Automate · business process automation with AI
Workflow automation
The admin between jobs is where evenings go. I connect the tools you already use, then add AI where a human used to be needed: reading an email and creating a job, turning a voice note into a quote, chasing an unpaid invoice politely. Each automation is small, tested and documented.
Sound familiar?
- You retype the same information into three systems.
- Quotes go out late because writing them is a chore.
- Invoices are chased when cash gets tight, not when they fall due.
What you get
- A map of your current process and where time goes
- Automations built in Make, Zapier or custom code
- AI steps for reading, writing and deciding
- Error alerts and a simple dashboard
- Documentation your team can follow
Outcomes
- Hours back every week
- Fewer mistakes from retyping
- Faster quotes and faster payment
- Where
- Southport in person, or Microsoft Teams anywhere in the UK
- Hours
- Weekdays, 6pm to 10pm
- Pricing
- Fixed quote after the free 20-minute call
- Tools
- MakeZapiern8nClaudeXeroQuickBooks
FAQ
Workflow automation: common questions
What can be automated?
Anything with a clear trigger and a repeatable outcome: enquiries, quotes, bookings, invoices, reminders, reporting, data entry.
What happens if it breaks?
You get an alert, and office hours or a support plan cover the fix.
Related
Often paired with
Next step
Ask me about workflow automation on a free call.
Weekdays, 6pm to 10pm · Teams nationwide, or coffee in Southport