Automation
How to identify a business workflow worth automating
A simple scoring method for choosing which processes to automate first, where AI helps, where rules are enough, and when to leave work manual.
· 10 min read
Software & Automation
Most businesses already have good software: a CRM, a store, an accounting package, a booking tool. The problem is the gaps between them. We map how data should move, connect the systems through their APIs, and add the monitoring that tells you when something stops syncing.
Sound familiar?
Is this you?
Staff type the same customer or order details into two or three tools, and small errors spread into invoices and reports.
Sales, support, and finance each see part of the picture, so nobody can answer simple questions quickly.
Plug-ins and no-code zaps were added one at a time. When one fails, records go missing and nobody is alerted.
Without clean, automatic inputs, the CRM falls out of date and the team goes back to spreadsheets.
What's included
The exact scope is agreed in writing before any work starts.
A diagram of each tool, which one owns each type of record, and how and when data should move between them.
Industries
We build Shopify stores and product pages that make buying easy, then bring in shoppers with search, ads, and email. Everything is tracked, so you know what sells.
What we build for you
How it works
You always know what’s happening and what’s next.
We list every tool, existing connector, and manual hand-off, and find where data is duplicated or lost.
We decide which system owns customers, orders, products, and invoices, and document the rules.
We build the connections in a test environment and run them against copies of real records before going live.
We clean and import historical data where needed, then switch the live connections on in a planned order.
We watch the first weeks closely, fix edge cases, and hand over monitoring to your team or keep it under support.
Real work
We use proven platforms, frameworks, and tools, picked around your goals, your team, and your budget rather than what’s trendy.
Ways to work with us
Not sure which fits? Tell us the goal and we’ll recommend one.
Working together
You bring
After launch
Platforms change their APIs and limits over time. We monitor connections, update them when vendors make changes, and adjust mappings as your process evolves, under a support arrangement agreed before launch.
What shapes the priceYour quote
No fixed price list. We explain how each of these affects your quote.
FAQs
Still have a question?
List the tools you use and where information gets copied by hand. We'll suggest which connections matter most.
Ask us directlyFor simple, low-volume flows, a well-built no-code automation is often enough and cheaper to run. Custom code makes sense when volumes are high, rules are complex, or reliability matters more than speed of setup. We recommend per connection.
It depends on your sales process, team size, and the tools it must connect to. We compare options against your requirements and explain running costs, but we have no commercial ties to any CRM vendor.
Yes. We merge duplicates, standardise fields, and archive what is no longer needed, after agreeing the rules with you and taking a full backup first.
Each connection logs what it does, retries where that is safe, and alerts a named owner. The runbook explains how to pause it and re-run missed records.
Integrations move structured data reliably between systems. AI automation adds judgment steps, such as reading free-text emails. Many projects use both, and we scope them together when they overlap.
It depends on the scope, so we don't use a fixed price list. After a short call we send a written quote that shows exactly what's included. If you have a set budget, tell us and we'll show you what fits.
It depends on the size of the work and how quickly content and feedback are ready. We agree a schedule with milestones before we start and tell you early if anything changes.
Yes. Accounts, code, designs, and content stay in your name, and we hand over simple guides so your team can manage them.
Yes. We can take on one part of the work, share our files and notes, and agree who decides what so handoffs stay clear.
Yes. We fix anything that comes up early on, and you can choose ongoing support for updates and improvements. It's optional and agreed separately.
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Start a project
List the tools you use and where information gets copied by hand. We'll suggest which connections matter most.