Live Demo

Watch a workflow run

This is what happens the moment a new customer fills in your enquiry form — automatically, in seconds, without you lifting a finger.

Trigger: 📋 New enquiry form submitted
👤
Contact added
to CRM
✉️
Welcome email
sent
📅
Follow-up task
created
📄
Quote draft
prepared
📊
Logged to
spreadsheet
Ready to run ⚡ Completed in 3 seconds — saved ~40 minutes

What We Automate

Common workflows we set up

Every business has different repetitive tasks. Here are the most common ones we automate for small businesses.

Client Onboarding

Every time you get a new client, there's a checklist of things to do — create a record, send a welcome, schedule a call, set up folders. We automate the whole thing so nothing gets missed and it happens instantly.

45 min
saved per new client on manual admin tasks
0 errors
no missed steps, no forgotten emails, every time
Automated flow
📋
Form submittedNew client fills in your contact form
👤
CRM record createdContact added with all their details
✉️
Welcome email sentBranded confirmation with next steps
📅
Intro call scheduledCalendar invite sent automatically
📁
Client folder createdOneDrive/Google Drive folder set up instantly

Invoice Reminders

Chasing unpaid invoices is awkward and time-consuming. We set up automatic reminders that go out at the right time — politely but persistently — without you having to think about it.

3 hrs
saved per week on manual payment chasing
Faster
average payment time with consistent automated reminders
Automated flow
📄
Invoice issuedSent to client from your system
🕐
7-day checkSystem checks if payment received
📧
Friendly reminder sentPolite email with invoice link
🔔
14-day escalationSecond reminder with firmer tone
📊
Overdue log updatedSpreadsheet flags for manual follow-up

Daily Reports

Instead of manually pulling data at the end of each day, we automate your reporting — so a clean summary lands in your inbox every evening with whatever numbers matter most to you.

30 min
saved daily on pulling and formatting reports
Every day
consistent reporting without relying on memory
Automated flow
🕔
Scheduled trigger (5pm)Automation runs every weekday
📥
Data pulledFrom your CRM, spreadsheet, or booking system
🧮
Report compiledSales, enquiries, tasks — formatted cleanly
📧
Email to youDaily summary hits your inbox at 5:05pm
📁
Archived to DriveReport saved automatically for reference

Scheduling & Bookings

When a customer books an appointment or a job gets assigned, a chain of things needs to happen — confirmations, calendar updates, staff notifications. All automated.

Zero
double-bookings with automated calendar management
Instant
confirmation to customers — no manual reply needed
Automated flow
📆
Booking receivedCustomer books online or via form
✅
Calendar updatedSlot blocked in your Google/Outlook calendar
📧
Confirmation sentCustomer gets instant email with details
🔔
Staff notifiedRelevant team member gets an alert
📲
Reminder 24hrs beforeAutomatic reminder to reduce no-shows

Email Triage

Inbox overload is real. We set up smart routing rules so common emails are automatically sorted, tagged, and responded to — so you only deal with the things that actually need your attention.

2 hrs
saved daily for businesses receiving high email volumes
Faster
response times without manual sorting or replying
Automated flow
📨
Email arrivesNew message hits your inbox
🏷️
Classified by typeEnquiry, invoice, support, spam — auto-tagged
📂
Routed to folderSorted without you touching it
🤖
Auto-reply if FAQCommon questions answered instantly
🔔
Priority alertOnly urgent emails flag for your attention

The Difference

Manual vs automated — same task

Here's exactly what onboarding a new client looks like before and after automation. Same outcome. Very different effort.

⏱ Before — Manual
👀 Check email for new enquiry5 min
🖊️ Manually add to spreadsheet/CRM8 min
✉️ Write and send welcome email10 min
📅 Open calendar, create follow-up task5 min
📁 Create client folder in Drive5 min
📄 Start drafting a quote12 min
Total time per client ~45 min
⚡ After — Automated
📋 Client submits enquiry form0 min
🤖 CRM record created automatically0 min
🤖 Welcome email sent automatically0 min
🤖 Follow-up task created automatically0 min
🤖 Drive folder created automatically0 min
🔔 You get a notification to review2 min
Total time per client ~2 min

Your Numbers

How much time are you losing?

Adjust the sliders to see what automation is actually worth to your business.

364
hours saved
per year
€12,740
value of time
reclaimed
9 weeks
of your year
back

Assumes 70% of tasks can be automated. Estimates only — actual results vary.

How We Do It

Tools we use — ones you likely already have

We don't ask you to buy expensive new software. We connect and automate the tools your business already runs on.

⚡
Power Automate
Microsoft's automation platform — perfect if you're already on Microsoft 365
🔗
Zapier
Connects thousands of apps — great for businesses using a mix of different tools
🔧
Make (Integromat)
Advanced visual automation builder for complex, multi-step workflows
📜
Google Apps Script
Custom automation built directly into your Google Workspace — Sheets, Gmail, Drive