Automation & integrations
Business process automation
We map a process you repeat, such as onboarding a new customer or approving an order, then automate the hand-offs between your tools, including setting up scheduling and automation tools you already pay for.
What you get
- A map of the process before and after
- The working automation, tested with real examples
- Notes on what to do if a step fails
This can run on your own systems, or we can host it for you on a monthly plan covering hosting and any AI usage.
What we need from you
- A walkthrough of how the process works today
- Access to the tools involved
How it works
- 01
Brief
Tell us what the task is today, which systems are involved and what a good result looks like.
- 02
Quote
We confirm the scope, any accounts or access we need, timing and whether hosting is involved, and send your price after a short brief.
- 03
Delivery
We build and test against real examples, hand over the code or set up the hosted service, and explain how to use it.
Related services
You may also need
- Email and CRM automationAutomatic tagging, follow-ups and record updates in the email or CRM tool you already use.From £295
- API integrationsConnect two systems so orders, contacts or bookings move between them on their own.From £295
- Excel and spreadsheet toolsFormulas, macros and scripts that do the spreadsheet work for you.From £95