What is business automation? Business automation connects a company's systems (forms, CRM, WhatsApp, calendar, invoicing, ad platforms) so repetitive actions happen on their own, without manual copying. AI automation adds language models that understand text: classifying an inquiry, answering a question, summarizing a call or drafting a quote. At SFB we scope, build and maintain automations and AI agents for businesses, with a focus on lead and sales processes and on measurement that feeds results back into the campaigns.
AI Business Automationwired to revenue
Business automation measured in money, not just hours saved: leads answered within a minute, a WhatsApp bot that qualifies and books meetings, AI agents that handle the repetitive work, and systems that tell Google and Meta who actually closed a deal.
automation
ai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routing
ai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routingautomationai agentswhatsappcrmmaken8nlead routingUpdated:
Brands that trust us
About Us
Most businesses don't need another tool. They need their tools to talk to each other.
A lead comes in from Facebook, someone copies it to a spreadsheet, someone else calls three hours later, and nobody knows which campaign brought the deal that closed at the end of the month. We build that pipeline end to end, from the ad click to the money in the bank, and add AI only where it genuinely saves time or makes money.
+
Getting leads and missing them?
We build an automatic reply within a minute, routing to the right salesperson and follow-up reminders, so no inquiry falls through the cracks.
+
Team buried in repetitive tasks?
We map where the time goes and hand the work that needs no human judgment to automation and AI agents.
Trusted by leading brands
Platforms
Google AdsGoogle AnalyticsGoogle Tag ManagerShopifyFacebookTikTokYouTubeLinkedInWordPress
Complementary services
Strategy and growth services that strengthen this activity and grow the result from the same budget.
A lead that waits an hour for a reply is already talking to a competitor.
Most of the money businesses lose isn't spent on the ad. It's lost in the gap between the moment a lead leaves details and the moment someone gets back to them. Automation closes that gap fastest.
Where money leaks
Where businesses lose money without noticing
Slow lead response
An inquiry answered hours later goes cold. An automatic first reply on WhatsApp or SMS within a minute keeps it warm until sales calls back.
Manual copying between systems
Form to spreadsheet, spreadsheet to CRM, CRM to invoice. Every copy costs time, and every copy is another place to make a mistake.
Measurement that stops at the lead
Google and Meta know who left details, not who closed. Without feeding that back, the algorithm brings more cheap leads instead of more customers.
A team stuck on operations
Reminders, summaries, reports and answering the same questions again and again. Time that should go to selling and service.
Automations and AI agents we build for businesses
01
Lead routing and a reply within a minute
Leads from Facebook and Google lead forms, the website and landing pages go straight into the CRM, get an instant WhatsApp or SMS message, and are routed to the right salesperson with a follow-up reminder.
02
WhatsApp bot and AI website chatbot
A bot that answers common questions, asks the qualifying questions, books a meeting in the calendar and hands over to a human at the right moment. With approved message templates and customer consent.
03
AI agents for business
An AI agent that classifies inquiries, summarizes calls and meetings, drafts replies and quotes, and prepares reports. For sensitive tasks the agent drafts and a person approves.
04
Marketing automation
Behavior-based message sequences: nurturing a lead that didn't close, abandoned carts, review requests after purchase and win-back of dormant customers. Each sequence stops the moment the customer replies.
05
Closing the measurement loop
When a deal closes in the CRM, it goes back to Google Ads and Meta as an offline conversion. That way the campaigns learn to find people who buy, not just people who fill in a form.
06
Automatic reports and alerts
A daily or weekly performance summary to WhatsApp and email, and an alert when something is off: a campaign that stopped bringing leads, a cost spike or a form that stopped sending.
The difference
Automation that works vs automation that earns
One-off automation
- One link between two systems
- Measured in time saved
- Nobody knows when it breaks
- Built on whoever set it up's account
- Disconnected from campaigns and ad budget
How we build
- A full process from the ad to the money in the bank
- Measured in leads saved and deals closed
- An automatic alert when something stops working
- All accounts and permissions owned by the business
- Connected to Google and Meta measurement
The process
How it works end to end
- 01
Diagnosis and process mapping
A call and a map of the path a lead, customer or order takes today. We mark where time goes, where leads drop and where there's manual copying.
- 02
Scoping and ROI-based priorities
You get a written scope: what we build, with which tools, what it costs and the expected benefit. We start with what pays back fastest, not what looks most impressive.
- 03
Build and implementation
We connect the systems, build the bots and agents, submit WhatsApp templates for approval and run everything on real data before going live.
- 04
Testing and training
We test every scenario, including what happens when something fails. We train the team and leave simple documentation of what runs where.
- 05
Monitoring and improvement
Automations are monitored, with an alert when a process stops. Periodically we review what worked and what else is worth connecting.
What's included
What every project includes
A written scope of the processes before we start building
Connecting your existing systems, with no requirement to replace your CRM
Accounts, keys and permissions in the business's name and ownership
Automatic alerts when a process fails or stops running
Approved WhatsApp templates and a consent and opt-out mechanism
Minimal collection of personal data, in line with privacy law
Documentation and team training
Connecting results to Google Ads and Meta measurement, where relevant
The tools we work with
We pick the tool to fit the business, not the other way around. Tools we work with include Make, n8n and Zapier for connecting systems, WhatsApp Business Cloud API for bots and messaging, language models from OpenAI, Anthropic and Google for AI agents, CRMs such as Fireberry, monday, HubSpot and Pipedrive, Shopify and WooCommerce stores, Israeli invoicing systems, and the Google Ads and Meta conversion APIs.
When no off-the-shelf tool fits, we write a dedicated integration on top of the API. That's also how we built the systems we run ourselves: lead management, a WhatsApp inbox, a website chatbot, a performance dashboard for clients and AI agents that analyze campaigns every day.
We don't sell automation. We sell leads that don't get lost.
11 years of media management, budgets of over 30 million shekels a year, and hundreds of millions of shekels in sales that went through campaigns we managed. That taught us the campaign is only half the job. The other half is what happens to the lead after the click.
Who it's for
Who it's for
01
Businesses that get leads from campaigns
Service providers, clinics, firms and companies where every lead is worth money and speed of response decides whether it closes.
02
Ecommerce stores
Abandoned carts, order tracking, review requests, WhatsApp customer service and connecting the store, inventory and bookkeeping.
03
B2B companies
Long sales cycles with several contacts. Automation that logs, reminds and feeds the deals actually signed back into the campaigns.
FAQ
Questions about the service, answered here
It depends on scope: a single link between two systems is a small project, while a full lead setup with a WhatsApp bot, CRM and a closed measurement loop is a bigger one. After the diagnosis call you get a fixed build quote, and separately an optional monthly fee for monitoring and maintenance. The tools themselves (for example Make or WhatsApp messages) have their own costs, and we list them upfront.
Automation performs the same action every time a condition is met: a lead comes in, a message goes out. An AI agent can understand text and decide what to do with it: classify an inquiry, answer a free-form question or summarize a call. Most projects combine both: automation for the backbone, AI only where understanding is needed.
Usually not. We start from the systems already working for you and connect them. We'll recommend replacing a system only if it truly blocks an important process, and explain why.
Yes, when working through Meta's official WhatsApp Business Platform. Proactive messages are sent only with Meta-approved templates, to people who gave consent, with an opt-out. We don't use unofficial tools that risk getting the number blocked.
That's why we build monitoring and alerts for every critical process. If a form stops sending or a connection drops, you get an alert instead of discovering it after a week without leads. Under a maintenance plan we handle it ourselves.
We collect and pass only the data the process needs, work with accounts and permissions in the business's name, and choose AI providers whose business terms commit not to train models on data sent through the API. Processes are built in line with privacy law requirements.
Lead routing with an automatic reply can go live within a few days. A WhatsApp bot also depends on Meta's template approval time, and a full setup with AI agents and a closed measurement loop is built in stages over several weeks. We give an exact timeline on the diagnosis call.
No. You can have us build automations without campaign management. But our advantage is biggest when the two are connected, because then we see the whole path from the ad to the deal.
Solutions
Ready to take your brand to the next level?
Leave your details and we will get back to you shortly.
No salespeople - directly with Shay