Business process automation

Replace repetitive manual steps with reliable software, so your team spends its time on the work that actually needs a person.

Overview

Most businesses have a few jobs nobody enjoys and everyone depends on. Copying orders from email into a spreadsheet. Building the same report every Monday. Chasing people for the same information every week.

These jobs are often good candidates for automation. But automating a messy process only produces mess faster. So we start by understanding how the work really happens, and only then decide what software should take over.

This might be you if…

  • Someone on your team spends hours each week copying data from one place to another.
  • The same report is put together by hand every week or month.
  • Work gets stuck because the next person doesn’t know it’s their turn.
  • Mistakes come from retyping, not from poor judgement.
  • You’ve hired to keep up with admin rather than with the actual work.

Typical projects

  • Data entry and syncing

    Moving information between forms, email, spreadsheets and business systems automatically.

  • Reports that build themselves

    Reports and dashboards that update from the source data instead of being rebuilt by hand.

  • Notifications and handovers

    The right person is told when something needs them, with the context to act on it.

  • Document handling

    Generating, sorting and filing documents such as quotes, invoices and summaries.

  • Connecting your tools

    Linking your CRM, accounting, email and internal systems through their APIs.

Our approach

  1. 01

    Watch the process

    We learn how the work really happens, including the exceptions, before automating anything.

  2. 02

    Decide what’s worth automating

    Some steps save hours. Others save minutes and aren’t worth the extra complexity. We’ll tell you which is which.

  3. 03

    Automate with a way out

    Good automation handles the usual case and passes unusual cases to a person, with a clear record of what happened.

  4. 04

    Keep it visible

    You can see what ran, what failed and why, so nobody has to trust a black box.

Worth knowing

When this isn’t the right choice

We’d rather tell you now than build something you don’t need.

  • The task happens rarely. Automating something done twice a year seldom pays for itself.
  • The process isn’t agreed yet. Automating it now locks in whichever version exists today.
  • A tool you already pay for has a built-in feature that does the job.

Common questions

How do I know if a process is worth automating?

Look at how often it happens, how long it takes each time and how costly mistakes are. We wrote a short guide on deciding whether a manual process is worth automating.

Do you use no-code automation tools?

Sometimes a no-code tool is the right answer, and we’ll say so. When the process needs more control, reliability or security, we build the automation as software.

Will automation replace my staff?

That isn’t the aim. The aim is to take repetitive work off people so they can spend their time on things that need judgement.

Can automation use AI?

Sometimes. AI helps with messy inputs such as free-text emails or scanned documents. But many automations work better with plain rules, which are cheaper and easier to check. See AI development.

Tell us what you’re trying to build.

Start with a few lines. We’ll reply by email.