We connect your tools, automate repetitive work and build software around the way your business runs. See what that could look like for your team.
Built from real business problems.
These examples draw on our automation and software work. The illustrations use fictional data to explain the possibilities.
Your tools, process and priorities shape what we build.
Explore practical ways to make your working day easier.
Illustrative workflow · demonstration data
01 · Client onboarding
Welcome clients without the admin chase.
Ditch repeated data entry and long email chains. We can connect forms, your systems, AI assistance and WhatsApp to make onboarding easier for you, your customers and your team. Your chosen signing platform can fit into the process where integration is supported.
Form
Checks
Signature
Ready to start
Could suit: Agencies, consultancies, trades and service businesses.
Downloading and forwarding invoices takes time. We can connect the places invoices arrive with your accounting process, including Dext, and give your team a clear way to handle exceptions. This example draws on an earlier invoice-routing implementation.
Invoice
Checks
Filing
Dext
Could suit: Businesses handling supplier invoices and finance teams.
Give people a simple way to tell you when they can work. Bring responses together, remind those who haven’t replied and make missing information easy to spot. We agree how delivery failures should reach another channel or a person.
Request
Response
Shared grid
Follow-up
Could suit: Hospitality, cleaning, events and other shift-based teams.
When information is scattered across spreadsheets and messages, it is hard to see what needs attention. We build dashboards that bring work, responsibilities and useful information together. Our work on Myle Ops shows how this can support a real business.
Records
Dashboard
Owner
Handover
Could suit: Field services, maintenance, transport and growing teams.
Availability changes. People take leave. The business still needs cover. Talk to us about weeRota and a scheduling process that brings those moving parts together, with managers in charge of the final decisions.
Availability
Leave
Coverage gap
Manager review
Could suit: Businesses managing shifts, changing availability or multiple teams.
You shouldn’t have to rebuild a report to understand yesterday’s work. We can bring operational information together into a regular summary, showing what happened and what needs your attention.
Source records
Totals
Summary
Exceptions
Could suit: Appointment businesses, trades and teams managing work orders.
A spreadsheet here, a shared workbook there, and a few jobs only one person knows how to do. Business systems often grow that way. Dan has worked that way himself.
There’s no embarrassment in showing us how things work today. We’ll listen, explain the options and help you decide where to start. Sometimes a better process or a connection between existing tools is enough.
Business automation can help with repeated data entry, onboarding, reminders, document handling and regular reporting. We first understand the process, then agree which steps can run automatically and which need a person’s judgement.
Can you work with the software we already use?
Often, yes. We check available integrations, APIs, account plans and access permissions before proposing a connection. We also agree which record is authoritative and how missed updates will be handled.
Do we need AI for every automation?
No. Clear rules are often enough for reminders, record updates and document routing. AI may help organise or summarise information; we assess its usefulness and agree how the output will be checked.
What happens if an automation fails?
We agree how failures are detected, who is notified and how work can continue. Depending on the process, that can include bounded retries, another contact method or a task for someone to resolve.
Where should we start, and what does it cost?
Start with a free 45-minute introductory call. If a deeper assessment would help, our £295 Systems Review covers up to three systems and two workflows. We waive or credit the review fee when you proceed with more than £2,000 of quoted implementation work. Builds and ongoing support are quoted separately.
Got a process like this?
Tell us how it works today. We’ll arrange a free 45-minute introductory call to explore where we could help.