Process automation
We connect forms, email, spreadsheets and apps so your team enters data only once and the repetitive work does itself.
What it solves
In many companies the same data is copied by hand from one place to another: from email to a spreadsheet, from the spreadsheet to an invoice, from a form to the CRM. Every copy takes time and invites mistakes. An automation does these steps the same way every time, and people handle only what needs judgement.
Example tasks
- An enquiry on the website becomes a contact in the CRM, and the person in charge is notified.
- Orders or invoices are picked up from email and entered into a spreadsheet or the accounting software.
- The weekly report is gathered from several sources and sent at the set time.
- Customers get confirmations and reminders without anyone writing them each time.
What you get
- The workflow running on the tools you already use, wherever possible.
- A short, plain description: what it does, when it runs, what happens if something fails.
- An alert when a step fails, so no request gets lost on the way.
How we start
We start with a conversation about the task that takes you the most time. You then get a written offer with price and timeline before any work begins.