Somebody re-types that every single week.
Invoices, approvals, onboarding, reports: if it happens the same way twice, software can do it. We build the small tools and workflows that take repetitive office work off your team’s desk. One of the fastest ways to feel the difference.
What the job looks like
A two-minute screen recording of the boring job. Phone quality is fine.
We build the workflow against your actual files and systems, with an approval step wherever judgement matters.
A working automation, the documentation to run it, and a clean handover. You own it.
What changes
- Hours back every week, on schedule
- Fewer copy-paste errors in the books
- Approvals that move without chasing
- It runs on Tuesday whether anyone remembers or not
66 jobs in Business Automation.
Every one is a real job we do. Find the one that sounds like your week.
Bespoke Mini Applications
Small, single-purpose applications built to do one job your off-the-shelf software cannot. Scoped tightly, delivered quickly, and handed over with everything you need to run it.
“There’s no software for the odd way we do this, and the big platforms want us to change how we work.”
Ask us about this →Internal Business Applications
Custom internal tools built around the way your business works: job tracking, stock checks, scheduling boards, whatever the gap is. No per-seat licences, no features you’ll never use.
“We run the business on one giant spreadsheet and we’re terrified of it.”
Ask us about this →Internal Portals
A single internal web page where staff find the documents, forms, links and numbers they otherwise chase around email and shared drives. One front door for the business.
“Nobody can ever find the current version of anything.”
Ask us about this →Secure Client Portals
A private, login-protected space where your clients view their information, upload documents, submit data and sign paperwork, instead of everything happening over email attachments.
“We’re sending sensitive client documents back and forth by email and it makes me nervous.”
Ask us about this →Offline-First Field Apps
Apps for staff who work where there’s no signal: forms, checklists and job records that work fully offline and sync automatically when connectivity returns.
“Our field forms only work with signal, so half the data gets scribbled on paper and typed up later.”
Ask us about this →Mobile Field-Service Apps
Simple mobile apps for engineers, installers and inspectors: today’s jobs, site details, photos, signatures and job completion, all flowing straight back to the office.
“Our engineers are still carrying paper job sheets and the office types them up on Fridays.”
Ask us about this →Gamification & Engagement Systems
Points, streaks, leaderboards and progress tracking layered onto real work (targets, training modules or routine tasks) so the dull-but-important stuff gets done.
“We set targets and run training, but nobody engages unless a manager stands over them.”
Ask us about this →Custom Forms
Properly built digital forms with validation, conditional logic and routing, replacing paper, PDFs and free-for-all email requests. Data lands where it should, structured and complete.
“People email us half the information and we spend all day asking for the other half.”
Ask us about this →Workflow Automation
Mapping a repetitive multi-step office process and building software that carries the work between the steps, so things stop sitting in inboxes waiting for someone to remember them.
“Every job goes through the same eight steps and every step involves someone chasing someone.”
Ask us about this →AI Workflows
Workflows with an AI step in the middle (reading, summarising, classifying, drafting or extracting) for the tasks that used to need a human to read something before anything could happen.
“The bottleneck is always a person having to read the thing before anyone can act.”
Ask us about this →Document Generation
Automatically producing properly formatted documents (letters, reports, agreements, packs) from your data and templates, instead of copy-paste-and-hope.
“Every document starts as last month’s document with the names changed, and sometimes we miss one.”
Ask us about this →Invoice Processing Automation
Reads incoming invoices, extracts line items and totals, validates against purchase orders, and posts clean data to your accounting system or a review queue.
“We have a thousand invoices and one person typing them in.”
Ask us about this →Purchase Order Automation
Turns approved requests into properly numbered purchase orders, sends them to suppliers, and tracks what’s been ordered, received and invoiced against each one.
“Stuff gets ordered on the phone and the first we know is when the invoice arrives.”
Ask us about this →Approval Workflows
Structured sign-off chains for the things that need one (spend, discounts, leave, documents) with reminders, escalation and a record of who approved what and when.
“Things get approved verbally and then everyone remembers it differently.”
Ask us about this →Expense Processing Automation
Staff photograph receipts, AI extracts the details, policy rules flag anything unusual, and clean claims flow to approval and payroll or accounts.
“Expenses take our office manager a full day a month and half the receipts are missing.”
Ask us about this →Timesheet Processing Automation
Collects hours from wherever they’re recorded, checks them against rules and schedules, chases the stragglers, and delivers payroll-ready numbers.
“Every payroll run starts with chasing timesheets and ends with correcting them.”
Ask us about this →Staff Onboarding Workflows
One trigger (a new starter) sets off everything: contracts, accounts, equipment requests, training assignments and first-week checklists, with nothing forgotten.
“Every new starter’s first week is chaos and something is always missed.”
Ask us about this →Staff Offboarding Workflows
When someone leaves, a single workflow revokes access, recovers equipment, reassigns work and generates the paperwork: closing every loop that usually stays open.
“We found out an ex-employee still had access to our CRM six months after they left.”
Ask us about this →Email Automation
Sending the emails a person shouldn’t have to: confirmations, follow-ups, chase sequences and status updates, triggered by real events in your systems and written in your voice.
“We know we should follow up every quote, but honestly, we don’t.”
Ask us about this →Inbox Automation
Tames a shared or personal inbox: incoming mail gets classified, routed to the right person, given a drafted reply where possible, and tracked so nothing goes unanswered.
“Our shared inbox is where enquiries go to die.”
Ask us about this →Calendar Automation
Booking links, automatic scheduling, room and resource allocation, reminder sequences and no-show follow-ups, so diaries manage themselves.
“Half our admin time is finding a time that works for two people.”
Ask us about this →Task Automation
The small recurring chores (renaming, copying, updating, checking, sending) scripted so they happen on schedule without anyone touching them.
“It’s only ten minutes here and there, but it’s every single day and it never stops.”
Ask us about this →CRM Automation
Makes your CRM keep itself up to date: contacts created from enquiries, deals moved by real events, activities logged automatically, and stale records flagged.
“We pay for a CRM but nobody keeps it updated, so nobody trusts it.”
Ask us about this →ERP Automation
Automating the keying, transferring and reconciling that happens around an ERP: the swivel-chair work between the big system and everything else the business uses.
“We bought a big ERP and still have three people re-typing things into it.”
Ask us about this →Excel Automation
Turning slow, fragile, manual spreadsheet routines (combining files, refreshing figures, formatting reports) into one-click or fully scheduled operations.
“Our month-end spreadsheet takes a full day and breaks if you sneeze near it.”
Ask us about this →VBA Development
Building, fixing and rescuing VBA macros in Excel, Word and Access, including untangling the twenty-year-old macro nobody dares touch since its author retired.
“The whole department runs on a macro written in 2007 by someone who left.”
Ask us about this →Office Scripts Development
Modern, cloud-friendly Excel automation using Office Scripts (the successor to VBA for Excel on the web) including scripts that run on schedules or from Power Automate.
“Our macros don’t work in Excel online and half the team only uses the browser.”
Ask us about this →Google Apps Script Development
Custom automation across Google Workspace: Sheets, Gmail, Drive, Docs, Forms and Calendar working together, on triggers and schedules, without any extra software.
“We’re a Google shop and all the automation advice assumes Microsoft.”
Ask us about this →Power Automate Solutions
Designing and building reliable Power Automate flows across Microsoft 365 (approvals, notifications, document handling and data movement) built to keep working long after the demo.
“We started building flows ourselves and now we’re scared to touch them.”
Ask us about this →Zapier Workflows
Connecting your web apps with well-built Zapier automations, with the filtering, formatting and error-handling that separate a robust Zap from a flaky one.
“We use nine different apps and none of them talk to each other.”
Ask us about this →Make.com Workflows
Building more complex multi-step automations in Make.com (branching logic, data transformation, iteration over records) where simpler tools run out of road.
“Our process has too many if-this-then-that branches for the simple tools.”
Ask us about this →Internal Knowledge Bots
A chatbot trained on your own documents (policies, procedures, product specs, past projects) so staff ask a question and get the answer with the source, instead of asking the longest-serving employee.
“Everything important is either in a 400-page manual or in one person’s head.”
Ask us about this →Internal AI Assistants
AI assistants set up for specific internal jobs: drafting responses, summarising documents, preparing meeting notes, checking work against standards: configured for your business, your tone, your rules.
“We know AI could help but nobody has time to work out how to use it properly.”
Ask us about this →Customer Support Chatbots
A support chatbot trained on your actual content (your products, policies and FAQs) that answers what it genuinely knows and hands everything else to a human, gracefully.
“We answer the same ten questions fifty times a week.”
Ask us about this →FAQ Bots
A lightweight bot that answers your genuinely frequent questions accurately, on your website or in your customer channels: narrower than a full support bot, and quicker to deploy.
“Our phone rings all day with questions that are already answered on the website.”
Ask us about this →AI Sales Assistants
AI support for the sales team’s paperwork: researching prospects, drafting outreach, preparing call notes, and getting follow-ups written, so salespeople spend their time selling.
“My salespeople spend more time writing about selling than actually selling.”
Ask us about this →Proposal Generators
Turns a filled-in form or a discovery call’s notes into a complete branded proposal (right sections, right case studies, right pricing tables) ready for a human polish.
“We lose work because our proposals take a week to write.”
Ask us about this →Quote Generators
A tool that turns job details into an accurate, consistent, branded quotation in minutes, with your real pricing rules built in, so nobody quotes from memory.
“Every estimator quotes differently and some jobs lose money before they start.”
Ask us about this →Pricing Calculators
Encodes your real pricing logic (materials, labour, volume breaks, extras) into a calculator your team (or your customers) can trust, replacing the folklore spreadsheet.
“Only one person in the company actually knows how our pricing works.”
Ask us about this →Margin Calculators
Shows the true margin on a job, product or client before you commit: pulling in the real costs people forget: labour, delivery, waste, payment terms.
“We’re busy all year and somehow there’s no money at the end of it.”
Ask us about this →Commission Calculators
Automates commission runs against your actual scheme rules (splits, thresholds, clawbacks, accelerators) producing statements everyone can check and nobody can dispute.
“Commission day means a spreadsheet, a headache and at least one argument.”
Ask us about this →Contract Generators
Assembles contracts and agreements from your approved clauses and templates, filled with the right details, with the right optional clauses included, and no stale terms from last year’s version.
“We once sent a contract with the previous client’s name still in clause twelve.”
Ask us about this →Report Generators
Builds the recurring reports (client updates, board packs, performance summaries) automatically from your data, formatted properly, on schedule.
“The first week of every month is lost to producing the same reports as last month.”
Ask us about this →Document Pack Assembly
Compiles complete multi-document packs (franchise onboarding packs, compliance packs, tender submissions) pulling the right versions of the right documents together, personalised and ordered.
“Every pack we send out is slightly different because it’s assembled by hand from a folder of maybes.”
Ask us about this →Certificate Generation
Automatically produces certificates (training, compliance, completion, calibration) from your records, correctly numbered, branded and logged, the moment they’re earned.
“Certificates go out late, occasionally wrong, and we can’t quickly prove what we issued.”
Ask us about this →Reminder Systems
Automatic reminders for the deadlines that matter (renewals, expiries, inspections, follow-ups) sent to the right people at the right intervals, relentlessly and politely.
“We only found out the certification had lapsed when the client asked for a copy.”
Ask us about this →Notification Systems
Gets the right information to the right person the moment something happens (an order lands, a threshold is crossed, a job stalls) via email, SMS, Teams or Slack.
“By the time we find out something’s happened, it’s already a problem.”
Ask us about this →Escalation Workflows
When something isn’t dealt with in time (a complaint, an unanswered enquiry, an overdue approval) it automatically moves up the chain until someone owns it.
“Things fall through the cracks and we only hear about it when the customer is furious.”
Ask us about this →Lead-Qualification Quizzes
Interactive, self-scoring quizzes on your website that qualify leads while capturing them: visitors answer a few questions, get a useful result, and you get a scored, segmented lead.
“Half the enquiries we chase were never going to buy anything.”
Ask us about this →Interactive Calculators
Website calculators that give visitors a genuinely useful instant answer (savings, costs, sizing, eligibility) and give you an engaged, informed lead.
“Visitors want a ballpark figure and leave when they can’t get one.”
Ask us about this →Decision Support Tools
Tools that lay out the factors, weightings and data behind a recurring business decision (pricing a job, accepting a client, choosing a supplier) so decisions get consistent without getting robotic.
“The answer you get depends entirely on who you ask.”
Ask us about this →Scenario Planning Tools
What-if models for the questions that matter: what happens to cash if we hire two people, lose the big client, or raise prices 5%? Sliders in, consequences out.
“Big decisions get made on gut feel because modelling them properly takes too long.”
Ask us about this →Business Rule Engines
Your business rules (who gets what discount, when a job needs a second check, which orders ship first) captured in one maintained place instead of scattered through heads and spreadsheets.
“Our rules exist, but only in the heads of people who might retire.”
Ask us about this →SOP Generation from Screen Recordings
You record yourself doing the task once, talking through it; out comes a written step-by-step SOP with screenshots, ready for the ops manual. Documentation without the writing.
“We’ve been meaning to write our procedures down for five years.”
Ask us about this →Knowledge Base Generation
Turns the material you already have (documents, emails, recordings, wiki fragments) into an organised, searchable knowledge base with consistent structure and no ten-year-old landmines.
“The information exists somewhere — that’s the problem, it’s somewhere.”
Ask us about this →Email Reply Templates from Sent-Mail History
Analyses your Outlook sent items to find the emails you write over and over, then produces a polished template library in your own voice: the replies you already write, minus the writing.
“I write the same email every day and every day I write it from scratch.”
Ask us about this →File Organisation Automation
Automatically names, sorts and files documents according to your conventions: incoming files land in the right folder with the right name, and the 'New folder (3)' era ends.
“Finding a document means searching four folders and asking two people.”
Ask us about this →Folder Monitoring Automation
Watches folders and inboxes for arriving files and acts immediately: converting, filing, forwarding, importing or kicking off a workflow the moment something lands.
“Files arrive all day and sit there until someone remembers to deal with them.”
Ask us about this →Scheduled Reporting
The numbers people need, arriving on their own: daily sales summaries, weekly pipeline reports, month-end packs: generated and delivered on schedule without anyone compiling them.
“Someone spends every Monday morning building the same report they built last Monday.”
Ask us about this →Dashboard Refresh Automation
Makes sure dashboards show current numbers: automated data refreshes, broken-feed detection, and alerts when a source stops updating, so nobody presents stale figures.
“We made decisions off the dashboard for a month before noticing it had stopped updating.”
Ask us about this →Data Synchronisation
Keeps the same information consistent across systems (customer details, prices, stock, job status) so updating one place updates everywhere and the systems stop disagreeing.
“Our CRM says one thing, our accounts package says another, and the website says a third.”
Ask us about this →API Integrations
Custom-coded connections between systems when no off-the-shelf connector exists, including awkward, old or poorly documented APIs. If it has any interface, it can usually be connected.
“Our software vendor says it doesn’t integrate with anything.”
Ask us about this →CSV/Excel Import Automation
Takes the messy files other people send you (inconsistent columns, rogue formats, surprise blank rows) and turns them into clean, validated imports into your systems, automatically.
“Every customer sends their spreadsheet in a different shape and we reshape them all by hand.”
Ask us about this →Database Update Automation
Routine database maintenance done by script instead of by hand: bulk updates, record cleansing, deduplication and standing data changes, with backups and logs, not crossed fingers.
“Updating records in bulk means someone editing rows by hand and hoping.”
Ask us about this →Automated Reconciliations
Matches records between systems (bank to ledger, orders to invoices, stock counts to system stock) automatically, leaving humans only the genuine mismatches.
“Reconciliation eats days every month and it’s still never quite right.”
Ask us about this →Credit Control Automation
Chases overdue invoices on a schedule, tracks aging debt, escalates non-payers automatically, and hands your credit control function most of its manual chasing.
“Half my week goes on chasing money that’s already overdue.”
Ask us about this →Point at the job nobody wants.
We build it against your real files. See it run.
Send us your problem →Or write to hello@tasksmithai.com