Automation and AI
We find the work your team repeats every week and make it run without them.
Every small business has a set of tasks that happen the same way every single time. Someone retypes an invoice into the accounting system. Someone chases the client who has not replied. Someone rebuilds the same report every Monday morning.
None of it is hard. All of it is time. And because it is nobody's actual job, it gets done at the edges of the day.
Things we commonly automate
- Quotes and proposals, generated from a template and tracked
- Invoicing, payment reminders, and reconciliation into your books
- Client and job intake, straight into your CRM or job system
- Scheduling, confirmations, and no-show follow-ups
- New hire setup: laptop, accounts, and access on day one
- Weekly and monthly reports, built and delivered automatically
- Small internal apps to replace the spreadsheet everyone fights over
How the work goes
We start by watching what actually happens, not what the process document says. Then we pick the one or two workflows with the best ratio of time saved to effort, build them, and check they hold up in real use. After that we keep tuning, because businesses change and a workflow left alone for a year drifts out of date.
When the answer is a small app
Sometimes the problem is not a workflow to automate, it is a spreadsheet doing a job it was never designed for. A shared workbook that breaks when two people open it, or a paper form someone retypes at the end of the week.
Those are usually better as a small internal app built with Power Apps. Job sheets, inspection forms, approvals, equipment logs, site check-ins. It works on a phone, it stops people entering nonsense, and the data lands somewhere structured, which means it can feed your reporting instead of dying in a cell.
Where AI genuinely helps, and where it does not
AI is useful for a narrow set of jobs: summarising long threads, drafting a first pass of routine correspondence, pulling structured data out of unstructured documents, and answering repetitive internal questions. It is genuinely good at those.
It is a poor fit anywhere a wrong answer is expensive and nobody is checking. We will tell you which side of that line a given idea falls on. Sometimes the honest answer is that a simple rule does the job better than a model.
Why an IT provider is doing this at all
Automation lives or dies on access to your systems: email, files, the accounting package, the job system, the identity layer underneath. That is the same set of things a managed IT provider already runs. Most IT shops stop at keeping it working. We think the more useful question is what it could be doing on its own.
What this costs
Light automation is included on the Complete plan at $175 per user per month, and ongoing automation work is included on Complete + Automation at $225. Larger custom builds run $1,500 to $3,000 with a $500 per month optimisation retainer. See pricing.
Related services
Let’s make your tech boring. In the best way.
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