AgentsConsultingWorkPricesFAQBook now

Home / Consulting / Automation and workflows

The repetitive stuff, handled.

We map what your team does by hand every week, then automate the parts that don't need a person. Your people keep the judgement calls.

What's included.

Inbox agents

Read, sort and draft replies. Match emails to jobs or invoices. Anything that needs a person is flagged, not guessed.

Lead hand-off

Website enquiries and quote requests go straight to the right person, with the details filled in and a follow-up set.

Reports that write themselves

Daily and weekly digests pulled from your inbox, spreadsheets and bookings, sent to whoever needs them.

Spreadsheet pipelines

Data cleaned, merged and updated across the sheets your team already uses, on a schedule.

Documents on demand

Quotes, safety documents, branded PDFs and cover emails generated from your templates in minutes.

Reminders and follow-ups

Nothing waits on someone remembering. Chasers and reminders go out at the right step.

InboxEmail arrives
AgentReads and matches
Xero or CRMRecord updated
DoneLogged, person told
Every run is logged. Anything that sends, books or touches money waits for a person.

How we do it.

1

Map the week

We sit with the people doing the work and list every repeat task, with how long it takes.

2

Automate the boring parts

We build the ones that pay back fastest first, using the tools you already have.

3

Hand back with a log

Every automation logs what it did. You can see it, check it and switch it off.

From our own work. We built a generator that produces site-specific safety documents, with a 24-item hazard register and wind calculations from the live forecast. A bespoke document like that usually takes a day; a rebuild now takes minutes, then a competent person reviews it. See how it was built.

About 6 to 8 hours saved per document (estimate)

Questions we get.

What tools does it work with?

The ones you already use: Microsoft 365 and Outlook, Google Workspace, spreadsheets, calendars, and connectors like Zapier and n8n. We'll tell you on the audit if something won't connect.

What if it gets something wrong?

Anything that sends, books or touches money has a human approval step until you're happy to relax it. Every run is logged.

Is this the same as an agent?

Close. An automation follows a fixed path. An agent decides which path to take. Most businesses end up with a mix of both.

Start with a free 20-minute AI audit.

Tell us what your week looks like. We'll tell you what an agent could take off it, and what we'd leave alone.

Book now