Find the work worth automating
Look for tasks that are done daily, follow the same steps and cause delays when someone is away. These give the quickest returns and are the safest to automate.
Typical automations we build
- New enquiry creates a CRM entry, a task and a WhatsApp reply
- Approved order creates an invoice and a dispatch request
- Low stock creates a purchase request and alerts the buyer
- Payment received updates the ledger and thanks the customer
- Weekly figures compiled into a report for the owner
- Leave, expense or purchase approvals routed by rule
Built on tools you already use
We work with spreadsheets, forms, CRMs and messaging tools you already have, and where those fall short we build custom software to hold the process properly.