By task
Start from the work
Sixteen kinds of work small teams automate first. Pick the one that eats your week.
Lead capture & routing
New enquiries from forms, ads and email land in the CRM, get enriched, and reach the right person in minutes.
4 automationsSales & CRM hygiene
Deals move, records stay clean, and follow-ups happen without anyone remembering to do them.
4 automationsEmail triage & inbox
Sorting, labelling, drafting replies and pulling actions out of the inbox before it fills up.
4 automationsScheduling & meetings
Bookings, reminders, prep notes and post-meeting follow-ups.
3 automationsCustomer support & tickets
Tickets triaged, tagged and answered faster; escalations that never sit unseen.
4 automationsInvoicing, payments & bookkeeping
Invoices raised, payments reconciled, expenses logged and month-end closed with fewer hands.
4 automationsEcommerce & orders
Orders, fulfilment status, abandoned carts and post-purchase messages handled automatically.
3 automationsMarketing & content publishing
Drafts, approvals and publishing across the channels a small marketing team runs.
4 automationsSocial media & community
Posting, reposting, monitoring and responding across social channels and communities.
3 automationsReporting & dashboards
Numbers pulled from the systems that hold them into the sheet, doc or channel where they are read.
4 automationsData sync & backups
Two systems that should agree, kept in agreement — records, files, contacts, products.
4 automationsNotifications & alerts
The right person told the moment something happens: a payment fails, a deal closes, a threshold is crossed.
4 automationsDocuments & e-signature
Contracts, proposals and letters generated from data and sent for signature.
3 automationsHiring, onboarding & HR
Applicants moved along, new hires set up, time-off and reviews tracked without spreadsheets.
4 automationsProjects & operations
Tasks created from the events that should create them, and status kept current across tools.
4 automationsAI drafting, summaries & agents
A model in the loop: summarising, classifying, drafting and deciding within rules you set.
4 automations