Optimal OffshoreDelivery portfolio
BPO technology projects and automations built for live operations.
Client platforms, internal systems and production automations built by the technology practice behind every managed team — the same standard we hold on the floor, applied to code.
01 ▸ Platforms
Built end to end, then handed over working.
Marketplaces, CRMs, patient sites and real-money platforms — each one designed, built, secured and deployed by the same practice, and each one still running.
02 ▸ Production automations
25 scenarios. 3,932 runs. Zero hand-offs missed.
Make.com workflows that move leads, bookings, reminders and reports between the tools our clients already use — CRM, calendar, email, sheets and AI. Execution counts are the measured totals from the live dashboards; paused scenarios are shown as such.
24fingers
Handy Fixes Prospect Automation
Watches incoming Outlook mail, parses prospect data with regex, then routes to Capsule CRM — creating new contacts or updating existing ones automatically.
GX1 Content Plan
Watches for cell updates in the GX1 content-calendar sheet and sends a formatted email notification, keeping the team aligned on schedule changes in real time.
DMCC Content Plan Automation
Watches a Google Sheet content calendar for updates and sends a formatted email notification to the DMCC content team.
Clients
Calendly-triggered onboarding flow: searches Capsule CRM, routes to update or create the contact, and syncs Campaign Monitor subscriber lists.
Gmail Contacts Auto-Tag
Watches new Capsule CRM party entries and applies tags based on contact attributes, keeping the database segmented for targeted outreach.
Calendly 30 Min — Partners
On each 30-minute partner booking: finds the contact in Capsule CRM, creates or updates it, then subscribes them to the right Campaign Monitor list.
Growth Strategy Session
Handles Growth Strategy Session bookings — searches Capsule CRM and creates or updates the contact so every strategy-session lead is captured.
Power Hour
Handles Power Hour bookings — searches and routes contacts in Capsule CRM, then adds them to the correct Campaign Monitor list for follow-up sequences.
Google Analytics Monthly Report
Runs monthly, pulls property-level metrics through the GA4 API and logs the results to Google Sheets — a hands-off recurring reporting pipeline.
Digital Health Session
Webhook-triggered capture of Digital Health Session submissions, matched against Capsule CRM and written to the party record with session details.
Digital Health Check Report
Triggered by Formaloo health-check submissions; searches Capsule CRM, then creates or updates the party record — automating intake for report requests.
Dexter Inbox Brief
Watches Outlook for new mail, sends the content to GPT for summarisation, then parses the structured JSON response — an AI inbox-briefing pipeline, paused for reconfiguration.
Email Marketing Briefing Form
Captures email-marketing briefing submissions and sends a formatted notification, routing new campaign briefs straight to the team.
H1 Report — Brentwood School
Pulls half-year performance data over HTTP, has Claude write the client report, then emails the formatted output — AI-authored client reporting on demand.
Formaloo Digital Strategy Proposal
On new Formaloo responses, enriches the data over HTTP, then searches and routes the contact in Capsule CRM — automating proposal intake.
HandyFixes Ambassador Program
Watches ambassador-referral submissions, finds the contact in Capsule CRM, creates or updates it, then subscribes them to the ambassador list.
Order Notification — Seven Easy Ways
Monitors Outlook for incoming order emails, parses order details with regex, then creates or updates the contact in Capsule CRM.
Monthly Tax Invoice
Monitors Outlook for tax-invoice emails and forwards them to the right recipient so nothing is missed in the monthly billing cycle.
BlogSignUps
Watches Campaign Monitor for new blog subscribers and creates or updates the matching Capsule CRM record, keeping the CRM in sync with list growth.
LinkedIn Profile MOT
Reads LinkedIn profile data from Sheets, audits completeness over a series of API calls, then drafts a personalised outreach email in Gmail and logs the result.
Meetgeek Automation
Processes Meetgeek meeting summaries by webhook, enriches them with GPT, updates Capsule CRM, and sends a structured follow-up email. Paused for reconfiguration.
Hill House Interiors — Google Alerts
Monitors Gmail for Google Alert notifications about Hill House Interiors and forwards relevant mentions to the designated inbox.
House of Lettings
Inquiry Response & Property Matching
Watches the enquiry inbox, deduplicates against a data store, then matches each enquirer against the live property sheet with an AI agent — replying with a tailored answer, a shortlist, or a draft for manual review.
Viewing Reminder — Daily
Sweeps Google Calendar twice a day for upcoming viewings, parses attendee and address details, cross-references the property sheet, then emails each tenant a reminder — logged so nobody is reminded twice.
Viewing Cancellation — Webhook
Instant webhook behind the tenant cancellation link — confirms by email, removes the booking from Google Calendar, and responds in the same run so the tenant gets immediate feedback.