What we automate
We work across your entire business, not just one department or tool. Here's how automation transforms each area.
These are examples, not an exhaustive list. If you're doing it manually and it follows a pattern, it can probably be automated.
Admin & Back Office
Document generation
Staff manually create proposals, contracts, and reports by copying data into Word templates.
Documents generate automatically from form submissions or CRM records, with consistent formatting and zero copy-paste errors.
Email processing
Someone checks a shared inbox, reads each email, and manually routes or logs information.
Emails are automatically parsed, categorised, and routed, with relevant data extracted to your systems.
Calendar coordination
Back-and-forth emails to schedule meetings, with manual follow-up reminders.
Self-service booking with automatic confirmations, reminders, and calendar syncing across tools.
Operations
Order processing
Orders come in via email or forms, get manually entered into systems, and trigger disconnected steps.
Orders flow automatically from intake to fulfilment, with status updates and notifications at each stage.
Inventory alerts
Someone checks stock levels manually and sends alerts when things run low.
Automatic threshold monitoring with alerts, reorder triggers, and supplier notifications.
Quality and approval chains
Approval requests sent via email, tracked in spreadsheets, with manual follow-ups for stragglers.
Structured approval workflows with automatic routing, reminders, and audit trails.
Customer Service
Ticket routing
All enquiries land in one inbox; someone reads and manually assigns to the right person.
Tickets automatically categorised and routed based on content, priority, and team capacity.
Status updates
Customers chase for updates; staff spend time answering "where is my order?" queries.
Proactive status notifications at key milestones, reducing inbound support volume.
Feedback collection
Post-service surveys sent manually (if remembered), responses scattered across tools.
Automated feedback requests with responses aggregated and analysed centrally.
Finance
Invoice generation
Invoices created manually in accounting software, with data re-keyed from other systems.
Invoices generated automatically from completed work, CRM deals, or time tracking.
Payment reconciliation
Manual matching of bank transactions to invoices, with discrepancies hunted down one by one.
Automated matching with exception flagging. Only review what needs human judgement.
Expense processing
Receipts emailed, logged in spreadsheets, manually categorised each month.
Receipt capture, automatic categorisation, and approval routing with audit-ready records.
Sales Handoffs
Lead qualification
All leads go to the same pile; sales reps manually research and decide who to prioritise.
Leads scored and routed automatically based on criteria, with context pulled from multiple sources.
Proposal generation
Proposals assembled from previous documents, with manual customisation for each prospect.
Templated proposals populated from CRM data, ready for final review and send.
Onboarding handoff
Sales closes a deal, then emails delivery team to kick off. Information gets lost in translation.
Closed deals trigger automated onboarding workflows with all context passed through cleanly.
Reporting & Data
Cross-system consolidation
Data lives in multiple tools; someone exports, combines, and cleans it every time.
Data flows automatically into a central source, clean and ready for analysis.
Scheduled reports
Weekly reports built manually by exporting data, creating charts, and sending via email.
Reports generated and delivered automatically on schedule, with data always current.
Alert monitoring
Problems discovered after the fact, when someone notices something has gone wrong.
Threshold-based alerts notify the right people instantly when metrics move outside bounds.
Tool-agnostic. We work with whatever tools make sense for your business, whether that's your existing software or new solutions. We don't push specific vendors.
Not sure where to start?
A Systems Audit will map your current workflows and identify the highest-impact automation opportunities for your business.
Book a Systems Audit