Examples
Examples of what we can automate.
Accounting & bookkeeping
Invoice processing
Invoices arrive by email and end up typed into your accounting software by hand.
What happens today
An employee opens the email, downloads the invoice, reads the vendor, date, amount, and line items, types them into the accounting software, updates a spreadsheet, and files the document somewhere it can be found later.
What we automate
An automation can watch the inbox for incoming invoices, pull out the information it needs, organize it, prepare the entry in your accounting system, file the original document, and send anything unusual to an employee to look at.
Your team stays in control
Your bookkeeper reviews what was prepared and approves it. Payments are never sent by the automation.
What it means for you
The typing goes away. Your bookkeeper checks the exceptions instead of keying in every invoice, and invoices stop sitting in an inbox waiting for someone to have a free afternoon.
Sales & customer records
CRM updates
Your CRM is only as current as the last person who remembered to update it.
What happens today
After a call or an email, someone is supposed to open the CRM and update the customer's details, add a note, and move the deal to the right stage. It happens late, or in a rush on Friday, or not at all.
What we automate
An automation can take the information from the email, form, or call notes, prepare the update, and apply it to the right record following the rules you approve — including flagging duplicates before they pile up.
Your team stays in control
You decide which updates apply automatically and which are prepared as a draft for a person to confirm.
What it means for you
Your team stops doing data entry after every conversation, and the information in your CRM reflects what actually happened rather than what someone remembered days later.
Reporting
Recurring reports
Every Monday, someone rebuilds the same report from the same four places.
What happens today
A person opens several systems, copies the numbers into a spreadsheet, fixes the formatting, checks it looks right, and emails it to management. It takes most of a morning and the numbers are already a few days old.
What we automate
An automation can collect the same information from those systems on a schedule, put the report together in the format you already use, and deliver it for review.
Your team stays in control
A person reads the report before it goes to anyone who matters, and you decide what goes in it.
What it means for you
The report shows up on its own, in the same shape every time, and the person who used to build it gets that time back for work that needs judgement.
Customer communication
Customer follow-ups
Following up depends on someone remembering, and busy weeks are when it slips.
What happens today
An employee goes through a list to work out which customers, quotes, or leads need chasing, writes more or less the same message each time, sends it, and updates the status somewhere.
What we automate
An automation can work out who is due for follow-up, prepare the message using the wording you approved, send it or hand it to a person to send, and update the record afterwards.
Your team stays in control
You approve the wording and the rules up front, and you can require that a person reads every message before it goes out.
What it means for you
Follow-up stops being the thing that gets dropped when the week gets busy, and your team spends its attention on the customers who actually replied.
Office administration
Document preparation
The same quote, contract, or packet gets rebuilt from the last one every time.
What happens today
Someone opens the previous client's document, saves a copy, and replaces the names, dates, figures, and scope by hand. Occasionally one gets missed and reaches the customer.
What we automate
An automation can build the document from your approved template using the details already held in your systems, attach whatever that document type requires, and hand a finished draft to a person.
Your team stays in control
A person reads the draft and sends it. Nothing goes to a customer without someone looking at it first.
What it means for you
Your team reviews documents instead of assembling them, and the details come from your records rather than from last week's copy.
These are examples of the kind of work we automate, not case studies. What we build for you depends on how your business actually runs, which is what the free workflow analysis is for.
By business type
Every business has its own repetitive work.
A dental practice has a recall list nobody has worked through. An auto shop has estimates waiting on a callback. Find your type of business and see the work we would look at first.
Which of these is happening in your business?
Probably some version of more than one. Spend 45 minutes with us describing how a normal week runs, and we will tell you which parts could realistically be automated and which are better left to a person.
- A written list of the repetitive work in your business
- An honest answer on what could realistically be automated
- And what should be left alone, and why
- Yours to keep, whether or not we work together