Workflows

Real automations. Ready to deploy.

These are workflows we've built and run in production. We deploy them for new clients in hours, not weeks. Pick the ones that fit your business — or tell us what you actually need and we'll build it.

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Operations

Email to Task

Important client emails become tracked tasks automatically — nothing slips.

GmailOutlookMondayAsanaNotion+1 more
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Operations

Meeting Notes → Action Items

Meeting transcripts are summarised, action items extracted, tasks assigned to the right people automatically.

FirefliesOtterRead.aiGoogle MeetMonday+2 more
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Finance

Invoice Processing

PDF invoices arriving by email get parsed and logged to your accounting system automatically.

GmailOutlookXeroSageZoho Books+1 more
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Finance

Late Payment Chaser

Overdue invoices get politely chased automatically — until they're paid or escalated.

XeroSageZoho BooksQuickBooksGmail+1 more
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Sales

CRM Lead Follow-up

Stale deals in your pipeline get a nudge — AI drafts the follow-up, you approve it.

HubSpotPipedriveSalesforceGmailOutlook
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Sales

Proposal & SOW Generator

Brief in, branded proposal out. AI drafts proposals from your discovery notes.

Google DocsNotionMondayPipedriveHubSpot
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Marketing

Content Repurposing

One blog post becomes a LinkedIn post, X thread, newsletter, and Instagram caption — automatically.

NotionGoogle DocsBufferMailchimpWordPress+1 more
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Reporting

Weekly Team Digest

Every Sunday evening, AI compiles a digest of the week — sent to your inbox by Monday 7am.

MondayAsanaNotionGoogle CalendarGmail+1 more
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Reporting

Daily Operations Brief

A 200-word brief in your inbox by 7am every weekday — yesterday's highlights, today's calendar, what needs your attention.

Google CalendarOutlook CalendarMondayGmailSlack
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Reporting

Monthly Client Reports

Branded monthly performance reports auto-generated from your tools — your clients get them on the 5th, every month.

Google AnalyticsMeta AdsGoogle AdsHubSpotXero+1 more
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Compliance

SARS Deadline Tracker

Proactive reminders for VAT, provisional tax, EMP201, and annual returns — never miss another SARS deadline.

EmailSlackMondayCalendar
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Don't see what you need? Tell us what you're trying to automate — we build custom workflows for any business process.

How it works

From browsing to live in days, not weeks.

Pick the workflows that fit your business. We handle the rest — scoping, integration, deployment, monitoring.

01

Pick your workflows

Browse the library, identify the workflows that would have the biggest impact on your business.

02

Book a discovery call

30 minutes, free. We confirm fit, learn your specific tools, and map out the right scope.

03

Get a custom quote

Within 48 hours. Honest scope, honest pricing — we don't believe in fixed tiers that don't fit.

04

Live in days

We deploy the workflows in your stack, connect your tools, and you're running by next week.

Want to see how these would work for your business?

Book a free 30-minute discovery call. We'll map your operations and recommend the workflows that would deliver the biggest impact first.

Book a discovery call

Or learn more about how we work →