Every business has work that repeats. Enquiries written into a register. The same quotation rebuilt from last month's file. A report assembled by hand every Monday. These are the nine we build most often.
Form → Records → Action
Staff enter information once, on their phone. It lands in one structured place, correctly, and the right person is told. Nobody retypes anything.
- Good fit when
- Field, counter or site staff whose entries get retyped by someone else.
- Typical delivery
- 7 working days
What is included
- Mobile-friendly form with validation
- One structured place for the records to live
- Automatic confirmation to whoever submitted
- Notification to the person who has to act, with the details in the message
- Duplicate detection
- An office view of what is pending and what is done
- Submission log, documentation and training
- 30-day defect warranty
Scope and limits
- One form, up to 20 fields, one destination
- A web form, not a native mobile app
- Up to 500 submissions a month; higher volumes are quoted separately
- Offline submission, unless separately scoped
Document Template Automation
Enter the details once and the finished document is produced for you — numbered correctly, saved in the right place, and recorded in a register you can search.
- Good fit when
- Any business issuing 15 or more quotations, invoices or work orders a month.
- Typical delivery
- 2 weeks
What is included
- Input sheet or form with validation
- Your document template, with the fields mapped
- Automatic PDF export with a defined naming convention
- A register log of every document generated — number, date, customer, amount, file link
- User guide and a training session
- 30-day defect warranty
Scope and limits
- One document type, one template, one output format
- Up to 25 variable fields
- Additional document types are quoted separately
- The commercial accuracy of the content — prices, terms and figures remain your own data
Single Workflow Automation
One repetitive process automated end to end — triggered automatically, with an alert if anything goes wrong.
- Good fit when
- An SME running one clearly-defined process 20 or more times a month.
- Typical delivery
- 7–10 working days
What is included
- One working automated process, running in production
- Error handling, with failure notification to a named person
- A run log showing every execution and its outcome
- Written documentation: what it does, what starts it, what to do when it fails, how to pause it
- A 30-minute training session for the named user
- 30-day defect warranty
Scope and limits
- One trigger, one process, up to 3 systems
- Additional systems or triggers are quoted separately
- Changes to your source systems or business rules after acceptance are new work, not defects
Email Notification & Follow-Up
Confirmations, updates and follow-ups sent automatically at the right moment — and they stop the moment the customer replies.
- Good fit when
- A business sending confirmations by hand, or chasing quotations without a system.
- Typical delivery
- 2–3 weeks
What is included
- Working email automation on your own sending domain
- Authentication configured and verified, so your mail reaches inboxes
- Templates, deduplication and bounce handling
- A send log, and a kill switch
- Documentation and training
- 30-day defect warranty
Scope and limits
- Up to 5 email templates, one sending domain
- Transactional notifications only — not bulk marketing email
- No list building and no purchased lists
- Inbox placement cannot be warranted; it depends on recipient providers and your domain's reputation
Appointment & Booking Automation
Customers book against real live availability. Double bookings become impossible by design, and reminders go out before every appointment.
- Good fit when
- A clinic, diagnostic centre, dental practice, coaching centre, salon or service centre taking 10 or more bookings a day.
- Typical delivery
- 2–3 weeks
What is included
- Booking page with live availability
- Calendar integration with double-booking prevention
- Confirmations, and a reminder sequence with confirm or cancel
- Reschedule and cancellation handling that frees the slot
- Staff schedule view and no-show tracking
- Bilingual interface where scoped
- Documentation, training and 30-day defect warranty
Scope and limits
- Up to 5 providers or resources and 10 service types
- Reminders by email and SMS
- Payment collection and deposits, unless separately scoped
- No reduction in no-shows is warranted
WhatsApp reminders are quoted separately and are not part of this scope.
Google Workspace Automation
For a business running on Google Workspace where folders, approvals and filing all depend on someone remembering to do them.
- Good fit when
- Documents that should file themselves, and approvals that keep getting lost.
- Typical delivery
- 3–4 weeks
What is included
- Automated folder and permission provisioning from a template
- Document generation from templates where scoped
- Approval routing with an audit trail — request, notification, decision recorded, requester told, document filed
- Automated filing for incoming documents
- Housekeeping reports
- Documentation, training and 30-day defect warranty
Scope and limits
- Requires paid Google Workspace on a domain you own — personal Gmail accounts materially reduce what is possible
- Up to 3 automated processes
- Reorganising existing files is quoted separately from automating future ones
Spreadsheet & Reporting Automation
Bring scattered spreadsheets into one reliable source, and produce the reports automatically. This is a data-integrity project, not a bigger dashboard.
- Good fit when
- A business with two or three spreadsheets whose numbers never quite agree.
- Typical delivery
- 3–4 weeks
What is included
- One structured data layer, and automated collection into it
- Validation rules that refuse bad data at entry
- A single calculation layer, and automated outputs
- A reconciliation report proving nothing was lost in the migration
- Run log, documentation and training for everyone who owns data
- 30-day defect warranty
Scope and limits
- Up to 3 data sources, one consolidated data layer, up to 5 automated outputs
- Historical migration covers the agreed period only
- It requires you to adopt the agreed data-entry standard
Multi-Step Workflow Automation
Several connected processes automated together, sharing one set of data so the numbers always agree. One event starts the chain.
- Good fit when
- A business where one event should set off three to five things.
- Typical delivery
- 3–4 weeks
What is included
- Two to five connected processes
- A shared data layer, so the numbers agree
- One consolidated run log
- Approval gates, and a failure policy applied at each step
- Documentation covering the chain as a whole, and 60 minutes of training
- 30-day defect warranty
Scope and limits
- Up to 5 processes and 5 connected systems
- One approval gate included; additional gates are quoted separately
If this would be your first automation, we will usually suggest starting with a single workflow so you can see one working first.
Reporting / Dashboard Automation
Management reporting that currently depends on a person assembling it — a daily sales figure, a weekly operations pack, a monthly board report.
- Good fit when
- Reporting that stops when the person who builds it is on leave.
- Typical delivery
- 4–6 weeks
What is included
- Automated data pipeline
- A signed metric definitions document — exactly how each number is calculated
- Dashboard and scheduled report distribution
- Freshness indicators and failure alerts
- Reconciliation against your existing manual reports
- Documentation, training and 30-day defect warranty
Scope and limits
- Up to 4 data sources, up to 15 metrics, up to 3 output formats
- Metric definitions are fixed at sign-off; changes are quoted separately
- Real-time refresh is a separate scope
- We are responsible for calculating the agreed definitions correctly, not for the accuracy of your source data