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The work that should not need you.

The part nobody opens at all. It runs on its own, in the background, whether you are at a desk or not.

  • Intake, quoting, follow-up, the monthly report
  • Wired into the tools you already use
  • It tells you when it ran, and when it did not
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A handwritten note reading "Automate what you can" beside a cup of coffee
A business owner at her desk, rebuilding the monthly report

Every business has a week made of small handoffs.

A quote request arrives, someone reads it, someone types the same details into a second place, someone remembers to follow up on Thursday.

Automation is the part where the typing and the remembering stop being a person's job. The work still happens. Nobody has to hold it in their head.

It is usually the smallest project of the six, because it rarely needs anything new built. Most of it is wiring together things you already use.

What We Take Off Your Plate

  • The jobs you do by hand

    Intake, quoting, follow-up, the report you rebuild every month.

  • Wired into what you already use

    Rather than replacing it.

  • It reports itself

    It tells you when it ran, and it tells you loudly when it did not.

  • You keep the override

    Nothing goes out under your name without a rule you set.

  • Written down

    A short write-up of what each one does, so the next person can pick it up.

Name the job you type into two places, and we will start there.

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A calendar that used to be built by hand.

A yoga studio we build for still prints a class calendar for the wall every month. Somebody used to rebuild it by hand in a document editor. Now the schedule lives in one place, and the month sheet, the week cards and the website all come out of it.

  • Before The month was rebuilt by hand in a document editor. Text overlapped its own boxes, the legend drifted, and a class that changed had to be found and fixed in every place it appeared.
  • After One schedule file. It makes the printable month, a card for each week, and the listings on the website, so the wall and the site cannot say different things.
  • What it costs to run Nothing, and no one has to remember. Next month's sheet is generated from the same file the moment the schedule changes.

See the Calendar Automation, With a Sample You Can Run

The shape of the ones we get asked for.

Automations run inside your own accounts, so unlike a website there is no address to send you to. Sketched out instead: what starts it, what runs, and what you get back.

  1. A quote request comes in
    1. Reads what they asked for
    2. Prices it off your list
    3. Writes the quote
    It is in their inbox, and logged in yours
  2. A client says yes
    1. Makes the folder
    2. Raises the invoice
    3. Sends the welcome note
    The job is open and nobody typed the same name four times
  3. The month ends
    1. Pulls the numbers
    2. Builds the report
    3. Checks it against last month
    It is waiting for you on the first, already written

Yours would be built from your own tools and your own handoffs.

Hands working through a spreadsheet on a laptop

From Bottleneck to Background

You approve every send until you trust it.

We time one real week

Not what the process is supposed to be. What actually happens, and how many minutes each handoff costs.

When to Keep Doing It by Hand

Not the right fit if the process changes every time you run it. Automation needs a decision you make the same way twice. If yours is still moving, the first job is writing it down, and that is a conversation rather than a build.

Not sure which one you need? Tell us the problem and we will say which of the six fixes it.

All Six, Side by Side
A tradesman at his workbench, on a laptop between jobs

Questions People Ask About Automations

Which tools do you work with?

The ones you already use. Most automations are wiring between things you have, like your email, your calendar, your quoting tool and your spreadsheets, rather than a new system to learn.

What if it makes a mistake?

At first it only drafts and you send. Once you trust it, it sends on its own, and any run that fails alerts you instead of failing quietly.

Can we turn it off?

Yes. Each one has an off switch you control, and none of them sends anything until you have approved the rule.

Do we need new software?

Rarely. Most of it is wiring between the tools you already have.

How do we know it is working?

Each run leaves a record, and a failed run sends you an alert. The write-up for each one says what it does and where to look.

Not the One You Needed?

The other five, each with its own page.

Tell us what you do twice.

Name the job you type into two places, or the follow-up that depends on somebody remembering. That is usually where the first one lives.