Run your automation consulting practice with tools built for the way you work
Build the software that fits your consulting workflow. Create discovery and ROI tools, project delivery dashboards, client portals, integration catalogs, lead capture forms and internal resource views — simply by describing what you need.
Start with the basics
Build the tools your automation practice actually needs
Automation consultants juggle discovery workshops, process mapping, impact estimates, multi-vendor integrations and project delivery across several clients. Much of this lives in scattered spreadsheets, slide decks and generic ticketing tools that don’t reflect your exact approach.
Use YeshBe to build custom apps and tools around your own methodology. Create discovery intake forms and a process inventory with complexity and benefit scoring. Add ROI calculators, proposal and change request trackers, test and deployment checklists, runbooks and a client-facing portal that shares status and deliverables. Document connectors and integration notes in a reusable internal library, and spin up simple dashboards for capacity, pipeline and post‑go‑live support — all aligned to how your team actually works.
- Client project portalsCreate branded client-facing pages to share status, deliverables, timelines and change requests.
- Discovery to ROIBuild intake forms, process inventories, scoring and ROI estimates to prioritize opportunities.
- Delivery and handoverTrack build, testing, deployment checklists, runbooks and post-go-live logs.
- Reusable integrations libraryDocument connectors, API details, auth notes, limits and reusable components.
Learn and apply
Guides for Automation Consultants
Practical guides that help automation consultants and agencies run the business better.
- 8 min readRun your automation consulting practiceA practical guide for automation consultants to position services, capture leads, scope and price work, deliver projects, and turn workflows into custom tools with AI.Read the guide
- 9 min readRun your automation consulting practiceStructure your automation consulting business, from website and lead capture to scoping, ROI, delivery, and client portals—then turn it into a working app with AI.Read the guide
- 11 min readRun your automation consulting practiceLearn how to package services, standardize delivery, prove ROI, and turn your approach into a website, client portal, and internal tools using AI and Vibe Coding.Read the guide
Build it yourself
What automation consultants and agencies build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Automation discovery & ROI estimator
Capture opportunities consistently and rank them by impact with simple, explainable calculations.
PromptBuild an automation discovery and ROI estimator for my consulting practice. Include: a submission form (process name, department, process owner, systems involved, average monthly volume, average handling time in minutes, exception rate %, compliance notes, pain points, estimated build effort in days, estimated license cost per month). After submit, create a process record with calculated fields: potential hours saved per month (volume * AHT / 60 * (1 - exception rate)), estimated annual savings (hours saved * hourly rate input on a settings page), and simple ROI (annual savings / estimated build cost). Provide a pipeline view with stages: New, Qualified, Assessed, Approved. Add editable process detail pages and a dashboard summarizing pipeline counts and total potential savings.
Client portal for automation projects
Give clients a clear view of progress and a place to collaborate on UAT, changes and go-live.
PromptCreate a client portal template for automation projects. For each project, include: an overview with current status, milestones and dates; a deliverables page with links and notes; a UAT feedback form; a change request form; an issue log with priority and owner; a runbook page; and a go-live schedule. Build an internal admin view for my team to update milestones and post announcements. Each project should provide a shareable client link that only shows the client-facing pages.
Integration catalog & connector registry
Centralize knowledge about systems, APIs and reusable components to speed up delivery.
PromptBuild an internal integration catalog. Allow adding connectors with fields: vendor, product, environment, API base URL, auth method (API key, OAuth2), scopes, common endpoints, sample payloads, rate limits, known issues, reusability notes, last verified date and tags. Include search, vendor/tag filters, and a request-new-integration form that creates a record in a Requests list for triage.
Automation pipeline & delivery tracker
Track opportunities from discovery to hypercare, with simple resource views for your team.
PromptCreate an automation pipeline and delivery tracker. Set up a board with stages: Discovery, Analysis, Build, Test, Deploy, Hypercare. For each item capture client, process name, owner, target dates, dependencies, risks, approval status and notes. Add a resource view that lists consultants and shows their assigned items and upcoming workload by week. Include a weekly status page that highlights items due soon or at risk.
Questions and answers
Common questions about Automation Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step until it matches your workflow.
Can I build a client portal for my automation projects?
Yes. You can create client-facing pages to share status, deliverables, UAT feedback and change requests, while keeping internal views for your team.
Can I centralize my pipeline and ROI in one place?
Yes. Build discovery forms, scoring rules and simple dashboards so your pipeline, estimates and priorities live together.
What if my process differs for each client?
Make templates for your standard workflow and clone or adjust fields and pages per client. Keep a shared library of components you reuse.
Build the app your automation consultants and agencies business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free