Automation and integrations

Every day someone in your business copies an order into an Excel sheet, sends the same confirmation email by hand, updates the CRM after a phone call or checks whether a payment has arrived. It is only a few minutes at a time, but by the end of the month it adds up to hours, and every manual step is a chance to make a mistake.

With automation, data moves from one tool to the next on its own. You keep using the software you know and stop acting as the bridge between them.

When you need it

• You receive orders or bookings online and then copy them into a spreadsheet or management system.
• You send confirmation emails, reminders or document requests by hand.
• You pay Zapier or Make every month and the bill goes up as your orders grow.
• Customer data is scattered across your website, online shop, Google Sheets and inbox, and nobody has the full list.
• You need a weekly report and someone puts it together by pasting numbers from three different places.
• You want to use artificial intelligence, but for a specific task (summarising an enquiry, routing an email) rather than as an experiment.

How we work

1. Mapping the steps: you tell us how you work today and together we map the journey of an order, a contact or a payment, step by step.
2. Choosing what to automate: we start with the most repetitive and error-prone steps, not the most eye-catching ones.
3. Written quote: we set out the cost, the timeline and what happens in special cases, such as a refund or a cancelled order.
4. Build and testing: we build the connection and test it with sample data before touching the real thing.
5. Go-live and monitoring: we switch the automation on, check the first few weeks with you and leave you a log where you can see every operation.

Examples of automation

Some workflows that can be built with widely used tools:

• WooCommerce order, invoice, email: an order comes in on your online shop, the system collects the billing details, prepares the e-invoice and sends the customer an email with a summary.
• Stripe payment, course access: the customer pays through Stripe (the service that handles card payments) and gets immediate access to the platform, without anyone having to enable it by hand.
• Contact form, CRM, reminder: an enquiry from your website goes into the CRM along with its source and creates a reminder for whoever needs to call back.
• Booking, calendar, alert: an online booking lands in the shared calendar and a reminder goes out to the customer the day before.
• Google Sheet as a dashboard: sales, sign-ups and payments update themselves in a Google Sheet you can open on your phone.
• Incoming email, AI summary: longer enquiries are summarised and routed to the right person, who decides how to reply.

A real example

The multi-company business platform we use every day has an Automation module that replaced Zapier. It connects Stripe, WooCommerce, LearnDash (the online course platform) and Google Sheets: payments, orders and enrolments move from one system to another with no manual work and no subscription that grows with the number of operations. The same platform also replaced MailerLite for newsletters.

Who it is for

Online shops, schools and course sellers, professional practices, event venues and restaurants that work on bookings, and generally any business where someone spends part of the day moving data from one program to another.