Services
Six workflows we build again and again.
Each one starts from a pattern we have built many times, then gets fitted to your tools, your words and your edge cases.
Invoicing · live
5 steps
01
Job marked as done
Ran
02
Invoice drafted and checked
Ran
03
Sent with a payment link
Ran
04
Payment matched in Xero
Ran
05
Reminder if unpaid on day 3
Ran
Sales
Lead capture and follow-up
Every enquiry lands in your CRM, gets a personal reply within minutes and a reminder if nobody follows up.
Typeform · HubSpot · Gmail · Slack
How it works →
6 h
a week back, typical
Finance
Invoicing and payment chasing
Invoices go out the day a job closes, payments get matched to them, and late ones get a polite, escalating chase.
Stripe · Xero · Google Sheets · Gmail
How it works →
4 h
a week back, typical
Service
Support inbox triage
Customer questions are sorted, answered from your own help docs where possible, and only the hard ones reach a person.
Intercom · Zendesk · OpenAI · Slack
How it works →
9 h
a week back, typical
Operations
Reporting that builds itself
Your Monday numbers, pulled from every tool overnight, checked for gaps and waiting in Slack before you sit down.
Google Sheets · Airtable · HubSpot · Slack
How it works →
3 h
every Monday, typical
Operations
Client and staff onboarding
Contracts, accounts, folders, welcome emails and first tasks, all set off by one signed form.
Notion · Google Workspace · Slack · Microsoft 365
How it works →
5 h
per new client, typical
Knowledge
Internal AI assistants
A private assistant that answers from your handbook, past jobs and price lists, inside the tools your team already uses.
OpenAI · Anthropic · Slack · Notion
How it works →
7 h
a week back, typical
What runs after hours
Most of these run while your office is closed.
You see the result in the morning: a short summary in Slack, and a list of anything that needed a person.
Find your first ten hours a week.
Book a 20-minute call. We’ll ask how work moves through your team today and tell you honestly what’s worth automating.
20 min
first call, no slides
1 week
for a written, costed audit
$1,500
fixed, yours to keep