Workflow automation
Connect your email, spreadsheets, Xero and calendar — and add AI where it saves real time — so the busywork runs itself.
What it is
We connect the apps you already use — email, spreadsheets, Xero, your calendar — so information moves by itself. Where AI genuinely saves time, like reading an invoice, sorting an enquiry or drafting a reply, we add it. You stay in charge of anything that matters.
Sound familiar? “Copying the same details from app to app”
What goes in, what comes out
- Spreadsheet
- Calendar
Jobs it takes off your plate
- Sort new enquiriesAn enquiry email lands in your inbox, gets logged in your sheet, and a draft reply is waiting for you to check.You approve
- Raise invoicesWhen a job is marked done, the invoice is drafted in Xero from your job sheet. You tick it, it goes out.You approve
- Chase late paymentsA polite reminder goes out when an invoice passes its due date. You only hear about the ones that stay unpaid.Runs itself
- Monday summaryOne email with this week's bookings, unpaid invoices and anything stuck, so you start the week knowing.Pings you
How we work
Five stops: chat first, quote, then build.
Discovery chat
We map one repetitive job, step by step.
Plan & free quote
We agree what it connects and what you approve.
Build
We build it in your own accounts and test with real examples.
Handover & training
A one-page guide, and a walkthrough for your team.
Ongoing support
We watch it, fix hiccups and add the next job.
Tools we work with
We start with the ones you already use.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- n8n
- Make
- Zapier
- Power Automate
- Python
- OpenAI / Claude API
You might be wondering
Will this be expensive?
Every job starts with a free 30-minute chat and a free quote, so you know the cost before you commit. We usually suggest starting with one small, useful thing and adding more only if it works for you.
Will AI replace my staff?
No. We take over the repetitive typing and chasing so your people have more time for customers. AI drafts; a person decides anything important.
What if it breaks after you've left?
We hand over simple notes and training, and offer a monthly care plan if you'd like us to keep things running and up to date. You can also look after it yourself.
Is my customers' data safe?
We only ask for the access a job needs, set things up in accounts that are in your name, and tell you where information goes. Your data stays yours. See our Privacy page for details.
Privacy →Chatbots & AI customer service
A chatbot that answers your customers' common questions day and night, in English and 中文, and hands the rest to you.
See the details 2Customer service systems
One inbox for email, web forms and chat, with templates and reminders so nothing slips through.
See the details 2Custom software
Small, focused tools built around the way your team already works — no bloated off-the-shelf systems.
See the detailsTell us what eats up your week. We'll show you what can run on its own.
Book a free 30-min consultation