What we automate
We look at how your business runs, find the repetitive tasks and rule-based work, and automate them with automation systems, AI, or both. Here's where we usually start.
The repetitive tasks that fill the day
The inbox, the spreadsheets, the documents and the reports that someone always has to deal with.
Works with: Gmail, Google Workspace, Microsoft 365, Excel, SharePoint, Slack, Teams
- Data entry between systems. Information typed in once and passed automatically to every system that needs it.
- Inbox sorting. Emails read, filed, labelled and passed to the right person, with urgent ones flagged straight away.
- Draft replies. AI drafts answers to common questions in your tone, ready to check and send.
- Document handling. Forms, PDFs and attachments read, renamed consistently and saved in the right place.
- Reports and dashboards. Figures pulled from your systems into one place and sent out on schedule.
- Reminders and follow-ups. The emails and nudges you'd otherwise have to remember to send.
Jobs, requests and the rules that run them
Requests become jobs or tickets automatically, follow your rules, and keep everyone informed.
Works with: simPRO, ServiceM8, Zoho Desk, HaloPSA, ConnectWise, Zendesk, Freshdesk, monday.com
- Email or form to job. Requests are read, categorised and created as jobs or tickets with the details filled in.
- Routing rules. Work goes to the right person or team based on type, location, urgency or skill.
- Customer updates. SMS or email when work is booked, under way or finished.
- Deadline alerts. A heads-up before a job, task or ticket runs overdue.
- Compliance tracking. Licences, insurances and certifications tracked and chased before they expire.
Leads, customers and follow-ups
Every enquiry captured, followed up and tracked, and a CRM you can rely on.
Works with: Zoho CRM, HubSpot, Salesforce, Pipedrive, GoHighLevel, Dynamics 365
- Lead capture. Website forms, social leads and enquiry emails added to your CRM with an owner assigned.
- Lead summaries. AI summarises each enquiry so you know what they need at a glance.
- Quote follow-ups. Personalised follow-ups when a quote hasn't been accepted.
- Proposal drafts. First drafts of proposals and quotes from your notes, in your template.
- Pipeline summaries. A weekly snapshot of new leads, stalled deals and follow-ups due.
Invoices, bills and timesheets
The finance admin that has to be done right, prepared and checked automatically.
Works with: Xero, MYOB, QuickBooks Online, Zoho Books, Employment Hero, Deputy, Stripe
- Invoicing. Invoices created when work is complete, plus recurring billing and statements.
- Payment reminders. Overdue reminders sent on schedule, written in your tone.
- Supplier bills. Bills read from email and entered into your accounting system, matched and checked.
- Payment matching. Payments matched to invoices, including part payments.
- Timesheets and payroll preparation. Timesheets collected and checked, and draft pay runs prepared.
Outgrown spreadsheets and email?
Many businesses run on spreadsheets, shared inboxes and paper long after they've outgrown them. We'll help you choose the right system, move your information across, and get your team using it with confidence.
Moving from: spreadsheets, email, paper forms, older or outgrown software
- Choosing the right system. We look at how you work and recommend options that fit your business and budget.
- Moving your data. Customers, jobs, products and history cleaned up and transferred, with nothing lost along the way.
- Set-up and configuration. The new system set up around your processes, not the other way around.
- Training. Hands-on training so your team knows how to use it from day one.
- Automation from the start. Once you're on the new system, we connect it and automate the repetitive parts.
Keep the software you already have.
These are the systems we connect to most often. If yours can connect to other software, we can almost certainly work with it. If it can't, we'll tell you upfront and talk through the options.
Email, files and teamwork
Jobs, tickets and service
CRM and sales
Finance and payroll
Not sure where to start? That's what we're here for.
A free 30-minute call. Tell us what fills your week, and we'll show you what can be automated, what it would take, and what it could save.