D4.1Included
Tool map
Which tools hold which information, and where it's typed in more than once.
Detail D4 — Data automation
Type it once. Use it everywhere.
Most small businesses run on a handful of tools that don't talk to each other: a CRM, a spreadsheet, accounts, a booking system, a shared inbox. Someone ends up copying details from one to the next. We connect them, so information moves on its own and stays the same everywhere.
- Price
- On request
Fig. D4.1 — One record, many toolsNot to scale
New customerEntered once
WorkflowP1Checks, tidies, copies
Every tool updatedCRM · Accounts · Bookings
Table D4 — Scope
What data automation covers.
D4.2Included
Connections
Your CRM, spreadsheets, accounts, booking and email tools linked so changes flow between them.
D4.3Included
Clean-up
Duplicates merged, gaps filled and formats made consistent before anything is connected.
D4.4Included
Documents to data
Details pulled out of invoices, forms, PDFs and emails by AI, and checked before they're saved.
D4.5Included
Rules and checks
Missing or odd-looking details flagged instead of passed on.
D4.6Included
Alerts
Someone is told when a connection fails, so records never quietly fall out of step.
Notes — Signs you need it
You'll recognise these.
- 01The same customer appears three times in your CRM, spelled three ways.
- 02Someone spends Friday afternoon updating a spreadsheet from the inbox.
- 03Invoices are typed in by hand from PDFs.
- 04Nobody's quite sure which list is the up-to-date one.
Specification — How we build it
Reliable, then clever.
- Plain automation firstMost data moves with simple, reliable rules. We use AI only where reading or judging is needed.
- Checked before it's savedAI-extracted details are validated, and doubtful ones go to a person.
- Built to changeWhen you swap a tool, only one connection changes, not the whole set-up.
General notes — FAQ
Questions about data automation.
Which tools can you connect?
Most business software can be connected through n8n, Make or Zapier. Where a tool isn't supported, we build the connection in code.
Is it safe to let automation change our records?
We start cautiously: new records and clear updates are automatic, anything ambiguous waits for a person. Every change is logged, so it can be traced and undone.
Our data is a mess. Do we need to fix it first?
We fix it as part of the project. Cleaning up comes before connecting, otherwise the automation just spreads the mess further.
Fig. D4.2 — Next step
Stop retyping the same details.
Tell us which tools you use and where the copying happens. We usually reply the same working day.