Automation

Let the busywork run itself.

Every time someone copies data from an email into a spreadsheet, a system or an invoice, you're paying for work a machine could do. We connect your tools and add AI where it helps.

Automation first, AI where it helps

Plenty of the biggest time savings don't need AI at all — just two systems talking to each other. Where things are messier (reading invoices, sorting enquiries, summarising documents), AI fills the gap.

Typical automations we build

  • Supplier invoices read from email and posted to Xero, QuickBooks or Business Central for approval
  • Website enquiries classified, logged in your CRM and routed to the right person with a draft reply
  • New starter and leaver checklists that create accounts, assign licences and notify the team
  • Weekly sales, bookings or stock summaries with anomalies highlighted
  • Reporting and dashboards (Power BI or Excel) that update themselves from your systems
  • Timesheets, job sheets and expenses captured on a phone and filed automatically
  • Reviews monitored and draft responses prepared in your tone of voice

We work mainly with Microsoft Power Automate (often already included in your Microsoft 365) and established integration platforms, and we document everything so you're never locked in.

What's included

Built properly, documented fully

Quick wins first

We start with the automations that save the most hours for the least effort.

System integration

Accounts, CRM, booking, EPOS, email and SharePoint — connected.

AI where it adds value

Reading documents, classifying requests and drafting responses — with a human check where it matters.

Secure by design

Least-privilege connections, no shared passwords, and logging so you can see what ran.

Documentation

Every automation documented in plain English, so you're never dependent on us.

Measured savings

Each automation tracks how often it runs, so you can see the hours it gives back.

The outcome

What changes for you

  • Hours of manual admin removed every week
  • Fewer errors from re-typing
  • Faster responses to customers
  • Systems that finally talk to each other

No jargon, promise. Every recommendation comes with what it costs, what it saves and what you can safely ignore.

FAQ

Questions we get asked

Do we need new software?

Usually not. Many businesses already have Power Automate through Microsoft 365. We'll use what you have wherever possible.

What happens if an automation breaks?

We build in error alerts, so a failed run is flagged rather than silently ignored. Support plans include monitoring and fixes.

Can automations work with our industry software?

If the software has an API, an email output or a reliable export, we can usually work with it. We'll check during the free call.

Let's dig out your savings.

Book a free 30-minute chat. No jargon, no hard sell — just an honest look at where your technology is costing too much, and where AI could save you time and money.