Recurring reports
Built and sent daily or weekly, to the people who need them.
Workflow automation
Work that happens on its own, at the time it should
I automate the steps that repeat: the report someone rebuilds every morning, the reminder someone has to remember, the job that only runs when a person is at a desk.
JobStatus
Nightly importDone
Daily reportSent
Payment reminderRetrying
Weekly summaryScheduled
Stock checkDone
Days, not monthsto the first run
Per projectpriced once the flow is clear
Watched for a weekon real data, before it is left alone
Recognise this
You need this if
- Someone rebuilds the same report every morning, from the same data.
- Things get forgotten, because they depend on a person remembering.
- Work stops at five, and starts again when someone opens a laptop.
- You found out something had failed only when a client asked about it.
What I automate
Six kinds of work that should not need a person
Each one is built around the process you already have, and left running only after it has proved itself on real data.
Reminders
Before a deadline, not after it, to whoever has to act.
Status notifications
Something changes, and the people affected are told at once.
Overnight jobs
Imports, checks and clean ups that run while nobody is there.
Escalation
When something has been sitting too long, it goes up a level.
Retries and alerts
A failed step is tried again, recorded, and a person is told.
Scheduled work
It runs whether or not anyone is logged in
Nightly, weekly, on the first of the month. The work does not wait for a person to be free, and it does not stop because someone is on holiday.
- Times you set, changed without touching code
- A record of every run, and what it did
- Runs that overlap are handled, not doubled
- Nothing depends on a laptop being open
JobLast run
Nightly importDone
Stock checkDone
Weekly summaryScheduled
Month end closeScheduled
Archive clean upDone
Triggered actions
Something changes, and the next step just happens
A status moves, a date passes, a threshold is crossed. Nobody has to notice it first, and nobody has to press anything.
- Triggers on the events that matter to you
- The action happens in seconds, not at the end of the day
- Conditions you can read, not logic buried in a script
- Every action is logged, so it can be explained later
One event, three consequences
Status movesorder approved
Checkedconditions met
Acted onthree steps run
Client notifiedSent
Task assignedDone
Stock reservedDone
Reports
The morning report nobody has to assemble
Same numbers, same time, in the inbox of the people who need them. Nobody exports anything, and nobody argues about which version is current.
- Built from the live data, not from a copy
- The same figures for everyone who receives it
- Daily, weekly or on a schedule you choose
- Delivered by email, or waiting on a screen
From data to report
Live data
Orders of the day
Open tasks
Deliveries due
Anything overdue
Morning report
One page, same layout
Sent at a fixed time
Same for everyone
Nobody assembled it
The systems it touches
Automations rarely live inside one system
Most of the work you want automated crosses something: the program where the order lives, the one that issues the invoice, the courier, the payment provider. Which ones matter depends on your business, not on a list I keep.
- ERP, CRM, accounting and invoicing, couriers, payment providers like Stripe, email
- Anything with an API can be connected, and most of what you already run has one
- Each connection sits behind its own boundary, so a provider can be swapped without rewriting the work
- When the other side is down, the step waits and retries instead of losing what it was doing
SystemWhat it does
Where the orders liveReads
Accounting or invoicingWrites
Courier or deliveryWrites
Payment providerReads
Email and notificationsSends
Anything else with an APIOn request
When it fails
The part most automation never mentions
Every automation fails eventually: a system is down, a file is missing, an address is wrong. What matters is what happens next.
- The step is tried again, on its own
- The failure is recorded, with what caused it
- A person is told, at once, not next month
- You never find out from a client first
A failure, handled
Step failedRecorded
Tried againRetrying
Second attemptSucceeded
Person notifiedSent
Cause in the logKept
How it runs
From a step done by hand to one that runs itself
Look
We follow the step as it happens today, with the person who does it.
Build
The automation is written around that flow, not around a general idea of it.
Watch
It runs on real data for a week, next to the manual step, until it is trusted.
Leave it running
The manual step stops. The automation reports on itself from then on.
First run in days, not months
How long and how much
Two answers, before you ask
A few days to two weeksfrom the first look at the flow to something that runs on its own, including the week it spends being watched.
Priced per projectset once the flow is clear. One document produced automatically and a chain that crosses three systems are not the same work.
Questions
Frequently asked questions
What can be automated, and what cannot?
Anything with a rule behind it, even an unwritten one. What cannot be automated is a decision that changes every time for reasons nobody can name. If we find one of those, I will say so rather than build something that guesses.
How long does it take?
A few days to two weeks, from the first look at the flow to something that runs on its own. That includes the week it spends running next to the manual step, before anyone relies on it.
How much does it cost?
It is priced per project, once the flow is clear. One document produced automatically and a chain that crosses three systems are not the same work, and a fixed list price would be wrong for both. The first conversation costs nothing.
What happens when it breaks?
It is tried again, the failure is recorded with what caused it, and a person is told. You are not supposed to find out from a client three weeks later, and that part is built in from the start, not added after the first incident.
What if the process changes?
Then the automation changes with it. Times, conditions and recipients are set in a place you can read and, where it makes sense, change yourself. A rewrite is only needed when the shape of the work changes, not when a detail does.
Do I need a system first?
Sometimes, and sometimes not. It depends on what you already run and on whether those programs will let anything talk to them. That is one of the things the first look answers: we go through what you have, what you want to happen, and what your systems actually allow, and then we decide together. If it can all be done on top of what exists, that is the cheaper path and I will tell you so.
Which step would you stop doing by hand?
Before anything is built, we follow it once as it happens today.