Automations
Small software that does one repetitive job: enquiry to quote, invoice chasing, the Monday report, moving data between two tools that do not talk.
An automation is a small piece of software that does one repetitive job a person is currently doing by hand. It is not a platform, not a transformation and not a project with a steering committee. It is a thing that saves someone four hours a week, built in a week or two, for a fixed price.
Things we have built
| Job | What happens now |
|---|---|
| Enquiry to quote | A web enquiry is priced from the rate card and a quote PDF goes out for approval the same day |
| Invoice chasing | Unpaid invoices get a polite reminder at 7, 14 and 21 days, and a list for a human at 28 |
| The Monday report | Sales, bookings and enquiries from three tools land in one email at 8am |
| Review requests | Customers get a review request two days after their appointment, once, with an unsubscribe |
| Form to spreadsheet to calendar | Three tools that did not talk now do, without re-keying |
How a build runs
- Watch the job. We sit with the person doing it and write down every step, including the exceptions.
- Build the boring version. The one that handles 90 percent of cases and hands the rest to a person with a clear note.
- Run both for two weeks. The automation and the old way side by side, until everyone trusts it.
- Switch over. With a log of everything it does and a person who can stop it.
What it costs
Most automations are a fixed $1,200 to $3,500 depending on how many tools are involved, plus the care plan if you want it watched. We quote after watching the job.
Example
Anand Logistics retired a quoting spreadsheet that depended on one person and now sends quotes the same day.
Book a call and describe the job.