Workflow automation services for small businesses
Three things we build, all inside the tools you already use. Fixed price, fixed scope, and your first automation live in 3 weeks.
Workflow automation
The jobs your team repeats every day, done automatically. Quotes go out on time, invoices get chased, and follow-ups stop slipping.
What we automate
- Quote requests turned into draft quotes in Xero
- Overdue invoice reminders that send themselves
- Follow-up emails and texts after a job or enquiry
- Job booking confirmations and reminders
- Weekly summaries of jobs, quotes and payments sent to your inbox
Who it suits
Owners and office managers who spend hours a week on the same steps: copying, sending, checking and chasing.
What you get
- A working automation built around your process
- An approval step wherever a person should check before something goes out
- Training for your team and written handover notes
Connecting your systems
When your tools don't talk to each other, your team becomes the glue. We connect them so details are entered once and show up everywhere they need to.
What we automate
- New customers in your job management tool created in your CRM
- Won quotes turned into jobs and invoices
- Web form enquiries landing in your CRM with the right owner assigned
- Contacts and payment status kept in sync between Xero and your CRM
Who it suits
Businesses running two or more tools (for example Xero, HubSpot, ServiceM8, Tradify, simPRO, Google Workspace or Microsoft 365) where staff re-type the same details.
What you get
- Your systems sharing data in both directions where it makes sense
- Alerts if a sync fails, so nothing goes missing quietly
- Everything set up under accounts you own
AI that handles the reading
Some work needs reading before it can be done. AI reads the email, form or PDF, pulls out the details and lines up the next step for you to approve.
What we automate
- Enquiry emails sorted by job type and urgency
- Supplier invoices read and entered as draft bills
- Details pulled from forms, PDFs and attachments
- Draft replies to common customer questions, ready for you to send
Who it suits
Businesses where someone spends part of every day reading, sorting and re-typing what customers and suppliers send in.
What you get
- AI set up for your documents and wording
- A human approval step before anything reaches a customer
- A log of every action, so you can see what the AI did and why
How pricing works
Free scoping call
30 minutes. We look at how your week runs and tell you honestly whether automation will pay off.
First automation from $3K
One automation, fixed price, live in 3 weeks. Includes setup, testing on your real data, team training and 30 days of support.
Bigger projects
Several workflows or systems are quoted after discovery, at a fixed price agreed before any build starts.
Is this a good fit?
Good fit
- 2 to 50 staff
- You already use tools like Xero, a CRM or job management software
- The same admin tasks happen every week
- You want a fixed price and a clear finish date
Probably not a fit yet
- You're still choosing your core software
- The process changes every time it runs
- You want a full custom software product built from scratch
Not sure? That's what the scoping call is for.
Under the hood
For the technically minded: we build with n8n, Make and Zapier for workflows, connect systems through their official APIs, and use large language models from OpenAI and Anthropic for the AI steps. We pick the simplest tool that does the job reliably, and you own every account.
Find out what you could automate first
A free 30-minute call. We look at how your week actually runs and tell you honestly whether automation will pay off.
Book a 30-min scoping callNo pitch. No obligation.