Stop copying data between systems. Stop chasing information across spreadsheets. We connect your tools and build automated workflows that save you hours every week—so you can focus on running your business.
Book My Workflow ReviewMoving customer details from your website into your CRM. Copying invoice data into your accounting software. Sending the same follow-up emails manually, over and over. Chasing down information that lives in three different places.
It's not glamorous work—but it adds up. Hours every week. Mistakes that slip through. Staff who are busy but not productive. And the nagging feeling that there has to be a better way.
There is.
Your CRM, your accounting software, your booking system, your email platform, your invoicing tool—most of these can be linked together. When a new customer signs up, their details flow through automatically. When a job is completed, the invoice gets created. When a payment lands, your records update themselves.
This isn't science fiction. It's workflow automation—and it's more accessible than you think.
We look at how information moves through your business today—where it starts, where it needs to go, and where the bottlenecks or manual steps slow things down.
We identify which tasks can be automated and how your systems can be connected. You'll see exactly what we're proposing before anything gets built.
We set up the integrations and workflows, test them thoroughly, and make sure everything works reliably.
You get workflows that run in the background, saving time every day. And if something needs adjusting, we're here to help.
A new lead fills out your website form. Their details are added to your CRM automatically. A welcome email goes out. When they become a customer, the invoice is created in your accounting software. You didn't touch a keyboard.
When your team marks a job complete in your scheduling tool, your customer gets notified, your records update, and the next step triggers automatically.
Instead of pulling numbers from five different places, you get a summary delivered to your inbox every Monday morning—accurate, up-to-date, and automatic.
Small automations compound into serious time savings across your week.
When data moves automatically, there's no room for copy-paste mistakes.
We connect your existing software—Xero, MYOB, HubSpot, Google Workspace, and hundreds more.
Local integrations, local compliance, realistic budgets.
There's a better way. We'll look at how your business runs today and show you where automation can save real time. No jargon, no obligation—just practical ideas you can act on.
Book My Workflow Review