Business automation software
If your team repeatedly moves information, creates reports, sends the same communications or completes predictable administrative work, parts of that process may be possible to automate.
Work that's often worth automating
Automation is about the predictable parts of a process — the steps that happen the same way every time.
Document creation
Quotes, letters, certificates and reports generated from your data.
Notifications
The right people told at the right time, without someone remembering to.
Data transfer
Information moved between systems instead of re-typed.
Reporting
Regular reports produced automatically from live data.
Approvals
Requests routed to the right person, with a record of the decision.
Customer communications
Confirmations, reminders and updates sent automatically.
Data entry
Form and email information captured into the system that needs it.
Record updates
Statuses and records kept in sync when something changes.
Internal workflows
Hand-offs between people and teams that follow a defined process.
Not everything should be automated.
Good automation removes work people shouldn't have to do, and leaves the work that needs them. A quick way to judge a process:
Usually a good candidate
- It happens often — daily or weekly
- The steps are predictable and follow clear rules
- It involves copying information from one place to another
- Mistakes are common or costly
- It depends on one person remembering to do it
Usually better left to people
- It needs real judgement every time
- It happens rarely
- The process changes constantly
- The underlying data isn't reliable yet
Integrations
Connect the software you already use.
A lot of repetitive work exists because systems don't talk to each other. Where your software provides an API or export, information can often move between systems automatically instead of being typed twice.
- Accounting software
- CRM systems
- Payment providers
- Email and calendars
- Spreadsheets and shared drives
- Industry-specific systems with an API
Common questions
Can everything be automated?
No, and it shouldn't be. Some work needs a person's judgement. The aim is to take the predictable, repetitive parts away so people can focus on the parts that need them.
Do we need to replace our existing software?
Not necessarily. Many automations work by connecting the tools you already use, provided they offer a way to exchange data such as an API or export. Sometimes a small custom system in the middle is the simplest answer.
What happens when something unusual comes in?
Good automation handles the expected cases and flags the exceptions for a person, rather than guessing. We design for the exceptions as carefully as the normal path.
Should we use an automation platform or custom software?
Off-the-shelf automation platforms are good for simple connections between popular tools. Custom software makes more sense when the logic is specific to your business, the volume is high, or the automation needs its own interface and data.
Which process takes more time than it should?
Walk us through how it works today, step by step. We'll tell you honestly which parts could be automated.