Runbook
Tasks tonight1,284
Industries
Six sectors,the same ten jobs.
Clinics, agencies, shops, depots, law firms and estate agents all do the same things by hand: chase, remind, file, report. What changes is the tools they do it in.
- 6Sectors
- 24 %Clinics
- 38 auditsMeasured
Industries
Six sectors,the same ten jobs.
Clinics, agencies, shops, depots, law firms and estate agents all do the same things by hand: chase, remind, file, report. What changes is the tools they do it in.
- 6Sectors
- 24 %Clinics
- 38 auditsMeasured
Industries
Six sectors,the same ten jobs.
Clinics, agencies, shops, depots, law firms and estate agents all do the same things by hand: chase, remind, file, report. What changes is the tools they do it in.
- 6Sectors
- 24 %Clinics
- 38 auditsMeasured
Sectors we automate
Six sectors,the same ten jobs.
Every sector has its own version of the work that repeats every day, and its own systems to wire. Here is what usually runs in each one, and what we automate first.
Sector 01 / 06Clinics
Bookings, reminders and intake forms that run themselves, so the front desk talks to patients instead of screens.
24 %of our clients
Typical workflows
- Appointment reminders
- intake forms
- recall lists
The systems that sector usually runs
- A practice management system with the diary
- A patient messaging line (text and e-mail)
- Online intake forms
- A card terminal and invoicing
- Sector 02 / 06
Agencies
Proposal to final invoice without a project manager chasing anyone.
21 %of our clients
Typical workflows
- Proposal to contract
- client onboarding
- timesheet to invoice
The systems that sector usually runs
- A CRM with the pipeline
- A project tool with timesheets
- Accounting with invoices and chasing
- E-signature for proposals
Sector 03 / 06E-commerce
Orders, returns and stock alerts handled before the morning shift arrives.
18 %of our clients
Typical workflows
- Order updates
- returns
- low-stock alerts
The systems that sector usually runs
- The shop platform with orders
- A helpdesk with the shared inbox
- Shipping and returns portals
- Stock in a sheet or a warehouse tool
Sector 04 / 06Logistics
Jobs dispatched, proof of delivery filed and customers told where their parcel is.
14 %of our clients
Typical workflows
- Job dispatch
- proof of delivery
- customer updates
The systems that sector usually runs
- A transport or job-management system
- Driver phones with proof of delivery
- Customer updates by text and e-mail
- Accounting with the day's figures
Sector 05 / 06Legal
Matter intake, conflict checks and billing with every step logged for the file.
13 %of our clients
Typical workflows
- Matter intake
- conflict checks
- time to bill
The systems that sector usually runs
- A matter management system
- Conflict-check lists and the client database
- Time recording and billing
- Document templates and e-signature
Sector 06 / 06Real estate
Viewings booked, valuations followed up, every vendor kept informed on time.
10 %of our clients
Typical workflows
- Viewing bookings
- valuation follow-ups
- vendor updates
The systems that sector usually runs
- The portal feeds and a CRM
- A viewing diary shared by negotiators
- Valuation and vendor follow-up templates
- Accounting and lettings software
Sectors we automate
Six sectors,the same ten jobs.
Every sector has its own version of the work that repeats every day, and its own systems to wire. Here is what usually runs in each one, and what we automate first.
- Sector 01 / 06
Clinics
Bookings, reminders and intake forms that run themselves, so the front desk talks to patients instead of screens.
24 %of our clients
Typical workflows
- Appointment reminders
- intake forms
- recall lists
The systems that sector usually runs
- A practice management system with the diary
- A patient messaging line (text and e-mail)
- Online intake forms
- A card terminal and invoicing
- Sector 02 / 06
Agencies
Proposal to final invoice without a project manager chasing anyone.
21 %of our clients
Typical workflows
- Proposal to contract
- client onboarding
- timesheet to invoice
The systems that sector usually runs
- A CRM with the pipeline
- A project tool with timesheets
- Accounting with invoices and chasing
- E-signature for proposals
- Sector 03 / 06
E-commerce
Orders, returns and stock alerts handled before the morning shift arrives.
18 %of our clients
Typical workflows
- Order updates
- returns
- low-stock alerts
The systems that sector usually runs
- The shop platform with orders
- A helpdesk with the shared inbox
- Shipping and returns portals
- Stock in a sheet or a warehouse tool
- Sector 04 / 06
Logistics
Jobs dispatched, proof of delivery filed and customers told where their parcel is.
14 %of our clients
Typical workflows
- Job dispatch
- proof of delivery
- customer updates
The systems that sector usually runs
- A transport or job-management system
- Driver phones with proof of delivery
- Customer updates by text and e-mail
- Accounting with the day's figures
- Sector 05 / 06
Legal
Matter intake, conflict checks and billing with every step logged for the file.
13 %of our clients
Typical workflows
- Matter intake
- conflict checks
- time to bill
The systems that sector usually runs
- A matter management system
- Conflict-check lists and the client database
- Time recording and billing
- Document templates and e-signature
- Sector 06 / 06
Real estate
Viewings booked, valuations followed up, every vendor kept informed on time.
10 %of our clients
Typical workflows
- Viewing bookings
- valuation follow-ups
- vendor updates
The systems that sector usually runs
- The portal feeds and a CRM
- A viewing diary shared by negotiators
- Valuation and vendor follow-up templates
- Accounting and lettings software
Sectors we automate
Six sectors,the same ten jobs.
Every sector has its own version of the work that repeats every day, and its own systems to wire. Here is what usually runs in each one, and what we automate first.
- Sector 01 / 06
Clinics
Bookings, reminders and intake forms that run themselves, so the front desk talks to patients instead of screens.
24 %of our clients
Typical workflows
- Appointment reminders
- intake forms
- recall lists
The systems that sector usually runs
- A practice management system with the diary
- A patient messaging line (text and e-mail)
- Online intake forms
- A card terminal and invoicing
- Sector 02 / 06
Agencies
Proposal to final invoice without a project manager chasing anyone.
21 %of our clients
Typical workflows
- Proposal to contract
- client onboarding
- timesheet to invoice
The systems that sector usually runs
- A CRM with the pipeline
- A project tool with timesheets
- Accounting with invoices and chasing
- E-signature for proposals
- Sector 03 / 06
E-commerce
Orders, returns and stock alerts handled before the morning shift arrives.
18 %of our clients
Typical workflows
- Order updates
- returns
- low-stock alerts
The systems that sector usually runs
- The shop platform with orders
- A helpdesk with the shared inbox
- Shipping and returns portals
- Stock in a sheet or a warehouse tool
- Sector 04 / 06
Logistics
Jobs dispatched, proof of delivery filed and customers told where their parcel is.
14 %of our clients
Typical workflows
- Job dispatch
- proof of delivery
- customer updates
The systems that sector usually runs
- A transport or job-management system
- Driver phones with proof of delivery
- Customer updates by text and e-mail
- Accounting with the day's figures
- Sector 05 / 06
Legal
Matter intake, conflict checks and billing with every step logged for the file.
13 %of our clients
Typical workflows
- Matter intake
- conflict checks
- time to bill
The systems that sector usually runs
- A matter management system
- Conflict-check lists and the client database
- Time recording and billing
- Document templates and e-signature
- Sector 06 / 06
Real estate
Viewings booked, valuations followed up, every vendor kept informed on time.
10 %of our clients
Typical workflows
- Viewing bookings
- valuation follow-ups
- vendor updates
The systems that sector usually runs
- The portal feeds and a CRM
- A viewing diary shared by negotiators
- Valuation and vendor follow-up templates
- Accounting and lettings software
Results
Numbers the ownerreads on Monday.
Every result opens on the figure the client reports upward. How the workflow got there is one click behind it.
Result 01 / 062026−62 %missed appointmentsHarbour Dental
ClinicsSupportReminders by text, a reply to reschedule, the diary refilled from the waiting list.Open
Result 02 / 0620269 daysfaster paidNorthcode Studio
AgenciesInvoicingInvoices sent the day a milestone closes, chased in the studio's own voice.Open
Result 03 / 06202571 %tickets closed unattendedFernwood Living
E-commerceSupportWhere-is-my-order, returns and exchanges answered from the order record.Open
Result 04 / 06202531 ha week backCrosslane Freight
LogisticsReportingDispatch, proof of delivery and the daily figures without a spreadsheet in sight.Open
Result 05 / 0620254 minfrom enquiry to open matterWhitmore & Hale
LegalOnboardingConflict check, engagement letter and the matter folder before the first call.Open
Result 06 / 0620243×viewings bookedAldgate Estates
Real estateLead routingPortal leads answered in under a minute, viewings in the negotiator's diary.Open
1,284 tasks ran for our clients last night
All resultsResults
Numbers the ownerreads on Monday.
Every result opens on the figure the client reports upward. How the workflow got there is one click behind it.
- Result 01 / 062026−62 %missed appointments
Harbour Dental
ClinicsSupportReminders by text, a reply to reschedule, the diary refilled from the waiting list.Open - Result 02 / 0620269 daysfaster paid
Northcode Studio
AgenciesInvoicingInvoices sent the day a milestone closes, chased in the studio's own voice.Open - Result 03 / 06202571 %tickets closed unattended
Fernwood Living
E-commerceSupportWhere-is-my-order, returns and exchanges answered from the order record.Open - Result 04 / 06202531 ha week back
Crosslane Freight
LogisticsReportingDispatch, proof of delivery and the daily figures without a spreadsheet in sight.Open - Result 05 / 0620254 minfrom enquiry to open matter
Whitmore & Hale
LegalOnboardingConflict check, engagement letter and the matter folder before the first call.Open - Result 06 / 0620243×viewings booked
Aldgate Estates
Real estateLead routingPortal leads answered in under a minute, viewings in the negotiator's diary.Open
1,284 tasks ran for our clients last night
All resultsResults
Numbers the ownerreads on Monday.
Every result opens on the figure the client reports upward. How the workflow got there is one click behind it.
- Result 01 / 062026−62 %missed appointments
Harbour Dental
ClinicsSupportReminders by text, a reply to reschedule, the diary refilled from the waiting list.Open - Result 02 / 0620269 daysfaster paid
Northcode Studio
AgenciesInvoicingInvoices sent the day a milestone closes, chased in the studio's own voice.Open - Result 03 / 06202571 %tickets closed unattended
Fernwood Living
E-commerceSupportWhere-is-my-order, returns and exchanges answered from the order record.Open - Result 04 / 06202531 ha week back
Crosslane Freight
LogisticsReportingDispatch, proof of delivery and the daily figures without a spreadsheet in sight.Open - Result 05 / 0620254 minfrom enquiry to open matter
Whitmore & Hale
LegalOnboardingConflict check, engagement letter and the matter folder before the first call.Open - Result 06 / 0620243×viewings booked
Aldgate Estates
Real estateLead routingPortal leads answered in under a minute, viewings in the negotiator's diary.Open
1,284 tasks ran for our clients last night
All results
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.