What we automate
The repetitive work, not the work that needs judgement.
The problem
Your team probably does some of this every week.
None of it is complicated. That is exactly the problem — it takes hours, it has to be done, and it gets done by a person who could be doing something better.
- Copying information from one system into another
- Updating customer records in the CRM
- Reading emails and entering the details somewhere else
- Processing invoices and receipts
- Updating spreadsheets by hand
- Preparing the same documents over and over
- Following up with leads and customers
- Building the same report every week
- Sorting and filing incoming documents
- Checking one system so they can update another
Most owners have never sat down and added it up. That is where we start.
Examples
Examples of what we can automate.
Work almost every business does by hand, and what it looks like once an automation handles it.
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.
Your existing software
Keep the tools you already use.
We are not asking you to replace your systems or retrain your team. We build the automation around the software your business already depends on.
CRM and customer records
HubSpot, Salesforce, Pipedrive, Follow Up Boss, and industry-specific systems
Email and messaging
Outlook, Gmail, and text messaging
Spreadsheets
Excel and Google Sheets
Accounting and invoicing
QuickBooks, Xero, and billing software
Documents and forms
Word, Google Docs, PDFs, DocuSign, and document storage
Calendars and scheduling
Outlook, Google Calendar, and booking software
You don't need to change how your company operates. We automate the repetitive steps around the way your team already works.
Whether a particular system can be connected depends on what it allows. We check that before we promise anything.
You stay in control
Automation should handle the repetitive work, not run your business.
Some steps are safe to run on their own, like filing a document or preparing a draft. Others should never happen without a person, like sending a contract or issuing a refund. You decide which is which, and we set those limits before anything goes live.
The automation prepares the work
It gathers the information and gets the task ready to go.
An employee reviews it
Your team sees exactly what was prepared, before anything happens.
An employee approves it
Nothing sensitive moves forward until a person says so.
The system carries it out
The approved action is applied in your software.
Not sure which of these applies to you?
That is normal, and it is exactly what the free analysis is for. Tell us how a normal week runs and we will point out the repetitive work ourselves.
- 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