Workflow automation for the repetitive work that takes up your week.
I build automations that sort enquiries, send follow-ups, create documents and move information between the systems you already use. You work with me directly, from the first conversation to handover.
From £1,500
Scoped and agreed before work begins.
Not sure what to automate? Business Automation Review, £395
Enquiries arrive in three places and get copied across by hand.
Quotes go out and nobody remembers to chase them.
The same client details are typed into two systems.
Someone rebuilds the weekly report from scratch.
What it looks like in practice
An illustrative example, not a completed client project.
Customer enquiry received
Form, email or shared inbox
Details captured
Saved to your CRM or spreadsheet
Enquiry categorised
By type, using rules you agree
Relevant person notified
With a summary, ready to reply
Follow-up recorded
A reminder fires if nobody replies
- Automatic
- Done by a person
If a step fails: the enquiry is held, retried, and a named person is told, so nothing is lost silently.
By hand
Someone reads the message, copies the details into a spreadsheet, works out who should reply, emails them, and hopes it gets done.
Automated
The details are saved and sorted as the message arrives, the right person gets a summary, and a reminder fires if nobody has replied.
Other workflows follow the same shape: client onboarding, document generation, status updates, administrative handovers, data entry between systems and recurring reports.
These are illustrative examples. Where systems need to share data, software integrations covers it in more detail.
Where people stay in charge
No automation is immune to a service going down or a form sending odd data. It is built so that you find out.
Approval where it matters
Quotes, replies and anything with financial or legal weight wait for a person before they go out.
Failures are visible
Incoming data is checked, temporary faults are retried, and a named person is alerted when something needs attention. Every run leaves a record.
A manual fallback
It is written down, so the work carries on while a fault is fixed.
You can run it without me
Where possible it lives in accounts you control, with documentation. Any ongoing care is agreed before the project starts.
The experience behind it
I have not published an automation case study yet, and the workflows above are illustrations. What carries across is the engineering: I build and test software that has to keep working.
For Building Ventilation Services I built a fast React site on top of WordPress, so their own team manages the content.
- 56 to 98
- Mobile PageSpeed
- 69 to 100
- Desktop PageSpeed
From £1,500
Automation implementations typically start from £1,500. The price moves with the number of systems, whether they offer an API, the state of the data and how much testing the process needs. Subscriptions for the tools involved are paid to their suppliers.
More detail in how much workflow automation costs in the UK.
Agree the workflow
What it should do, what counts as finished and what stays manual.
Written scope and price
Agreed before any work begins.
Build and test
Checked against real examples, including the awkward ones.
Handover
Documentation on what runs where and what to do if it stops.
Not sure what is worth doing first? The Business Automation Review is a £395 look at the workflows you choose, credited against implementation commissioned within 60 days.
About the reviewKnow what you want automated?
Describe the process and the software involved, and I will tell you whether I can help and roughly what it involves.