Automated email search and triage, so the right messages reach the right person.
- Searching mailboxes for invoices, receipts and requests
- Sorting and labelling incoming mail by rules
- Drafting replies and follow-ups for a person to approve
Additional capabilities
AI Essentials
Help assessing repetitive tasks for automation, with human review of AI-assisted steps.
What we automate
Automation workflows for the work that repeats
If a person does the same steps every week, there is a good chance a workflow can do them. These are examples, and there is more beyond this list.
Repetitive tasks
The routine steps that eat up a week, done the same way every time.
- Copying information between tools
- Scheduled routines such as reminders and report refreshes
- Approvals and notifications sent to the right people
Documents and data
Files, spreadsheets and handoffs that move without being retyped.
- Reading and filing documents and forms
- Spreadsheet processing and clean-up
- Report and data handoffs between teams and tools
Platforms
Automation is not limited to AI
We choose the platform that fits the job. Some workflows use AI, and many do not. We also build with Power Automate, custom Excel tables and other platforms.
- Power Automate
- Custom Excel tables
- Other platforms as the job needs
Subscriptions to the platforms, and usage charges from any AI service, are billed to you by those providers and are not part of our price.
Use the right platforms, so your people can do the work only they can
Our aim is to use platforms and resources to save on people resources, so repeated manual steps take less of your team’s time. We do not promise a specific saving, because it depends on your business.
- We automate the steps worth automating and leave the rest alone.
- Where an AI step affects money, customers or records, a person reviews it first.
- We use the platforms and accounts you own, so you keep control.
Your needs
Tell us about your project
Which task do you repeat, and which tools does it involve?
We’ll confirm availability and scope before proposing an engagement.
Tell us about your AI needsLooking for day-to-day support?
Our core services cover bookkeeping, accounting, and administration.