Custom workflow automation
Sales and marketing aren’t the only places time disappears. We automate quotes, invoices, onboarding, reports and internal alerts too, and hand over documented workflows that you own.
What we build
Automation for the jobs nobody enjoys.
We connect the tools you rely on, including ones that don’t usually talk to each other.
Quotes, invoices, onboarding packs, approvals and documents, created and sent automatically.
Scheduled reports with a short plain-English summary, sent to your inbox or team chat.
Secure hosting, alerts if anything goes wrong, and documentation your team can follow.
Real-world examples
A few typical scenarios. Every build is tailored to your process, tools and customers.
The situationA client accepts your proposal.
What the automation doesThe invoice goes out, a welcome pack is sent, a kick-off call is booked and your team gets its tasks.
The resultA professional start with no admin.
The situationSomeone spends Monday morning pulling numbers from different systems.
What the automation doesThe data is collected overnight and a short summary of the key figures is waiting in everyone’s inbox.
The resultDecisions based on this week’s numbers, without the spreadsheet work.
The situationStock levels and supplier updates are checked by hand.
What the automation doesLevels are checked automatically, and the right person is told (or a reorder is drafted) when something runs low.
The resultFewer surprises and less firefighting.
Integrations
We build around the systems you already have and only suggest changes when there’s a good reason.
FAQ
If a task is repetitive, follows rules and happens on a computer, it can usually be automated, either completely or in part.
You do. They run on accounts in your name and come with full documentation.
We build things to be easy to adjust, and our support plans cover changes as your business grows.
Related services
Fast websites built to turn visitors into enquiries.
Every enquiry, from every channel, in one place.
Replies in seconds that qualify leads and book calls.
Book a free 45-minute call and come away with a clear plan for your top three wins.