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Automations

Custom automations

We automate the repetitive steps in your business, with workflows that are easy to follow and integrations between the tools you already use.

Requests and leads

Requests reach the right place without copying by hand.

  • Rule-based routing
  • Notifications
  • A clear record

Documents and invoices

Preparing and sending repetitive documents.

  • Templates
  • Automatic sending
  • Fewer mistakes

Integrations

Your programs talk to each other: shop, accounting, calendar, email.

  • APIs
  • n8n / Make
  • Syncing

Virtual assistants

An assistant that answers common questions, only where it makes sense and with data handled properly.

  • Common questions
  • Hand-off to a person
  • Protected data

Pick what suits you

A few automations we build often. Read what each one does, see how it works and mark the ones that interest you.

Sales and customers

Quote requests enter your records on their own

Every request that arrives by website, email or form lands in a sheet or CRM, and the customer gets a confirmation.

What you gain: No request gets lost and nothing is copied by hand.

How it works
  1. The request arrives (form, email)
  2. The details are recorded in your system
  3. The customer gets a confirmation and you get a notification
Sales and customers

Reminders for quotes left unanswered

After a few days with no reply, the customer gets a polite message and you see a list of quotes to follow up.

What you gain: More quotes carried through, without having to remember.

How it works
  1. The quote is marked as sent
  2. If no reply comes, a message goes out after the days you choose
  3. You get the list of people to call
Sales and customers

Bookings with confirmation and reminder

Customers pick a free slot, get a confirmation and a reminder beforehand, and your calendar fills itself.

What you gain: Fewer coordination calls and fewer forgotten appointments.

How it works
  1. The customer picks a time
  2. Your calendar updates
  3. The confirmation goes out, then the reminder
Communication and support

Emails sorted, with a reply prepared

Incoming messages are sorted by topic (quote, support, invoices), and for the frequent ones a reply is drafted for you to approve.

What you gain: The inbox empties faster, and you decide what goes out.

How it works
  1. The message arrives
  2. It is labelled and a reply is proposed
  3. You approve or edit, then it is sent
Communication and support

Assistant for common questions, with a hand-off to a person

An assistant on your site answers the questions that repeat, using your information, and hands the conversation to a person when it does not know.

What you gain: Quick answers at any hour, without loading your team.

How it works
  1. You provide your information and rules
  2. The assistant answers only from them
  3. When needed, the message reaches a person
Communication and support

Phone notifications when something important happens

Large orders, payments received, new forms or errors arrive as a message on Telegram, WhatsApp or email, only the ones you choose.

What you gain: You find out in real time, without checking dashboards all the time.

How it works
  1. You choose the events that matter
  2. The system watches them
  3. You get a short, clear message
Documents and money

Invoices prepared from orders, with no copying by hand

The order details go into your invoice template, and the document is prepared (and, if you wish, sent) without retyping anything.

What you gain: Fewer mistakes and time saved on every order.

How it works
  1. The order is confirmed
  2. The details fill the invoice template
  3. The document is ready for your check, or sent
Documents and money

Reminder for unpaid invoices

When an invoice passes its due date, the customer gets a polite message and you see the overdue ones in one place.

What you gain: You get paid more easily, without awkward conversations.

How it works
  1. The due date is tracked
  2. The message goes out, in the tone you choose
  3. Overdue items appear in a list
Documents and money

Documents filled automatically from templates

Contracts, quotes and forms are filled with the customer details and saved as PDF in the right folder.

What you gain: The same document, correct every time and in its place.

How it works
  1. You start from a template
  2. The customer details are filled in
  3. The PDF is saved and can be sent
Documents and money

Data pulled from documents and photos into a sheet

From receipts, received invoices or scanned forms, the key data (supplier, amount, date) is extracted into a sheet, with a check by you.

What you gain: Less typing, fewer wrong figures.

How it works
  1. You send the document or photo
  2. The data is read and proposed
  3. You check, then it goes into the sheet
Marketing

Posts scheduled across several networks

You write or upload the content once, and the post goes out at the chosen time on the networks you use.

What you gain: A steady presence without opening every app each day.

How it works
  1. You prepare the post once
  2. You pick the networks and time
  3. It goes out on its own, with your approval
Marketing

Newsletter sent by simple rules

People who subscribe join a list, and messages go out on schedule, with one-click unsubscribe.

What you gain: You stay in touch with customers without manual work at every send.

How it works
  1. The subscriber signs up
  2. They join the right list
  3. They receive the messages, with easy unsubscribe
Online shop

Your shop, accounting and stock kept in sync

A new order updates stock, prepares the documents and tells whoever needs to know (delivery, warehouse), with no manual steps.

What you gain: The same figures everywhere and fewer stock errors.

How it works
  1. An order comes in
  2. Stock and documents update
  3. The team gets the notification
Reports and monitoring

Weekly or monthly report by email

The figures that matter (sales, visits, requests) are collected from your sources and reach you as a short report, on the date you choose.

What you gain: You see how the business is doing without collecting figures yourself.

How it works
  1. You choose what to track
  2. The data is gathered automatically
  3. The report reaches your email on the set date
Reports and monitoring

Alert when your site or shop stops responding

Your site is checked at short intervals, and you get a message as soon as something is wrong, then another when it is back.

What you gain: You find out before your customers and can react quickly.

How it works
  1. Your address is checked regularly
  2. On a problem, you get the alert
  3. When it is back, you get the confirmation

Pick the ones that suit you and we put them in a ready-written request. You do not need to know everything: we adapt them to your process.

Get a quote

These are starting points, not ready-made products: each automation is built around your process. Where a step is handled by an assistant, you approve before anything goes out.