← Small business automation
Workflow Automation · Sydney

Workflow Automation for Small Business

The jobs your team does the same way every week can run by themselves: sending invoices, chasing payments, onboarding new staff, approving purchases, filing documents and building reports. Fixed price, built around how you already work.

Or call 02 5839 5859 · Mon–Sat 8am–6pm AEST

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$ Payment inStripe · bank ✉ Send receiptbranded email ▤ Update Xeromark invoice paid ◉ Notify teamTeams channel

Admin jobs that can run on their own

A good rule of thumb: if a task follows the same steps every time and someone does it at least weekly, it's worth automating.

Invoices & payment reminders

Invoices raised when a job closes, receipts sent when payment lands, and polite reminders when an invoice goes overdue.

e.g. job closed → invoice → reminder at 7 and 14 days

Staff onboarding & offboarding

New starter accounts, licences, groups and welcome emails created in one step. Access removed cleanly when someone leaves.

e.g. HR form → M365 account → laptop ticket

Approvals

Purchase, leave and quote approvals routed to the right person, with reminders and a record of who approved what.

e.g. purchase over $500 → manager approval

Follow-up emails

Quote follow-ups, appointment reminders, review requests and check-ins sent at the right time without anyone remembering.

e.g. quote sent → follow-up after 3 days

Data entry

Details copied between your website, inbox, spreadsheets, CRM and accounting software automatically and without typos.

e.g. supplier bill email → Xero draft bill

Reports & alerts

Daily and weekly summaries in your inbox, and alerts when something needs a human: low stock, a price change or a failed backup.

e.g. 9:00am daily sales summary

Automation that doesn't break quietly

The risk with a quick automation is that it stops working and nobody notices for a month. Every workflow we build is monitored and logged. If a step fails, you and we get an alert straight away, and the job is retried or flagged for a person to finish.

We build with tools that suit the job, from self-hosted workflow platforms such as n8n to Microsoft Power Automate and custom Python scripts, and we document each workflow so you're never locked in.

Workflows can run in the cloud or on an on-site automation server, and they work with the apps you already use.

Workflows running in production today

supplier API→price check→margin rule→alert

Supplier stock & pricing watcher

A scheduled job pulls live distributor pricing, compares it with retail prices, holds products that would sell below margin and emails a summary.

tickets→status→archive→email

Service desk lifecycle

Every status change on a job sends the customer an update, and finished jobs are archived automatically so the board stays clean.

From repetitive task to running workflow

1

Free automation audit

A 30-minute chat about where your team's time goes. You get a short list of what's worth automating and what it would cost.

2

Build & test

We build the workflow or dashboard, test it on your real data, and run it alongside your current process until you trust it.

3

Hand over & look after

Your team gets a simple guide. We monitor it, fix anything that breaks and adjust it as your business changes.

Workflow automation FAQs

Which tasks should we automate first?

Start with tasks that happen often, follow the same steps each time and cause problems when they're missed, such as payment reminders or new starter setup. The free audit gives you a ranked list.

How much does a workflow cost?

Each workflow is a fixed price quoted after the audit, based on how many systems it touches. Ongoing monitoring is available on a monthly care plan.

Will automation replace my staff?

No. It removes the copy-paste and chasing so your team can spend time on customers and skilled work. Most clients use the time saved to grow without hiring extra admin.

Do you use Power Automate or Zapier?

We use whatever suits the job and your budget. Power Automate works well if you're already on Microsoft 365. For heavier workloads, self-hosted n8n or custom scripts avoid per-task fees.

What does your team do every week that a workflow could do?

Book a free 30-minute audit and we'll show you which tasks can run on their own and what each would cost.

Book a free audit Phone 02 5839 5859