Workflow automation for small businesses
Follow-ups, reminders, approvals, reports and copy-and-paste between tools: we automate the repeat work so your team spends the day on customers, not admin.
- Automates
- Emails, reminders, approvals, reports and data entry
- Connects
- Your inbox, CRM, accounting, forms and spreadsheets
- Starts with
- One workflow that costs you the most hours
Typical automations
- Order processing
- Invoice reminders
- Lead follow-up
- Approvals
- Weekly reports
- Onboarding
- Status updates
Less admin, fewer mistakes, the same team
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Hours back every week
Work that someone does by hand every day runs on its own, at any hour, without being reminded.
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Nothing falls through
Every enquiry gets a reply and every overdue invoice gets a reminder, because a rule sends it, not a memory.
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Data typed once
Information entered in one place reaches every system that needs it, so the numbers agree everywhere.
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Growth without more admin
Twice the orders no longer means twice the paperwork. The process scales; the headcount does not have to.
Run by hand
The process lives in people’s heads and inboxes. It works until someone is busy, ill or on holiday.
- Copying orders from email into a spreadsheet
- Chasing late payments one by one
- Reports assembled by hand every Friday
Run by rules you control
Each step happens on its own, is logged, and alerts a person only when a decision is needed.
- Orders land in your system as they arrive
- Reminders go out on schedule, and stop when paid
- Reports build themselves and arrive in your inbox
From inbox to invoice without retyping
A small wholesaler receives orders by email and phone. Someone retypes each one into a spreadsheet, then again into the accounting tool, then emails the customer a confirmation. It takes a couple of hours a day, and a mistyped quantity turns into a credit note.
We automate the path: orders are read from the inbox or a simple order form, checked against the product list, created in the accounting system, and confirmed to the customer. Anything unusual, such as a new customer or an odd quantity, goes to a person for a one-click approval.
No-code tools such as Zapier or Make are a fine start, and we use them where they fit. When the logic outgrows them, with branching rules, retries, volume costs or data you would rather keep in-house, we build the automation as a small, documented service you own.
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Map the work
We walk through the process with the people who do it, and time each step.
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Pick the first win
We agree the one workflow where automation saves the most hours, and what “done” means.
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Build and test
We build against your real tools and data, and run it alongside the manual process until it matches.
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Hand over and watch
You get alerts, logs and documentation. We monitor the first weeks and improve from what we see.
Workflow Automation FAQ
Still deciding? Describe how the work happens today and we will tell you what we would build.
Describe your workflow
Which tasks are worth automating?
Tasks that repeat often, follow clear rules and move information between tools: order entry, invoice reminders, lead follow-up, approvals, onboarding emails and recurring reports. If a person does the same steps every day, it is usually a good candidate.
Why not just use Zapier or Make?
For simple, low-volume flows they are often the right answer, and we will say so. Custom automation pays off when you need complex rules, error handling and retries, higher volumes without per-task fees, or data kept in your own systems.
Do we need to replace our current software?
Usually not. We connect the tools you already use, such as your email, CRM, accounting package and spreadsheets, and automate the steps between them.
What happens when something goes wrong?
Every automation logs what it did. Failures are retried where that is safe, and anything that needs a decision is sent to a named person instead of failing silently.
How long does a first automation take?
A single, well-defined workflow is typically live within a few weeks, including a period running alongside the manual process. You get a fixed quote before we start.
Often part of the same project
Which task does your team repeat every day?
Describe it in a few sentences. We will reply with how we would automate it and what it would take.