We connect your website forms, inbox, spreadsheets, and Microsoft 365 so customers get an instant reply, leads land in one list, and routine approvals move without chasing.
Use cases
Typical problems small teams ask us to solve. Each one is a good size for a first project.
TodayWebsite inquiries wait in an inbox until someone checks it.
After setupThe customer gets an instant confirmation, and the right person is notified with the details.
TodayLeads are scattered across emails, notes, and memory.
After setupEach inquiry is logged in one shared list with its source, date, and status.
TodayApprovals stall in long reply-all threads.
After setupRequests go to the approver in Outlook or Teams, with reminders and a recorded decision.
TodayInvoices and forms are retyped by hand.
After setupKey fields are extracted for a person to check before anything is saved.
TodayEach new hire gets a slightly different first week.
After setupA standard checklist assigns every task to an owner with a due date.
Services
Five services, each scoped to your tools and process. Every project ends with a tested workflow and written documentation you keep.
Every inquiry gets a consistent response and a clear next step, even on your busiest days.
Works with forms on your current website or a site we build for you.
Deliverables
Customer and job information stays in one place, without copying it between tools.
Requires a tool with a supported connector or API, such as Google Sheets, Excel, Airtable, or HubSpot. We confirm compatibility before quoting.
Deliverables
Approvals, reminders, and notifications built inside the Microsoft tools your team already uses.
Built in your organization’s Microsoft 365 environment with permissions you grant. Some connectors need a premium Power Automate license; we’ll tell you before work starts.
Deliverables
Incoming messages are sorted, key details are pulled from documents, and draft replies are prepared for a person to check.
Uses AI services your business approves. AI output can contain mistakes, so a person reviews it before anything is sent, filed, or paid.
Deliverables
Every new hire gets the same organized start, and routine requests are easy to submit and approve.
We automate tasks, checklists, and approvals. We don’t administer user accounts, identity systems, or access permissions; those stay with your IT team or provider.
Deliverables
Starting package
One workflow, clearly defined. You see exactly what’s included and what it costs before you agree.
Example package
For businesses that miss inquiries or follow up by hand. One lead source, connected and tested.
Fixed quoteSent by email after we review your request
Request a quoteEverything is built in accounts your business owns. If you stop working with us, it keeps running and stays yours.
Third-party tools charge their own fees. We list any in your quote before you agree.
Process
Handled online and by email. You approve the scope before work starts and test the result before it goes live.
Online form
Tell us the repeated task, the tools involved, and where it gets stuck. It takes a few minutes.
You receiveA reply by email within one business day.
By email
We confirm what’s possible with your tools and ask any questions by email.
You receiveA written scope: deliverables, approval points, third-party costs, and a fixed price.
In your accounts
We build in your accounts and test with sample data. You try it before it goes live.
You receiveA working workflow and a short written or recorded walkthrough.
Handoff
We confirm everything works and remove any access we no longer need.
You receiveWritten documentation and one round of adjustments.
FAQ
Something else on your mind? Email [email protected].
Looking for help at home instead?
Personal automation
Not usually. We start with the tools you already pay for. If a workflow needs a new tool or a higher license tier, we explain the cost before any work begins.
We build AI-assisted steps such as sorting, extracting details, and drafting replies. A person approves anything that goes to a customer, changes important records, or involves money.
Yes, with permissions you grant. Your organization keeps ownership and control of its Microsoft 365 tenant and every flow we build. Some Power Automate connectors need premium licensing, and we’ll flag that during scoping.
No. Our onboarding work covers checklists, task assignments, request forms, and approvals. Creating accounts, managing access, and running identity or security systems stay with your IT team or provider.
You do. Everything is built in your accounts and documented. At handoff we remove access we no longer need, and you can change or turn off any workflow at any time.
Every project gets a written scope and a fixed quote by email before work starts. Third-party subscriptions and usage fees are separate, and we list any we expect in your quote.
No. Everything can happen through the form and email. If you’d prefer a call, just ask.
Request a consultation
A short note is enough. Tell us which tools you use and what takes too much time, and we’ll reply with questions or a suggested first step.