Runbook
Tasks tonight1,284
Services
Five workflows,running on their own.
Invoicing, lead routing, support, onboarding and reporting, wired into the tools you already use. Each one runs at night and reports in the morning.
- 1,284Tasks last night
- Fixed planAudit to autopilot
- 5Workflows
Services
Five workflows,running on their own.
Invoicing, lead routing, support, onboarding and reporting, wired into the tools you already use. Each one runs at night and reports in the morning.
- 1,284Tasks last night
- Fixed planAudit to autopilot
- 5Workflows
Services
Five workflows,running on their own.
Invoicing, lead routing, support, onboarding and reporting, wired into the tools you already use. Each one runs at night and reports in the morning.
- 1,284Tasks last night
- Fixed planAudit to autopilot
- 5Workflows
The night shift, workflow by workflow
Five workflows. Zero hands.
Each one is wired into the tools you already pay for and runs on a trigger, not a reminder. Pick one to see what it does between the last log-off and the first coffee.
01Workflow 01 / 05Invoicing
Invoices out the minute a job closes, chased until paid.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
02:14Invoice #4821 sentSee how it runs
02Workflow 02 / 05Lead routing
Every enquiry scored, assigned and in the CRM in seconds.
Website forms, inbound mail and ad leads land in one queue. Each enquiry is enriched with company size, sector and location, scored against your ideal client and routed to the right person's calendar with a drafted first reply. Nothing waits in an inbox overnight, and the CRM holds the full record before anyone has read it.
Runs on
- HubSpot
- Pipedrive
- Typeform
- Clearbit
- Slack
02:15Lead qualified · CRM updatedSee how it runs
03Workflow 03 / 05Support
Tickets answered, tagged and escalated without a queue.
Every message to support is read, tagged by topic and urgency, and answered from your own help articles when the answer already exists. Refunds, cancellations and outages go to a person within minutes with the customer's history attached. Across our clients 71 % of tickets close without anyone on their side touching them.
Runs on
- Intercom
- Zendesk
- Help Scout
- Slack
- Notion
02:16Ticket #772 closedSee how it runs
04Workflow 04 / 05Onboarding
Contracts, accounts and welcome sequences from one form.
A signed proposal starts the clock. The contract goes out for e-signature, the client folder, project board and shared channel are created with the right people in them, the first invoice is raised and a welcome sequence runs over the first 14 days. Your team opens a workspace that is already set up.
Runs on
- DocuSign
- Google Drive
- Notion
- Slack
- Stripe
02:18Client folder createdSee how it runs
05Workflow 05 / 05Reporting
The numbers on the desk every morning, nobody builds them.
Revenue, pipeline, cash, delivery and support figures are pulled from each system overnight, reconciled and written up as one short page with the changes that matter flagged. It is in the inbox at 07:00 on Monday and in Slack on the other days, and the month-end pack builds itself from the same data.
Runs on
- Google Sheets
- Looker Studio
- Xero
- HubSpot
- Slack
02:20Monday report sentSee how it runs
The night shift, workflow by workflow
Five workflows. Zero hands.
Each one is wired into the tools you already pay for and runs on a trigger, not a reminder. Pick one to see what it does between the last log-off and the first coffee.
- 01Workflow 01 / 05
Invoicing
Invoices out the minute a job closes, chased until paid.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
02:14Invoice #4821 sentSee how it runs - 02Workflow 02 / 05
Lead routing
Every enquiry scored, assigned and in the CRM in seconds.
Website forms, inbound mail and ad leads land in one queue. Each enquiry is enriched with company size, sector and location, scored against your ideal client and routed to the right person's calendar with a drafted first reply. Nothing waits in an inbox overnight, and the CRM holds the full record before anyone has read it.
Runs on
- HubSpot
- Pipedrive
- Typeform
- Clearbit
- Slack
02:15Lead qualified · CRM updatedSee how it runs - 03Workflow 03 / 05
Support
Tickets answered, tagged and escalated without a queue.
Every message to support is read, tagged by topic and urgency, and answered from your own help articles when the answer already exists. Refunds, cancellations and outages go to a person within minutes with the customer's history attached. Across our clients 71 % of tickets close without anyone on their side touching them.
Runs on
- Intercom
- Zendesk
- Help Scout
- Slack
- Notion
02:16Ticket #772 closedSee how it runs - 04Workflow 04 / 05
Onboarding
Contracts, accounts and welcome sequences from one form.
A signed proposal starts the clock. The contract goes out for e-signature, the client folder, project board and shared channel are created with the right people in them, the first invoice is raised and a welcome sequence runs over the first 14 days. Your team opens a workspace that is already set up.
Runs on
- DocuSign
- Google Drive
- Notion
- Slack
- Stripe
02:18Client folder createdSee how it runs - 05Workflow 05 / 05
Reporting
The numbers on the desk every morning, nobody builds them.
Revenue, pipeline, cash, delivery and support figures are pulled from each system overnight, reconciled and written up as one short page with the changes that matter flagged. It is in the inbox at 07:00 on Monday and in Slack on the other days, and the month-end pack builds itself from the same data.
Runs on
- Google Sheets
- Looker Studio
- Xero
- HubSpot
- Slack
02:20Monday report sentSee how it runs
The night shift, workflow by workflow
Five workflows. Zero hands.
Each one is wired into the tools you already pay for and runs on a trigger, not a reminder. Pick one to see what it does between the last log-off and the first coffee.
- 01Workflow 01 / 05
Invoicing
Invoices out the minute a job closes, chased until paid.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
02:14Invoice #4821 sentSee how it runs - 02Workflow 02 / 05
Lead routing
Every enquiry scored, assigned and in the CRM in seconds.
Website forms, inbound mail and ad leads land in one queue. Each enquiry is enriched with company size, sector and location, scored against your ideal client and routed to the right person's calendar with a drafted first reply. Nothing waits in an inbox overnight, and the CRM holds the full record before anyone has read it.
Runs on
- HubSpot
- Pipedrive
- Typeform
- Clearbit
- Slack
02:15Lead qualified · CRM updatedSee how it runs - 03Workflow 03 / 05
Support
Tickets answered, tagged and escalated without a queue.
Every message to support is read, tagged by topic and urgency, and answered from your own help articles when the answer already exists. Refunds, cancellations and outages go to a person within minutes with the customer's history attached. Across our clients 71 % of tickets close without anyone on their side touching them.
Runs on
- Intercom
- Zendesk
- Help Scout
- Slack
- Notion
02:16Ticket #772 closedSee how it runs - 04Workflow 04 / 05
Onboarding
Contracts, accounts and welcome sequences from one form.
A signed proposal starts the clock. The contract goes out for e-signature, the client folder, project board and shared channel are created with the right people in them, the first invoice is raised and a welcome sequence runs over the first 14 days. Your team opens a workspace that is already set up.
Runs on
- DocuSign
- Google Drive
- Notion
- Slack
- Stripe
02:18Client folder createdSee how it runs - 05Workflow 05 / 05
Reporting
The numbers on the desk every morning, nobody builds them.
Revenue, pipeline, cash, delivery and support figures are pulled from each system overnight, reconciled and written up as one short page with the changes that matter flagged. It is in the inbox at 07:00 on Monday and in Slack on the other days, and the month-end pack builds itself from the same data.
Runs on
- Google Sheets
- Looker Studio
- Xero
- HubSpot
- Slack
02:20Monday report sentSee how it runs
How it runs
From audit to autopilot.
Five steps from the first call to a business that runs itself. One person on your side, and a morning report from then on.
See the full process
01Week 1Step 01 / 05Audit
We sit with the people who do the work and list every task that repeats. Most teams find thirty; we pick the ten that cost the most hours.
02Week 2Step 02 / 05Map
Each workflow is drawn end to end: the trigger, the tools it touches, the person who signs off. You approve the map before anything is built.
03Weeks 3–4Step 03 / 05Build
We wire the workflows into your CRM, inbox, invoicing and helpdesk, with a test run on real records and a log you can read.
04Week 5Step 04 / 05Launch
Workflows go live one at a time, with a person watching each for its first week. Exceptions land in a queue, never in a void.
05OngoingStep 05 / 05Autopilot
Every morning a report on what ran, what paused and what it saved. We tune, add and retire workflows as the business moves.
How it runs
From audit to autopilot.
Five steps from the first call to a business that runs itself. One person on your side, and a morning report from then on.
See the full process- 01Week 1Step 01 / 05
Audit
We sit with the people who do the work and list every task that repeats. Most teams find thirty; we pick the ten that cost the most hours.
- 02Week 2Step 02 / 05
Map
Each workflow is drawn end to end: the trigger, the tools it touches, the person who signs off. You approve the map before anything is built.
- 03Weeks 3–4Step 03 / 05
Build
We wire the workflows into your CRM, inbox, invoicing and helpdesk, with a test run on real records and a log you can read.
- 04Week 5Step 04 / 05
Launch
Workflows go live one at a time, with a person watching each for its first week. Exceptions land in a queue, never in a void.
- 05OngoingStep 05 / 05
Autopilot
Every morning a report on what ran, what paused and what it saved. We tune, add and retire workflows as the business moves.
How it runs
From audit to autopilot.
Five steps from the first call to a business that runs itself. One person on your side, and a morning report from then on.
See the full process- 01Week 1Step 01 / 05
Audit
We sit with the people who do the work and list every task that repeats. Most teams find thirty; we pick the ten that cost the most hours.
- 02Week 2Step 02 / 05
Map
Each workflow is drawn end to end: the trigger, the tools it touches, the person who signs off. You approve the map before anything is built.
- 03Weeks 3–4Step 03 / 05
Build
We wire the workflows into your CRM, inbox, invoicing and helpdesk, with a test run on real records and a log you can read.
- 04Week 5Step 04 / 05
Launch
Workflows go live one at a time, with a person watching each for its first week. Exceptions land in a queue, never in a void.
- 05OngoingStep 05 / 05
Autopilot
Every morning a report on what ran, what paused and what it saved. We tune, add and retire workflows as the business moves.
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.