Automation ideas
Small changes.
A better working day.
See how a familiar task could become a more connected workflow.
These are illustrative ideas to scope together, rather than completed client case studies.
01 / Customer enquiries
From enquiry to an organised next step.
Gmail or Outlook · HubSpot · Asana
The everyday friction
An enquiry arrives in an inbox. Someone copies the details, checks whether the customer already exists, and remembers to follow up.
- Enquiry received
- Details checked
- Follow-up assigned
What we could build
Capture the details from an agreed source, check for an existing record, and prepare a task for the right person. Flag incomplete or ambiguous enquiries for review.
The intended improvement
A consistent handoff and a clearer record of what needs a reply.
Customer communications can stay as drafts until someone approves them.
02 / Job administration
From completed job to invoice draft.
Simpro or ServiceM8 · Xero or MYOB
The everyday friction
The work is finished, but the office still needs to find job notes, confirm billable items, and enter the same details into accounting software.
- Job completed
- Required details checked
- Invoice draft prepared
What we could build
Check the completion record against your required fields, prepare a draft using agreed pricing rules, and link it to the original job. Missing information becomes a follow-up task.
The intended improvement
Less rekeying between the field and the office, with a reviewable draft.
Your team reviews prices, tax treatment, and the final invoice before sending.
03 / Operations reporting
From scattered updates to a useful weekly picture.
Microsoft 365 or Google Workspace · Your job system or CRM
The everyday friction
Every week starts with exports from several tools, spreadsheet cleanup, and requests for status updates.
- Scheduled check
- Records summarised
- Exceptions highlighted
What we could build
Collect the agreed fields, group records into a consistent summary, and highlight overdue work or missing updates. Link back to source records so people can investigate.
The intended improvement
One useful starting point for the weekly conversation, without rebuilding the report.
The summary shows missing data and the time of the last successful update.
04 / Retail & fulfilment
From stock discrepancy to an early heads-up.
Shopify · Cin7 · Starshipit
The everyday friction
Orders, stock, and dispatch updates live in different places. A problem may only become visible when a customer asks about it.
- Order or stock update
- Rules checked
- Exception sent to the team
What we could build
Compare available records against agreed stock and dispatch rules. Create a task when an order is stalled, a stock threshold is reached, or information doesn’t match.
The intended improvement
Exceptions reach the right person earlier, with the context needed to act.
Purchasing, refunds, and customer promises remain subject to your approval.
Have a different
kind of bottleneck?
Start with the task, even if you don’t know what the solution should look like.
Tell us what triggers the work, which tools are involved, and what a good result would be. We’ll check what’s possible and whether an existing feature, an integration, or a custom workflow makes the most sense.
Browse ideas for your industryYour next step
Which task would you change first?
Bring the task you keep repeating. We’ll work out a better way to get it done.
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