Take the repeat work off your team's plate.
Onboarding, invoice chasing, document requests and data moving between apps: the admin that comes back every week. We automate it on the tools you already use.
What we automate
Typical automations
Onboarding, invoice chasing, document requests and data moving between apps.
- New client onboarding and document requests
- Invoice chasing and payment reminders
- Records copied between your inbox, CRM and Xero
- Meeting notes turned into actions and follow-ups
How it works
01
Map
We find the tasks in this area that repeat and cost the most hours.
02
Build
We build on your tools and test with the person who will approve it.
03
Run
Live within 14 days, then monitored and improved every month.
Tools we connect
01
Google Workspace
Connected with the access you approve.
02
Xero
Connected with the access you approve.
03
Your CRM
Connected with the access you approve.
04
Your inbox
Connected with the access you approve.
Common questions
Will it work with our software?
Usually yes. We build on what you already use and check this on the discovery call.
Who checks it's working?
We monitor every automation and a named person on your side can pause it at any time.
What if a step needs judgement?
It goes to a person. Automation handles the routine; people handle the exceptions.
Ready to get your hours back?
Book a 30-minute discovery call. We'll bring one automation idea for your business.
Book a discovery call