Custom Workflow

Custom Workflow

Case Study

Timeline

March 2025 – Present


Project Lead

Hafiz Jamal (@zifah.workflows)
Ath Thaariq (@automation.alchemist)


The Challenge

This fast-growing beverage business was thriving — but struggling to manage operations.


The owner was:

  • Forgetting about confirmed private events
  • Losing track of orders
  • Missing customer details due to disorganized DMs

Things were getting messy, and important opportunities were being missed.


The Solution

We built a custom automation workflow to centralize and streamline operations:

  • Mobile-friendly online order form for structured submissions
  • CRM with source tagging (Instagram, WhatsApp, TikTok)
  • Private event booking system with confirmations + reminders
  • Auto-sync with Google Calendar including full event info
  • Mobile notifications for each new order or update
  • Customers get confirmations and reminders too

Feature Breakdown

Feature What It Is How It Helped
Custom Order Form A mobile-friendly form for structured orders. No more messy DMs — everything now comes in clearly.
CRM & Client Tagging Organizes and tags customers by source (e.g. IG, TikTok). Helped identify where leads came from — useful for marketing.
Private Booking System Lets customers book for events with confirmation and reminders. No more forgotten events — everything’s in sync.
Google Calendar Sync Auto-creates events with full details for confirmed bookings. Never misses a gig — fully integrated reminders.
Real-Time Mobile Notifications Instantly alerts business owner of new actions. Stays in control, even when delivering or prepping.
Customer Reminders Sends WhatsApp/SMS reminders to customers. Keeps everyone aligned on bookings — no forgotten events.
“Now everything goes into one place — I don’t have to worry about missing an event and it feels like my business finally got organized.” – Owner, Balang-style drinks
Custom Workflow

Custom Workflow

Case Study

Timeline

March 2025 – Present


Project Lead

Hafiz Jamal (@zifah.workflows)
Ath Thaariq (@automation.alchemist)


The Challenge

This fast-growing beverage business was thriving — but struggling to manage operations.


The owner was:

  • Forgetting about confirmed private events
  • Losing track of orders
  • Missing customer details due to disorganized DMs

Things were getting messy, and important opportunities were being missed.


The Solution

We built a custom automation workflow to centralize and streamline operations:

  • Mobile-friendly online order form for structured submissions
  • CRM with source tagging (Instagram, WhatsApp, TikTok)
  • Private event booking system with confirmations + reminders
  • Auto-sync with Google Calendar including full event info
  • Mobile notifications for each new order or update
  • Customers get confirmations and reminders too

Feature Breakdown

Feature What It Is How It Helped
Custom Order Form A mobile-friendly form for structured orders. No more messy DMs — everything now comes in clearly.
CRM & Client Tagging Organizes and tags customers by source (e.g. IG, TikTok). Helped identify where leads came from — useful for marketing.
Private Booking System Lets customers book for events with confirmation and reminders. No more forgotten events — everything’s in sync.
Google Calendar Sync Auto-creates events with full details for confirmed bookings. Never misses a gig — fully integrated reminders.
Real-Time Mobile Notifications Instantly alerts business owner of new actions. Stays in control, even when delivering or prepping.
Customer Reminders Sends WhatsApp/SMS reminders to customers. Keeps everyone aligned on bookings — no forgotten events.
“Now everything goes into one place — I don’t have to worry about missing an event and it feels like my business finally got organized.” – Owner, Balang-style drinks

Frequently Asked Questions

Is WorkFlowGuys right for my business?

We help small businesses that are ready to grow but feel stuck doing the same tasks over and over.

If you’re running your business but spending too much time on admin work or keeping up with customer enquiries, we’re here to make things easier.

What types of workflows can you automate?

We help automate things like replying to customer enquiries, scheduling social media posts, sending follow-ups and reminders, and even tasks that are unique to your business.

How quickly can I see results?

Most clients start seeing changes in just a few days. Bigger results usually show up within a few weeks as everything gets up and running smoothly.

Why do you charge premium prices?

Because we don’t do one-size-fits-all solutions. Everything we build is tailored to your business, built to last, and designed to deliver real results you can count on.

How can we get started?

Just book a free session with us. We’ll chat about your business and see how automation can make things easier. If it feels like a good fit, we’ll take the next step together.