workflow automation — working software, not slides
Workflow Automation.
The copy-paste, the re-keying, the chasing, the 'did anyone send that?' – handed to software that does it the same way every time. We build automation that does one job, cheap to run and instrumented, and we say plainly when you don't need it.
01 · the problem
The work between the work.
Every business runs on a hidden second job: moving information from one place to another. The quote into the invoice, the invoice into the accounts, the order into the spreadsheet, the spreadsheet into the email. It's done by your best people, at the end of the day, and it's where the mistakes live.
What changes
- Data entered once, everywhere it needs to be
- Handoffs that happen the moment the previous step finishes
- Chasing done by software – reminders, escalations, nudges
- A log of what ran, when, and what it did
fig. 01 · the second job · illustrative
bay 01 · powered
02 · how it works
Trigger. Steps. Done.
We start from the one workflow that costs you the most time and map it honestly – including the exceptions. Then we build it on the tools you already pay for, with a trigger, the steps in between and a place to see that it ran. It goes live beside the manual process until you trust it, then replaces it.
Under the hood
- Discovery: the one workflow worth automating first
- Built on your stack – CRM, accounts, e-commerce, sheets, email
- AI where it earns its place: reading documents, drafting, sorting
- Exceptions routed to a person, never silently dropped
- Monitoring and alerts when something fails
- Documented, so it isn't a mystery box
fig. 02 · the pipeline · illustrative
bay 02 · powered
03 · what you get
Hours back, every week.
The first workflow usually pays for itself inside a quarter; the second is cheaper because the connections already exist. Automation compounds the way reviews do – each one makes the next faster to build, and the team gets its end-of-day back.
In the box
- The workflow, built, tested and live
- A dashboard of runs, failures and time saved
- Exception handling and a human fallback
- Documentation your team can read
- Monthly tuning, and the next workflow queued
fig. 03 · hours saved per month · illustrative
bay 03 · powered
04 · the offer
One workflow, scoped. One flat monthly. No contract.
Setup is the first workflow, scoped and priced before we build a thing. The monthly covers hosting, monitoring, fixes and small changes; bigger additions are scoped the same way. We give you the figure on the call, once we've heard which workflow it is.
- 01
Setup
Discovery, then the first workflow built and run live beside the manual process until you trust it.
- 02
Monthly
Running costs, monitoring, alerts, fixes and small changes. One flat figure.
- 03
Term
Month to month. Everything we build stays yours, documented.
05 · questions people ask before they say yes
What's worth automating first?
Whatever is frequent, boring and rule-based: the thing someone does every day that could be written down as steps. We'll tell you in the first call if yours isn't that – and what is.
Do I need to change my tools?
Rarely. We build on what you have – Xero, HubSpot, Shopify, Google Sheets, Outlook, whatever it is. Replacing a tool is a separate conversation we won't start unless it's genuinely needed.
Where does AI come in?
Where a step needs judgement: reading a PDF, drafting a reply, sorting requests into piles. Where a step is rules, it's just code – cheaper, faster and more reliable, and we'll say which is which.
What happens when it breaks?
It tells us. Every workflow is monitored, failures alert us, and exceptions go to a person instead of vanishing. Fixes are covered by the monthly.
Is our data safe?
It stays in your own accounts. We connect with the minimum permissions and you can revoke them at any time; nothing is copied somewhere we own.
How long does the first one take?
Two to four weeks from first call to live, most of it discovery and testing beside the old way of doing it.
Can I stop?
Yes, monthly. The workflow and its documentation stay with you.
next step
Fifteen minutes to find the workflow worth doing first. If there isn't one, we'll say so and you've lost a coffee break.