SERVICES
Practical automation services
Get advice and hands-on help with emails, documents and routine admin. Use the software you already have, with AI where useful, and start with a change you can test.
How to get started
Choose the help you need
From an initial review to ongoing support, agree what will be done and what you will receive. Explore these practical examples for ideas.
Review and recommendation
Review a recurring task and compare ways to improve it. Get a clear recommendation, including when no change is needed.
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Review one task with the person responsible. Look at how often it occurs, the time it takes and common problems. Compare your current software, simple automation and AI before recommending a next step.
What you receive
- The steps involved and time currently spent.
- Options, required access and estimated running costs.
- A recommendation and, if useful, a trial plan.
Small-scale pilot
Test one improvement before committing further. See whether it helps, how much checking it needs and what it costs to run.
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Agree the tools, users and what the trial may do. Test with approved examples, decide which results need a person’s review and what happens if something fails. Then adjust, stop or prepare for wider use.
What you receive
- A working trial for one agreed task.
- Checks for useful results, mistakes and failures.
- Results compared with the current approach, including time and costs.
Setup and handover
Set up a tested improvement for everyday use. Connect the tools, train the people using them and hand over practical instructions.
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Check access and results, and agree alerts and a backup way of working. Train the people involved, hand over accounts and instructions, and confirm responsibility before you approve the start.
What you receive
- A tested setup, with checks and steps for handling problems.
- Accounts, settings, instructions and training.
- Clear responsibility and a way to return to manual work.
Support and improvements
Arrange checks, fixes and improvements for an existing setup, with the work, support hours and available time agreed in advance.
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Review the agreed setup as software or needs change. Check problems, sample results and costs, then agree fixes. Set the available time, support hours and who will handle unresolved problems.
What you receive
- A review of results, problems and running costs.
- A record of fixes and agreed next steps.
- An agreed support plan, with hours and responsibilities.
Clear decisions, practical help
Keep the people doing the work involved, and make the result straightforward to use and look after.
Start with one task
Choose a recurring task with enough examples to test an improvement. Agree who is responsible and what the work will cover.
People in control
Agree who checks the results and handles problems. Involve the people doing the work and give them clear instructions.
Existing tools first
Use the software you already have where practical. Add a new tool or custom code only when the existing tools cannot do the job.
The approach
How the work gets done
Use the results at each stage to decide what comes next. Ongoing support is arranged separately.
Understand
Learn how the task is done
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Record the current steps and time spent. Agree what should improve and any limits on time, budget or access.
Set up and connect
Make the tools work together
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Connect existing tools and use clear rules for routine decisions. Add AI for reading or drafting where useful, or custom code for gaps.
Test
Check results and problems
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Check results, review time and problems such as missing information or repeated actions. Compare with the current approach before extending use.
Introduce and hand over
Help people use it confidently
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Show people how to use the setup and hand over instructions. Confirm who looks after it and how work continues if it fails.
Review
Check progress and agree support
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Check results and costs at agreed times. Arrange any support separately, with clear hours, responsibilities and time allowed for improvements.
Let’s talk
Which task would you like to simplify?
Describe the task, the tools you use and where things slow down.