Process Automation

Copying data from a form into a spreadsheet. Retyping invoices into accounting software. Chasing approvals by email. Sending the same onboarding messages to every new client. These tasks are small one at a time, but together they eat hours every week and create errors that are expensive to clean up.

We design, build and maintain automations that handle this work reliably, using the tools you already have wherever possible.

Who it's for

• Small teams and solo professionals who are spending evenings on admin instead of billable work.
• Growing companies whose processes were built for five people and are starting to crack at twenty-five.
• Operations, finance and sales leaders who need cleaner data and fewer handoffs between teams.
• Anyone who has said "there has to be a better way to do this."

Common problems we solve

• Leads from web forms, ads and email sitting in inboxes instead of landing in your CRM.
• Manual data entry between tools that don't talk to each other.
• Approval processes (quotes, expenses, content, time off) that stall in someone's inbox.
• Client onboarding that depends on someone remembering every step.
• Reports that take a day to assemble from exports and spreadsheets.
• Fragile "automations" built years ago that nobody understands or dares to touch.

What's included

• Process mapping. We document how the work happens today, step by step, and find where time and errors pile up.
• Automation opportunity list. Each candidate is scored on time saved, error reduction, risk and effort, so you can see what's worth doing first. (Our guide to calculating automation ROI explains the approach.)
• Build and testing. We build workflows in the right tool for the job, with test runs on real-world examples, including the awkward edge cases.
• Error handling and alerts. Every automation tells someone when something goes wrong instead of failing silently.
• Documentation. Plain-English notes on what each workflow does, where it lives and how to change it.
• Training and handover. Your team learns how to monitor and adjust the automations themselves.

How a typical project runs

1. Discovery. We talk through your goals and the processes that frustrate you most.
2. Map and prioritize. We map the selected processes and agree on success measures, such as hours saved per week, faster response times or fewer errors.
3. Build in small steps. We start with one high-value workflow, prove it works, then expand.
4. Launch and monitor. We watch the first weeks closely and tune anything that needs it.
5. Hand over or keep improving. You run it yourself, or we stay on to maintain and extend it.

For example, a 10-person agency might automate the path from "signed proposal" to "project ready": the signed document triggers a new client record in the CRM, a project in the project management tool, a shared folder, an invoice draft and a welcome email, all without anyone copying a single field. This is an illustrative scenario, but it reflects the kind of workflow we build all the time.

Tools we work with

• No-code / low-code automation: Zapier, Make, n8n (cloud or self-hosted), Microsoft Power Automate
• RPA (robotic process automation): UiPath and Power Automate Desktop for legacy systems without APIs
• Data and workflow hubs: Airtable, Google Sheets, Smartsheet, Notion, Monday.com, Asana
• Scripting where needed: Google Apps Script, Python and JavaScript for custom steps
• Your business apps: CRMs, accounting, e-commerce, help desk, forms and scheduling tools

Not sure whether your tools can be connected? Read Integrations and APIs explained or ask us on a call.

Frequently asked questions

Which automation platform should we use?

It depends on your volume, budget, security needs and in-house skills. Zapier is quick to set up and easy to hand over, Make handles complex branching well, and n8n can be self-hosted for more control over data. We recommend based on your situation, not on a preferred vendor.

Will automation replace my staff?

In our experience, the goal and the result is usually removing the tedious parts of a job, not the job itself. People spend less time on copying and chasing and more time on customers, quality and decisions.

What happens when an automation breaks?

We build in error alerts and logging, document each workflow and train your team. If you'd prefer, we can monitor and maintain your automations on an ongoing basis.

Do we need to change all our software first?

Usually not. We start with what you have, and only recommend replacing a tool when it's genuinely blocking progress.