Automation

Process automation
that takes manual work off your team

Confirmations, reminders, copying data between systems, routing requests. If someone on your team does it by hand every day, it can be automated, and that person gets back to work that actually needs a human.

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Free consultation · We get back to you with specifics

01 · Audience

Who is this for

Teams that retype data: The same client typed into a form, a spreadsheet and the CRM. Automation does it once, without typos.
Businesses that run on bookings: Confirmations, reminders and review requests go out on their own, at the right time.
Offices with lots of requests: A request goes straight to the right person, and the client gets confirmation that someone is on it.

02 · Scope

What you get

Automation that runs in the background, and the knowledge of how it works.

The process mapped step by step

Before we build anything, we map the process with the person who does it today. Often something can be simplified at this stage already.

Process map before we build
A talk with the person who runs it
A list of exceptions to handle

The tools you already use, connected

We connect your email, calendar, forms, CRM and accounting system, instead of asking you to switch tools.

Email and calendar
Forms and CRM
SMS and notifications

A signal when something goes wrong

Every automation is monitored. When something stops, you find out straight away, not from a client a week later.

Monitoring
Error notifications
Retry after a failure

Client data under control

Personal data is processed only where necessary and only with providers that sign a data processing agreement. You know where it goes and who can access it.

GDPR from the design stage
Processing agreements with providers
A list of where the data goes

03 · Process

How we work

We start with one process, the one that takes the most time.

01
Conversation
You tell us what your team does by hand. Together we pick the process that pays back fastest.
02
Process map
We map the steps, exceptions and systems involved. You get a quote for a concrete scope.
03
Build and testing
We build the automation, test it on real data and run it alongside the current way of working for a while.
04
Handover
We show your team how it works and what to do when an exception comes up. Ongoing care is agreed separately, if you need it.

What it costs

The price depends on how many processes and systems need connecting. You get the exact amount once the process is mapped.

Which one to pick?

One repetitive task, e.g. booking confirmations: Process automation
Several connected steps, e.g. from form to invoice: Automation package