Workflow automation

If you find yourself copying the same information from one place to another, sending the same follow up message manually every time, or chasing the same document every week, that's a workflow, and workflows can usually be automated.

Workflow automation means building a system that does the repetitive part of a task for you, using tools you likely already pay for. Not a complicated new platform to learn. Something quiet, running in the background, doing the boring part so you don't have to.

What actually gets automated

The most common candidates are the tasks nobody thinks to question because they've just always been done manually. New customer details getting typed into three different places. Invoices that need to be created, sent, and chased individually. Onboarding emails sent one at a time to every new client. Appointment reminders typed out by hand.

We look at where you're spending repeated manual time and build an automation that removes it, usually connecting tools you already use rather than adding something new. Zapier, Make, and the built in automation features inside tools like your CRM or invoicing platform can usually do more than most people realise.

What you walk away with

• A working automation for the task you flagged, live and tested
• Clear documentation of what it does and how to adjust it later
• A short list of other repetitive tasks worth automating next, in priority order

Questions

What if the automation breaks or needs changing later?

We document exactly how it works so you or someone else can adjust it, and we're available if you want us to make changes down the line.

Do I need to buy a new tool for this?

Usually not. Most automation can be built using tools you already pay for.

How do I know if something is worth automating?

If you're doing the same manual steps more than once a week, it's usually worth automating. If you're not sure, the Time Back Review will tell you.