Lead capture + instant notifications
Record new inquiries and notify the right person when a lead arrives.
Apiary Automations by Samuel Webster
Simple automations for small businesses
I help local businesses respond to leads faster, reduce repetitive admin, automate customer follow-up, and streamline intake and handoff processes using Make.com.
I build practical workflows that connect the tools you already use, so you spend less time doing the same work manually.
What I Automate
Practical help with everyday workflows
These are examples, rather than a restricted list of services. I start with the steps your business repeats and the tools you already use.
Automated follow-up sequences
Keep follow-up moving with messages based on your agreed process.
Booking and intake workflows
Connect booking details with the information you need before an appointment.
Form to CRM / Google Sheets automation
Move submitted details into your customer records without repeated copying.
Quote and request intake
Organize requests so you can review the details and decide what happens next.
Customer onboarding
Connect welcome messages, intake details, and the tasks needed to get started.
Internal task creation
Create a task for the right person when a new inquiry or request arrives.
Document and file routing
Send files to the appropriate folder or person using clear routing rules.
Review request automation
Send a review invitation after a completed service, following your customer communication preferences.
Appointment reminders
Reduce repetitive reminder messages with a workflow tied to your bookings.
Basic reporting and status updates
Bring routine updates together so you can see where requests stand.
How It Works
Connect the steps you already take
A website inquiry can start a sequence of small actions, without someone repeating each step by hand.
- Website inquiry
- Customer information captured
- Google Sheet or CRM updated
- Instant notification sent
- Customer receives confirmation
- Follow-up sequence begins
I customize the steps around your business, including the tools you use, who needs to be notified, and when a person should take over.
Problems I Can Help Reduce
Less repetitive admin. Clearer handoffs.
Automation is useful when your business repeatedly performs predictable administrative steps.
- Leads sitting unanswered
- Repetitive copying and pasting between systems
- Manually updating spreadsheets
- Forgetting customer follow-ups
- Re-entering information from forms
- Manually creating tasks after new inquiries
- Repetitive appointment or reminder messages
- Files or requests being routed manually
- Lack of visibility into where leads or requests stand
Example Automation
New Lead Automation
An illustrative workflow that I can adapt to your process.
- Customer submits a website form
- Lead information is automatically recorded
- Business owner receives an instant notification
- Customer receives an acknowledgment
- Follow-up happens automatically if necessary
- Lead status is tracked
This can help your business respond faster and reduce the chance that inquiries are forgotten or lost.
Why Work With Me
A practical, personal service
I use Make.com to build workflows around how your business actually operates. You communicate directly with me, the person building the automation.
Start with your current process
I design around your existing tools and explain what will be automated and where you remain in control.
Start small
I focus on one useful workflow at a time, so you can improve a repetitive task without replacing everything.
Keep it understandable
I aim for clear steps, direct communication, and no unnecessary complexity.
Free Automation Review
Not sure what you should automate?
I'll take a look at your current process and identify where a simple automation could save time, improve follow-up, or reduce manual work. There's no obligation.
Contact
Tell me about your business
Share the process you'd like to improve and the tools you currently use. I'll use those details to start your free automation review.