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Workflow Automation

Reduce manual administration with a workflow built around your business. Choose one defined implementation or work with me regularly to improve and automate processes in priority order.

From £500One-off project or ongoing partnershiponline

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Who This Is For

→ Businesses repeating the same administrative steps each week.

→ Teams copying information between tools or manually tracking the next action.

→ Businesses with recurring email enquiries, document requests or follow-ups.

→ Owners who want regular help improving processes as the business develops.

Examples of work we can improve

These are examples of possible projects. Their scope and price depend on the systems, steps and decisions involved.

Enquiries and follow-ups

Capture a request, organise the details and notify the person responsible for the next step.

Email administration

Classify messages, prepare routine replies or track outstanding information within agreed review rules.

Appointments and reminders

Connect appropriate booking, confirmation and reminder steps.

Records and reporting

Reduce repeated data entry and prepare recurring summaries from the tools you use.

What You Walk Away With

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A defined improvement

We agree what the workflow should do, how it starts and what a successful result looks like.

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A tested implementation

The agreed process is built and checked against representative examples and foreseeable exceptions.

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Clear responsibility

Your team knows what happens automatically, what needs review and who handles exceptions.

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A practical handover

You receive operating notes and guidance on using the delivered workflow.

Options

Choose how we work together

One-off Automation

From £500

Best for: One defined process and a clear result.

→Scope confirmation
→Build and testing
→Documentation and handover for the selected workflow

The £500 starting price is for a small, clearly understood process using supported connections between existing tools. Custom integrations, complex logic or substantial process analysis are quoted separately.

Discuss one automation →

AI & Automation Partnership

£1,500/mo

Best for: Several improvement priorities that need ongoing attention.

→Reserved monthly capacity working through an agreed backlog
→Analysis, optimisation, implementation, testing and documentation in priority order
→A shared priority list and monthly review

20 hours/month

3-month minimum

Your monthly allowance covers analysis, meetings, building, testing, documentation and review. The commitment is 20 hours per month, scheduled in suitable working blocks.

Discuss a partnership →

How It Works

Understand the process

We identify the outcome, tools, responsibilities and any steps that need human judgement.

Agree the work

We choose the delivery option, confirm scope and establish the priorities.

Build and test

I implement the agreed changes and review how they behave in practice.

Introduce and improve

We hand over the workflow and agree any continuing development or maintenance.

FAQ

Do I need an audit before you build anything?+

If the process is clear, we can scope the implementation directly. If requirements, responsibilities or exceptions need investigation, we agree the appropriate discovery work first.

Can you automate email for an accountancy practice?+

We can examine tasks such as routing enquiries, requesting missing information or preparing routine replies. The workflow is designed around the practice's systems and agreed rules for access, review and sending.

What is included in the Partnership's 20 hours?+

The allowance covers the professional work involved: analysis, meetings, implementation, testing, documentation and review. We agree the priorities and make the use of time visible.

What happens after the first three months?+

We review progress and agree whether to continue, change the arrangement or hand over the work completed. The engagement agreement explains the arrangements beyond the initial term.

Who maintains the automation afterwards?+

We agree maintenance responsibilities at handover. Regular improvements can sit within a Partnership, while a smaller maintenance arrangement can be quoted if that is what the system needs.

I already have a support agreement with PixyWorks. Does this change it?+

Existing agreements continue under their agreed terms. Contact me if you would like to discuss a different arrangement.

Choose the next process to improve.

From £500

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