Blog
Notes from the work.
One automation per post. What arrives, what the system does with it, what you still do yourself.
Upholsterer fabric samples sent and followed up
Swatches posted and followed up five days later, so the chair comes to you and not to whoever wrote back first.
UpholstererThe weekly client report, written on Friday
Every Friday at 2 the week's notes, photos and decisions become a one-page report in your format, ready to check and send.
Architects, engineers & surveyorsViewings confirmed, reminded and fed back
Once a viewing is in the diary, applicant and vendor are confirmed and reminded, and feedback reaches the landlord that evening.
Estate agents, lettings & propertyThe extra socket that never made the invoice
A client asks for a change on site. You record a voice note. The variation is priced and approved before the work starts.
Construction, installation & tradesWeekly numbers in one Monday email
Jobs done, revenue per bay or per van, and outstanding invoices, pulled from the diary and your accounts, in your inbox at seven on Monday.
Garages, transport & logisticsNext week's timetable becomes the posts
One Google Sheet with seven columns turns into the Instagram graphic, the Mailchimp teaser and the WhatsApp broadcast.
Beauty, fitness & leisureTimesheets become the invoice and the payroll file
Hours are matched to what each client agreed, odd rows are flagged, and Xero drafts plus the payroll file appear without retyping.
Agencies & business servicesThe time you forgot to record, found at 17:30
Unrecorded time flagged from your calendar and email each evening, WIP per matter on Friday, draft bills on your billing date.
Solicitors, notaries & legalTender and planning documents read for you
Four hundred pages of tender pack and planning conditions, read for dates, obligations and quantities, with the deadlines in your calendar.
Architects, engineers & surveyorsTenant referencing chased until the file is complete
Documents arrive by link, get read and checked against your list, and the missing ones are chased until the file is done.
Estate agents, lettings & propertySupplier price lists imported in ten minutes
A 41-page PDF becomes a clean import file for your shop, with every price change on its own sheet.
Shops, webshops & wholesaleSupplier invoices matched to the job they belong to
Every supplier invoice is read, matched to the purchase order and the job, and posted to your accounts with the job on it.
Workshops, makers & food producersWholesaler invoices into Xero, with price rises marked
Invoices picked out of the inbox, posted to Xero as drafts, every line compared with what you paid last time.
Restaurants, hotels & eventsSubcontractor paperwork chased before the payment run
Insurance certificates, invoices and timesheets from your subs are tracked and chased, and anything missing shows up before you pay.
Construction, installation & tradesStock alerts and reorder drafts
When a product drops below its threshold you get one alert and a reorder email sitting in your drafts, addressed to the supplier.
Shops, webshops & wholesaleSite queries logged, with a draft reply
Every contractor question gets a number, a date and a draft answer from your drawings, and the open ones are listed each morning.
Architects, engineers & surveyorsSite photos filed by project and date
Photos from your phone are renamed, filed to the right project and stage, and a weekly set is pulled for the client report.
Architects, engineers & surveyorsThe shampoo shelf reorders itself
Till sales come off a stock sheet every night. At the reorder point a supplier email is drafted with codes and quantities.
Beauty, fitness & leisureCertificates that remind the customer themselves
Boiler services, gas safety certificates and inspections come due on their own, with a booking link from your real diary.
Construction, installation & tradesRota gaps filled by text before the office opens
A shift drops out at 6.40. Free staff are texted in order, the first yes takes it, the rota updates, the office reads about it later.
Agencies & business servicesOpen shifts filled by text, rota out Sunday
A shift opens, the people who can work it get a text, first yes takes it, and the rota goes out every Sunday at six.
Restaurants, hotels & eventsReviews gathered and answered
One review request two days after delivery, a reply drafted for every review, and the best ones turned into posts.
Shops, webshops & wholesaleReviews answered before lunch, bad ones to you first
Google and Tripadvisor reviews pulled at 8am, replies drafted in your tone, anything three stars or under held for you.
Restaurants, hotels & eventsReview requests after a good visit
A one-tap request the same evening, routed so an unhappy answer reaches your inbox before it reaches Google.
Health & care practicesReturns without eleven emails
Return requests checked against your own policy, labels sent, refunds queued for one click from you.
Shops, webshops & wholesaleRegular customers reminded when their order is due
The system finds each customer's ordering rhythm and sends a reminder a few days ahead, with one click to reorder.
Workshops, makers & food producersRenewals and compliance dates in one view
Tenancy ends, gas safety, EICR, EPC and deposit deadlines per property, with the booking requests and notices sent on the day.
Estate agents, lettings & propertyReferral and insurance letters from your notes
Referral letters, insurance reports and GP updates drafted from your session notes in your layout, for a read and a signature.
Health & care practicesRecalls that fill the diary
Six-month check-ups, annual reviews and end-of-course reminders go out on the day they fall due, with a booking link.
Health & care practicesA quote from the reg and a photo
Reg, mileage and a photo of the dent come in. A draft quote in your own template is waiting for you to check.
Garages, transport & logisticsA quote from a sketch or a photo
A customer sends a photo of a drawing. The system asks what is missing and drafts the quote from your price rules.
Workshops, makers & food producersA quote from four photos and a voice note
Photos and a voice note from the van become a draft quote in your own format, priced from your own rates, in minutes.
Construction, installation & tradesQuery lists that write themselves
Transactions that need a client answer are collected into one numbered list per client and sent once a week.
Accountants, bookkeepers & brokersThe proposal is drafted before the call is cold
The transcript fills your proposal template, section by section, and a draft is in Drive about ten minutes after you hang up.
Agencies & business servicesNothing goes to press without a recorded yes
Every proof version, every reply and every approval is logged on the job, and nothing goes to press without one.
Workshops, makers & food producersPrivate hire enquiries turned into a draft proposal
The enquiry gets asked the right questions, the date is pencilled, and a proposal from your packages lands in your drafts.
Restaurants, hotels & eventsPortal enquiries answered inside a minute
Rightmove, Zoopla and OnTheMarket leads get a reply inside a minute, with qualifying questions and real viewing slots.
Estate agents, lettings & propertyPatient questions answered at 21:40 on a Sunday
Sciatica, insurance, prices and parking answered on your website and WhatsApp from your own answers. Clinical goes to you.
Health & care practicesParts ordered the moment the job is booked
When a job is confirmed the parts list is checked against stock and the supplier order is drafted, days before the car is on the ramp.
Garages, transport & logisticsAccepted quotes go straight into the schedule
An accepted quote becomes a job with a due date, a materials list and a slot in the week, and the customer gets a date.
Workshops, makers & food producersOne address for all client paperwork
Clients send receipts and invoices to one address. Each one is read, matched and posted as a draft for you to approve in a batch.
Accountants, bookkeepers & brokersWeb form to opened matter before you sit down
Intake questions sent, answers summarised, conflict check run and the matter opened. You read one page and decide.
Solicitors, notaries & legalService or MOT booked over WhatsApp
The customer sends a reg and a line of text. Two slots come back, one gets booked, and a reminder goes out the day before.
Garages, transport & logisticsMOT and service reminders that fill quiet weeks
Every reg on a past invoice is checked against DVLA weekly. Customers get a reminder and a booking link five weeks before the MOT is due.
Garages, transport & logisticsMonthly report packs on the 12th
The management accounts summary per client, in your format, sent on your schedule, with a short plain note on what changed.
Accountants, bookkeepers & brokersMonthly client reports written on the 1st
Numbers pulled from every tool, charts in your style, commentary drafted from what the team did, PDF and email ready to send.
Agencies & business servicesThe month-end document chase, on a schedule
The list of what each client still owes you builds itself and gets chased in your words, on the dates you choose.
Accountants, bookkeepers & brokersMonday morning numbers in five lines
Sales, best sellers, low stock, ad spend and refunds in one email at 7am, pulled from the systems you already use.
Shops, webshops & wholesaleMonday 7am, one email with the numbers
Attendance, new members, churn and revenue pulled from the booking system and payments on Sunday night, four lines long.
Beauty, fitness & leisureThe missed call that gets answered anyway
You cannot pick up on a roof. The caller gets a text, sends a photo, and the lot lands on your phone in one message.
Construction, installation & tradesPhotograph the specials board, posts come back
One photo of the board sent by WhatsApp, a post and a story drafted and queued for your tap.
Restaurants, hotels & eventsMaterials ordered before they are urgent
Upcoming jobs are checked against stock and supplier lead times every night, and purchase orders are drafted in time.
Workshops, makers & food producersMargin per job, every Monday morning
Hours, materials and invoice value per job in one weekly view, with the jobs that lost money at the top.
Workshops, makers & food producersListing copy drafted from your photos
Upload the photos and a few facts. The description, Rightmove bullets and two social posts come back in your house style.
Estate agents, lettings & propertyLead follow-up that does not fade out
Every lead gets the next note drafted in your voice at day 3, day 10 and a month, and the sequence stops the moment they reply.
Agencies & business servicesLandlord statements sent on the first
Monthly statements with every contractor invoice referenced, plus a short note on each property, produced and sent on the first.
Estate agents, lettings & propertyJob costing without the spreadsheet evenings
Supplier invoices and timesheets are matched to the job as they arrive, so you see cost against estimate while the job is still running.
Construction, installation & tradesQuote accepted, job booked, customer reminded
An accepted quote goes into your calendar with the address and notes. The customer hears from you that evening and the day before.
Construction, installation & tradesInvoices raised on the contract date, chased on time
The contract terms are read once. Xero raises each invoice on the day, reminders go out, and you hear about it only when something is late.
Agencies & business servicesInvoice sent before you leave the drive
Tick the job done on your phone. The invoice goes out with a payment link, and reminders follow at 7, 14 and 30 days.
Construction, installation & tradesIntake forms done before the first visit
New patients fill the intake and consent forms by link, answers go into the record, and a paragraph waits for you.
Health & care practicesAn inbox sorted by matter and urgency
Every email tagged to its matter, deadlines and the other side flagged, newsletters gone. At 07:30 a short list of what needs a decision.
Solicitors, notaries & legalID and proof of address checked without you
Clients upload from their phone. Each document is read against your AML checklist and the client is told what is missing. You see a tick.
Solicitors, notaries & legalHours against fee, stage by stage
Timesheet hours are set against the fee per stage, and you hear the moment a stage is going over rather than at invoice time.
Architects, engineers & surveyorsThe week's numbers in one Monday email
Covers, spend per head, reviews and the coming week's bookings, pulled from the tools you already have, twelve lines long.
Restaurants, hotels & eventsYour weekly numbers in a Monday email
No-show rate, utilisation per practitioner, new versus returning, invoiced against last year, in your inbox every Monday morning.
Health & care practicesFollow-up two days after treatment
A check-in on day two with a rebooking link, another at six weeks, and a drafted note for anyone who drifted.
Health & care practicesFleet paperwork tracked per vehicle
Fuel, parts and subcontractor invoices coded per vehicle in Xero or QuickBooks, with MOT, tax, insurance and inspection dates reminded.
Garages, transport & logisticsThe first fortnight of a new member
A sign-up at 10.40pm triggers a welcome, an intake form, a reminder and a week-two check-in, all in your words.
Beauty, fitness & leisureA reminder the day before, a nudge after
One-tap confirm the day before, the table freed on a cancel, and a quiet follow-up to the people who did not turn up.
Restaurants, hotels & eventsFee proposals from your pricing rules
Six answers about a prospect and a fee proposal is drafted from the pricing table you wrote down once.
Accountants, bookkeepers & brokersA fee proposal drafted from six answers
Six answers about the project, and the proposal and appointment letter come back drafted in your own template.
Architects, engineers & surveyorsThe engagement letter that writes and files itself
Say yes to the enquiry and the letter, scope and fee go out for e-signature from your own templates. The signed copy files itself.
Solicitors, notaries & legalDriver timesheets and routes from two taps
Jobs are grouped by area into a route per van, each driver gets the day's sheet at half six, and two taps per job become the timesheet.
Garages, transport & logisticsA drawing issue register nobody argues with
Each drawing issue is logged with revision, date and recipients, and the issue sheet goes out on its own.
Architects, engineers & surveyorsDocument chasing that nobody at the firm writes
Every missing document per matter is tracked. Reminders go on day 3, 7 and 14 in your tone and stop the moment the file arrives.
Solicitors, notaries & legalEvery client deadline in one view
VAT, year end, confirmation statements and payroll dates for every client in one grid, with reminders to them and to you.
Accountants, bookkeepers & brokersCustomers told where the van is
On our way, twenty minutes out, arrived, and a proof photo within a minute. The driver never touches the phone.
Garages, transport & logisticsCustomers hear about their job without a call
In production, ready, out for delivery. A tick on the floor sends the message, and every message is logged on the job.
Workshops, makers & food producersConsultants and suppliers chased until it arrives
The beam schedule, the U-value certificate, the setting-out drawing, all tracked and chased politely from your own email until they turn up.
Architects, engineers & surveyorsCompliance dates tracked per person, with reminders
DBS, right-to-work, training and insurance expiry per person, read from the documents and chased at 60 and 14 days.
Agencies & business servicesThe client hears about every stage before they ask
When a matter moves stage the client gets a plain-English update drafted in your voice. You approve with one click.
Solicitors, notaries & legalThe client onboarding pack, drafted for you
Engagement letter, AML checks, authorisation forms and the welcome email, all drafted from your templates from eight fields.
Accountants, bookkeepers & brokersClass questions answered at eleven at night
The same six questions arrive on WhatsApp and Instagram all evening. A reply layer answers them from the live timetable.
Beauty, fitness & leisureA chatbot that knows your shop
Sizing, shipping, returns and stock answered from the pages you already wrote, with order status looked up in Shopify.
Shops, webshops & wholesaleCatching the member who stopped coming
Attendance is checked every night against each person's own normal. The drop gets a personal message you send yourself.
Beauty, fitness & leisureThe 6.30 spot fills itself
A cancellation at 4.15 goes to the waitlist in order, one person at a time, with a short window to say yes.
Beauty, fitness & leisureCall notes to actions in six minutes
The client call is summarised, actions land in Notion with owners, and the recap email is in your drafts before you have stood up.
Agencies & business servicesA 200-page bundle into a dated chronology
Drop the bundle or the email chain in a folder and get a chronology with page references. You read the pages that matter.
Solicitors, notaries & legalBookings confirmed, no-shows reduced
Website, voicemail and WhatsApp requests get free slots, land in your diary, and are reminded twice.
Health & care practicesTable requests answered while you are on the floor
Instagram, WhatsApp and site requests checked against the diary, booked and confirmed, with allergens asked upfront.
Restaurants, hotels & eventsA boiler email becomes a job ticket
A tenant's one-line repair email becomes a ticket, the right contractor is asked for slots, and tenant and landlord are kept posted.
Estate agents, lettings & propertyBank reconciliation as an approve list
Unmatched bank lines get a proposed match, a category and a reason overnight, so the morning is approving rather than hunting.
Accountants, bookkeepers & brokersAsk for the review after visit three
The booking system knows the visit count. Review requests go after the third, referral codes after the twelfth.
Beauty, fitness & leisureWho is late and what is empty, every Monday
One email at 7.30 on Monday. Late tenants worst first, every void with days empty, and which ones are not even listed yet.
Estate agents, lettings & propertyAbandoned basket and win-back emails
Timed, plain emails to people who nearly bought or have gone quiet, written in your voice and logged order by order.
Shops, webshops & wholesaleA week of product posts from one delivery
New stock becomes seven drafted posts in your tone, from the photos and copy already on your product pages.
Shops, webshops & wholesale