Workflow automation
Stop typing the same thing twice.
Most growing businesses do not have a software problem. They have a problem where six tools each hold a piece of the truth and a person is the integration between them.
The symptom is easy to recognise. An order arrives by email. Someone copies it into a spreadsheet, then into the accounting system, then messages the warehouse. Nobody thinks of this as a process. It is just how the day goes. But it is a process, it runs several times a day, and every run is a chance to transpose a digit.
What we actually do
We map how the work moves today, find the handoffs where information gets re-entered or waits on a person, and connect the systems so it moves on its own. The connection might be an off-the-shelf automation platform, a direct API integration, or a scheduled job. That choice comes last, after the process is understood.
Common places we start
- Orders or leads arriving in one system and needing to exist in three
- Reporting that someone assembles by hand every week
- Follow-ups that depend on a person remembering at the right moment
- Approvals that stall because nobody knows it is their turn
- Onboarding a customer or employee, where the same details are typed into every tool
On tools
We work with Zapier, Make, and n8n, and we write direct integrations when a platform would only add a layer and a monthly bill. There is no house tool. Picking the platform before understanding the process is how people end up paying a subscription to automate something that should have been deleted.
Automate second, redesign first
A meaningful share of the work we look at should not be automated at all. It should be removed, merged into a neighbouring step, or handled by a setting nobody had turned on. Automating a bad process makes a bad process run faster and more often. We say so when we see it, which occasionally means the honest recommendation is smaller than the engagement you were expecting.
How it starts
A free 30-minute call. You walk us through how the work moves today and we ask the questions that surface where it actually stalls, including the exceptions nobody mentions until they are asked about.
We do not prescribe on that call. Working out which of it to automate, redesign, or leave alone takes looking at it properly, and that comes back as its own piece of work.
Book a free diagnostic call ↗︎