AI workflow automation for Singapore SMEs.
For Singapore SMEs, Nerb connects your website forms, inbox, WhatsApp, calendar and accounting software, so enquiries, quotes, invoices and reminders move on their own, with checks where it matters. We build, run and change each workflow for you.
Sample: a custom workflow for a sample business, not a client
What is AI workflow automation?
It connects the apps your business already uses, so work moves between them on its own. A trigger such as a form or email starts a set of steps, with an AI step where judgement is needed.
Sample: a custom quote-to-cash workflow for a sample business, not a client
- Trigger
A customer accepts a quote by email.
- Step
Find the customer and quote in your CRM.
- AI step
Read the reply: job, amount and preferred time.
- Checkpoint
Invoices over S$1,000 wait for a person.
- Action
Create the Xero invoice with PayNow details and email it.
The AI step is what plain automation can’t do. It reads messages and documents in any wording, so nobody retypes the details.
Which business workflows can you automate?
Most businesses start with one of these seven. The first three are included in your plan. The other four reach into apps such as Xero or Shopify, so they are custom work.
Enquiry to CRM
IncludedStarts when a live chat lead comes in from your website.
- AI live chat
- Nerb CRM
- Gmail
- 9:12 AMLive chat lead from the websiteJane Tan · 3 units · Tampines
- 9:12 AMAI live chat collects the detailsName, phone, units and area, before the chat ends
- 9:12 AMContact added to your CRMTagged Lead, with the chat attached
- 9:13 AMSaved email template sent to Jane“Thanks, we’ll call you today to confirm a time.”
- 9:13 AMTask created for JamieThe team is notified with a one-line summary
- 11:13 AMCheckpoint: still marked New after 2 hours?If so, the owner is notified to follow up
What it replaces: Copying enquiry details into a spreadsheet and chasing who is handling each one.
Quote follow-up
IncludedStarts when a deal moves to the Quote sent stage.
- Sales pipeline
- Nerb CRM
- Gmail
- Mon 4:10 PMDeal moved to Quote sentPriya Nair · servicing for 3 units
- Mon 4:10 PMWait for reply: 3 daysThe workflow stops here if Priya replies
- Thu 4:10 PMNo reply: follow-up email sentA saved email template, from your own mailbox
- Thu 4:10 PMTag added: Followed upSo the team can see it in the CRM
- Next MonCheckpoint: still no reply?A task for Jamie to call Priya
What it replaces: Remembering which quotes still need a nudge.
Quote to cash
CustomStarts when a customer accepts a quote by email or WhatsApp.
- Gmail
- Xero
- Google Calendar
- 2:20 PMQuote Q-1043 acceptedPriya replies “Saturday 10 AM please”
- 2:20 PMAI step: reads the replyConfirms the job, S$255 and the preferred time
- 2:21 PMCheckpoint: invoice under S$1,000Goes ahead. Larger invoices wait for approval
- 2:21 PMInvoice INV-2291 created in XeroWith your PayNow details, emailed to Priya
- 2:21 PMJob bookedSat 27 Sep, 10 AM, in the team calendar
- Sat 1:05 PMINV-2291 marked paid in XeroReceipt and thank-you sent
What it replaces: Retyping quotes into your accounting software and checking who has paid.
Supplier bills to Xero
CustomStarts when a supplier invoice arrives in accounts@.
- Outlook
- Xero
- Nerb AI Business Platform
- 10:04 AMPDF invoice from CoolParts SupplyINV-5521 attached to the email
- 10:04 AMAI step: reads the invoiceS$589.00 + 9% GST S$53.01 = S$642.01, due 30 Oct
- 10:04 AMCheckpoint: bank details matchCompared with the supplier record. A mismatch is held
- 10:05 AMDraft bill created in XeroPDF attached, GST code filled in
- 4:30 PMApproved by your accounts teamScheduled for payment in Xero, as usual
What it replaces: Keying bills in by hand. Payments still go through your normal approval.
Monday owner report
Custom- Nerb AI Business Platform
- Xero
- Google Sheets
- WhatsApp Business
- 8:00 AMCollects last week’s figuresEnquiries, quotes, jobs and invoices
- 8:01 AMAI step: writes the summaryFive plain lines, with anything unusual called out
- 8:01 AMSent to the owner“31 enquiries, 12 quotes worth S$4,860, 3 invoices overdue”
- 8:01 AMCheckpoint: overdue invoicesEach with a reminder you approve in one tap
What it replaces: Pulling figures from three apps into a spreadsheet every week.
Online orders to delivery
CustomStarts when an order is paid on Shopify or WooCommerce.
- Shopify
- WooCommerce
- Google Sheets
- Gmail
- 3:12 PMOrder #1187 paid2 items · delivery to Bedok
- 3:12 PMStock sheet updatedLow-stock alert when an item falls under 5
- 3:13 PMDelivery request createdSent to your courier with the address and contact
- 6:40 PMTracking link emailedFrom your shop’s own address
- Next dayAI step: answers “where is my order?”Replies with the tracking status. Anything else goes to a person
What it replaces: Copying orders into a delivery sheet and answering tracking emails one by one.
What’s included in the plan, and what is custom work?
Foundation includes up to 5 active workflows, built from the triggers and steps below. Anything that reaches into another app, such as a Xero invoice, is custom work, priced before you commit.
| Included in FoundationUp to 5 active workflows | Custom workS$150 an hour, or a fixed price per module (sample) | |
|---|---|---|
| TriggersWhat starts a workflow | Contact added, status changed, tag added, deal stage changes, email received, live chat lead, or a manual start | Events in other apps, such as a paid Shopify or WooCommerce order or a supplier bill arriving |
| StepsWhat a workflow does | Wait, wait for reply, if/else, set status, add or remove tags, update a field, create a task, notify the team, send a saved email template | Xero invoice creation, supplier bills into Xero, Shopify and WooCommerce order flows, courier bookings |
| Apps | Your Nerb CRM, sales pipeline, live chat and email | Xero, Shopify, WooCommerce, couriers and other apps by API |
| Who builds it | Nerb sets up your first workflows; your team can add more | Nerb maps, builds and monitors it |
| Price | Included in the plan | Quoted in writing before you commit |
| In the library above | Enquiry to CRM · Quote follow-up | Quote to cash · Supplier bills to Xero · Monday owner report · Online orders to delivery |
Payments, refunds and large invoices wait for a named person, in line with IMDA’s Model AI Governance Framework for Agentic AI (2026).
Which apps can a workflow connect?
The ones your team already uses. Included workflows run on your Nerb CRM, sales pipeline, live chat and email. Other apps with an API connect as custom work, checked in the free audit.
Email and calendar
- Gmail
- Google Calendar
- Outlook
- Microsoft Teams
Messaging
- WhatsApp Business
- AI Chatbot & Live Chat
- AI Email Assistant
Accounting
- Xero
- QuickBooks
- Stripe
- HitPay
- PayNow details on invoices
Selling
- Shopify
- WooCommerce
- Website forms
- Calendly
Records
- AI CRM & Sales Pipeline
- Google Sheets
- Excel
- HubSpot
How long does it take to set up a workflow?
Minutes, for a workflow on data that’s already connected: your Nerb CRM, sales pipeline, live chat and email. A new connection to another app, such as Xero, usually takes the same day to a few days once we have the logins.
- Already connectedMinutes
Your Nerb CRM, sales pipeline, live chat and email.
- A new appSame day to a few days
Such as Xero or Shopify, once we have the logins.
Should you build it yourself, hire an agency or use Nerb?
All three can work. The difference is who keeps it running after the first month.
| DIY automation toolsYou build it | Automation agencyA one-off project | NerbBuilt, run and changed | |
|---|---|---|---|
| Cost | A monthly platform fee, plus AI usage | A project fee per workflow | From S$1,600 / year for up to 5 active workflows on Foundation (launch price; regular S$2,400) |
| Who builds it | You design and test every workflow | The agency, once | Nerb sets it up and runs it |
| When an app changes | You fix it | Usually quoted separately after handover | Nerb monitors and fixes it as part of the plan |
| Connections to other apps | You build them | Part of the project | Custom work, S$150 an hour or a fixed price per module |
How much does AI workflow automation cost?
Up to 5 active workflows come with the Foundation plan: S$1,600 a year at launch price, regularly S$2,400. Custom work, such as Xero invoices, is S$150 an hour or a fixed price per module.
AI workflow automation: questions, answered
What Singapore business owners ask before automating a process.
Those are tools for building automations yourself. Nerb Workflows is built into the Nerb AI Business Platform, works on your CRM, pipeline, live chat and email, and Nerb sets it up, monitors it and changes it for you. For other apps, we build custom connections, with tools like these or custom code.
Only within the steps and limits you approve. Payments, refunds, large invoices and anything unusual wait for a named person. Every run is logged.
We hear about it first. A failed step holds the item rather than losing it, and Nerb is alerted straight away. Fixes, including when an app changes, are part of your plan.
Each workflow gets only the access its steps need, and you can remove it at any time. Your data is used only to run your workflows, and AI steps run under business terms that exclude it from model training.
The job your team retypes or chases most, usually new enquiries or quote follow-ups. Both are included in Foundation. The free audit maps one job and tells you if it is included or custom.
Tell us the job you retype every week. We’ll map it for free.
We’ll look at one process with you, list its steps and apps, and tell you if it fits the plan or is custom work.
- A written map of your workflow, free
- A clear yearly price before you commit
- Built and monitored by Nerb in Singapore
Thanks, we’ve got it.
A real person replies within one business day, Mon–Fri, to arrange a time.