Task automation

I connect your tools to cut down on repetitive work.

I set up tasks such as saving an inquiry, organizing its details or notifying the person who needs to respond. We agree on what can happen automatically and what needs your approval.

Tell me what you need

Does any of this sound familiar?

You copy names, emails and requests from a form into a spreadsheet.
You have to keep track of who needs a call or a reply by hand.
When a detail is missing, the request gets stuck and nobody knows who should check it.

WHAT’S INCLUDED

What you get

Your tools connected

Information moves between the applications we agree on, with the details saved in the right place.

Clear steps and approvals

We define what happens automatically, when it should stop and who it should ask for help.

Tests based on your everyday work

I check what happens with complete requests, missing details and errors. An activity record lets you see what happened.

Instructions for your team

How to use it, handle common problems and maintain access to the connected tools.

Example of how this could work

A customer fills out the form on your website to request a quote.

The request is saved with the customer’s details, the service is identified and the right person is notified. Missing information is flagged for your team to review.

This example explains the service. It is not a client case study.

What I need to get started

Authorized access to the tools I will connect.
The steps you follow today and examples of cases that need different handling.
A person to approve messages or actions when needed.

What to know before we start

I first check which connections each tool supports; some need a different subscription or special permissions. Payments, commitments to customers and sensitive decisions require controls agreed with you.

How we check whether it helps

How long it takes to handle a request before and after the change.
How many requests are saved correctly and how many need review.
What it costs to run and how much work a person still needs to do.

LET’S TALK ABOUT YOUR BUSINESS

What’s taking up
too much of your time?

Tell me how you handle it today and what you’d like to improve. You don’t need to have a solution in mind or know which tool to use.