Automation solutions for small businesses
Individual bots solve one problem. Solutions bundle them into complete workflows that replace manual processes from start to finish. Biggest impact, least effort.
Financial Operations
Cash flow is unclear, invoices go unchased, and financial reports are late or missing.
You log into your accounting platform once a week. Overdue invoices pile up because chasing them is awkward. Monthly reports are pulled manually when your accountant asks. Cash surprises happen regularly.
Daily cash flow snapshot arrives in your inbox. Every overdue invoice is chased automatically with escalating reminders. Monthly financial reports are generated and sent to your accountant on the 1st. E-commerce sales flow into accounting without manual entry.
Lead to Client Pipeline
Leads fall through the cracks between first enquiry and signed engagement.
A lead fills in your form. Someone checks email between other tasks. The lead is typed into a spreadsheet. Follow-up happens when someone remembers. Proposals are written from scratch in Word. No one tracks whether the quote was read.
Every enquiry creates a record instantly. An auto-reply goes out in seconds. Follow-up emails run automatically at the right intervals. When the lead is ready, a branded proposal is generated in minutes. The system tracks opens and follows up. When they say yes, onboarding starts without you lifting a finger.
Client Onboarding and Care
Onboarding is inconsistent and post-delivery follow-up depends entirely on memory.
A client signs up and someone manually creates folders, sends a welcome email, and creates tasks. After delivery, follow-up is sporadic. Invoices go unchased. Reviews are never requested. Problems surface only when the client complains.
The moment a deal is won, folders are created, welcome communications go out, and the project checklist is populated. After delivery, check-ins run at day 3, 7, and 14. Happy clients are asked for reviews automatically. Invoices are chased. If you deployed bots for this client, you know about problems before they do.
Monthly Reporting Suite
Monthly reporting takes days of manual data pulling and formatting across multiple platforms.
First week of the month: someone logs into Google Analytics, Facebook, Mailchimp, Shopify, and your CRM. They export data from each, paste it into a spreadsheet, format charts, write commentary, and email it to stakeholders. It takes a full day. The numbers sometimes do not match last month because the date filters were different.
On the 1st of each month, data is pulled from every platform overnight. On the 2nd, a single report pack lands in your inbox with all metrics, month-over-month comparisons, and a summary. Consistent format, same date ranges, no manual work. The person who used to build the report gets a full day back.
Digital Marketing Engine
Content creation is sporadic, distribution is manual, and performance is unmeasured.
Someone has an idea for a blog post every few months. Social media is done in bursts then abandoned. Google reviews go unresponded. No one checks whether any of it is working because pulling the data takes too long.
Every week, a blog post, three platform-specific social posts, and a newsletter are generated and sent for your one-click approval. Google reviews get timely responses. Weekly performance reports show exactly what is working. Total time: 2 minutes to review and approve.
Staff Management
Onboarding, leave, time tracking, and utilisation are managed on spreadsheets or not tracked at all.
New starters wait days for their accounts. Leave is tracked on a shared spreadsheet that is always out of date. Field workers text their hours to the office. No one knows if the team is over or underbooked. Payroll relies on a spreadsheet someone forgot to update.
New starters have working accounts and access on day 1. Leave goes through a proper approval workflow. Field workers scan a QR code on site. Weekly availability and monthly utilisation reports land in your inbox. Payroll data flows from the system, not a spreadsheet.
How Solutions work
Every Solution is built from our Bot Library. We scope which bots apply to your business, deploy them as a connected workflow, and monitor them ongoing.
We identify which Solution fits your business during your free Automation Assessment or Automation Audit.
We deploy the bots into your environment, configured to work together as a single workflow.
We monitor everything through Bot Care so you know it is working and we fix issues before you notice them.
Find the right Solution for your business
Solutions are built from our library of 77+ pre-built automations. Start with a free Automation Assessment and we will recommend the Solution that fits.