Workflow automation
Connect the steps your team keeps doing by hand.
We build automations that move information between tools, route requests and keep follow-up connected to the work. Start with one workflow, then extend it as your operation changes.
Connect the work between your tools
We start by mapping the trigger, the information each step needs and the people responsible for decisions. Then we connect the relevant tools and test the handoffs with your team.
Examples of the work
Route new requests to the right person and record the next step.
Keep customer and project information connected across tools.
Send follow-up when an agreed event occurs, with human review where needed.
Content operations are part of the picture
For clients who need content support, Coconut Connect brings content, feedback and approvals into one workflow. Social media management remains a supporting capability, planned around the team and the systems involved.
Talk through your workflow
Bring us the handoff your team keeps chasing. We will discuss what a connected process could look like.