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Repeatable work, handled.

We automate the workflows your team runs every day, week and month, inside the tools you already use. Browse by workflow area or by industry.

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By workflow area

Five areas. One approach.

Pick an area to see the workflows we take on, and what changes for your team.

Workflow area

Stop rebuilding the same numbers every month.

Live dashboards and management packs that update themselves, instead of being rebuilt every month.

  1. 01
    Management packs compiled from your accounting system and spreadsheets
    Rebuilt by hand each month→Compiled for your review
  2. 02
    Live dashboards that refresh without manual updates
    Copy-pasting figures→Dashboards that update themselves
  3. 03
    Weekly sales and operations reports sent on schedule
    Someone remembers to send it→Sent on schedule
  4. 04
    Variance commentary drafted for your review
    Written from scratch→Drafted for you to check
  5. 05
    Cash flow and receivables snapshots updated daily
    Pulled together when asked→Ready each morning
  6. 06
    Board and investor report packs assembled from the same numbers
    Rebuilt for each meeting→Assembled for review
  7. 07
    KPI alerts when a number moves outside the usual range
    Spotted too late→Flagged as it happens
Often used in
Professional servicesTrading & distributionLogistics & transportRetail & e-commerceFood & beverage
Workflow area

Keep every lead moving, even when your team is busy.

Leads captured, follow-ups sent and quotes drafted, so nothing slips between meetings.

  1. 01
    New enquiries captured and logged in your CRM
    Retyped from emails→Logged as they arrive
  2. 02
    Follow-up emails drafted and scheduled
    Sent when someone has time→Drafted and scheduled
  3. 03
    Quotes prepared from your price lists and templates
    Built line by line→Drafted for approval
  4. 04
    Pipeline updated without manual data entry
    Updated before meetings→Always current
  5. 05
    Customer replies drafted from your past answers and product details
    Typed from scratch→Drafted for your team to send
  6. 06
    Meeting notes turned into follow-up tasks and CRM updates
    Written up after the call→Logged and assigned
  7. 07
    Renewal and repeat-order reminders sent on time
    Remembered by someone→Sent on schedule
Often used in
Trading & distributionTechnology & IT servicesBuilding & interior supplyRetail & e-commerce
Workflow area

Fewer hours on matching, checking and chasing.

Invoicing, reconciliations and month-end checks handled consistently, with your team reviewing rather than retyping.

  1. 01
    Invoices generated and sent from approved records
    Typed up one by one→Sent from approved records
  2. 02
    Bank and account reconciliations prepared for review
    Matched line by line→Prepared for review
  3. 03
    Month-end checklists tracked step by step
    Tracked in a spreadsheet→Tracked for you
  4. 04
    Expense claims checked against policy and routed for approval
    Checked by hand→Checked and routed
  5. 05
    Supplier bills captured and matched to purchase orders
    Keyed in by hand→Captured and matched for review
  6. 06
    Payment reminders sent to customers on overdue invoices
    Chased by phone→Reminders sent politely, on time
  7. 07
    Month-end journals and accruals prepared from your schedules
    Built in spreadsheets→Prepared for approval
Often used in
Professional servicesTrading & distributionConstruction & engineeringLogistics & transportFood & beverage
Workflow area

Less retyping. Fewer things slipping through.

Data entry, document handling and approvals routed automatically, without the manual chasing.

  1. 01
    Data extracted from forms, emails and documents
    Retyped into systems→Extracted for you
  2. 02
    Documents filed, named and organised consistently
    Saved wherever→Filed and named the same way
  3. 03
    Approvals routed to the right person, with reminders
    Chased by email→Routed with reminders
  4. 04
    Bookings and schedule confirmations handled automatically
    Confirmed by hand→Confirmed for you
  5. 05
    Inbox sorted and routed to the right person
    Forwarded by hand→Routed as emails arrive
  6. 06
    Staff onboarding checklists and forms sent automatically
    Chased one by one→Sent and tracked
  7. 07
    Leave and claims requests logged and routed for approval
    Collected in chats→Logged and routed
Often used in
Professional servicesTechnology & IT servicesConstruction & engineeringBuilding & interior supplyLogistics & transportRetail & e-commerceFood & beverage
Workflow area

Everyone current, without the status meetings.

Task updates, status reports and handovers that keep everyone current without extra meetings.

  1. 01
    Task updates pulled into one tracker
    Chased in meetings→Pulled into one place
  2. 02
    Weekly status reports drafted from live project data
    Written every Friday→Drafted from live data
  3. 03
    Handover notes prepared when work changes hands
    Compiled at the last minute→Prepared as you go
  4. 04
    Deadline and milestone reminders sent automatically
    Kept in someone's head→Sent automatically
  5. 05
    Timesheets collected and checked against projects
    Chased every week→Collected and checked
  6. 06
    Client progress updates drafted from your tracker
    Written by the project lead→Drafted for review
  7. 07
    Resource and workload view across all projects
    Pieced together in meetings→Always up to date
Often used in
Technology & IT servicesConstruction & engineeringBuilding & interior supply
By industry

See it in your business.

Examples of where we usually start. Every workflow is scoped to your business.

Industry

Professional services, less admin.

Accounting, consulting and advisory firms run on deadlines and documents. We take the admin around the work off your team.

  1. 01
    Client onboarding
    Chasing documents by email→Requests and reminders sent for you
  2. 02
    Timesheets to invoices
    Compiling hours by hand→Invoices drafted from approved time
  3. 03
    Monthly client reporting
    Rebuilding the same pack→Reports compiled for review
  4. 04
    Deadline tracking
    Spreadsheet reminders→Deadlines tracked, reminders sent

Examples only. Every workflow is scoped to your business.

Workflow areas
AdminFinanceDashboards & reporting
Industry

Trading & distribution, less admin.

Quotes, orders and stock move fast. We link the steps so nothing waits on someone to retype it.

  1. 01
    Quotes from your price lists
    Building quotes line by line→Quotes drafted for approval
  2. 02
    Order to invoice
    Re-entering orders→Invoices created from confirmed orders
  3. 03
    Stock and sales reports
    Weekly spreadsheet rebuilds→Dashboards that update themselves
  4. 04
    Supplier follow-ups
    Chasing by phone and email→Follow-ups sent on schedule

Examples only. Every workflow is scoped to your business.

Workflow areas
SalesFinanceDashboards & reporting
Industry

Technology & IT services, less admin.

From enquiry to handover, project work creates a lot of repeat documents. We automate the stages around your engineers.

  1. 01
    Enquiry to proposal
    Proposals written from scratch→Proposals drafted from your templates
  2. 02
    Project stage updates
    Status chased in meetings→Updates pulled into one tracker
  3. 03
    Service requests
    Requests logged by hand→Requests logged and routed
  4. 04
    Handover documents
    Compiled at the last minute→Handover notes prepared as you go

Examples only. Every workflow is scoped to your business.

Workflow areas
ProjectsSalesAdmin
Industry

Construction & engineering, less admin.

Site work runs on paperwork: quotes, claims and reports. We help it move without the late-night admin.

  1. 01
    Quotations
    Pricing re-entered for every job→Quotes prepared from your rates
  2. 02
    Progress claims
    Claims compiled from scattered files→Claims drafted for review
  3. 03
    Site reports
    Photos and notes sorted by hand→Reports compiled and filed
  4. 04
    Subcontractor documents
    Chasing paperwork→Requests and reminders sent for you

Examples only. Every workflow is scoped to your business.

Workflow areas
ProjectsFinanceAdmin
Industry

Building & interior supply, less admin.

Spec sheets, quotations and project document packs take hours to put together. We help your team assemble them faster, ready for checking.

  1. 01
    Product specification sheets
    Copying details into each sheet→Spec sheets compiled from your product data
  2. 02
    Quotations
    Prices looked up line by line→Quotes drafted for approval
  3. 03
    Order tracking
    Updates given by phone→Status updates sent automatically
  4. 04
    Project document packs
    Assembled by hand→Packs compiled for review

Examples only. Every workflow is scoped to your business.

Workflow areas
SalesAdminProjects
Industry

Logistics & transport, less admin.

Every delivery creates updates, documents and invoices. We link them so your team isn’t retyping the same job three times.

  1. 01
    Job orders
    Re-entered from emails→Jobs logged from incoming requests
  2. 02
    Delivery updates
    Customers calling for status→Updates sent as jobs move
  3. 03
    Proof of delivery
    Paperwork filed by hand→Documents filed and named
  4. 04
    Billing
    Invoices compiled at month-end→Invoices prepared from completed jobs

Examples only. Every workflow is scoped to your business.

Workflow areas
AdminFinanceDashboards & reporting
Industry

Retail & e-commerce, less admin.

Orders, questions and stock updates arrive all day. We help your team keep up without adding admin.

  1. 01
    Order processing
    Orders copied between systems→Orders flow into your records
  2. 02
    Customer replies
    Same questions answered by hand→Replies drafted for your team to send
  3. 03
    Stock alerts
    Checking stock manually→Low-stock alerts sent
  4. 04
    Sales dashboards
    Weekly spreadsheet rebuild→Dashboards that update themselves

Examples only. Every workflow is scoped to your business.

Workflow areas
SalesDashboards & reportingAdmin
Industry

Food & beverage, less admin.

Running outlets means daily orders, reports and rosters. We take the repeat parts off your managers’ plates.

  1. 01
    Supplier orders
    Orders sent by message→Orders prepared from stock counts
  2. 02
    Daily sales reports
    Compiled every night→Reports ready each morning
  3. 03
    Staff rosters and leave
    Changes tracked in chats→Roster changes logged and shared
  4. 04
    Supplier bill matching
    Bills checked by hand→Bills matched for review

Examples only. Every workflow is scoped to your business.

Workflow areas
AdminDashboards & reportingFinance
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Don’t see your workflow?

If your team does it repeatedly, it can likely be automated. Tell us what takes up your team’s time.

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