We find the repetitive tasks eating your team's time and automate them. Save 10-20 hours per week with custom workflow automation built for Perth businesses.
Starting from $2,000 · 2-4 week delivery · Free audit available
Workflow automation uses AI to eliminate manual, repetitive business tasks like data entry, invoicing, scheduling, and report generation. Perth SMBs implementing workflow automation save an average of 20-30 hours per week. Forge & Lever delivers custom workflow automation solutions from $2,000 with measurable ROI within the first month.
What we automate
Staff spend hours copying data between spreadsheets, CRMs, and accounting software. Process automation typically reduces operational costs by 25-40% within the first year (Deloitte AI Institute, 2023; verified March 2026). The Australian Information Industry Association (AIIA) identifies workflow automation as the top AI use case for Australian SMBs.
Information moves between your tools automatically — zero manual entry, zero errors.
Leads go cold because nobody remembered to send that email or make that call.
Every lead gets a follow-up within minutes. Every client gets updates on schedule.
Creating, sending, and chasing invoices eats entire afternoons.
Jobs completed → invoice generated → sent → payment reminder on day 14. Hands-free.
Customers wait days for quotes because it's all manual spreadsheet work.
Form submitted → quote calculated → sent automatically. Same-day response, every time.
Someone spends Friday afternoon pulling numbers from 5 different tools.
Weekly reports generated and emailed to your team. Real-time dashboards for live metrics.
How it works
Four steps. No surprises. You'll know cost and timeline before any work begins. McKinsey reports that AI adopters see 20%+ revenue increases compared to non-adopters (McKinsey, 2023; verified March 2026).
We map your current workflows and identify the tasks costing you the most time. You'll get 3 prioritised automation opportunities with ROI estimates.
We build your automations using the tools that fit your business — n8n, Make, Zapier, or custom integrations with your existing software. For AI-powered workflows, we use OpenAI and Anthropic Claude models to handle unstructured data and intelligent decision-making.
Every automation is tested with your real data before going live. We run parallel for a week to make sure everything works perfectly.
Your team gets hands-on training. We provide 30 days of support included, with ongoing retainer options for continuous improvement.
Industries
Automate quotes, scheduling, and invoicing.
Automate data entry, reconciliation, and reporting.
Automate bookings, reminders, and patient follow-ups.
Automate listings, enquiries, and contract workflows.
Results
"The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency."
— Bill Gates, Co-founder, Microsoft
Common questions
We automate almost any repetitive digital task including data entry, invoice processing, email follow-ups, appointment scheduling, report generation, lead routing, and quote calculations. If a task follows a pattern and involves digital tools, we can almost certainly automate it.
The free audit identifies your highest-impact automation opportunities and ranks them by ROI.
We use a mix of n8n, Make, Zapier, and custom integrations depending on your needs, with hosting on AWS or Google Cloud Platform for reliability. Our automations connect with whatever software you already use -- Xero, MYOB, HubSpot, Google Workspace, Microsoft 365, and hundreds more -- so nothing gets ripped out.
We choose the right tool for each workflow based on reliability, cost, and maintainability.
Workflow automation projects start from $2,000 for simple automations, with most Perth businesses investing $3,000--$8,000. Every project is fixed-price -- you know the exact cost upfront after the free audit assesses your specific workflows and complexity.
Most clients see payback within 2--3 months from the time saved on manual work.
Most workflow automations are live within 2--4 weeks from approval. Simple workflows like automated email follow-ups or lead routing can be running in under a week, while complex multi-system integrations typically take 3--4 weeks with full testing.
You'll get a specific timeline in your proposal -- we hold ourselves to it.
Almost certainly. We integrate with hundreds of business tools including Xero, MYOB, Salesforce, HubSpot, Google Workspace, Slack, and most industry-specific software. If your software has an API or accepts email input, we can connect it into your automated workflow.
We confirm all integrations during the free audit before quoting.
Every automation includes built-in error handling and alerting -- if something fails, we're notified immediately and fix it. You get 30 days of post-launch support included with every project, plus ongoing retainer options from $500/month for long-term peace of mind.
We build automations to be resilient, with fallback paths for edge cases.
Not sure where to start? Take our 2-minute AI Readiness Quiz to find out where automation can help your business most.
Take the Quiz →Book your free automation audit. We'll map your workflows and show you exactly what to automate first.