We help you automate and optimise any task and process, allowing you to save time and focus on what matters most.

Step 1) Purchase a service package and request your automation

Once you purchase a service package, we'll help you get started so you can send us your first request within a few days. You can choose an automation from our library or ask for a custom one based on your existing processes

Step 2) Receive your built automation within 2-3 business days

After we receive and approve your request, we begin working on it immediately. We will notify you once the initial version is ready for your review. Typically, the entire process, from request submission to draft creation, reviews, testing, and going live, takes about one week for each automation

Step 3) We revise the automation until you are 100% satisfied

Once you are satisfied and all changes have been made, we launch the automation and move onto the next request! Remember, this can either be a request from our library OR a custom one based on your existing processes.

Simply put, an automation is a set of steps designed to improve a specific process.

Each unique process or workflow we automate is considered one automation.

What you can request

Select a link below to access our exclusive library of processes and automations we can build for you across marketing, sales, customer service, finance and human resources.


Marketing processes we can optimise and automate for you.

Access Library


Sales processes and automations we can build for you.

Access Library

Customer Service

Customer Service processes and automations we can build for you.

Access Library


Finance processes and automations we can build for you.

Access Library

Human Resources

Human Resources processes and automations we can build for you.

Access Library

Benefits of Working With Us

An experience so good you'll never need to go anywhere else for process optimisation and automations.

Immediate ROI

Start saving time and money right away with our automation – the return on investment is instant and tangible.

Lightning fast delivery

Get your automations built one at a time, in just days on average, ensuring swift optimisation of your processes.

Fully done for you

Our expert specialists handle the entire build based on your requests, so you can focus on what matters most.

Automation Summary

Once your plan ends, you will receive a comprehensive summary of the processes that have been optimised and automations that have been built.

Fixed rate

Enjoy peace of mind with a fixed rate of our plans based on the number of processes you want to optimise and automate.

Tailored Automation Suggestions

Receive tailored suggestions for your next automation based on your requirements and our expertise.

Service packages

Choose a package that's right for you based on the number of processes you want to automate and optimise.

Once you purchase a package, we will contact you promptly to help you get started. You will also receive emails guiding you through the process of requesting your first automation.


  • Select From Our Library OR Custom Build Based On Your Existing Processes
  • One Week Build To Launch Timeframe
Book a Call
Book a Call
Book a Call

Not sure where to start?

Let us discover and recommend key processes you can automate and optimise


  • 1 Hour 1:1 Workshop
  • Recommendations Document of Processes You Can Automate & Optimise
  • Recommended Roadmap of Processes To Automate In Order
  • Estimated Time Saved Per Month Per Process (e.g., 180 Hours)
  • Estimated Hours Saved Per Month Per Process (e.g., $10,000)
  • Average 2 Business Days Delivery Of Report
Book a Call

Book a FREE introduction call

Get a guided tour through CogniOps, and find out how you and your team can change the way you optimise processes and build automations.


Book a 20-minute intro call

Get a guided tour through CogniOps, and find out how you and your team can change the way you optimise processes and build automations.

Frequently Asked Questions - Automation & Process Optimisation

Simply put, an automation of a process refers to the use of technology to perform tasks with minimal human intervention. This includes using software to execute repetitive, time-consuming tasks, ensuring they are done consistently and accurately.

One automation is classified as a single sequence of steps designed to optimise a specific process. This means each distinct automated process or workflow is considered one automation.


  • Marketing: Automated onboarding emails
  • Sales: Automatic allocation of sales reps based on lead location
  • Customer Service: Automatically tagging support tickets by priority
  • Finance: Automatically generating invoices
  • Human Resources: Automated candidate communication emails

No worries! We can hold a 1 hour 1:1 workshop with you and your team to generate a roadmap of ideas of which processes to automate and optimise.

Great question! The annual cost of a full-time automation/ops resource is upwards of $10,000 AUD/USD per month, plus benefits. On top of that, you may not have enough work to keep them busy at all times, so you would be stuck paying them for time you aren’t able to utilise. We are a fraction of the cost and you only pay when you have processes you want to automate and optimise.

Not at all! Once you make payment, you can begin requesting the automations as quickly or slowly as you want. We are happy to work with you to ensure we optimise the most impactful processes for you.

Typically, the whole process, from request submission to building the draft, reviews, testing, and going live, takes about one week for each automation.

Absolutely! You can head over to the following pages to see some examples of processes we can automate and optimise for you.

You can select the exact automation and get us building straight away by clicking the button under the specific automation on the page.

If you can’t find a request you’re looking for, you can always request a custom automation.

CogniOps offers a ton of flexibility in how you request your automations. Whilst we need you to go through our ticketing portal, how you brief us is completely up to you!

We have some clients who provide Word documents, others who provide Loom videos with screen recordings and others who provide us with a link to a digital whiteboard. The choice is yours!

If you’re not happy with the result, let us know! We’ll continue to revise and rebuild the automation until you are 100% satisfied.

Yes! CogniOps does not do data migration, any form of design or copywriting, branding, data cleansing or prospecting on behalf of our customers.

Perfect! You can purchase our Starter Plan and we will automate and optimise your selected process.

We would love for you to share your feedback with us so we can better understand your expectations and requirements. If you aren’t happy and we haven’t started your first request, we can offer a refund. However, due to the highly personalised nature of this work, we cannot offer a refund once we begin work on your first request.

We typically build one automation at a time to ensure quality and accuracy. For plans with 5 or 10 automations, this usually takes about one week per automation. We can adjust our pace to match your preferences.

If you need more than 10 automations built, please contact hello@cogniops.com and we can discuss options for a custom package.

We have experience working with most major CRMs and support platforms. We are a Platinum partner with HubSpot and have partnerships with Aircall and Monday.com. We also have extensive experience working with Zapier, Make, Salesforce, Marketo, Zoho, Active Campaign, Mailchimp, Klaviyo, Zendesk, Intercom, Pipedrive and many, many more!

Our onboarding process is very simple. Once you make payment and choose a service package, we will send you a series of emails detailing everything you need to know about the end-to-end process and how to get started with your first request.

During onboarding we will ask you to securely provide us with access to the platforms required so we can get started (I.e., HubSpot and Zapier / Salesforce and Zendesk).

If you do not have the systems already set up for us to build the automation/s, then we will recommend the systems to best acheive your goal.

For each of your requests, we will communicate with you via email / the request portal, and will at times have calls with customers regarding more complex automation builds.

If your question is unrelated to a request and you’re an existing customer email us at customer@cogniops.com, and if you’re new to CogniOps then email us at hello@cogniops.com

CogniOps is Headquartered in Sydney, Australia, however, we have clients all around the world, and can communicate with you in your local timezone.

Absolutely! For customers only, we have an exclusive Knowledge Base (https://customer.cogniops.com/en/help-centre/) where you can find everything you need to know regarding your plan.

This includes how to submit requests, contact details and many more items.

We have a small and highly specialised team who have each worked in the CRM / automation / workflows space for over 10 years. They have experience working with Startups to large Enterprise clients.

At the bottom of each Request Page, you can select ‘click here to request’ a custom automation.  Alternatively, you can email us at customer@cogniops.com OR submit a ticket via the Customer Request Portal with your custom automation request.

Safeguarding your sensitive data is our priority. We adhere to strict confidentiality protocols to protect your information. Our team undergoes rigorous training on handling sensitive data securely. You can trust us to maintain the highest standards of confidentiality while utilising your login and confidential information to streamline your automation processes.

Automation savings calculator

Discover how much time and money you can save by automating one manual process

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Platforms we are highly experienced with

Platforms we are highly experienced with