OpsCopilot
Accepting new clients
Silver
United Kingdom, London
Resources
Solution Partner Company Size
- 5 - 15 employees
Project Budget
- $501 - $1,000
- $1,001 to $5,000
- $5,001 - $10,000
- $10,001 - $200,000
Minimum Spend
- Minimum spend of $500
Free Discovery Call
- Yes
Services
- Building an automation, workflow, business process or a Zap
- Building a public or private Zapier integration/API and/or custom coding
- Fixing multiple Zaps (10+ Zaps)
- Setting up and implementing Zapier
- Technical support/troubleshooting
Service Regions
- Europe
- North America (Canada & United States)
- United Kingdom (only)
Language
- English
- Spanish
Tools Most Commonly Worked With
- Airtable
- Asana
- Buffer
- Calendly
- ChatGPT
Industries Primarily Served
- Banking & Financial Services
- E-commerce
- Health & Fitness
- IT Services
- Legal
Employee Size Primarily Served
- 1-10
- 11-50
- 51-250
UK workflow automation for professional services. We automate client onboarding, compliance and reporting for law, accountancy, dental and IFA firms of 10–250 staff. Live in 14 days. Zapier Silver Partner and HubSpot Solutions Partner.
OpsCopilot is a UK-based Zapier Silver Partner and HubSpot Solutions Partner. We build workflow automation for professional services firms of 10 to 250 staff: law practices, accountancy firms, IFAs, dental groups and B2B service businesses.
Most of our work sits in the operational layer these firms are missing. Client and matter onboarding. Document collection and chase sequences. Compliance evidence trails. Deadline tracking. Automated partner and management reporting. Lead routing and response times. Billing and invoicing handoffs.
Typical builds connect HubSpot or Salesforce to Microsoft 365, Google Workspace, Xero, Sage, DocuSign, Notion, Slack, Airtable, Calendly and practice-management systems including Clio, Karbon and IRIS, so data stops being re-keyed between them.
UK regulatory workload is where much of our current work sits. MTD ITSA quarterly cycles. Companies House identity verification and ACSP filing. SRA compliance documentation. FCA Consumer Duty evidence trails. CQC records. These are high-volume, deadline-driven, chase-heavy processes that most firms still run from spreadsheets and shared inboxes.
We also build AI into workflows where it earns its place: document intake and intelligence, AI-drafted client communications, meeting notes routed straight into the CRM, and AI voice agents for inbound call handling and outbound scheduling.
How we work: a fixed-scope audit that maps your workflows and quantifies the hours lost, then a 14-day build sprint. Fixed price agreed up front, full documentation at handover, and a 90-day warranty on everything we build. Automation-as-a-Service available for ongoing optimisation and new builds.
Projects from $2,500. Free 20-minute discovery call. We serve clients across the UK, Europe and North America, in English and Spanish.
Media
Clients
Reviews
5
5 reviews
They connected our Shopify, Klaviyo, and CRM perfectly.
Nov 06, 2025
We were drowning in disconnected customer data before Ops Copilot stepped in. Their team created clean, reliable automations between Shopify, Klaviyo, and HubSpot. Campaign targeting improved dramatically, and the workflow just works — no ongoing fixes needed.
Automation that finally makes HR feel human again.
Nov 06, 2025
Ops Copilot helped us automate our onboarding, payroll, and internal communication flows using Notion, Slack, and Google Workspace. What impressed me most was how they combined automation with empathy — ensuring every process still felt personal and employee-centered.
Alex Grant
Nov 06, 2025
Before working with Ops Copilot, we were losing leads to slow follow-ups. They built a Zapier + AI automation that instantly qualifies and routes leads to the right sales rep. We closed 20% more deals within the first month — and now can’t imagine going back to manual workflows.
They turned disconnected marketing tools into a single intelligent workflow.
Nov 06, 2025
The Ops Copilot team helped us unify multiple marketing platforms — from HubSpot and Salesforce to email and social tools. The automation they built saves our regional marketing teams hours each week. Their professionalism, documentation, and post-launch support were exceptional.
Ops Copilot built a seamless automation ecosystem that scaled with our growth.
Nov 06, 2025
Working with Ops Copilot completely transformed how we manage our operations. They automated our logistics, CRM, and finance systems end-to-end — cutting manual updates by 60%. Their understanding of both Zapier and complex workflows made implementation effortless. We now run smoother and faster every day.