Automating repetitive tasks
If someone on your team copies data, sends the same emails or builds the same report every day, that work can be automated. Less lost time and fewer mistakes.
Does any of this sound familiar?
- Someone spends hours copying data from one place to another.
- The same emails or reminders always have to be sent by hand.
- Typing mistakes show up in exactly the most repeated tasks.
- Some reports are built the same way every week and take half a day.
How we solve it
We ask you to show us how the task is done today, step by step, exactly as the person does it. Steps often show up that nobody remembers the reason for.
We pick first the task that takes the most time and carries the least risk when automated. It runs side by side with the manual work, and once it proves to work, the manual version is switched off.
What it can include
- Automatic entry of data that is typed in today.
- Emails, alerts or reminders sent by rules.
- Reports built and sent on a schedule.
- Matching of data between two sources.
- Alerts when something goes outside the normal range.
- A record of every action, so you can review what happened.
Who it makes sense for
Small and medium teams where people lose time on mechanical tasks, time that could go into taking better care of customers.
Frequently asked questions
Which tasks are worth automating?
The ones that repeat often, always follow the same rules and do not need a person's judgment. If a task requires deciding case by case, it is probably not worth it.
Do I lose control over what gets done?
No. Every automation keeps a record of what it did, and it alerts you when something does not go as expected so a person can check it.
Do I have to change the systems I use today?
Usually not. The automation sits on top of what you already use, connecting your tools to each other.
Is this happening to you?
Tell us how you work today and we will see together what makes sense. The first conversation does not commit you to anything.