & Admin Workflow Automation
For agencies, recruitment firms, real estate admin teams, B2B providers, and small operations teams.
Keep leads, customer records, internal requests, and admin tasks moving without manual chasing — with AI agents drafting, classifying, and summarising in the background.A lead or request comes in, records update, the next follow up is assigned, approvals route, and weekly admin reports stay current.
View service details Reporting automation
Reporting & Dashboard Automation
For owners, managers, agencies, ecommerce teams, clinics, service firms, and operations teams that need clear numbers without rebuilding reports manually.
Give owners and managers a reliable view of sales, payments, bookings, orders, inventory, team output, or KPIs without manual report preparation.Data updates from source tools, the dashboard refreshes, exceptions are flagged, and the owner report is sent on schedule.
View service details Document and form automation
Document, Form & Data Entry Automation
For admin teams, agencies, clinics, recruitment teams, real estate offices, ecommerce teams, and service businesses that process forms or documents every week.
Reduce repetitive encoding, speed up intake, and keep records cleaner before they reach the spreadsheet, CRM, dashboard, or internal system.Form or document arrives, key details are extracted, missing fields are flagged, records update, and the request routes to the right person.
View service details Custom internal systems
Custom Systems & Internal Tools
For growing teams that need a dedicated internal tool — including private AI assistants for staff use — instead of another spreadsheet.
Create a custom internal system when off the shelf tools cannot properly handle your workflow.Your team logs work in one system, permissions control access, approvals are tracked, and managers get a cleaner dashboard.
View service details Tools we work with
Plug into what your team already uses.
We don't push a single platform. We pick the right tool after the workflow audit: sometimes a no code stack, sometimes a custom build, sometimes a hybrid.
Google Sheets 
Airtable 
Make 
Zapier 
n8n 
Notion Slack
HubSpot 
Stripe 
Gmail 
Google Forms 
Webflow Also: GoHighLevelCustom APIsTwilio / WhatsAppCalendly
§08 · Questions
Before you book.
Where should we start if we have many manual workflows?
Start with the workflow that costs the most owner time or causes the most missed revenue — usually payment follow-ups, bookings, or order tracking. We map your current process during the workflow audit, then build the highest-impact one first. Once that's stable, the next workflow takes less effort because the foundation is in place.
How long does an automation project take?
A single workflow (Starter Setup) takes 1 to 2 weeks. Multiple connected workflows (Business Automation) take 2 to 4 weeks. A custom internal system takes 3 to 6+ weeks depending on roles, approvals, and data complexity. Timelines are confirmed in writing before the build starts.
Do you build chatbots or AI agents?
We don't build public-facing chatbots. We do build AI agents that work internally for your team — classifying leads, drafting emails, extracting data from documents, summarising reports — and private AI assistants for staff use only. The focus is automating real operations work, not customer-facing chat.
Will my company data be safe with AI agents?
Internal AI agents are configured to only access the data and systems you approve. We use private workspaces, restricted API access, and (for sensitive setups) self-hosted models so your data never leaves your environment. Privacy boundaries are agreed during the workflow audit.
Will I need to pay for software subscriptions?
Sometimes. Tool-based automations may use platforms like Make, Zapier, Airtable, GoHighLevel, or n8n with monthly fees. Custom systems usually have lower ongoing software cost. We list every recurring cost in writing before any build is approved.
Do I own the automation after it's built?
Yes. You own the accounts, the data, the workflows, and any custom code. We hand over admin access, documentation, and a walkthrough. Optional monthly maintenance is available if you want us to keep monitoring it, but you're not locked in.
Are the package inclusions everything I get, or can the scope be bigger?
The inclusions list is the standard starting scope, not a hard limit. Builds often expand based on what the workflow audit uncovers — more integrations, additional user roles, extra reports, or supporting workflows tied to the same operation. The final scope and quote are confirmed in writing after the audit, so what you pay always matches what you actually get.
Do you work with clients around the Philippines?
Yes. We work remotely with SMEs across Metro Manila, Calabarzon, Central Luzon, Cebu, Davao, Iloilo, Cagayan de Oro, and other Philippine locations. Most planning and updates run asynchronously, with calls scheduled in Philippine business hours.
What if I'm not sure which workflow to automate first?
That's exactly what the free workflow audit is for. We review your current operations, ask where the time and errors are going, and recommend the smallest setup that solves the biggest bottleneck. No obligation to build after the audit.
Start here
Ready to remove manual admin from your business?
Send the basics about your workflow. We'll review the details and come back with the simplest setup that solves it: tool based, custom, or hybrid.
Book your workflow audit
Tell us what you'd like off your desk.
Send the basics about your business and the workflow draining your week. We're available 24/7 and will come back to you shortly.