Business operations automation
We also automate the work of moving information between systems, including invoicing, reporting, approvals, onboarding and scheduling.
Schedule a 20-minute callThe administrative work that repeats every week
Invoices go out in a batch at month end. Someone builds the weekly report from several logins and nobody updates it. Approvals travel by email and get chased in person. Different people type the same customer details into the CRM, the invoicing tool and the contract. None of it takes long, but together it fills hours every week.
Once the automations are in, the invoice goes out the day the job closes and the weekly report arrives without anyone opening a dashboard. Judgment calls go to a person. At day thirty we count the hours saved against the baseline.
What we automate
Invoicing and payment reminders
The Automation
We link the CRM and the invoicing tool. When a deal closes or a job finishes, the invoice goes out on the agreed terms. Reminders follow before and after the due date until the payment arrives.
The Result
Month end starts without a backlog.
Reporting and dashboards
The Automation
We connect the CRM, the invoicing tool and the ad platforms to one dashboard. Each week it sends the team and finance a summary of revenue invoiced and collected, jobs completed, enquiries and ad spend, and files a copy at month end.
The Result
Nobody logs in to build the numbers.
Data entry
The Automation
We connect the web forms to the CRM and to invoicing. A detail typed once, on a web form or in an email, reaches every system that needs it in the format each one expects.
The Result
Nobody types the same customer twice.
Internal approvals
The Automation
We route sign-offs through a workflow tool. Discounts above a threshold, content before it goes live, supplier invoices and leave requests reach the right approver with the details attached. It chases anything unanswered after a set number of days.
The Result
Approvals stop travelling by email.
Employee onboarding
The Automation
We build the sequence that starts when a hire or contractor goes into the people system. It requests accounts, orders equipment, sets the first-week calendar, sends policy documents for signature and gives the manager a dated checklist.
The Result
The manager's checklist arrives already dated.
Scheduling and reminders
The Automation
We connect a scheduler to the team's calendars and the people system. It books site visits, supplier meetings, interviews and internal reviews, then sends confirmations and reminders. The booker can move the slot, and the outcome goes on the record.
The Result
The scheduler books site visits without a round of emails.
Document generation
The Automation
We set up a document tool that builds proposals, contracts, statements of work, job sheets and monthly client reports from the CRM record and the approved templates. Each one goes for signature or to the right folder.
The Result
Every document goes out with the signed-off wording and the current figures.
Integrations between systems
The Automation
We connect the team's tools (CRM, email and SMS platform, invoicing, forms, scheduler, spreadsheet) through a workflow tool. When an invoice clears, the deal shows as paid, and a price change in the master sheet reaches the website and each listing.
The Result
The master sheet is the only place anyone edits a price.
AI agents and internal workflows
The Automation
We build AI assistants and internal workflows for the repetitive tasks that remain. One drafts replies to routine enquiries from the approved answer bank, and another answers staff questions about policy from the company's own documents.
The Result
The team reviews drafts and exceptions and can change any workflow itself.
Deliverables
- A map of the manual work: who does it, how often and how long it takes
- The baseline measures, agreed before the build, including the team's own estimate of manual hours per week
- The automations, each with written documentation
- A monitoring view that alerts the team when an automation fails
- A handover, after which the client's team owns every workflow
- A day-thirty comparison against the baseline, including any measure that did not move
Where it applies
- Payment reminders go out when someone remembers
- New starters wait for accounts and equipment
- Proposals start as a copy of the last one and keep its figures
- Nobody can say which approvals are waiting
- Finding a time for a site visit takes a chain of emails
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Book a consultation
On a first call we list the admin work someone still does by hand each week and say whether this is the place to start.
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