Service
Workflow Automation
Automate repetitive admin — invoice processing, quoting, data entry, reporting and follow-ups — so your team can focus on customers.
Overview
Copying data between systems, chasing invoices and building the same report every week is time your team could spend on customers. We automate the repetitive parts of your admin, using AI where it helps — for example reading invoices or drafting replies — with a person checking the results where it matters.
What’s included
- A walkthrough of the process as it works today
- Design of the automated workflow, including review and approval steps
- Build using reliable tools such as Make, Zapier, Power Automate or n8n
- AI steps for reading documents, extracting data or drafting messages
- Error alerts and simple documentation so you know what runs and when
- Hand-over training for your team
Example uses
- Reading supplier invoices from email and preparing them in Xero or MYOB for approval
- Turning an enquiry form into a draft quote
- Sending a weekly sales or jobs summary automatically
- Following up on unpaid invoices or unanswered quotes
Examples are illustrative. What we build depends on your business, systems and data.
Tools: Make · Zapier · Microsoft Power Automate · n8n
How it works
Free 30-min consult
Scope & success measures agreed in writing
Build, test & train
Optional ongoing support
Common questions
Do I have to change the software we use?
Usually not. We start with the tools you already have and only suggest changes where they make a real difference.
What happens if an automation breaks?
We build in error alerts, and ongoing support is available if you’d like us to monitor and maintain it.
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Find out where AI can save you time — in 30 minutes
Book a free, no-obligation call. We’ll look at your business and suggest 2–3 practical ideas you could start on straight away.