Runbook
Tasks tonight1,284
Questions
Asked beforeevery first call.
What we automate, which tools, how long, what access, what it costs. If yours is missing, ask it on the call.
Questions
Asked beforeevery first call.
What we automate, which tools, how long, what access, what it costs. If yours is missing, ask it on the call.
Questions
Asked beforeevery first call.
What we automate, which tools, how long, what access, what it costs. If yours is missing, ask it on the call.
Questions
Asked before every first workflow.
Straight answers on tools, access, timelines and what happens when something breaks at 2 a.m.
0101 / 08 · Question
The repeatable work between your systems: invoicing and chasing, lead routing and CRM upkeep, client onboarding, support replies, reports and month end. If a task happens every week and touches more than one tool, it is a candidate.
Your CRM (HubSpot, Pipedrive, Salesforce), accounting (Xero, QuickBooks, Stripe), inbox and chat (Gmail, Outlook, Slack), helpdesk (Intercom, Zendesk, Help Scout), docs (Notion, Google Drive, DocuSign) and reporting (Sheets, Looker Studio, Airtable). Workflows run on Make, Zapier or n8n, with AI agents for reading, sorting and drafting. If you use something else, we have probably connected it.
The audit takes a week. The first workflow is usually live two to three weeks after that, running alongside the manual process until you are happy to switch it off. Most clients have three workflows live inside the first quarter.
A fixed price per workflow, agreed after the audit, and a monthly care plan that covers monitoring, fixes and small changes. The audit itself is free and ends with a list of what to automate first and what each item is worth in hours.
Every workflow writes a log and alerts us when a run fails. We fix most failures before you notice; anything that needs a decision from you arrives as a short message with the context attached. Nothing silently stops.
It stays in your own accounts. Workflows run under your logins with the least access they need, we hold no copies of your records, and AI steps are configured so that nothing is used for training. We sign your data agreement before any build starts.
Yes. They are built in your accounts, documented, and yours to keep if you ever leave. We do not lock a client into a tool or into us.
If one person spends more than a day a week on admin that follows the same steps, you are the right size. Our smallest client has four people; the first workflow saved them eleven hours a week.
Still have a question?
Write to us with the tool stack you run. A real person replies inside one working day.
Questions
Asked before every first workflow.
Straight answers on tools, access, timelines and what happens when something breaks at 2 a.m.
0101 / 08 · Question
The repeatable work between your systems: invoicing and chasing, lead routing and CRM upkeep, client onboarding, support replies, reports and month end. If a task happens every week and touches more than one tool, it is a candidate.
Your CRM (HubSpot, Pipedrive, Salesforce), accounting (Xero, QuickBooks, Stripe), inbox and chat (Gmail, Outlook, Slack), helpdesk (Intercom, Zendesk, Help Scout), docs (Notion, Google Drive, DocuSign) and reporting (Sheets, Looker Studio, Airtable). Workflows run on Make, Zapier or n8n, with AI agents for reading, sorting and drafting. If you use something else, we have probably connected it.
The audit takes a week. The first workflow is usually live two to three weeks after that, running alongside the manual process until you are happy to switch it off. Most clients have three workflows live inside the first quarter.
A fixed price per workflow, agreed after the audit, and a monthly care plan that covers monitoring, fixes and small changes. The audit itself is free and ends with a list of what to automate first and what each item is worth in hours.
Every workflow writes a log and alerts us when a run fails. We fix most failures before you notice; anything that needs a decision from you arrives as a short message with the context attached. Nothing silently stops.
It stays in your own accounts. Workflows run under your logins with the least access they need, we hold no copies of your records, and AI steps are configured so that nothing is used for training. We sign your data agreement before any build starts.
Yes. They are built in your accounts, documented, and yours to keep if you ever leave. We do not lock a client into a tool or into us.
If one person spends more than a day a week on admin that follows the same steps, you are the right size. Our smallest client has four people; the first workflow saved them eleven hours a week.
Still have a question?
Write to us with the tool stack you run. A real person replies inside one working day.
Questions
Asked before every first workflow.
Straight answers on tools, access, timelines and what happens when something breaks at 2 a.m.
0101 / 08 · Question
The repeatable work between your systems: invoicing and chasing, lead routing and CRM upkeep, client onboarding, support replies, reports and month end. If a task happens every week and touches more than one tool, it is a candidate.
Your CRM (HubSpot, Pipedrive, Salesforce), accounting (Xero, QuickBooks, Stripe), inbox and chat (Gmail, Outlook, Slack), helpdesk (Intercom, Zendesk, Help Scout), docs (Notion, Google Drive, DocuSign) and reporting (Sheets, Looker Studio, Airtable). Workflows run on Make, Zapier or n8n, with AI agents for reading, sorting and drafting. If you use something else, we have probably connected it.
The audit takes a week. The first workflow is usually live two to three weeks after that, running alongside the manual process until you are happy to switch it off. Most clients have three workflows live inside the first quarter.
A fixed price per workflow, agreed after the audit, and a monthly care plan that covers monitoring, fixes and small changes. The audit itself is free and ends with a list of what to automate first and what each item is worth in hours.
Every workflow writes a log and alerts us when a run fails. We fix most failures before you notice; anything that needs a decision from you arrives as a short message with the context attached. Nothing silently stops.
It stays in your own accounts. Workflows run under your logins with the least access they need, we hold no copies of your records, and AI steps are configured so that nothing is used for training. We sign your data agreement before any build starts.
Yes. They are built in your accounts, documented, and yours to keep if you ever leave. We do not lock a client into a tool or into us.
If one person spends more than a day a week on admin that follows the same steps, you are the right size. Our smallest client has four people; the first workflow saved them eleven hours a week.
Still have a question?
Write to us with the tool stack you run. A real person replies inside one working day.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.