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  • LEVEL 2: AI Workflow Automation 

Reclaim Up to 10 Hours Weekly Through Smart Workflow Automation 

Your team spends more time managing work than doing it.

Our no-code automation eliminates the busywork that's stealing your growth potential with results visible in week one. 

Calculate Your Automation Savings
  • Automate Your Busywork Fast
  • 30-50% Average Time Savings
  • Launch in Days, Not Months
  • Built for Real ROI Gains
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Problem-Solution-Outcome

  • The Problem : You're Managing Work Instead of Doing It  
  • 25+ hours weekly lost to status updates, data entry, and routine follow-ups
  • Team productivity gets lost in workflow friction and manual handoffs 
  • Growth opportunities slip by while you’re firefighting operational issues 
  • Manual processes create errors that cost time and money to fix 
  • Our Solution : Automation That Actually Works

We build intelligent workflows using your existing tools – ClickUp, Slack, your CRM. Our automations handle the repetitive tasks that drain productivity while keeping humans in control of strategic decisions. 

Your Outcome: Operations on Autopilot (Almost) 

  • Eliminate 40% of manual tasks through intelligent automation 
  • Reduce operational costs by 20-30% through efficiency gains 
  • Improve project delivery by 40% with automated workflow management 
  • Scale your output without scaling headcount – do more with the same team 

Automation Solutions 

From project management and sales to admin and operations, our AI-powered automations eliminate repetitive tasks and keep your team focused on what matters most. Whether it’s auto-assigning tasks, syncing data, or delivering real-time client updates, our solutions are designed to boost productivity, reduce errors, and scale with your growth.

Project Management Automation 

We streamline delivery with automation-ready workflows, ClickUp integrations, and AI nudges that reduce status-chasing, missed deadlines, and task clutter. From auto-assigning tasks to weekly update summaries, our systems help your team stay aligned without micromanagement.

Sales & Customer Success Automation 

Automate your follow-ups, CRM updates, onboarding flows, and status updates  so your team can focus on closing deals and delighting clients. We integrate with tools like HubSpot, Airtable, Notion, and Slack to keep comms clear and touchpoints consistent, no leads lost, no manual syncing.

Operations & Admin Automation 

Eliminate repetitive admin with smart workflows that sync docs, flag delays, send nudges, and trigger alerts across systems. Whether it’s automating SOP checklists, daily reporting, or staff reminders, we cut the noise so ops runs smoothly, even at scale.

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Service Overview

Implementation Process 

  • Week 1: Quick Wins Setup 
  • Priority workflow identification from your Level 1 roadmap 
  • Initial automation configuration and testing 
  • Team training on new automated processes 
  • First time savings visible immediately 
  • Week 2: Advanced Integration 
  • Complex workflow automation implementation 
  • Cross-platform integration setup (ClickUp ↔ CRM ↔ Communication tools) 
  • Error handling and edge case configuration 
  • Full productivity benefits realised 
  • Weeks 3-4: Optimisation & Training 
  • Performance monitoring and fine-tuning 
  • Team feedback integration and process refinement 
  • Advanced feature training for power users 
  • 30-day optimisation support included 

What Automation Solves

Get Rid of the Busywork
Stop spending hours on repetitive updates and admin. Automations take care of the small stuff so your team can focus on the big wins.
Keep Projects Moving
Tasks get handed off, reminders are sent, and updates go out instantly without anyone chasing things up.
Work in One Connected System
ClickUp, Monday.com, Slack, and your other tools all work together. No more bouncing between tabs or copy-pasting data.
Never Miss a Deadline
Follow-ups, client updates, and approvals happen automatically, so nothing slips through the cracks.
See What’s Happening, Right Now
Your dashboards update themselves in real time, so you always know where things stand without extra reporting.
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Investment & ROI 

  • Implementation Options 
  • Project-based: One-time implementation
  • Monthly retainer: Ongoing optimisation
  • Expected ROI 
  • Time savings: Up to 10 hours per week recovered
  • Workload reduction: Up to 60% of routine tasks automated
  • Productivity increase: Approx 80% of teams see measurable gains
  • Payback period: Typically within 6 months 

Case Study

See How We Helped Businesses Unlock ClickUp’s Full Potential

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Collaborated with Triple Blaze to optimise ClickUp workflows

IPM Software optimised a marketing agency’s ClickUp with workflows, automation, and dashboards, enhancing productivity and scalability.

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Ian Ratner

Managing Director, Triple Blaze Consulting

Read Story

Collaboration With IPM Marketing

We build a tailored project management workspace specifically for the Marketing department—something that would streamline campaign

Adinda Rosyadha

Marketing Manager, Institute Project Management

Read Story
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Collaborated with Triple Blaze to optimise ClickUp workflows

IPM Software optimised a marketing agency's ClickUp with workflows, automation, and dashboards, enhancing productivity and scalability.
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Ian Ratner

Managing Director, Triple Blaze Consulting

Read Story
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Ready to Reclaim Your Strategic Time? 

Free Consultation

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