The same details in several places
Form entries are copied into a client list and a project app. The agreed details can be transferred automatically.
Automation for everyday business tasks
Less copying and pasting.
More time for other work.
Does your team copy the same information between apps? I build an automation that handles the agreed steps for you. We start with one recurring task.
One project includes the build, testing and instructions.
How the work could flow
- 01Details arrive from a form
A client fills in the agreed project details.
- 02A person checks the details
The person in charge approves the project start.
- 03The automation handles the setup
The project folder and agreed tasks are created.
Illustrative example. This is not yet a working demo or a client result.
Sound familiar?
The same task. Again and again.
If a task repeats and follows clear steps, we can work out which parts can be automated.
Setting up a new project
Every project needs a folder and a similar task list. An automation can create them after approval.
Putting together recurring reports
Figures are collected from the same sources each time. An automation can gather the agreed data for review.
How I can help
Let’s take care of one recurring task.
An automation for one agreed task, built and tested for your business. You do not need to learn how to build it yourself.
- We agree on what the automation will do.
- I build it and connect the agreed services.
- We check together that it works as agreed.
- You receive instructions and one agreed round of fixes.
We also compare the work involved before and after. The actual benefit becomes clear in use.
An example from everyday business
A new client. A project ready to start.
Done manually today
Starting a project takes several steps.
- Check the new client’s details.
- Create the project folder.
- Copy details into the project app.
- Add the initial tasks.
With an automation
You approve the details. The automation handles the setup.
- Check and approve the project details.
- The automation creates the folder and tasks.
- Check the result. Any failure is reported to the person in charge.
This is an illustrative example, not a finished demo or a delivered client project. Time savings have not been measured.
See how we would check it worksWorking together, step by step
You know the task. I build the automation.
- 01
Describe the current task
Tell me in your own words what is done manually and which apps are involved.
- 02
Agree on the work and price
You receive a written proposal explaining what I will build and how we will check that it works.
- 03
Build and check it together
I build the automation in your company’s own environment. We check the agreed scenarios before it goes live.
- 04
Receive the automation and instructions
You receive the automation, instructions and guidance on what to do if something goes wrong.
Explore at your own pace