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Care provider · Pilot at one site since July 2026One leave request path for a 1,000+ staff care provider, built inside their own Google WorkspaceStaff covered1,000+PilotOne site, since July 2026Read the case study Your team is buried and the obvious fix is another hire you can't quite justify. Automation is the third option: the outcome without the headcount.
You're weighing three things - hire someone, buy another SaaS tool, or automate. A hire is slow, costs a full salary whether the work is there or not, and covers forty hours. Another SaaS is one more login and more data to re-key. Automation buys the outcome the missing hire would deliver - work chased, routed, reconciled - without payroll, onboarding, or turnover. We build that layer and hand it over.
You've done the work, but the money's stuck - and you spend evenings sending 'just following up' emails for cash you're already owed.
The phone rings while you're on a job, it goes unanswered, and the caller dials the next name on the list.
The same information gets typed into three different systems because none of them talk to each other.
A lead comes in, sits in an inbox for hours, and by the time someone replies they've already gone elsewhere.
Booking takes a dozen messages, and then a chunk of the calendar simply doesn't turn up.
New leads land in the CRM but the team finds out hours later, so first response is slow and warm leads cool off.
New lead created in HubSpot → Lead scored and owner matched → Formatted alert posted to the right Slack channel → Owner tagged for first response
Stripe payouts land as lump sums and someone has to manually match them back to individual Shopify orders to close the books.
Stripe payout received → Payout broken down into its component orders → Each order matched against Shopify's order record → Mismatches flagged for review
Supplier invoices arrive as PDFs in a shared inbox, each vendor with a different layout, and someone re-keys the line items into a spreadsheet every week.
New invoice email arrives in Gmail → Parser reads the PDF, any layout → Line items written to a per-supplier tab in Sheets → Duplicates flagged, daily summary emailed
The same contact gets created two or three times, once from a form, once from an import, once from a manual add, and reports double-count them.
Scheduled job scans contacts for likely duplicates → Matches ranked by confidence rules → Records merged automatically above the confidence threshold, flagged below it
A weekly report gets rebuilt by copying numbers out of a working sheet into a summary, then emailing it around, every week without fail.
Scheduled trigger fires weekly → Sheet data pulled and summarised into the report layout → Report emailed to the distribution list
Explore by team in Sales teams, Finance teams, Operations teams, Support teams or by sector in Professional Services, E-commerce & Retail, Field Service & Fleet, Healthcare.
If the work is judgement-heavy and varied, hire. If it's repetitive, rule-based, and happening every day - invoicing, follow-up, data entry, reporting - a system does it more reliably and doesn't quit. Most teams need both; we handle the automatable half so the hire you do make works on the valuable part.
Our first move is to connect the tools you already own so data stops being re-keyed between them. We only suggest a new tool when there's a genuine gap, and we say so plainly.
We scope narrow and ship the first working system in weeks, not months - one high-cost workflow proven end to end before we widen. You judge the ROI on something real, early.
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