Customer follow-ups
Automate emails, reminders and updates so you can respond faster and keep customers informed.
Learn more about customer follow-ups
A new enquiry creates a record and a confirmation, with follow-up assigned to the right person.
Good systems.
Less manual work.
We automate everyday processes across your business, using the tools you already have, so work flows smoothly and your team can get more done.
EmailReceived
SheetsUpdated
SlackNotified
CalendarScheduledWork recordEnquiry captured
What we automate
Common areas where automation can save time and reduce manual work.
Reporting & spreadsheets
Pull data from your tools, keep spreadsheets up to date and create reports automatically.
Learn more about reporting & spreadsheets
Bring agreed data into a current report and flag missing information for review.
Documents & admin
Generate documents, file them in the right place and handle routine admin without the manual work.
Learn more about documents & admin
Use captured information to prepare a document, route it for review and file the approved version.
Connected systems
Bring your tools together so information flows between them without copy and paste.
Learn more about connected systems
Pass agreed information between existing tools and flag exceptions rather than silently dropping them.
Illustrative possibilities. What we can automate depends on your tools and the access available.
Example workflow
From enquiry to follow-up.
A simple example of how automation can streamline your process.
1. Enquiry received
New enquiry comes in via your website form.
2. Create & notify
A record is created in your CRM and your team is notified.
3. Send follow-up
An automated email is sent to the customer with next steps.
4. Keep it updated
A log is added to your spreadsheet so you have a clear record.
Checks and human review are agreed for each workflow.
Tailored to your tools.
We work with the software you already use, from CRMs and email tools to spreadsheets and industry-specific platforms.
Built around your business.
Every business is different. We design a solution that fits your processes, not the other way around.
Explore custom internal softwareStart with one process.
A conversation is the best way to find a practical first step for your business.
Book a discovery callRequest a conversation. We’ll arrange a time after reviewing your enquiry.