1. Identify the Repetitive Process
We review what you or your team currently do manually.
Automation
Small Business Workflow Automation
Automate repetitive work so you can spend less time moving information between systems and more time running your business.
What Can Be Automated?
Website form → CRM
New inquiry → automatic confirmation email
Instagram lead → organized lead list
Form submission → internal notification
Customer information → spreadsheet or CRM
Repetitive internal requests → structured workflow
Follow-up notifications and reminders
How It Works
2. Build the Workflow
We connect the appropriate forms, applications, notifications, and business tools.
3. Test & Launch
The workflow is tested before launch and you are shown how the process works.
Real Automation Projects
Lead Capture & CRM Automation
A customer inquiry is captured through an online form, added automatically to the CRM, followed by an immediate customer confirmation and an internal notification for follow-up.
Customer Form
CRM
Customer Confirmation
Business Notification
When a customer submits an inquiry, it's added to the CRM automatically instead of being copied by hand. The customer receives an immediate confirmation, and AV Digital Services gets an internal notification so nothing sits unanswered.
- Eliminates manual lead entry
- Creates faster customer follow-up
- Keeps inquiries organized
- Reduces the chance of missed leads
Built using Tally, HubSpot, Make, and automated email workflows.
Instagram Lead Automation
Instagram inquiries can automatically collect lead information, organize it in a centralized system, and notify the business without manually copying customer details from direct messages.
Instagram Inquiry
Lead Information
Organized Database
Business Notification
Instagram direct messages are a common way small businesses get leads, but copying details by hand is easy to fall behind on. This workflow collects the lead information automatically and keeps it organized in one place, with a notification so follow-up doesn't get missed.
- Reduces repetitive DM handling
- Captures customer information consistently
- Keeps leads organized
- Makes follow-up easier
Built using Instagram automation, ManyChat, Google Sheets, and workflow integrations.
Interactive Demo
Try a Live Automation
Instead of only reading about automation, experience one.
Instagram Lead Automation Demo
This is a working example of an Instagram automation built by AV Digital Services. Visit the demo business website, then open Instagram and either send a direct message or comment the keyword TRAINING to trigger an automated reply sequence — the same kind of workflow that can be built for a real business to capture and respond to leads automatically.
Open Demo Business
Visit Instagram
DM
“TRAINING”
or comment
“TRAINING”
Watch the automated conversation begin
On Instagram, open the “Demo” Highlight for step-by-step instructions.
B2B Training is a demonstration project created by AV Digital Services to showcase website and automation capabilities.
Automation Pricing
Simple Workflow Automation
Starting at $175
Automate simple forms, notifications, repetitive tasks, and internal workflows.
Final pricing depends on the number of applications, workflow steps, integrations, testing requirements, and complexity.