Our Process: How Fantail Automation Works With Small Businesses

Thinking about implementing AI or automation in your business - but not sure what working with us actually looks like?

At Fantail Automation, we keep things simple, transparent, and outcome-focused. Whether you’re just starting to explore automation or ready to launch a full AI-driven workflow, our step-by-step approach is designed to guide you from idea to implementation - with zero fluff or overwhelm.

Why Process Matters

One of the biggest hurdles small businesses face when approaching AI or workflow automation is uncertainty. What tools do I need? Where do I start? What will it cost?

Our job is to remove that uncertainty. We provide a clear roadmap tailored to your business goals, budget, and internal workflows - so you always know what’s happening, why it matters, and how it’s driving impact.

Our Step-by-Step Process

1. Discovery & Consultation

We start with a free discovery call to learn about your business, your pain points, and where you’re spending time on repetitive or manual tasks. This helps us identify clear opportunities for AI or automation to create value.

2. Strategy & Roadmap

Based on our discovery, we build a customised roadmap. This outlines the best-fit tools, suggested automations, estimated impact, and a proposed rollout timeline. We keep it practical and aligned with your specific business goals.

3. Design & Build

Next, we build your solution. Whether it’s integrating systems with automation tools like Zapier, or implementing AI-driven features like chatbots or smart workflows, we handle the technical work and testing.

4. Launch & Train

Once everything is in place, we launch your new system and provide training for your team - so they know exactly how it works and feel confident using it. No tech jargon. No confusion.

5. Support & Optimisation

Our relationship doesn’t end at launch. We offer ongoing support, regular check-ins, and continuous optimisation to make sure your automation continues to evolve with your business.

What Makes Fantail Different?

• We work exclusively with small businesses - we understand your challenges and tailor everything accordingly.
• We use no-code and low-code tools whenever possible - making our solutions fast, flexible, and cost-effective.
• We speak in plain language - no buzzwords, no overwhelm.
• We prioritise outcomes - our goal is to save you time, reduce manual work, and unlock new capacity for growth.

Let’s Get Started

If you’re ready to explore what AI and automation could look like in your business, we’d love to hear from you.

Get in touch to book a free consultation and take the first step toward working smarter - not harder - with Fantail Automation.