01
Scheduled invoice sending
Invoices go out from your accounting system on the schedule you set, with the details already filled in.
Services Business Automation
Business Automation
Repetitive admin, done on schedule.
Who it is for
Owners and operations leads whose team re-types, re-sends and chases the same things every week.
01
What we build
02
Payment reminders and follow-ups
A polite reminder follows any invoice that stays unpaid, at the intervals you choose, and stops the moment payment lands.
03
Appointment booking and reminders
Bookings land in your calendar, and customers get a confirmation and a reminder by email or text.
04
Document and form generation
Quotes, contracts, letters and forms are filled from the data you already hold, ready to review and send.
05
Email and SMS notifications
The right person hears when something needs them: a new booking, a late payment, a form that just came in.
02
What it looks like in practice
You set the schedule once.
On the first of the month, invoices go out from your accounting system with the details already filled in.
If one is still unpaid after two weeks, a polite reminder follows, and another a week later.
Payments are matched as they arrive, and your team sees a short list of the accounts that still need a phone call.
Anyone on your side can pause or change any step.
03
Platforms we use for this
n8n and Zapier, Microsoft 365 and Google Workspace, connected to your accounting, booking and messaging systems.
{
"Automation": [
- n8n
- Zapier
- Google Antigravity
- VS Code
]
"AI models and agents": [
- OpenAI
- Claude (Anthropic)
- Gemini (Google)
- Microsoft Copilot
- Higgsfield
- Retell AI
- ElevenLabs
]
"Healthcare and phones": [
- Holly AI by Nimblr
- ModMed
- RingCentral
- Twilio
]
"Business systems": [
- Salesforce
- HubSpot
- Pipedrive
- Airtable
- monday.com
- Microsoft 365 and Azure
- Google Workspace
- Retool
]
"Email, meetings and chat": [
- Gmail
- Microsoft Outlook
- Microsoft Teams
- Google Meet
- Slack
- Telegram
]
"Outreach, forms and web": [
- Instantly AI
- Typeform
- Wix
- Hostinger
]
}
Questions about Business Automation
Which tasks can you automate?
Scheduled invoice sending, payment reminders and follow-ups, appointment booking and reminders, document and form generation, and email and SMS notifications. Most projects start with one of these and grow from there.
What happens when an invoice is paid?
The reminders stop the moment payment lands. Payments are matched as they arrive, and your team sees a short list of the accounts that still need a phone call.
Can we pause or change an automation ourselves?
Yes. You set the schedule once, and anyone on your side can pause or change any step.
How much does it cost?
Each project is quoted after the free discovery call, with a fixed scope and a fixed price for the build. Ongoing monitoring and improvements are optional and quoted separately. We do not bill open-ended hours.
Will it work with the software we already use?
Usually, yes. We build on automation platforms such as n8n and Zapier and on native connections, which link to most CRMs, calendars, accounting tools, email and practice-management systems. Where a system allows connections we can usually connect it; where it does not, we tell you on the discovery call.
Do we need technical staff to run it?
No. Every build comes with plain documentation and a walkthrough for your team, and someone on your side can always see it, pause it or take over. You own what we build.
Ready for less manual work?
Thirty minutes, free. You describe the problem, we pick one workflow your team repeats, and you leave with a plain summary of what could be automated, whether or not you hire us.
Book a free 30-minute discovery call Or email [email protected]
Save our contactScan with your phone camera to add our phone number and email to your contacts.