Universal Automation

With examples from CATURA - an interior design & build company.

Trapped Value - The Stitching Tax

CURRENT REALITY

Your business runs on value flows. Customer insights. Team creativity. Data intelligence. But today, that value sits trapped—frozen between siloed systems that weren't built to talk.

TRAPPED VALUE

How is value trapped inside siloed islands?

In today's fragmented technology landscape, critical business intelligence gets stuck in departmental silos:

• Sales data stays in CRM systems while design teams work without client context

• Design insights remain trapped in specialized tools, inaccessible to production teams

• Customer feedback sits isolated in support tickets, disconnected from product development

For CATURA DESIGN, this meant:

• Project managers spending 15+ hours weekly manually transferring information between sales, design, and construction systems

• 42% of client preferences lost during handoffs between departments

• 3-5 day delays during critical project transitions

• Design revisions that could have been avoided with better information flow

The traditional solution? Integration. Building bridges between systems that require constant maintenance, break with every update, and still only transfer a fraction of the context.

Introducing Luklak Universal Automation

LUKLAK UNIVERSAL AUTOMATION

What if there were no gaps to bridge in the first place? What if value could simply break free and flow frictionlessly across your entire organization, connecting people, data, workflows, and messages?

THE PROCESSING BRAIN

Universal Automation: The Processing Brain

Universal Automation works as your organization's processing center - an intelligent system that:

• Listens for events across your entire business

• Thinks through conditions and decision paths

• Acts to move information, trigger processes, and connect teams

Unlike traditional automations that operate within specific tools, Universal Automation works at the system level, creating frictionless flow between:

• People: Ensuring everyone has the right information at the right time

• Workflows: Moving work seamlessly between stages without manual handoffs

• Data: Transforming information from one context to another without loss

• Messages: Facilitating communication in the right context, with complete history

For CATURA, Universal Automation creates a single, unified operational environment where interior design and construction projects flow naturally from conception to completion, taking care of customers from lead to loyalty, with every team member working from one single source of truth.

Frictionless value flow [examples]

FRICTIONLESS VALUE FLOW

A walkthrough of Universal Automation in action at CATURA DESIGN, showing how value flows seamlessly across the entire customer journey and across all the departments, from Marketing, Sales, Design, Build, Project & Accounting.

DETAILS

From Marketing to Project Completion: The Full Lifecycle

Universal Automation creates frictionless value flow across the entire CATURA DESIGN operation, ins and outs.

Marketing to Sales

• Lead from website form instantly becomes Customer Object

• Automatic lead scoring and assignment to right sales consultant

• Complete context preservation including ad source and similar projects

Sales to Design

• Client insights captured during consultations flow directly to design team

• Status changes trigger automatic next steps

• No manual re-entry, no context loss

Finance to Project

• Contract automation with deposit triggers

• Automatic project structure generation

• Tailored tasks for each department with complete context

Design to Client

• Seamless review and feedback directly on design objects

• Client communication with full design context

• Revision tracking and version control

Site to Design

• Mobile QR code scanning for field updates

• Real-time site limitation notifications to design team

• Automatic timeline adjustments for revisions

Project to Customer Success

• Structured after-sale processes

• Automated follow-up scheduling

• Issue tracking with threshold alerts

The key automation patterns demonstrated in this flow include:

• Status-change triggers with conditional logic

• Object creation with smart value data transfer

• Multi-path logic based on project types

• Branching logic

• QR-code mobile integration for field updates

• Threshold monitoring for quality improvement

• Incoming and Outgoing webhooks

The logic behind Automation

THE LOGIC

So how does this frictionless flow actually work? The intelligence operates on a principle you already understand: Trigger, Condition, Action. Simple building blocks, infinite ways to combine.

BASIC

The Trigger-Condition-Action Framework

Let's break down the specific automation setups from the demo, showing exactly how to configure each one:

Marketing to Sales: Lead Capture Automation

Trigger: Incoming Webhook from website form submission
Condition: Multi-Path based on lead scoring
  • Path 1: IF budget > $50k AND timeline < 3 months → High Priority
  • Path 2: IF budget > $50k OR timeline < 3 months → Medium Priority
  • Path 3: ELSE → Standard Priority
Actions: 
  • Create Customer Object with form data
  • Route to sales consultant using weighted round-robin assignment
  • Set priority field based on path
  • Attach source information (original ad campaign identifier)
  • Send notification to assigned consultant

Sales to Design: Contract Activation Flow

Trigger: Customer status changes to "Paid Deposit"
Condition: Multi-path based on project type field
  • IF project_type = "Residential"
  • IF project_type = "Commercial"
  • IF project_type = "Government"
Actions:
  • Create Master Project with data from Customer Object:
    - Title: ${trigger.fields.customer_name} + " " + ${trigger.fields.project_type} + " Project"
    - Budget: ${trigger.fields.budget}
    - Timeline: ${trigger.fields.expected_completion}
    - Location: ${trigger.fields.site_address}
  • Create specialized Design Tasks:
    - Overall Concept (assigned to Lead Designer)
    - Floor Plan
    - 3D Visualization
    - Technical 2D Drawings
  • Create Site Check task with:
    - Location data
    - Access instructions
    - Inspection checklist automatically attached
  • Connect all created objects to original Customer
  • Notify relevant team members

How to Build These Automations

Each automation rule requires these specific components:

1. Triggers

Select from:

• Status Change Trigger: Listen for workflow transitions

• Object Creation Trigger: Respond to new records

• Field Update Trigger: Detect when data changes

• Schedule Trigger: Run at specified times/dates

• Webhook Trigger: Receive external data

2. Conditions

Configure with:

• Field Conditions: Compare values using equals, greater than, contains, etc.

• IF/ELSE: Create true/false logic

• Multi-Path: Create decision trees with multiple outcomes

• Branching: Find Objects related to the Trigger Objects and take actions on them

3. Actions

Choose from:

• Object Actions: Create, update, link records

• Messaging Actions: Send messages to teams, individuals; Send emails

• Workflow Actions: Change status, assign tasks

• External Actions: Send data to other systems using Webhooks

ADVANCED

Advanced Branching Logic

Example: Site Update to Design: Field Reality Check

Trigger: Site Limitation Object created via mobile app
Condition: Branching logic to find connected Design Objects
  - Find parent Project Object
  - Find all Design Objects linked to Project
  - Filter for Design Objects with status "In Progress"
Actions:
  • Flag affected Design Objects with site limitation tag
  • Update Project timeline (add buffer days based on limitation severity)
  • Create notification with site photos attached
  • Add site limitation to design review checklist

Smart Values & Smart Data Processing (in both Branching & Action)

Data is not only copied, transferred, but also transformed dynamically across the entire Org. Data flows frictionlessly without boundaries.

The real magic happens with Smart Values - dynamic references to data:

• Basic Format: ${object.field}

• Object References: trigger (current record), parent, connected

• Field Types: text, number, date, user, select, etc.

• Functions: math operations, text formatting, date calculations

For example, to pull the client name from a trigger object:

${trigger.fields.client_name}

To calculate a deadline based on start date:

${trigger.fields.start_date.plusDays(30)}

To create a dynamic title combining multiple fields:

${trigger.fields.project_type} for ${trigger.fields.client_name} - ${trigger.fields.location}

These building blocks combine to create intelligent workflows that eliminate manual steps, preserve context, and ensure consistent execution across your entire business.

The Universal secret

THE UNIVERSAL SECRET

What makes everything flow so seamlessly? The magic lies in the Universal Object architecture.

ONE SYSTEM, ONE LANGUAGE, ZERO FRICTION

One system, One language, Zero Friction

The Traditional Reality

Traditional businesses run on disconnected systems, each speaking its own language:

• Marketing data in CRM platforms

• Design files in creative tools

• Project timelines in project management software

• Client communications across email, messaging apps, and phone calls

Traditional system creates silos, then struggle to connect them: Information gets lost in translation as it moves between these systems, requiring constant manual intervention. Data must be extracted, transformed, and loaded—with each step introducing delays, errors, and context loss.

The Universal Approach

Universal Automation takes a fundamentally different approach:

• One universal object model - a common foundation for all business entities

• One common language - consistent terminology and logic across the system

• Native understanding - all parts of the system naturally "get" one another

This isn't just better integration—it's eliminating the need for integration altogether. Your entire organization speaks one shared language, where everything naturally connects to everything else.

The LEGO Principle

Think of traditional business systems as specialized toys—a toy car can only be a car, a toy house can only be a house. When your needs change, you must buy new toys.

The Universal Object Model works like LEGO—the same pieces can be rapidly reconfigured to meet any business need without replacing the foundation. Every piece connects to every other piece through a standardized interface.

Object speaks, Automation listens, Action applies on Objects.

The Universal Logic Flow

The power of this architecture emerges in the consistent pattern that drives everything:

1. Something happens on Objects - An event occurs on any object in the system:

   • A Customer Object status changes to "Paid Deposit"

   • A Design Object receives a new comment

   • A Site Object records a new limitation

   • A field value updates on any object

2. Automation listens - The system constantly monitors for these events:

   • Status changes trigger workflow progressions

   • Field updates activate data validation rules

   • New objects initiate process chains

   • Comments notify relevant stakeholders

3. Automation thinks through Conditions - The system evaluates conditions based on object data:

   • "Is this a Residential project?"

   • "Does the budget exceed $50,000?"

   • "Are there related Design Objects affected by this change?"

   • "How many revisions have been requested on this design?"

4. Automation applies Actions on other Objects - Based on those conditions, the system takes action:

   • Creates new related objects

   • Updates field values across connected records

   • Notifies appropriate team members

   • Triggers external systems

From silos, to flow

THE END OF SILOED OPS

Traditional systems create silos, then struggle to connect them with brittle integrations and manual processes. LUKLAK eliminates silos altogether and automates value flow end-to-end.

ENTER ONE FLUID SYSTEM

The Value Flow Revolution

Most businesses accept system fragmentation as inevitable. They invest heavily in integration platforms, custom connectors, and human middleware to bridge the gaps between specialized tools.

This approach creates:

• Integration Debt: Every connection requires ongoing maintenance

• Translation Loss: Context disappears during handoffs

• Scaling Limits: Complexity grows exponentially with new systems

• Innovation Barriers: Changes require reconfiguring multiple integrations

Universal Automation takes a fundamentally different approach by eliminating the need for integration altogether. Instead of connecting separate systems, it provides a unified foundation where:

• Information flows naturally without manual intervention

• Context preserves automatically as work moves between teams

• Complexity stays hidden beneath an intuitive interface

• Scale happens horizontally without increasing overhead

For CATURA DESIGN, this transformation delivers:

• 67% faster project initiation from lead to kickoff

• 42% reduction in design revisions due to better information flow

• 58% improvement in on-time, on-budget delivery

• 3.2x higher client satisfaction measured by NPS

Most importantly, it allows CATURA to scale operations without proportionally scaling overhead costs. The system grows more valuable as it handles more projects, creating a compounding advantage that traditional approaches can't match.

This is what business operations were always meant to be: frictionless value flow that creates better outcomes for teams and clients alike.