Automation and integration: tools that talk, admin that does itself
We join up the tools you already use so information is typed once, and set up the routine steps, such as invoices, reminders and follow-ups, to happen on their own.
Book a process review Book an automation audit
n8n
Xero
Stripe- Pipedrive
Keboola
Google Docs
The plumbing that makes AI useful
AI is most valuable when it is connected to the tools you already use and the work flows between them automatically.
Automation
Rules that do repeat tasks for you: when this happens, do that. No AI needed, just reliable steps that never forget.
Example: When a job is marked finished, the invoice and a Google review request go out automatically.
Integration
Joining up the systems you already use so information is typed once and flows everywhere it is needed.
Example: A website enquiry creates the customer in Xero, a job in your calendar and a note in your jobs list.
Integration connects your tools. Automation moves the work between them. Generative AI does the writing. RAG keeps every answer true to your business. Agentic AI handles the multi-step jobs. Voice AI answers and analyses your calls. You stay in charge of prices, quotes, invoices and anything a customer sees.
Popular automations for small businesses
Enquiry to job, automatically
Website forms, emails and call messages land in one jobs list with the details captured, so nothing is missed.
From £450 + VAT
Quotes, invoices and payment
Draft quotes for you to check, invoices raised in Xero, card or Direct Debit payment links sent, and late payers chased.
From £450 + VAT
Appointment reminders
Customers get a text or email before you arrive, so fewer wasted trips and no-shows.
From £450 + VAT
Reviews on autopilot
A Google review request after every finished job, with replies drafted for you to approve.
From £450 + VAT
AI office assistant
Answers website chats day and night from your own information, captures the job and passes it to you or your call-answering team.
From £450 + VAT
Joining up your tools
Xero, Microsoft 365 or Google, your calendar, job software and website talking to each other, so you type things once.
From £450 + VAT
- ✓ You approve every price, quote and message that matters to a customer
- ✓ Built on tools you already pay for wherever possible
- ✓ Your data stays in your accounts, not ours
Start with a review of how you work today
1. Process review
We walk through how you handle enquiries, quotes, jobs, invoices and follow-ups, and list where time is lost.
2. Plain-English plan
Each improvement with what it saves you, what it costs and what stays in your hands. You choose what goes ahead.
3. Build and connect
We set it up and connect it to your email, calendar, accounts and job software, then test it with you.
4. Look after it
We keep it running, fix anything that breaks and improve it as your business changes.
Fixed prices, agreed before we start
Automations
Each one fixed-price and agreed in writing. Bigger joined-up projects are quoted after the process review.
Ongoing support
Monitoring, fixes and improvements to everything we set up.
Small changes
A clear price agreed with you before we start.
Automation and integration: common questions
What is the difference between automation and integration?
Integration joins your systems so information is typed once and flows everywhere. Automation then moves the work between them using simple rules, such as sending the invoice when a job is marked finished.
Which tools can you connect?
Common ones include your website forms, email, Microsoft 365 or Google Workspace, calendars, Pipedrive and other CRMs, Xero and Stripe payments. We use n8n to connect them, so you are not locked into one supplier.
What happens if an automation breaks?
Under a support plan we monitor your automations, fix anything that fails and tell you what happened. Without a plan, fixes are quoted before we start.
How much does automation cost?
Automations start from £450 + VAT each, fixed in writing. Ongoing support starts from £150 + VAT a month.
Next: add AI or see your numbers with data and reporting.
Built on proven technology
We use leading AI, automation, web and telephony platforms, chosen for each job and joined up for you.
- ChatGPTGenerative AIChatGPTOpenAI's AI assistant. We use it to draft content, summarise documents and answer questions.
- ClaudeGenerative AIClaudeAnthropic's AI assistant, strong at careful writing, analysis and working through long documents.
- GeminiGenerative AIGeminiGoogle's AI assistant, built into Google Workspace and strong at working with documents, images and search.
- GrokGenerative AIGrokxAI's AI assistant, with access to up-to-date information from the web and X.
- PerplexityAI searchPerplexityAI search engine that answers questions with sources, and one of the places customers now find businesses.
- OpenRouterAI model routingOpenRouterOne gateway to many AI models, so each job uses the best-value model for the task.
- RunwayAI videoRunwayAI video generation and editing for adverts, social clips and product videos.
- OpusClipAI videoOpusClipTurns long videos, webinars and podcasts into short clips for social media automatically.
- n8nAutomationn8nWorkflow automation platform that connects your apps and moves information between them automatically.
- KeboolaData platformKeboolaData platform that gathers figures from your systems into one place, ready for reporting and AI.
- RetoolInternal appsRetoolBuilds simple internal tools and dashboards on top of your data quickly.
- StreamlitData appsStreamlitTurns data and AI models into simple interactive web apps.
- PlotlyCharts and dashboardsPlotlyInteractive charts and dashboards that make your numbers easy to read.
- Sentry.ioError monitoringSentry.ioMonitors websites and apps for errors so problems are fixed before customers notice.
- PipedriveCRMPipedriveSales CRM that tracks every lead and deal through a clear visual pipeline, with reminders so nothing is missed.
- XeroAccountingXeroOnline accounting software for invoices, payments and bank reconciliation, linked to your CRM and automations.
- AstroWebsitesAstroModern website framework that builds very fast, lightweight pages that score highly with Google.
- CloudflareHosting and securityCloudflareGlobal network that hosts your website close to every visitor and protects it with its firewall.
- Google DocsDocumentsGoogle DocsOnline documents your team can write, share and edit together, linked into our automations.
- TwilioCloud telephonyTwilioCloud communications platform for phone numbers, calls and text messages.
- 3CXBusiness phone system3CXBusiness phone system for desk phones, mobiles and computers, managed from one place.
- AsteriskPhone systemAsteriskOpen-source phone system software that powers business phone lines, menus and call routing.
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