Automation system installation
Three to five of your core workflows built, wired into the tools you already use, and handed over running — not handed over as a tool to learn.
- ·Handed over running, not handed over as an empty tool
- ·Wired into the tools you already use rather than replacing them
- ·When something fails, we find out first
Typical duration: Scale plan
Personal chief of staff
Today’s priorities set, meeting prep prepared, follow-ups chased, and the small things that always slip reminded at the right moment.
- ·What matters rises; what can wait keeps waiting
- ·Meeting prep exists before the meeting starts
- ·Commitments you made are chased through to done
Typical duration: Scale plan
Recruitment operations
Applications summarised, matched against the role requirements, strong candidates flagged, and outreach drafted — so good candidates do not wait two weeks.
- ·Applications read the same day rather than the following week
- ·Matched against role requirements rather than keywords
- ·Rejected candidates still get a reply — your reputation stays intact
Typical duration: Grow plan
Bookkeeping tidier
Invoices, receipts, and supplier emails collected, categorised, matched, and handed to the accountant already tidy.
- ·Works from phone photos, scans, and email attachments alike
- ·Anything doubtful is asked about rather than guessed
- ·The accountant receives files already ready to process
Typical duration: Start plan
System migration
The old system inventoried, mapped to the new one, duplicates found, and workflows tested before the old system is switched off.
- ·Duplicates found before they migrate too
- ·Workflows tested before the old system is switched off
- ·Old data stays accessible throughout the transition
Typical duration: Grow plan
Client portal
One place for your clients to see their own work status, documents, and invoices — without messaging to ask.
- ·Status updates itself from the systems you already run
- ·Each client sees only their own, never anyone else’s
- ·"Where are we with this?" stops arriving
Typical duration: Grow plan
Internal tool studio
The small tools your team needs, built in days — forms, dashboards, trackers, approvals — without queuing behind the IT backlog.
- ·New tools in days rather than months in a queue
- ·Per-role access from the start
- ·Data already in the spreadsheet comes across too
Typical duration: Grow plan
Spreadsheet into an application
The spreadsheet running part of your business turned into a real application — with permissions, change history, and no formulas anyone can delete.
- ·Change history retained — who changed what, and when
- ·Per-role access rather than one file for everyone
- ·Formulas cannot be deleted by accident
Typical duration: Start plan
Company knowledge you can ask
Scattered documents, procedures, and notes gathered into one place you can question in plain sentences — with every answer citing its source.
- ·Every answer cites its source document
- ·Per-role access — not everyone sees everything
- ·Questions without an answer yet are logged so the gap gets filled
Typical duration: Start plan
Knowledge base migration
The old knowledge base moved across, outdated entries flagged, overlapping ones merged, and the structure rebuilt.
- ·Overlapping versions merged rather than left side by side
- ·Outdated entries flagged rather than quietly deleted
- ·Structured around how people actually search
Typical duration: Start plan
Procedure into an agent
The written procedures you already have turned into agents that actually carry them out — with limits of authority and hand-over points.
- ·The procedure runs exactly as written, every time
- ·Deviations logged rather than swallowed
- ·Hand-over points to a person agreed with you
Typical duration: Grow plan
Customer record cleanup
Duplicate records merged, blanks filled from legitimate sources, stale entries flagged, then kept clean.
- ·Duplicates merged without losing their history
- ·Kept clean rather than cleaned once and left to rot
- ·Merges can be undone if something was joined wrongly
Typical duration: Start plan
AI enablement for your team
Your team trained to use the agents already in place: what may be delegated, what must still be checked, and how to recognise a doubtful answer.
- ·Trained on your team’s actual work rather than generic examples
- ·Taught to recognise an answer that deserves doubt
- ·The line between "delegate this" and "never this" written down plainly
Typical duration: Start plan
Workflow monitoring
Every running automation watched; failures reported, retried where possible, and escalated to a person where not.
- ·Failures reported rather than swallowed
- ·Whatever can be retried, retries itself
- ·A monthly report of what ran and what did not
Typical duration: Start plan