Catalog

What we can automate

30 examples of tasks that are still done by hand today, organized by area. Pick yours and see the before and after.

Sales

Quotes in minutes

Before: Every quote is put together by copying prices from a spreadsheet.
After: You pick the products and a branded PDF comes out, ready to send.

Customer support

WhatsApp that answers on its own

Before: Someone answers the same ten questions all day long.
After: AI replies with real stock, shipping and opening-hours data, and hands off the tricky cases.

Admin & finance

Supplier invoices straight from email

Before: Every invoice is copied by hand into the system or a spreadsheet.
After: The PDF arrives and the data is entered on its own, ready for review.

Operations

Inventory in sync across every channel

Before: Stock is updated by hand on each platform, and you end up selling things you don't have.
After: You make a sale on one channel and stock goes down on all the others automatically.

Documents

Contracts and proposals that write themselves

Before: Every contract is edited by hand, starting from an old one.
After: You fill in a form and the document comes out ready to sign.

Data

Business dashboard

Before: To know how you're doing, someone has to build the Excel file.
After: Sales, margin and stock on one screen that updates itself.

Marketing

Promotions with receipt upload

Before: Participants send photos by message and get logged in a spreadsheet.
After: A landing page with receipt upload, email confirmation and a dashboard for the brand.

Sales

Lead follow-up

Before: Contacts get lost in each salesperson's WhatsApp.
After: Every inquiry goes into a list with a status and a reminder to follow up.

Customer support

Appointment confirmations

Before: Someone calls each person, one by one, to confirm the next day's appointments.
After: A WhatsApp message goes out automatically the day before, with buttons to confirm or cancel.

Admin & finance

Bank statement reconciliation

Before: The bank statement is checked line by line.
After: Matching transactions are ticked off automatically and only the differences are left to review.

Operations

Delivery routes

Before: Routes are planned by hand every morning.
After: The route comes out in order and the customer gets a notice when the driver heads out.

Documents

Data from PDFs and photos

Before: Delivery notes, receipts and forms are typed into the system by hand.
After: AI reads the document and enters the data; a person just reviews it.

Data

Real profitability

Before: Everything looks profitable until you subtract fees, shipping and advertising.
After: You know what each product, channel and customer really brings in.

Marketing

Lead capture

Before: Leads from the website and social media end up scattered everywhere.
After: They all go into a single database and get an instant reply.

Sales

Wholesale orders from a catalog

Before: Orders come in as voice notes, photos and scattered messages.
After: Customers build their order in a web catalog with their own prices, and it reaches you neatly organized.

Customer support

Sorted email

Before: The shared inbox is chaos and some messages never get an answer.
After: Every email is sorted and reaches the right person with a draft reply.

Admin & finance

Payment reminders

Before: You have to chase every customer who owes you.
After: Staggered reminders go out by email or WhatsApp, with the details of what's outstanding.

Operations

Courier invoice checks

Before: The courier's invoice is checked shipment by shipment.
After: The system matches it against your shipments and flags anything that doesn't add up.

Documents

Digital client files

Before: Each client's paperwork is spread across folders and emails.
After: Everything is organized by client and can be found in seconds.

Data

Weekly report by email

Before: Numbers have to be requested and pulled together every time.
After: Every Monday the week's numbers land in your inbox.

Marketing

Automated emails

Before: Emails to customers go out whenever someone remembers.
After: Welcome, repeat-purchase and abandoned-cart emails go out on their own at the right moment.

Sales

Customer portal

Before: Customers write to you asking for invoices, statements or documents.
After: Each customer logs into their portal and finds everything without having to ask.

Customer support

"Where's my order?"

Before: Customers write in to find out what's happening with their purchase.
After: They get every shipping status update without having to ask.

Admin & finance

Automatic invoicing

Before: Every sale is invoiced by hand, one at a time.
After: Every sale generates its invoice through your e-invoicing provider.

Operations

Work orders

Before: Jobs are tracked on paper and in messages.
After: Every order has a status, an owner and photos uploaded from a phone.

Marketing

Multi-channel publishing

Before: The same product or property is uploaded by hand to every site.
After: You upload it once and it gets published on every channel that allows it.

Admin & finance

Month-end close for your accountant

Before: Month-end means gathering folders, spreadsheets and receipts.
After: Sales, purchases and expenses come out neatly packaged in one click.

Operations

Import costing

Before: An afternoon in Excel to work out what each unit costs.
After: From the supplier invoice to the real landed cost per unit in the warehouse, in minutes.

Operations

Supply alerts

Before: You find out something is missing when it has already run out.
After: You get an alert when a supply drops below the minimum, with a suggested order.

Operations

Spreadsheets that fill themselves in

Before: Someone copies data from one system into Google Sheets or Excel.
After: The spreadsheet fills itself in from your systems and is always up to date.

Don't see yours on the list? If it repeats, it can be automated. And if it isn't worth doing, we'll tell you.

Tell us what you do by hand →