What we automate
Every business has a version of the same problem: good people spending good hours on work a workflow could do instead. Here's where we usually start.
Repetitive task automation
If you're doing the same three clicks every day, that's a trigger waiting to happen. We automate the tasks that are high-frequency and low-judgement — data entry, file renaming and sorting, report generation, recurring reminders — so they run in the background instead of on your to-do list.
- Pulling data from emails or forms into the system you actually use
- Generating and sending recurring reports on a schedule
- Renaming, filing and backing up documents automatically
Business process streamlining
Most inefficiency isn't one bad task — it's a good process with too many manual handoffs. We redraw the process end-to-end so approvals, notifications and follow-ups fire on their own, and nothing sits waiting for someone to remember it.
- Approval chains that notify the next person automatically
- Onboarding checklists that trigger themselves, step by step
- Status updates that go out without someone writing them each time
System integration
Your CRM, your inbox, your invoicing tool and your spreadsheets probably don't talk to each other — so you do, manually, copying the same information between them. We connect the tools you already use so information moves on its own.
- CRM kept in sync with your inbox and calendar
- Invoicing and accounting tools reconciled automatically
- Spreadsheets replaced as the thing holding your business together
Customer management
An enquiry that sits for a day is a lead that's cooling off. We build workflows that log every enquiry the moment it arrives, route it to the right person, and keep customer records current without anyone updating them by hand.
- New enquiries logged and assigned automatically
- Follow-up sequences that fire on a schedule you set
- Customer records that update themselves from every touchpoint
Bespoke automation
Some workflows are specific enough to your business that nothing off-the-shelf fits. That's most of what we build. Tell us what's manual today and we'll tell you honestly whether it's worth automating — and if it is, we design it around how you actually work, not the other way round.
Not sure where to start?
Send us a rough description of your week. We'll point out the parts worth automating first.
Get in touch