Automate the busywork. Keep the judgement.
Copying data between systems, chasing approvals, sending the same emails and building the same documents. We map those processes and automate them end-to-end, with people stepping in only where a decision is needed.
Why it matters
Most teams lose hours every week to work that follows rules: a form comes in, someone retypes it into the CRM, creates a folder, sends a welcome email, raises an invoice and sets a reminder. Each step is small, but together they add up to a part-time role, and every manual hand-off is a chance for something to be missed.
We start by mapping how work actually flows through your business, then automate the parts that are predictable. Where judgement is needed, we design a simple approval step instead of forcing a full automation. The result is a process that is faster, logged and consistent, and that your team can still understand and adjust.
Solutions we deliver
Lead-to-client onboarding
Web form to CRM, proposal, e-signature, invoice and welcome pack without anyone retyping a thing.
Document generation
Quotes, contracts, reports and letters generated from templates and your system data.
Approvals and notifications
Approval flows in Slack, Teams or email with reminders and a full audit trail.
Data sync between systems
Keep CRM, accounting, job management and spreadsheets consistent automatically.
Inbox and document processing
Extract data from emails, PDFs, invoices and forms using AI, then file it where it belongs.
Scheduled reporting & reminders
Timesheet reminders, overdue invoice chasers, renewal notices and weekly digests.
Our delivery process
Process mapping
We walk through the process with the people who do it and measure where the time goes.
Prioritise by payback
We rank automations by hours saved and risk reduced, and start with the quickest wins.
Build with monitoring
Each automation has error handling, alerts and logs, so failures never happen silently.
Hand over and support
Documentation, training and optional ongoing support as your tools and processes change.
Where clients use it
- Client and employee onboarding
- Invoice and receipt processing
- Quote-to-cash for service businesses
- Timesheet collection and payroll prep
- Compliance document expiry tracking
- Marketing lead routing
Tools we work with
We choose tools for your situation, not ours, and integrate with what you already use.
Common questions
Should we use Zapier or Make, or custom code?
It depends on volume, complexity and cost. No-code platforms are fast and easy to maintain for simple flows. As volume grows, or logic gets complex, custom code or self-hosted n8n is usually cheaper and more robust. We will show you the running costs of each option.
What happens when an automation fails?
Every automation we build logs its runs, retries temporary failures and alerts a named person when something needs attention. Nothing fails silently.
Can you automate a process that uses an old system?
Usually. If the system has an API we use it. If not, we can work with exports, email parsing or, as a last resort, browser automation.
How quickly will we see results?
Simple automations are typically live within one to two weeks. We prioritise the processes with the biggest time savings first.
Often combined with
Custom AI Workflows
Multi-step AI agents that read, decide and act across your tools with human checkpoints.
Learn moreAI Reporting Dashboards
Live dashboards that pull every data source together and answer questions in plain English.
Learn moreCustom Software & Web Apps
Portals, internal tools and SaaS products, designed and engineered for your workflow.
Learn moreLet's talk about business process automation
Book a free 30-minute consultation. We will look at your processes and show you where AI and automation can save the most time, with no obligation.