How it works

See automation in action

Every automation has a trigger, a set of tasks that run on their own, and a clear result for your business.

These are 6 of over 100 pre-built automations in our catalogue.

We also build fully custom flows tailored to your specific business processes. If you can describe it, we can automate it.

Communications

Lead Follow-up

Every new enquiry gets a personal response immediately, matched to what they asked. Works with your existing inbox and any CRM or pipeline you use.

Think about how long you or your admin spend on this manually, and how often a lead waits hours for a response.

A new enquiry arrives via your website, contact form, or inbox
A reply is drafted using your branding, tone, and specific wording matched to the enquiry, then sent automatically or held for your approval before it goes out
Contact added to your pipeline, CRM, or spreadsheet. Any follow-up sequence you have active kicks off from here
Gmail Microsoft 365 HubSpot and more
Want this running in your business? →
Communications

Appointment Reminder

Keeps your schedule tight without any manual chasing. Set the timing and message once. It runs on its own from there.

Think about how long you or your admin spend on this manually, and how many reminders get forgotten or sent late.

A booking is confirmed in your calendar or scheduling tool
Reminders sent via email or SMS at intervals you set: 48 hours before, 24 hours before, and on the morning
The client shows up prepared, no-shows drop, and you did not lift a finger
Calendly Google Workspace WhatsApp and more
Want this running in your business? →
App Integration

Form to CRM

Your contact database updates itself in real time, no matter how many forms or sources you run. Zero manual data entry.

Think about every form submission that gets manually typed into your system, and how often that list quietly falls behind.

A visitor submits any form on your website: contact, quote, booking, or download
The submission is read, the contact is created or updated in your CRM with the right tags, source, and status applied
Pipeline stays clean and current. Other flows linked to that contact type are triggered automatically
HubSpot Airtable Zoho and more
Want this running in your business? →
Communications

Review Request

Turns completed jobs into a steady stream of Google reviews without any awkward follow-up from you. Positive reviews can feed directly into your website and marketing flow.

Think about how often you mean to ask for reviews but do not get around to it, and what that costs you in lost social proof.

A job is marked complete, an invoice is paid, or a project closes in your system
A personalised request is sent with a direct link to your Google profile, timed to go out when the client is most likely to respond
Reviews land on your Google profile. Positive ones can be pulled through to your website and fed into your content and marketing flow
Google Workspace Xero QuickBooks and more
Want this running in your business? →
Reporting

Weekly Analytics Report

Your performance data, without the dashboards. A plain-English summary lands in your inbox every Monday, or at any interval you set.

Think about how long it takes to pull this data together manually each week, and how often it just does not get done.

Every Monday at a time you choose, or any schedule that suits your business
Data pulled from your connected platforms, formatted into a summary with key numbers and changes highlighted
You read one short report and know exactly how last week went. No logins, no dashboards, no spreadsheets
Google Analytics Shopify Meta and more
Want this running in your business? →
Finance

Cash Flow Snapshot

Keeps you across the money without opening your accounting software. Runs on a schedule and flags anything that needs attention.

Think about how often you genuinely know your cash position without having to open your accounting software first.

A scheduled time you set: end of day Friday, start of week, or monthly close
Outstanding invoices, recent payments, and upcoming bills are pulled from your accounting software and compiled into a clear summary
You know where the money stands. Overdue invoices can trigger a follow-up sequence automatically
Xero MYOB Slack and more
Want this running in your business? →

Bot Care is included with every automation

All deployed bots come with ongoing monitoring, error alerts, health checks, and updates for a low monthly fee. Your automations stay running without you having to think about it.

Learn about Bot Care →

Not sure where to start?

A free Automation Assessment identifies your top automation solutions and recommends where to start. No obligation, no jargon.