·Workflow automation
Automate the admin
that eats your week.
Most small businesses lose a day or two a week to the same handful of manual tasks. Chasing approvals, copying data between systems, sending the same reminders, answering the same questions. Worth fixing once.
01What I automate
Concrete things,
not “digital transformation”.
Day-to-day admin
- Invoice approvals: route invoices to the right approver with a clear trail.
- New-client onboarding: packs, contracts, welcome emails, CRM entries in one flow.
- Supplier and customer chase-ups: scheduled nudges, no more “did you see my email?”.
- Compliance reminders: policy reviews, certificate expiries, renewal dates.
Making systems talk
- Booking system integrations: sync appointments with calendars, CRMs and billing.
- Accounting sync: Xero, QuickBooks, Shopify, Stripe, wired together properly.
- CRM and email marketing: HubSpot, Pipedrive, Mailchimp, without duplicate records.
- Document generation: quotes, contracts, reports from templates you already have.
Tools I use
- Microsoft Power Automate: if you're already on 365, it's usually the cheapest way in.
- Zapier and Make: when you need to connect a long tail of smaller apps.
- n8n: self-hosted, for teams that want to keep data in their own cloud.
- Custom scripts and APIs: where the off-the-shelf tools stop being honest about what they can do.
How it runs
- A morning on site, watching the actual process, asking the people doing it.
- A short written proposal: what to automate first, what to leave alone, and what it'll cost.
- Build, test, handover: documented so your team can run it without me.
- Ongoing support if you want it. No lock-in, no retainer minimums.
One workflow, properly done.
Most engagements start with a single painful process. Fix that one, see what it's worth, then decide if the next one's worth doing too.
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