Workflow automation
We automate repetitive work around enquiries, follow-up, documents and reporting — using the tools your team already understands.
Bring us one repetitive process. We’ll identify three practical improvements and recommend the best first step.
One enquiry, and everything it sets off
What we actually solve
None of this is glamorous, and all of it is expensive. These are the operational problems that come up in almost every business we sit down with.
Enquiries that are not answered, or not followed up
Re-entering the same information between WhatsApp, email and spreadsheets
Booking confirmations and reminders sent by hand, one at a time
Preparing quotes, proposals or routine documents from scratch every time
Chasing clients for the same information at the start of every job
Producing the same recurring report, manually, every month
Hunting for one fact across years of company documents
Five worked examples
Concrete rather than conceptual. Each of these is a single process, scoped and delivered on its own — not a company-wide programme.
Enquiries come in through the website form, WhatsApp, a phone call and someone's personal inbox. Nobody has one list, so one of them quietly goes unanswered for three days.
Every enquiry lands in one place with the source, the time and who it belongs to. Anything unanswered after your own agreed window gets flagged to a human, so nothing sits unnoticed.
Someone books, and then a person has to remember to confirm it, remember to remind them the day before, and remember to follow up when they do not arrive.
The confirmation goes out when the booking is made, the reminder goes out before the appointment, and a no-show creates a follow-up task instead of vanishing.
A client's details get typed into WhatsApp, then into an email, then into a spreadsheet — and the three copies start disagreeing with each other within a month.
The details get captured once and flow to wherever they are needed. One record, one truth, and no afternoon spent working out which version is right.
Every quote starts by opening last month's quote, changing the name, and hoping nothing was missed in the find-and-replace.
A draft is prepared from your own templates and the details already captured, ready in your usual format. A person reads it, adjusts it and sends it — the drafting is what gets automated, not the judgement.
The same figures get pulled from the same places, pasted into the same layout, every single month, by someone whose time is worth considerably more than that.
The report is assembled from the same sources on a schedule and delivered to whoever needs it. When the numbers look wrong, you find out on the first of the month rather than the fifteenth.
How we work
One process at a time, with a clear scope at each stage. You are never asked to commit to a programme before you have seen something working.
We map one recurring problem, identify the best opportunities and recommend a sensible first project. You get the findings whether or not you go ahead with us — three practical improvements and the one we would start with.
We design, build and test one useful automation around a real business process — with a clear scope and handover. One process, done properly, in the open, so you can judge the next one on evidence.
We monitor, maintain and improve your website and workflows as the business grows. Processes drift, tools change, and someone has to notice — that is us.
Automation does the fetching, the typing and the remembering. It does not decide what to say to your client. Anything that reaches a customer is prepared as a draft for a person to read, adjust and send — that is the default, and it stays the default unless you ask us to change it for something specific like an appointment reminder.
Where a step genuinely does run unattended, you get told exactly which step, exactly what it sends, and how to switch it off.
Handling your information
Automating a process means touching your customers’ details. Here is how we work — stated as what we do, not as a badge.
We build inside systems you own and control. Your customer information does not become ours, and it does not live somewhere you cannot reach.
We ask for the narrowest access that does the job, we tell you what it is for, and we give it back when the work is done.
If a workflow needs to send information to a third-party service, we tell you which service, what it receives and why, before we build it.
Every automation is written down: what it does, what triggers it and how to switch it off. You are never dependent on us to understand your own process.
If your sector has specific legal or regulatory requirements, tell us and we will build to them — but we will not tell you that a build makes you compliant. That is your advisor’s call, not ours.
If you want to know exactly where a piece of information goes, ask. We will show you rather than describe it.
What we connect
Those are the things we work with day to day, so we can speak about them with confidence. Anything beyond that list — a specific practice management system, an accounting package, an industry platform — we check during the review and tell you honestly whether we can connect it, before you are quoted. We would rather say “we need to test that first” than promise an integration we have not built.
Fair questions