Half our day is gone to manual follow-ups and reminders

Trigger the routine work automatically and free the team for clients.

Workflow rules that send follow-ups, assign tasks and nudge owners on deadlines — without anyone remembering.

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Signs this is your problem

You will recognise yourself in at least one of these

People spend hours every week on the same repetitive actions.
Deals slip because nobody remembered to follow up after three days.
Task assignment after a stage change happens manually, or not at all.
Deadlines pass without notice.

Why it happens

The root cause, in plain language

The process exists in habits, not in the system. Anything that depends on a human remembering will eventually be forgotten.

Our approach

How we actually fix this

1
Map the routine actions that currently happen by hand.
2
Encode them as workflow rules in Ilaro — assign a task when a deal moves stage, send a follow-up after N days of silence, notify the manager when a deadline is missed.
3
Trigger on real events, not on someone opening a tab.
4
Iterate on the rules as the team's process matures.

What you can expect

Outcomes our clients see

Routine work happens on its own; the team focuses on clients.
Far fewer "the lead went cold" moments.
Manager visibility improves automatically.

Case study

Operations — workflow automation in Ilaro

People were spending hours each week on follow-ups, task assignments and reminders. We designed a workflow automation layer where rules trigger actions automatically — assign a task when a deal moves stage, send a follow-up after three days of silence, notify the manager when a deadline is missed.

See more of our work →