Copy-paste all day
The same details typed into email, CRM, accounts and spreadsheets.
Workflow & AI automation for UK SMEs
Connect your apps. Kill the copy-paste. For good.
We automate the repetitive work between your inbox, CRM, accounts, calendar and spreadsheets, so data moves itself and nothing falls through the cracks. Most automations go live in days, at a fraction of agency prices.
- Live in days
- Works with thousands of apps
- Monitored & maintained
Connects the tools you already use
ZapierMaken8nGmailOutlookHubSpotXeroQuickBooksShopifyWhatsAppSlackGoogle SheetsCalendlyAirtableStripe
N°01 Sound familiar?
Your team shouldn’t be the glue between apps.
When people move data between systems by hand, it’s slow, error-prone and soul-destroying. And things get missed.
Things fall through the cracks
A missed step means a lost lead, a late invoice or an unhappy customer.
Slow follow-ups
Enquiries wait hours for a reply because someone has to do it manually.
No single source of truth
Five systems, five versions of the truth, and nobody sure which is right.
Savings calculator
What is manual work costing you?
You could be leaving on the table
£0
per year
Revenue lost to slow follow-up£0
Admin time cost£0
Hours you could get back0 hrs
An estimate only. Your free AI audit gives you real numbers.
N°02 See it run
Watch the busywork do itself.
Pick a workflow and watch every step happen automatically, from the moment something arrives to the moment it’s done.
- Instant. Seconds, not hours, from trigger to done.
- Reliable. Same steps, every time, with error alerts.
- Smart. AI steps read, classify and write where rules alone can’t.
- Yours. Documented and owned by you.
New enquiry arrivesWebsite form, email or Facebook lead ad
AI reads & qualifies itJob type, budget, urgency and location
Added to your CRMContact, deal and notes created
Tailored quote draftedFrom your price list, ready to approve
Customer gets an instant replyEmail and WhatsApp with next steps
Your team is notifiedSlack or Teams alert for hot leads
Runs automatically, 24/7Saves ~15 min per lead
Job marked completeIn your job app or calendar
Invoice created in XeroRight items, VAT and terms
Payment link sentCard or bank transfer
Review request sentGoogle review link, 2 days later
Overdue? Polite chaserWritten by AI, on day 7 and 14
Dashboard updatedCash flow at a glance
Runs automatically, 24/7Saves ~20 min per job
New Shopify orderOr Amazon, eBay, Etsy, WooCommerce
Stock synced everywhereNo overselling across channels
Shipping label createdRoyal Mail, Evri or DPD
Customer kept updatedDispatch and delivery messages
Sale recorded in accountsXero or QuickBooks
Reorder drafted when lowSupplier PO ready to approve
Runs automatically, 24/7Saves ~10 min per order
N°03 What we automate
If it’s repetitive, it can run itself.
We automate the workflows that eat your week, built on proven tools with AI where it helps.
Workflows
The admin that runs itself.
Common automations we build for UK SMEs every week.
- Lead capture & routing
- Quotes & proposals
- Invoicing & payments
- Onboarding & paperwork
- Reporting & dashboards
- Reminders & notifications
How we build
Built properly, built to last.
Reliable automations you can trust, not fragile hacks.
- Zapier, Make, n8n or custom code
- AI steps for reading & writing
- Error alerts & monitoring
- Documentation & handover
- UK GDPR-compliant data flows
- Monthly maintenance
Proven tools
We use the right platform for the job, or custom code when it makes sense.
AI where it helps
Read emails, extract data from documents and draft replies automatically.
Monitored 24/7
If something fails, we’re alerted and fix it, usually before you notice.
Documented
Clear documentation, and every automation is yours to keep.
Easy to change
Your process changes? Your automations change with it, quickly.
Measured in hours
See how many tasks ran and how much time you saved.
Automation runs today
Live1,248Tasks this week
31hSaved
99.8%Success
- 42New enquiry → CRMWebsite + Facebook leadsDone
- 9Job done → invoiceXero + payment linkDone
- 14Review requestsSent 2 days after visitsSent
- 1Accounts connectionLogin expired, auto-retriedFixed
- 1Weekly reportEmailed to directorsSent
This week
The new enquiry workflow replied to every lead in under a minute. Next: automate supplier orders.
N°04 Use cases
Automations that pay back in weeks.
Every industry has repetitive workflows. Here are some we build most often.
From enquiry to paid, automatically.
Trades businesses automate the whole journey: enquiry, quote, booking, invoice and review.
Workflows we automate
- Enquiries into your job system
- Quote follow-ups
- Job reminders to customers
- Invoices on job completion
- Payment chasers
- Review requests
"Job done at 4pm." Invoiced at 4pm, paid by 6pm.
Automate my trade business
Less admin, more patients.
Clinics automate reminders, forms, recalls and reporting.
Workflows we automate
- Booking confirmations & reminders
- Intake forms to patient records
- Recall & review campaigns
- No-show follow-ups
- Daily reporting
- Stock reorder alerts
"Patient booked online." Confirmed, forms sent, reminder scheduled.
Automate my clinic
Every lead and landlord, looked after.
Agents automate portal leads, viewings, compliance and landlord reporting.
Workflows we automate
- Portal leads into your CRM
- Viewing confirmations
- Compliance & renewal reminders
- Landlord statements
- Maintenance routing
- Vendor updates
"New Rightmove lead at 11pm." In the CRM, replied to, viewing offered.
Automate my agency
Orders that fulfil themselves.
Online sellers automate orders, stock, shipping and accounting.
Workflows we automate
- Orders across all channels
- Stock sync
- Shipping labels
- Customer updates
- Accounting entries
- Low-stock reorders
"New order on Etsy." Stock synced, label printed, customer updated.
Automate my store
Onboarding without the paperwork.
Firms automate onboarding, documents, time tracking and billing.
Workflows we automate
- Client onboarding workflows
- Document collection
- Engagement letters & e-signatures
- Time & billing sync
- Deadline reminders
- Monthly reporting
"New client signed." Onboarded, documents requested, first invoice set.
Automate my firmN°05 How it works
Live in days, not months.
We’re AI-first, so we map, build and test quickly. Most automations go live within a few days to three weeks.
-
01
Free AI audit
We find the repetitive work costing you the most time.
30 minutes · free -
02
Blueprint
A clear map of each workflow, the hours saved and a fixed price.
Within 48 hours -
03
Build & test
We build, test with real data and train your team.
A few days -
04
Monitor & improve
We watch every run, fix issues and add new automations.
Ongoing
N°06 Compare
Done for you vs doing it yourself.
DIY automation tools are powerful, but building reliable workflows takes time and know-how.
Doing it manually
DIY automation tools
Speed
Hours a day
Weeks of trial & error
Live in days
Reliability
Human error
Breaks silently
Monitored with alerts
AI steps (reading, writing)
If you can build them
Documentation
In someone’s head
Rarely
Maintenance
n/a
Your problem
Included on monthly plans
Typical cost
Staff hours every week
Subscriptions + your time
Fixed price, fast payback
N°07 Our promises
Hours back. Every single week.
Straightforward promises on every project, in writing.
- Monitored & maintainedWe fix issues before you notice
- No long contractsMonthly plans, cancel anytime
- Yours to keepDocumented, owned by you
- AI-first, human-checkedFast delivery, London team
N°08 Go further
Automation, supercharged.
Combine automation with AI agents and the right systems for a truly hands-off back office.
AI Agents
For work that needs judgement, like reading emails and drafting quotes.
Explore AI agentsCustom Apps & CRMs
One system at the centre of your automations, built for your process.
Explore custom appsAI Chat Agents
Capture and qualify every enquiry before it enters your workflows.
Explore chat agentsN°09 Questions
Automation FAQs.
Still wondering? Ask Nova, our AI assistant (bottom right), or book a free AI audit.
What can be automated?
Anything repetitive that follows rules: lead capture, CRM updates, quotes, invoices, reminders, onboarding, reporting and order processing. If you do it more than once a week, it can probably be automated.
Which tools do you use?
Zapier, Make, n8n or custom code, whichever fits your needs and budget best. We connect thousands of apps including Gmail, Outlook, HubSpot, Xero, QuickBooks, Shopify and WhatsApp.
Zapier, Make or n8n: which is best?
It depends on complexity, volume and budget. Zapier is simple and widely supported, Make handles complex logic cost-effectively, and n8n can be self-hosted for more control. We recommend the right fit in your blueprint.
What happens if something breaks?
We set up error alerts and monitoring. On monthly plans we fix issues quickly, usually before you notice anything.
Who owns the automations?
You do. We build in your accounts wherever possible and document everything, so you’re never locked in.
How much does automation cost?
Most automations are a fixed one-off price, quoted after your free AI audit, plus optional monthly monitoring. Software subscriptions such as Zapier are paid directly by you.
How quickly can you build it?
Simple automations often go live in a few days. Larger multi-step workflows usually take one to three weeks.
Is it secure and GDPR compliant?
Yes. We design data flows in line with UK GDPR, use only the access we need and sign a Data Processing Agreement with you.
Do we need to change our software?
Usually not. We automate around the tools you already use. If a tool is holding you back, we’ll tell you.
Can automations include AI?
Yes. AI steps can read emails and documents, classify enquiries, extract data and draft replies, all inside your workflows.
N°10 Free AI audit
Find the hours hiding in your week.
A 30-minute call. No obligation, no hard sell.
- Your most time-consuming workflows, mapped
- Which to automate first, ranked by payback
- A fixed price and timeline
- Most automations live in days