Automation ideas for small businesses

• Enquiries

  Instant reply to every enquiry

  Web, email and social enquiries get a proper reply within a minute, in your words.

  Suits most small businesses

• Enquiries

  Missed-call text back

  A missed call gets a text within a minute asking what they need, then books them in.

  Trades · Clinics and salons · Hospitality

• Enquiries

  Enquiry qualification

  Asks the questions you would ask and tells you which enquiries are worth a call.

  Trades · Agencies and consultancies

• Enquiries

  Follow-up until there is an answer

  Polite follow-ups until an enquiry becomes a booking or a clear no.

  Suits most small businesses

• Enquiries

  Important enquiries by text

  The enquiries that matter are texted to you with a summary the moment they arrive.

  Suits most small businesses

• Quotes and invoices

  Quotes drafted from your price list

  Your prices and past jobs turned into a quote for you to check and send.

  Trades · Agencies and consultancies

• Quotes and invoices

  Quote chasing

  Friendly nudges on the schedule you set, until the customer answers.

  Trades · Agencies and consultancies

• Quotes and invoices

  Invoice when the job is done

  Marking a job done raises the invoice in your accounts software and sends it.

  Trades · Agencies and consultancies

• Quotes and invoices

  Overdue invoice nudges

  Late payers get polite, escalating reminders without you writing them.

  Suits most small businesses

• Quotes and invoices

  Deposits before confirming

  Bookings over a set value ask for a deposit before they are confirmed.

  Clinics and salons · Hospitality · Trades

• Diary

  Online booking with your rules

  Customers book themselves into the slots, services and staff you allow.

  Clinics and salons · Trades

• Diary

  Reminders the day before

  Confirmations and reminders by text or email, with a link to move.

  Clinics and salons · Trades

• Diary

  No-show follow-up

  Missed appointments get a rebooking link without anyone remembering to send it.

  Clinics and salons

• Diary

  Customers move their own bookings

  Reschedules happen within your rules and your diary updates itself.

  Clinics and salons · Trades

• Diary

  The day's jobs, in order

  Each person gets their jobs in a sensible order, with addresses and notes.

  Trades

• Customer questions

  Website chat that knows your business

  Answers from your own prices, hours and policies, and hands over to a person.

  Suits most small businesses

• Customer questions

  Inbox sorted and answered

  Routine emails answered, invoices filed, the rest flagged for you.

  Suits most small businesses

• Customer questions

  "Where is my order?" answered

  Order status pulled from your system and sent back straight away.

  Shops and online

• Customer questions

  Returns to your policy

  Return requests checked against your policy and the next steps sent.

  Shops and online

• Customer questions

  Social messages answered

  Opening hours, prices and availability answered on your social pages.

  Hospitality · Shops and online

• Paperwork

  Receipts to accounts

  Photographed or forwarded receipts entered, categorised and matched to the bank.

  Suits most small businesses

• Paperwork

  Job sheets from site notes

  A voice note or photo on site becomes a completed job sheet.

  Trades

• Paperwork

  Forms before the appointment

  Intake and consent forms completed and filed before the customer arrives.

  Clinics and salons

• Paperwork

  New client onboarding

  Agreement, forms, folders and welcome email set up from one signed quote.

  Agencies and consultancies

• Paperwork

  Supplier invoices processed

  Supplier invoices read, checked against orders and entered in your accounts.

  Hospitality · Shops and online

• Paperwork

  Renewals and certificates tracked

  Insurance, certificates and registrations reminded before they lapse.

  Trades

• Reporting

  Monday morning numbers

  The figures you run the business on, in your inbox every Monday.

  Suits most small businesses

• Reporting

  Daily sales to your phone

  Yesterday's takings and top sellers sent first thing.

  Shops and online · Hospitality

• Reporting

  Cash-flow early warning

  A heads-up when money due in and money going out are heading the wrong way.

  Suits most small businesses

• Reporting

  Low stock alerts

  Items running low flagged before they run out.

  Shops and online · Hospitality

• Reviews and marketing

  Review requests after a good job

  Happy customers asked for a review at the right moment.

  Trades · Clinics and salons · Hospitality

• Reviews and marketing

  Review replies drafted for you

  A reply to every review, drafted in your voice for you to approve.

  Hospitality · Clinics and salons · Shops and online

• Reviews and marketing

  Newsletter from your month's work

  Your month's jobs and news turned into a draft newsletter.

  Agencies and consultancies · Trades · Clinics and salons

• Reviews and marketing

  "You're due" reminders

  Customers due a service, check-up or refill get a nudge.

  Clinics and salons · Trades

• Team

  Rota questions answered

  Staff ask who is on and when, and get the answer from the rota.

  Hospitality

• Team

  Timesheets without chasing

  Hours collected, checked and sent to payroll.

  Agencies and consultancies · Trades

• Team

  New starter pack

  Contract, forms, logins and first-week plan sent and tracked.

  Suits most small businesses

• Team

  Holiday requests checked

  Requests checked against cover and passed to you to approve.

  Suits most small businesses

Nothing matches both filters. Try "All" on one of them.