Business automation
Join up the tasks your team repeats, so information moves without another round of copying, chasing and retyping.
- Scheduled reports and reminders
- Customer enquiries and onboarding
- Connected records and handovers
PRACTICAL AUTOMATION FOR SMALL BUSINESSES
We build business automation and Microsoft 365 workflows around the tools you use. From reports and reminders to expenses and approvals, start with the process that is slowing you down.
Choose a starting point. Each workflow is scoped around your process, the systems involved and the people who need to use it.
Join up the tasks your team repeats, so information moves without another round of copying, chasing and retyping.
Use Power Automate to connect Forms, SharePoint, Teams and Excel around the way your business works.
Keep receipts, claim details and approval decisions together, with a clear route from submission to finance.
A CLEAR FIRST STEP
A focused review of one admin-heavy process. Understand where time is going and what you could simplify or automate before deciding on a build.
Start with the £50 healthcheckSession length and turnaround are agreed when booking. The £50 covers the review and recommendations; any implementation is quoted separately.
01
We look at what happens now, where time is lost and which decisions need a person. Start with a £50 healthcheck if you need help choosing the next step.
02
We define the scope, tools, costs and delivery plan before a build starts. Any software subscriptions or ongoing support are discussed separately.
03
We test the workflow, including exceptions and approvals, then give you a walkthrough and documentation. Ongoing support is agreed around your needs.
AUTOMATION IN PRACTICE
A business needed important information from an older system. We built an automated extraction to recover the records without copying each one by hand.
Read the records recovery case study →BEYOND AUTOMATION
A clear, mobile-friendly website that explains your services and makes it easy for customers to enquire. We also help with updates to an existing site.
Explore website design →A shared browser-based tool for a job your existing software does not cover. We agree the functions, access and support your team needs before building.
Discuss a bespoke web tool →