Workflow and business process automation, built around you.
Bespoke automation for the processes that don't fit a box: the hand-offs between teams, the copy-and-paste between systems, the reminders someone sets themselves every week. We map how the work flows, then make the repeatable steps happen on their own.
No big upheaval. We plug into the system you already use.
Sound familiar?
- The same information gets typed into three systems
- Jobs stall between one team and the next
- The process lives in one person's head
- Admin is done at 10pm because there's no time in the day
What we automate
Hand-offs
When one team finishes, the next is told, with everything they need.
Data entry
Information entered once and passed to every system that needs it.
Approvals
Requests routed to the right person and chased until approved.
Notifications
The right people told at the right moment, by text or email.
Documents
Forms, contracts and paperwork created and filed automatically.
How it works
A 15-minute call
You tell us where things get missed. We tell you straight if we can fix it.
We map the process
How the work flows today, across which systems and which people.
We build and connect it
Around the systems you already run. Your team is shown how it works.
We look after it
Monitoring, support and small changes every month.
Works with the systems you already run
Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.
Who it's for
- Operations Directors
- Operations Managers
- Managing Directors
- Finance Directors
The systems we set up
Cash tied up in stock that won't move, and out of the stuff that does.
Stock & Ordering Automation
Stock and ordering that takes the guesswork and the typing out.
How it worksYour numbers are in five places and none of them agree.
Business Dashboards
Your key numbers on one screen, updated every day.
How it worksQuotes go out. Then nothing happens.
Quote Chaser
Every quote chased until you get a yes or no.
How it worksBuilt on real jobs
Built for a UK installer
Quote to deposit to contract to install, with nobody chasing
Quote to paid deposit to signed contract to install, without the office chasing anything by hand.
Read the case studyBuilt for a UK pub operator
One click to the print list for 1,300 sites
Replaced their campaign spreadsheets with one promotions system. The print list for every site now comes out in one click, updated daily from their main business system.
Read the case studyStraight answers
What's the difference between workflow automation and business process automation?
In practice, very little. Business process automation is the bigger picture (a whole process end to end); workflow automation is the individual steps inside it. We do both.
Which processes should we automate first?
The ones that are repetitive, rule-based, happen often and cost money when they slip. Quote follow-up and credit control usually top the list.
Related solutions
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See what we automateWorth a read.
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What is sales automation? (And what it isn’t)
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Business automation vs hiring an administrator: which do you need?
If the work is repetitive and rule-based (chasing quotes, sending reminders, copying data between systems), automation does it more reliably and never goes on holiday. If it needs…
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How to automate invoice chasing (without upsetting good customers)
Set a reminder schedule that starts before the due date, write short messages in your own tone, send them by email and text automatically from your accounts data,…
Read the guideEvery call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.