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Automation examples

A taste of what's possible.

Grouped by the job they do, not the technology behind them. These are examples to spark ideas — everything we build is shaped around how your business actually works.

Client onboarding

First impressions, handled. From signed proposal to fully set-up client without the copy-paste marathon.

  • Signed proposal → project setup

    A signature kicks off the folders, tasks, and channels automatically — nothing forgotten on day one.

    DocuSignSlackNotion

  • Welcome pack sender

    New clients get their intro pack, key contacts and next steps the moment they're onboard.

    GmailGoogle Drive

  • Kickoff questionnaire chase

    Politely follows up until the intake form is done, then files the answers where your team works.

    TypeformHubSpot

Quoting & invoicing

Quotes out faster, invoices sent on time, follow-ups that never slip through the cracks.

  • Enquiry → branded quote

    Turns an enquiry into a branded quote in seconds, filed where your team expects it.

    XeroGoogle Docs

  • Invoice on milestone

    When work hits an agreed milestone, the invoice goes out — no one has to remember.

    XeroQuickBooks

  • Overdue payment nudges

    A polite, escalating reminder sequence that stops awkward chasing from falling to you.

    XeroGmail

Reporting & dashboards

The numbers you check every week, compiled and waiting — instead of an afternoon lost to spreadsheets.

  • Monday morning summary

    Last week's numbers gathered from your tools and delivered as a plain-English digest.

    Google SheetsSlack

  • Live client dashboard

    One always-current view your team and clients can check, instead of ad-hoc report requests.

    Looker StudioAirtable

  • Exception alerts

    Flags the numbers that moved unexpectedly, so nobody has to scan a report to spot trouble.

    SlackGoogle Sheets

Email & enquiries

Common questions answered instantly, complex ones routed to the right person with full context.

  • Inbox triage assistant

    Reads incoming mail, categorises it, drafts first-pass replies, and flags what needs a human.

    GmailMicrosoft 365

  • FAQ auto-responder

    Answers the questions you get twenty times a week, in your tone, with a human always one reply away.

    GmailIntercom

  • Smart enquiry routing

    Sends each enquiry to the right person with a summary already attached.

    HubSpotSlack

Scheduling & admin

Bookings, reminders, confirmations and internal handoffs that run themselves.

  • No-show reminder chain

    Confirmations and well-timed reminders that measurably cut missed appointments.

    CalendlyTwilio

  • Meeting notes → actions

    Turns the recording into a summary and assigned tasks before anyone's back at their desk.

    ZoomAsana

  • Internal handoff prompts

    When one team finishes a step, the next team gets everything they need automatically.

    SlackMonday

Data entry & syncing

Information typed once, appearing everywhere it needs to be. No more re-keying between systems.

  • CRM ↔ accounting sync

    A won deal becomes a customer record and an invoice draft without anyone re-typing it.

    HubSpotXero

  • Document data capture

    Pulls the details out of PDFs and forms and files them in the right system, correctly.

    Google DriveAirtable

  • Duplicate cleanup

    Quietly finds and merges the duplicate records that make your reports untrustworthy.

    HubSpotSalesforce

These are examples, not a catalogue. If the thing eating your team's time isn't here, it's probably still very doable — that's what the call is for.

Something here sound familiar?

Tell us what's eating your team's time and we'll tell you honestly whether it's worth automating.

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