Capabilities · 04 of 05
When something happens, the next steps happen too: across the tools you already use, on a schedule, through portals with no API, and into the documents your business sends.
The work is not the hard part. The hand-offs are: copying a booking into the calendar, the CRM and the invoice tool, chasing a quote nobody answered, filling the same supplier portal every week. Each step is small, and each one gets forgotten.
The parts
A system uses the parts the work needs, not all of them. Each one is built on the tools you already use where it can be.
The tools named are common choices, not a requirement. We work with what you have.
In other businesses
Three illustrations from different kinds of business, to show the idea.
A signed booking creates the event, sends the deposit invoice, starts the planning emails and puts the tasks on the team’s list, without anyone copying a date twice.
Every quote that is not answered gets a follow-up after two days and a call reminder for the office after five. A reply stops both.
Each Monday a robot logs into a supplier portal with no API, downloads the price list, updates the catalogue and sends a short note of what changed.
The other four
Free 30-minute call
Bring the tools you use and the jobs your team repeats. You leave the call knowing which parts your system needs, roughly what it costs, and whether we are the right people to build it.
Pick a time on the calendar. It is a 30-minute call, and the invite lands on your calendar when you book. Prefer email? [email protected]
We reply by email within 24 hours.
Checking the calendar…
Questions
Usually not. Automations sit on the tools you already pay for. Where nothing fits, we build a small piece of your own.
A browser robot can use it the way a person does, and every step it takes is logged. We tell you on the call when that is the right choice and when it is fragile.
Simple steps are fine to set up yourself, and we will say so. We build the ones that need judgement, the brain or a person’s approval, and we run and fix them every month.
The step stops, the system raises an alert and nothing is half-sent. Fixing it is part of the monthly run and improve plan.