AI agents
AI agents that work through multi-step tasks on your behalf, using your business rules and tools, with people in control.
Workflow automation
AI workflow automation that gives your team hours back
We take the workflows that eat your team’s week, like data entry, quotes, invoices and reports, and build lightweight tools that do them for you. Built around the systems you already use.
- Free 30-minute consult
- Clear, upfront pricing
- Auckland-based, NZ-wide
Your people weren’t hired to copy and paste
Every business has work that follows the same steps every time: copying details between systems, chasing information, formatting reports, writing similar emails. It’s necessary, but it isn’t what you hired your people for.
We build automations that handle these tasks reliably, with a person in the loop wherever judgement matters. No bloated platforms, no long onboarding and no licence fees that grow faster than you do.
What you get
Deliverables
- Process mapping of the workflow to be automated
- A custom automation built around your existing tools
- Integrations with systems such as Microsoft 365, Google Workspace, Xero and your CRM
- Human review steps wherever a decision needs a person
- Testing with real examples before go-live
- Training, documentation and handover to your team
- Ongoing support and improvement if you want it
How it works
A clear, low-risk process
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Map
We document the process as it really happens today and agree what good looks like.
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Design
We design the automation, including where people stay in control, and confirm the cost upfront.
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Build
We build and test it against your real examples, then refine it with your team.
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Launch and improve
We go live, measure the time saved and keep improving it.
Examples
What this looks like in practice
Every solution is shaped by your operations, data and goals. These are typical starting points.
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Quotes and invoices
Turn site notes, emails or job sheets into draft quotes and invoices in your accounting system.
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Inbox triage
Sort incoming emails, extract the details and route each request to the right person, with a draft reply.
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Reports and documents
Assemble weekly reports, proposals or compliance documents from your existing data automatically.
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Data entry between systems
Keep your CRM, job management and accounting tools in sync without re-typing anything.
Pricing
Clear, upfront pricing
Every engagement starts with a free 30-minute consultation. You’ll get a fixed scope and a clear price before any work begins, so there are no surprises.
FAQ
Workflow automation: common questions
What kinds of tasks can be automated?
Anything repetitive that follows a recognisable pattern: data entry, document preparation, email sorting, scheduling, reporting, quoting and handovers between systems. If your team says “I do this every week”, it’s a good candidate.
Will it work with the software we already use?
Usually, yes. We build around your existing tools wherever possible, including Microsoft 365, Google Workspace, Xero and most systems with an API or export. We’ll confirm what’s possible before you commit.
Will automation replace my staff?
That isn’t the aim. Our automations remove the repetitive parts of a job so your people can spend more time on customers, quality and growth. A person stays in the loop wherever judgement matters.
How much does it cost?
It depends on the workflow, but we design automations to pay for themselves quickly. After a free consultation we’ll give you a clear, upfront price before any work starts.
What if something goes wrong?
We build in checks, logging and alerts, and test with your real examples before go-live. If an automation can’t complete a task confidently, it hands it to a person rather than guessing.
Related
Often paired with
AI insights and reporting
Tools that pull your data together automatically and surface what matters: sales, operations and customers.
Start with a free 30-minute conversation
Tell us what’s taking up your team’s time. We’ll show you where AI can help, what it would cost, and what to do first. No obligation and no sales pitch.