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Automating repeat work

Automating the repeat work that fills your week

Automating the repeat work that fills your week
What we set up

What we automate

Most small teams we work with aren't short on effort. They're short on hours. Part of every week goes on typing the same invoice into Xero, copying a request from a text into a spreadsheet, or chasing people for their availability. None of that needs your judgement, and all of it caps what you can get done without hiring. Automating repeat work (the industry calls it business process automation) hands those jobs to software. We start with the job that costs you the most time, set it up properly, and check the saving before moving to the next one.

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Where small teams get stuck

In a small team, someone often spends part of every day on work that follows the same steps. An invoice typed into Xero. A request copied from a text into a spreadsheet. A message sent to six people asking if they’re free on Saturday. None of it needs a person’s judgement, but all of it has to get done.

The test is simple. If a job follows the same steps every time and rarely needs a decision, software can usually take it off you.

Why a quick fix doesn’t last

Here’s how it usually goes. Someone sets up a quick automation over a weekend, and for a while it works. Then a supplier changes their invoice layout, the automation stops, and nobody notices until the accounts don’t add up. The person who set it up has forgotten how, so it gets switched off and the typing starts again.

That’s the gap between a quick fix and something that lasts. The tool is the easy part. What decides whether it still works next year is picking the right job, writing down how it works, and having someone look after it.

There’s a second trap. Automating a muddled job makes the mistakes happen faster. If a job has extra steps out of habit, we tidy it first and automate the clean version. That’s why this work often starts with mapping how you work.

How we set up automation that lasts

One job at a time. We start with the job that costs you the most time or causes the most mistakes, automate it, and check the saving before we touch the next one.

Written down, so anyone can fix it. Every automation we set up is written down in plain words, including what it reads, what it does, and what happens when something goes wrong. If a supplier changes a form, it’s a quick fix.

A person keeps the final say. We automate the dull work so you can spend time on the odd cases and the people. Unusual cases go to a person, and we don’t promise anything runs fully on its own.

We use the tools you already pay for where we can, like Zapier, n8n, Airtable, Google Workspace, and Xero. Where a job needs reading or writing, such as an invoice in any layout, we add an AI helper (the industry calls it an agent) to do that part.

An invoice drafted in the accounts app, waiting for the bookkeeper to approve

What changes in your week

A five-person online homewares store we work with used to type 60 supplier invoices a month into Xero. Now an AI helper reads each invoice from the inbox and drafts the bill in Xero. The bookkeeper checks and approves them in one sitting a week. Overseas invoices in other currencies are still done by hand.

An animal rescue with one paid coordinator and 45 volunteers used to build its weekly roster by hand from text messages. Now an AI helper collects availability in Airtable, drafts the roster, and messages the gaps in Slack. The roster takes an hour instead of an evening, and the coordinator still decides who handles new animals.

A solo property manager with 140 rentals gets repair requests by text, email, and the rental portal. The AI helper sorts each request, asks the tenant for photos, and drafts the job for the tradie, so requests are logged the same day. Urgent jobs still go to a phone call.

Automation by industry

The repeat work looks different in each kind of business. See where it fits in e-commerce, real estate, not-for-profits, hospitality and events, and fashion.

If your kind of business isn’t listed, the question is the same. Which repeat job costs you the most time? That’s where we start.

What we set up

What we automate

01

Typing the same thing twice

The same customer, order, or invoice typed into your store, your accounts, and a spreadsheet. We connect them so the detail moves once and lands in the right place.

02

Reading invoices and forms

Supplier invoices, enquiry forms, and order emails come in every layout. An AI helper reads each one and drafts the record for you to approve.

03

Sorting what comes in

Requests by text, email, and web form get sorted into one list, with the urgent ones flagged and the missing details asked for.

04

Chasing and reminders

Availability, approvals, and follow-ups that wait until someone remembers. We send the reminders and track the replies, so work moves on its own.

05

Rosters, lists, and prep sheets

The weekly roster, the daily prep list, and the stock list get drafted for you from the information you already collect.

FAQs

Common questions

What does automating repeat work mean?
It means software does the jobs that follow the same steps every time, like typing an invoice into your accounts, copying an order into a sheet, or sending a reminder. You still make the calls that need judgement, and the software does the typing and the chasing.
Can't I do this myself with Zapier?
For simple jobs, often yes, and Zapier and n8n are both good tools. The trouble starts when a supplier changes their invoice layout or a form gets a new field and the automation quietly stops working. We set it up so it handles those changes, and we keep it running.
Where does AI come in?
Plain automation is great when every input looks the same. AI helps with the messy ones, like reading an invoice in any layout or sorting a tenant's text message by how urgent it is. We use plain rules where they work and add AI only where the job needs reading or writing.
Will it make mistakes?
Sometimes, which is why a person checks the work that matters. At a five-person online homewares store, the AI helper drafts each supplier bill in Xero, and the bookkeeper checks and approves them in one sitting a week. Invoices in other currencies still get done by hand.
Which job should I automate first?
The one that repeats the most, follows the same steps, and is easy to check. Supplier invoices, repair requests, catering orders, and weekly rosters are all common first jobs for small teams.
What does it cost?
It sits inside a fixed monthly package. Growing Team is $3,450 a month, which covers 4 AI helpers, one day a month of our time, a monthly review call, and the AI running costs. Smaller teams start with Solo or Small Team.
What if my process is a mess?
Then we tidy it first. Automating a muddled job makes the mistakes happen faster. We map the job, cut the steps that don't need to be there, and automate the clean version.
Take the next step

Find the one job worth automating first

Tell the AI about your business, your goals, and where your week goes. Your plan will name the repeat job to hand over first.

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