The process
Automation audit
We map how enquiries, follow-up, reporting and admin actually flow through the business today, and where the hours go.
Repetitive admin, gone.
Workflows across the tools you already use.AI automation and workflows Perth
Quoting, onboarding, invoicing, reporting, data entry: the work that eats a team's week. We map it, score it by hours saved, and automate it across your existing platforms with Make, Zapier, APIs and custom code where needed. Business automation built in Perth, monitored so it stays working.
Partners
What clients say.
I have dealt with several digital marketing agencies over the years and have found CLIK Digital to be the most genuine team. They care about the outcomes and I can comfortably recommend CLIK Digital to anyone.
Jims GroupThanks to the team at CLIK Digital, the Gravity Discovery Centre and Observatory website is looking great now. We are excited to have such a fantastic new look. I highly recommend the team at CLIK for their expert web design and development skills.
Gravity Discovery CentreGreat work from team CLIK on the new website for Combined Tyres. It has conveyed a much sharper message and clearly showcased our current capabilities. Pleasure to work with the team at CLIK.
Combined TyresCLIK have helped us more than triple our revenue by consistently delivering qualified, high value leads through a strategy that is tailored to our business. Every marketing channel works together, which has allowed us to continue growing with confidence.
Barker WhittleWorking with the team at CLIK Digital has been an excellent experience from start to finish. They took the time to understand our business, our customers and the technical nature of our products before redesigning our website. The new site better reflects the scale of our operations.
Roundel CivilThe CLIK Digital team are very experienced at what they do and because they are local, are able to provide a personalised service.
AussieI would highly recommend CLIK Digital. The team there are extremely knowledgeable when it comes to digital marketing and their campaigns turn around fast, measurable results.
AdageWhat webuild.
Every business runs on repeated work: the quote that gets assembled, the job that gets handed over, the invoice that gets chased. Automation and workflows is the practice of making those run themselves, reliably, inside the tools you already use.
Finding the hours worth saving
Not everything should be automated. We start by finding what should.
- Process mapping. Where the repeated work, the rekeying and the waiting actually sit.
- Value ranking. Each candidate sized by hours saved and errors avoided, so the first build pays back fastest.
- Keep the humans where they matter. Judgement stays with people, the shuffling goes to the machine.
Workflows across your tools
The automation lives where your work already happens.
- System to system. Website, CRM, accounting, email and job management connected so data flows once, through our integration work.
- Trigger logic. When this happens, do that: assignments, reminders, documents and updates firing on rules.
- Document automation. Quotes, reports and routine paperwork assembled from live data.
AI where it earns a place
AI joins the workflow where judgement at small scale is the bottleneck.
- Summaries and drafting. Enquiry summaries, reply drafts and handover notes prepared for approval.
- Sorting and routing. Messages and documents classified and sent where they belong.
- Deeper logic. When the playbook runs out, we build custom agents around your rules.
Reliability, documentation, ownership
An automation your business depends on has to be dependable.
- Failure handling. What happens when a system is down or data is odd, designed rather than discovered.
- Documented and trained. Your team knows what runs, when and how to adjust it.
- Owned by you. Accounts, workflows and data in your name, always.
Who builds it
Workflows are built in-house in Perth by specialists who sit across software and operations, the same team behind our development and automation work. We automate our own agency the same way, and the practical lessons carry across. 96% of our clients stay three years or more, with more than 20 years of specialist experience behind the work.
The short version
Hours of admin, automated. With human checkpoints.
CLIK Digital builds AI automation and workflows for Perth businesses: lead flows, quoting, onboarding, reporting and the copy-paste work in between. Everything is built on your existing systems with hard limits, approval stages and documentation, so judgement stays human and the hours come back.
The time audit
Where the hours go.
Before we automate anything, we map the workflow. The same four time sinks appear in almost every Perth business we audit.
01
Data entered twice.
The same customer typed into the inbox, the CRM, the quote and the invoice. Entered once, flowed everywhere, is the standard.
02
Follow-up by memory.
Quotes chased when someone remembers. Most quotes do not die from a no; they die from silence. Sequenced follow-up fixes that.
03
Reporting by copy and paste.
Hours each month assembling numbers from five tools into one document. One live view, scheduled, ends it.
04
Tools that do not talk.
Forms, CRM, calendar and accounting all disconnected, with people as the integration layer. The connections are the project.
The automation standard
How CLIK builds automations.
Business automation in Perth, engineered on your existing systems rather than another subscription.
Process audit Standard
- The workflow mapped end to end
- Hours counted honestly per step
- What should and should not be automated
- Quick wins separated from builds
- A scoped plan with a fixed price
Lead and enquiry flows Standard
- Enquiries answered in minutes, in your voice
- Qualification before the diary fills
- Routing to the right person with context
- Logged in the CRM automatically
- After-hours covered, not missed
Quote and follow-up Standard
- Sequenced follow-up through your CRM
- Timed, personal, and easy to pause
- Status visible to the whole team
- Won and lost reasons captured
- Silence is no longer the default outcome
Reporting automation Standard
- One live view across marketing, sales and operations
- Scheduled reports that write themselves
- Numbers pulled from the source systems
- Anomalies flagged, not discovered late
- Monthly hours returned to real work
System integration Standard
- CRM: Salesforce, Microsoft Dynamics 365, HubSpot, GoHighLevel
- Email, calendars, forms and accounting connected
- APIs and webhooks where native links end
- Data mapped once, validated, documented
- Built on what you already pay for
Governance Standard
- Human approval on anything that needs judgement
- Hard limits on what automations can do
- Every run logged and auditable
- Documentation and handover included
- Reviewed and tuned after go-live
Showcase
Barker Whittle.
A 45 year family reputation, a dated website and marketing pulling in different directions. CLIK rebuilt it as one engine: website, brand, Google Ads, SEO and automation working together instead of separately.
Automation is what turns good marketing into a system: enquiries handled, follow-up sequenced, nothing dropped.
See the Barker Whittle projectOur work does the talking.
All projects
SITECH WAA platform as precise as the technology it sells.Website, brand, campaigns
Barker WhittleHelping triple revenue with qualified, high-value leads.Google Ads, SEO, website
CycleBarOne brand, a national franchise growth engine.Website, Meta Ads
Combined TyresA sharper message for WA’s tyre specialists.Website, video
The Local Drinks CoFrom one-off orders to subscription ecommerce.Shopify, brand
Gravity Discovery CentreA new orbit for WA’s home of science.Website
Health Practice AdvisoryPractice sales, made simple.Website, brand
Everything underAI automation.
Seven specialist lanes, one team. Pick the one you need, or let us map the whole route.
AI search optimisationShow up in AI Overviews and ChatGPT answers.AI lead generationCapture, qualify and route enquiries automatically.AI automation and workflowsRepetitive admin, gone.AI chat assistantsAnswer customers around the clock.AI predictive analyticsSee what is coming before it lands.AI content and governanceContent at scale, on brand and checked.AI agent developmentAgents that work inside your CRM, inbox and website.
How an automation projectruns.
Six stages, clear pricing, no surprises. You will know who is doing the work and what happens next at every step.
The process
Prioritise
Each opportunity is scored on time saved, revenue impact and effort to build. High-frequency, rule-based work goes first.
The process
Design the workflow
Triggers, logic, handoffs and the human checkpoints are drawn up and agreed before anything is built.
The process
Build and integrate
Connected to the tools you already pay for: CRM, email, ads, website and calendar. No platform swap required.
The process
Test and train
Run in parallel with the manual process until it is proven, then your team is shown how to operate it.
The process
Monitor and improve
Error alerts, monthly checks and refinement as the business changes. Something breaks, we know before you do.
Goodquestions.
How do you decide which workflows to automate first?
CLIK begins with an automation readiness audit that maps your current processes, estimates time investment, and scores each opportunity by potential ROI and implementation complexity. High-frequency, rule-based processes consuming significant team time typically deliver the fastest and most measurable return.
Will automation make our team's roles redundant?
No. Effective automation removes low-value, repetitive tasks that consume your team's time, freeing them to focus on relationship-building, creative problem-solving, and strategic work that requires human intelligence. CLIK clients consistently report that automation improves team morale, not just efficiency metrics.
What happens when an automated workflow breaks?
Every system CLIK builds includes error monitoring, alert protocols, and fallback logic. We provide clients with ongoing managed support so that if a workflow fails, it is identified and remediated quickly, without disrupting business operations or requiring your team to diagnose the issue.
Can you automate workflows that span multiple software platforms?
Yes. Cross-platform integration is one of CLIK's core competencies. We connect tools across marketing, sales, finance, operations, and communication stacks into unified automated workflows using API connections, middleware platforms like Make and Zapier, and custom development where required.
What business processes can CLIK automate?
The usual wins are enquiry handling and lead routing, quote follow-up, client onboarding, reporting, and the repeated data entry between your forms, CRM, calendar and accounting tools. The automation audit maps your workflow first, counts the hours honestly, and separates what should be automated from what should stay human.
Which systems does CLIK’s automation work with?
Your existing ones. We integrate with CRMs including Salesforce, Microsoft Dynamics 365, HubSpot and GoHighLevel, plus email, calendars, forms and accounting platforms, using native integrations, APIs and webhooks. The goal is to connect what you already pay for, not to sell you another subscription.
How do you stop AI automation making mistakes?
By design. Every automation is built with hard limits on what it can do, human approval stages wherever judgement matters, and full logging so every run can be audited. AI drafts and routes; people approve anything consequential. That governance is part of the build, not an optional extra.
How does an automation project start?
With a process audit: we map the workflow end to end, count the hours each step costs, and identify where automation genuinely pays. You get a scoped plan with a fixed price before any build starts, so the decision is made on numbers rather than enthusiasm.
Proven strategy. Considered design. Over a decade of results.
96%Client retention over three years
100%In-house, no offshore production
10+Years building for Perth business
Tell us whatyou're chasing.
A few details is all it takes. You will get real numbers on cost and timing from a specialist, within one business day.