Teach the program your steps, once.
Automation means a program does the work you repeat by hand.
It is like teaching a new colleague your steps once — after that, they follow the same steps every time, on time, without getting tired.
You decide the rules and check the result; the program handles the repeating part.
These are the kinds of work that can be automated.
Find the example closest to your work. Each one shows how it is done now, and how it can work after automation.
Spreadsheets & Excel
-
Now · Merge Excel files from several branches into one
After automation · Drop files into a folder and they are merged into one sheet
-
Now · Fix inconsistent date, name and unit formats one by one
After automation · Everything is cleaned into one format at once
-
Now · Find and delete duplicate customer or order data by eye
After automation · Duplicates are flagged or removed automatically
-
Now · Copy the same table every week into a new file
After automation · A new file is created automatically on the set day
-
Now · Cross-check numbers across several sheets
After automation · Differences between sheets are highlighted automatically
Email, messaging & alerts
-
Now · Send notice emails to customers one at a time
After automation · Personalized emails are sent from a list and a template
-
Now · Read inquiry emails, sort them and forward to the right person
After automation · Emails are sorted and forwarded by keyword
-
Now · Remember payment and deadline dates and remind people
After automation · Reminders go out automatically before the deadline
-
Now · Keep opening the mailbox to check for new inquiries
After automation · A new inquiry sends you an instant message alert
-
Now · Send holiday and away notices one by one
After automation · Handled with auto-replies and scheduled sending
Documents, reports & forms
-
Now · Write a new quote or contract every time
After automation · Documents are completed automatically from the details you enter
-
Now · Build the monthly report with tables and charts by hand
After automation · Reports are generated automatically from collected data
-
Now · Open receipts and statements and type the numbers in
After automation · The needed information is entered automatically from the files
-
Now · Convert documents to PDF, name them and save them
After automation · Converted in one go and saved by your naming rules
-
Now · Copy survey and application answers into a document
After automation · Submitted answers are organized into your format right away
Collecting web & online information
-
Now · Check competitor prices or product info every day
After automation · Information is collected on schedule and organized into a table
-
Now · Browse several sites for notices, bids or job postings
After automation · Only new posts are picked out and sent as alerts
-
Now · Copy shop product info and register it somewhere else
After automation · Information is moved and registered automatically
-
Now · Lots of repetitive typing on websites
After automation · A program does the set inputs and clicks for you
-
Now · Check changes in Google Maps and reviews
After automation · New reviews and changes are gathered and sent as alerts
Show more examples
Orders, customers & inventory
-
Now · Check orders from several shops one by one and type them into Excel
After automation · Orders are gathered in one place automatically
-
Now · Reduce stock by hand when an order comes in
After automation · Orders and stock stay in sync automatically
-
Now · Retype shipping details into the courier format
After automation · Converted into the courier format in one go
-
Now · Customer info is scattered across messengers, Excel and notebooks
After automation · Gathered in one place with duplicates cleaned up
-
Now · Find repeat-purchase targets and message them yourself
After automation · Customers who match the conditions are notified automatically
Settlement, accounting & finance
-
Now · Sort card and bank records by item and type them in
After automation · Sorted automatically by your rules
-
Now · Collect and organize tax invoices and receipts
After automation · Files are gathered and named and dated automatically
-
Now · Build the month-end settlement sheet by hand
After automation · The settlement sheet is calculated automatically from the data
-
Now · Check unpaid amounts and contact people one by one
After automation · The unpaid list and notices are generated automatically
-
Now · Match deposits to each client by hand
After automation · Deposits and invoices are matched automatically
Files & folders
-
Now · Files pile up in Downloads and are hard to find
After automation · Sorted automatically by type and date
-
Now · Rename files one at a time
After automation · Renamed all at once by your rules
-
Now · Resize photos and change their format
After automation · Every photo in a folder is converted at once
-
Now · Back up important files by hand
After automation · Backed up automatically at set times
-
Now · Look for old files and clean them up
After automation · Files matching your criteria are cleaned up automatically
Marketing, social media & content
-
Now · Post the same text to several channels separately
After automation · Write once and post to all at the scheduled time
-
Now · Gather post reactions and visitor numbers to review
After automation · Metrics are collected into a regular report
-
Now · Organize event entries and draw winners
After automation · Eligible entrants are organized and the draw is run
-
Now · Pick newsletter recipients by hand
After automation · Sent automatically to those who match the conditions
-
Now · Add a name or logo to product photos one by one
After automation · Handled in one batch edit
HR, admin & learning
-
Now · Collect clock-in and working hours and calculate them
After automation · Records are totaled and organized automatically
-
Now · Take meeting-room and supply requests by messenger
After automation · Requests and confirmations are handled in one place
-
Now · Manage training schedules and attendance in a table
After automation · Schedule reminders and attendance records are automated
-
Now · Send onboarding paperwork instructions one by one
After automation · Step-by-step instructions are sent automatically
-
Now · Enter test results and make report cards
After automation · Report cards are generated automatically from the scores
Connecting systems
-
Now · Copy information from one program into another
After automation · The two programs exchange information with each other
-
Now · Move survey and payment info over by hand
After automation · Submissions flow into your spreadsheet and alerts automatically
-
Now · Open and check things yourself every day
After automation · Check results are reported at set times
-
Now · You only find out about problems when errors occur
After automation · You get an alert as soon as something goes wrong
-
Now · Copy website inquiries into a customer table
After automation · Inquiries are added to the customer list automatically
These are examples of the kinds of work that can be automated, not client cases. What is possible, and how, depends on the programs, data formats and security conditions involved — we check feasibility first and let you know.
What makes a task a good fit for automation?
- It follows set steps and rules
- It repeats every day, week or month
- It involves a lot of copy-paste and checking
- If you make a mistake, you have to redo it
- It is dull and takes a long time by hand
The form that fits your situation.
Which form is right depends on your work and the programs you use. We suggest it after the consultation.
Excel & spreadsheet integration
Work with the files and sheets you already use.
Scheduled programs
Runs by itself every day, week or month.
Website integration
Collect from, or enter into, websites automatically.
Browser extensions
Handy tools that work right inside Chrome or Edge.
Email & messenger alerts
Get the result or a warning where you will see it.
From inquiry to hand-over in five steps.
We keep it simple, and we tell you what to expect at every step.
Step 1
Inquiry
Tell us which repetitive work you want to hand off.
Step 2
Consultation
We check what repeats, and how, in your work.
Step 3
Proposal
We explain what can be done and the way to do it.
Step 4
Development
We build it to fit your work.
Step 5
Hand-over & guidance
We hand it over and show you how to use it.
What to tell us when you inquire
- How you do the work now
- How often it repeats
- The programs you use
- The result you want