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Task Automation Setup
Unlock hours of extra time every week with smart, simple automations built specifically for SMEs.
Description
Our Task Automation Setup help SMEs eliminate repetitive admin using powerful no-code tools — with no technical setup required from you.
A one-time setup that delivers value every single day — no subscriptions, no hidden fees.
Everything delivered remotely — no lengthy meetings required!
What’s Included
- 2 Custom Automations: Tailored to fix your biggest admin or workflow bottlenecks (e.g., lead tracking, invoicing, client onboarding).
- Tool Setup & App Integration: We connect and configure your favourite apps like Google Workspace, Slack, Trello, CRM platforms, and more.
- Simple Visual Workflow Maps: Clear, easy-to-follow diagrams showing how your new automations work together.
- QuickStart PDF Guide: Simple, branded instructions on how to use, manage, and troubleshoot your automations.
Key Benefits
- Save 5–10 hours per week — Automate boring, repetitive tasks and reclaim valuable time.
- Work Smarter, Not Harder — Your automations run 24/7 — even when you’re offline.
- Scale Without Hiring — Grow your operations without growing your payroll.
- Eliminate Manual Errors — Automations get it right every time, reducing mistakes and lost opportunities.
- One-Time Investment, Lifetime Value — A setup that keeps saving you time (and money) for years to come.
Delivery / Process
Project Timeline: 7 Working Days
- Discovery Form + Intro
You’ll fill out a short discovery form about your business and workflows. - Custom Automation Plan
We review your needs and propose the two best automations to deliver the biggest wins. You’ll get a simple workflow map showing how they work. - Build & Test
We build and fully test your automations inside trusted platforms — connecting to your favourite apps. - Handover Pack
You’ll receive:
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- Your Workflow Maps
- A QuickStart PDF Guide
Ready to reclaim your time and grow faster?
FAQs
Q: What types of tasks can you automate for my business?
A: We can automate a wide range of tasks, including lead tracking, client onboarding, invoicing, appointment scheduling, CRM updates, internal notifications, and much more — all tailored to your specific needs.
Q: What tools do you use to build the automations?
A: We mainly use trusted no-code platforms. These are powerful, reliable tools used by businesses worldwide.
Q: Do I need technical knowledge to manage my automations?
A: Not at all! Your automations are built to be simple and reliable. You’ll also get a QuickStart Guide so you can easily manage them — no coding or tech skills needed.
Q: How long does the setup take?
A: Most projects are fully delivered within 7 working days after you submit your discovery form. Everything is done remotely, with minimal time needed from you.
Q: Is there any hidden cost after setup?
A: No — your one-time fee covers everything. You may need free or low-cost plans for third-party tools, depending on your volume of automation activity, but we’ll always explain that clearly upfront.