Hours back each week
The reminders, chasers and copy-and-paste jobs you did each evening go out without you.
Automations & workflows
The routine jobs done while you sleep
Follow-ups, invoices, reminders and reports go out between 11pm and 6am. You wake up to a short list of what the system did and what needs you.
11pm to 6amfollow-ups, invoices and reports done
Day 1, 3, 7follow-ups until someone replies
Your ruleswhen this happens, do that
This is a working example. Click, drag and try it.
4 ways it can work, or tell us yours
Pick the version closest to how you work. Under each one, tell us what you would change. It all goes into your system, and we build it the way you describe.
Overnight board
A departure-style board of what went out overnight: quotes followed up, invoices sent, reminders, stock orders and reports. Anything that failed or needs a decision sits at the top.
Owners who end each day with a pile of admin
When this, do that
A list of your rules in plain English, such as 'when a quote is accepted, book the survey'. Each rule keeps a log of what it did and when.
Businesses with hand-offs between the office, sales and site
Email & text sequences
A timeline of emails and texts on day 1, 3 and 7, with who is on each step. Anyone who replies or books comes off the sequence.
Anyone following up quotes, enquiries or lapsed customers
Booking autopilot
A booking confirmed, put in the diary, reminded the day before and invoiced after, with nobody touching it. We prototyped this for a bin cleaning firm.
Cleaners, bin cleaners and businesses with repeat bookings
What it does day to day
Each night the system works through the routine jobs. It follows up quiet quotes, sends invoices for finished work, chases late payers, drafts orders for low stock, syncs your accounts and builds the morning figures, and you see what it did on an overnight board when you start the day.
During the day, rules take care of the hand-offs between people. When a customer accepts a quote, the system books the survey. When the team sign a job off, the invoice goes out and a review request follows a day later. You tell us the rules in plain English, and we change them when the business changes.
- Overnight boardA list each morning of what went out overnight, with anything that needs a person at the top.
- When this, do thatRules like 'when a quote is accepted, book the survey', set up in plain English.
- Email and text sequencesFollow-ups on day 1, 3 and 7 that stop the moment someone replies.
- Booking autopilotA booking confirmed, scheduled, reminded and invoiced without anyone touching it.
- Review requestsA short request for a review goes to the customer the day after they pay.
- Reminders before visitsCustomers get a text the day before, with a link to rearrange.
- Stock reorderingLow stock turns into a draft purchase order overnight, ready for you to send.
- Nightly accounts syncThe system copies the day's invoices and payments to your accounts package overnight.
Spreadsheets, off-the-shelf or your own
How Automations & workflows goes on each of the three ways businesses usually run it.
| What | Spreadsheets and paper | Off-the-shelf software | Your own system |
|---|---|---|---|
| Follow-ups | Whenever you have a spare evening | A sequence tool on its own subscription | Built into your quotes and bookings |
| Hand-offs | Someone tells someone | Zapier stitched between three apps | Rules inside one system |
| When something fails | Nobody notices | An error email nobody reads | Flagged on the morning board |
| Your process | In people's heads | Bent to fit the tool | Written into the system your way |
| Seeing what happened | Ask around | Logs in each app | One overnight board each morning |
What changes for you
Fewer missed chances
Quotes, renewals and late payments get followed up, even in the weeks you are flat out.
Your team on the real work
People spend their day on customers and jobs instead of chasing paperwork.
Confirmations on time
Customers get their confirmation, reminder and invoice at the time they expect it.
Works with the rest of your system
Information goes from Automations & workflows to the sections that need it, so nobody types it in twice. Add them now or later.
Connects to Xero, QuickBooks, Sage, FreeAgent, Stripe, GoCardless, Microsoft 365, Google and most modern software.
Automations & workflows
Quotes & proposals
Invoicing, payments & cashflow
Inbox & live chat
Stock & purchasing
Questions about Automations & workflows
Anything else, call us on 01903 368559.
No. You tell us what should happen and when, and we build the rules. You can switch any of them on or off from a settings page.
Each automated message uses wording you approved, and anything unusual waits on the morning board for a person to check before it goes.
Yes. Rules can pass information to Xero, QuickBooks, Sage, Stripe, GoCardless, Microsoft 365, Google Workspace and most modern systems.
Yes. Pause or stop any sequence from the customer's record, and a reply from the customer stops it as well.
Want Automations & workflows built your way?
Add it to your system, tell us what to change, and we will send you a working version free.