Automations
The work nobody
should do by hand.
Copying, chasing and re-typing. We connect your tools so the repeated parts happen on their own, and a person still checks anything that needs a decision.
What we automate
What we automate
These are the jobs we are asked for most. If yours is not here, describe it on the call.
Getting enquiries in one place
WhatsApp, email, phone notes and website forms, all landing in the same list with an owner and a next step.
Chasing and reminders
Nobody has replied in two days. Somebody gets told. Quietly, before the customer goes elsewhere.
Reading and summarising
Long emails, attachments and documents turned into a short summary and the right fields on the record.
Moving data between tools
Your CRM, your spreadsheets and your accounts software stop needing a human to copy between them.
Quotes and follow up
Draft the quote, send it, log it, and remind somebody when it goes quiet.
Reports that build themselves
The numbers are ready on the day, instead of somebody spending a morning making them.
Tools
What we build with
We pick the tool to fit the job, not the other way round. You end up owning whatever we build.
Zapier
Quick to build and easy for your team to understand. Good when the job is simple and the tools are common.
Make
Better when the work branches, loops or handles many records at once.
n8n
For anything that needs to run on your own servers, or gets too expensive per task elsewhere.
AI steps
Used only where reading, writing or judging is needed. Not sprinkled over everything because it sounds good.
Sound familiar
Signs you need this
If two or more of these are true, there is usually something worth automating in the first fortnight.
- The same information gets typed twice, into two different systems.
- Somebody spends a morning each month building a report by hand.
- Enquiries get missed because nobody was told about them.
- Follow up only happens when a person remembers.
- Your team has a spreadsheet that exists only to copy things across.
- A job is done differently depending on who does it.
How it works
The same four steps
Automation follows the same process as everything else we do. You always know what happens next, and what it costs, before we build anything.
Discovery
A free call. We ask how work reaches you today, which tools you use, and where the time goes. You do not need to prepare anything.
Audit
We look at your CRM, forms and daily work. Then we write down what is broken and what we would change. The document is yours to keep.
Build
We build in small steps. You see each part working as it is finished. There is no long wait and no surprise at the end.
Handover
We give you the documents, a training session for your team, and access to everything. You own it all. We stay available if you need us.
Tell us what you keep doing twice
Uki asks a few short questions and writes your brief. Then a person reads it and comes back to you.