Automate the work that shouldn't need you.

Jobs that run on their own in the background, whether you're 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 didn't

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 takes the retyping and the reminders off your team, and the work still gets done.

It's usually the smallest project we take on, 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.
A message after every run

You hear each time it runs.
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'll start there.

Start a Project

This calendar 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 daily images 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 makes the printable month, an image for each day and the listings on the website, so the wall and the site start from the same list.
Next month Next month's sheet comes out of the same file when the schedule changes, ready for the studio to check.

See the Calendar Automation, With a Sample You Can Run

Three Common Automations

Automations run inside your own accounts, so unlike a website there's no address to send you to. Here's what starts each one, what runs and what you get back.

A quote request comes in
1. Reads what they asked for
2. Prices it off your list
3. Writes the quote
It's in their inbox, and logged in yours
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
The month ends
1. Pulls the numbers
2. Builds the report
3. Checks it against last month
It's waiting for you on the first, already written

We build each one around the tools you already use.

Hands working through a spreadsheet on a laptop

How an Automation Gets Built

You approve every send until you trust it.

We time one normal week

We write down what happens in a normal week, 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's a conversation rather than a build.

Not sure which one you need? Tell us the problem and we'll say which one fixes it.

All Services, Side by Side

A tradesman at his workbench, on a laptop between jobs

Common Questions

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.