Move routine work between the tools you already use

Common builds

Concrete systems in this family, described the same way the free Snapshot describes them.

• AI email triage

  Incoming mail is read, classified, prioritised and routed before anyone opens the inbox.

  A triage layer on your existing mailbox that categorises each message, flags what is urgent, routes it to the right person and drafts a reply for the cases that repeat. Nothing sends without a person approving it.

• Meeting intelligence

  Meetings are transcribed, summarised and turned into actions and follow-ups automatically.

  Transcription and summarisation wired into where the work actually lives: actions extracted and assigned, records updated, and a follow-up drafted for the organiser to check and send.

• Reporting automation

  Recurring reports assemble themselves, with the numbers checked and the changes explained.

  A scheduled process that collects the figures from their sources, builds the report you already produce, flags anything that moved unusually, and writes a short commentary on why.

• Scheduling and appointment automation

  Booking, reminders, rescheduling and follow-up handled without the back-and-forth.

  A booking flow that offers real availability, confirms, reminds, handles the reschedules and follows up afterwards — removing the email thread that currently sits between an enquiry and a date in the diary.

• Marketing assistance

  Content drafted, repurposed and scheduled from material you have already produced.

  A workflow that turns the work you already do into marketing output — case notes into posts, long pieces into short ones — in your own voice, with a person approving everything before it goes out.

How we work on this

1. 01

   Understand

   We watch the process as it runs today and write down what happens when it goes wrong, not only when it goes right.

2. 02

   Design

   We decide what the automation handles, what it escalates, and what it is never allowed to do.

3. 03

   Build

   We build it against real examples, including the awkward ones, and put failures somewhere visible.

4. 04

   Hand over

   You get documentation, monitoring and a way to change the parts that will need changing.

Systems we connect for this

• n8n
• Make
• Zapier
• Microsoft 365
• Google Workspace
• Slack
• Airtable
• HubSpot
• Custom APIs

We connect the systems your team already uses. Naming a platform here means we can integrate with it, not that we are partnered with or endorsed by it.

Questions

What happens when the automation gets something wrong?

That is a design question we answer before building. Every workflow we build has a defined destination for uncertain or failed items — a review queue, a flag, an alert — because an automation that fails silently is worse than no automation.

Do we have to move to new software?

Usually not. Most of this work connects the systems you already pay for. Where we do recommend a new tool, we will say what it costs and what it replaces.