Automations

What this covers

• Tenders and competitions

  New opportunities found and filtered against the kind of work you actually win, so nothing worth entering is missed.

• Business development follow up

  Conference cards become contacts, and the first email goes out while they still remember meeting you.

• Meeting notes to actions

  Notes turned into tasks and assigned to the right people, so what was agreed in the room reaches someone's list.

• Inbox triage

  The messages that need an answer surfaced before they are buried under the ones that do not.

• Timesheets and admin

  The recurring chores everyone forgets and someone has to chase, handled before anyone has to ask.

• Reporting

  Project status assembled from the tools your team already uses, so the weekly report writes itself.