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Automations

The repetitive work, done in the background.

Data entry, invoicing, chasing, follow-ups, reminders and reports. The jobs that eat your team's week, handled automatically inside the tools you already use.

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  1. ▸WhenA call goes unansweredPhone
  2. 1Text the caller straight awaySMS
  3. 2Chat agent picks up the conversationSMS
  4. 3Booking made or message savedGoogle Calendar
  5. 4Team told what happenedSlack

Useful when the voice agent is off or a caller hangs up before it answers.

What we automate

If it's repetitive, it's a candidate.

Data entry

Emails, forms, PDFs and invoices read by AI and entered where they belong, with anything odd flagged.

Follow-ups

Callbacks, quote follow-ups and check-ins that go out on time, every time.

Reminders

Appointments, renewals and payments, by text, email or a call from the agent.

Invoices and payments

Invoices sent, reminders chased and payments recorded.

Records in sync

Contacts, jobs and notes kept consistent between your CRM and other tools.

Reports and summaries

Numbers pulled from each tool and written up in plain English, on a schedule.

Case studies

Projects that pay for themselves. Here's what that looks like.

Every project starts with the same question: where is this business losing time and money? Then we fix the biggest leaks first.

Example projectProperty management · Vancouver

After-hours calls handled, and no more re-typing work orders.

An answering service took messages overnight, and every morning someone typed them into AppFolio by hand.

answered after hours
Every call
answered after hours
of re-typing removed each week
12 h
of re-typing removed each week
from call to work order
< 2 min
from call to work order
AppFolioPhoneSMSSlack
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Example projectHome services · Ireland

Invoices out the same day, and paid weeks sooner.

Invoices went out days after the job, and chasing them depended on whoever had time on a Friday.

invoices, instead of 3 to 5 days later
Same day
invoices, instead of 3 to 5 days later
sooner to get paid, on average
18 days
sooner to get paid, on average
of office admin saved each week
9 h
of office admin saved each week
JobberXeroStripeGmail
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Example projectClinics · Ireland

A front desk that isn't on the phone all day.

Reception spent most of the morning on booking calls, and no-shows left gaps nobody had time to fill.

bookings handled without reception
7 in 10
bookings handled without reception
fewer no-shows
30%
fewer no-shows
clinics on one setup
3
clinics on one setup
ClinikoWhatsAppGoogle CalendarStripe
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Example projects show the kind of work we do and the results we'd aim for. Their figures are modelled for a business of that size, not results from a named client.

See every project

How we build them

Mapped with you, watched after launch.

  1. 1

    Map it

    We walk through the process as it runs today and agree what should happen automatically.

  2. 2

    Build it

    We connect your tools and write the rules, messages and timings.

  3. 3

    Test it

    We run it on real examples with you before switching it on.

  4. 4

    Watch it

    Every run shows in your dashboard. If a step fails, it can be fixed and re-run.

Wondering if your tools are covered? See integrations.

Got a process that eats your week? Let's automate it.

In 45 minutes we'll show you where your business is losing time and money, and what it would take to fix it. You keep the written report either way.

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Or ring our AI agent on +1 (604) 555-0142, any time