Process automation

If your team does it the same way every week, we automate it.

We take the repetitive work out of your business, from lead follow-up to invoicing, onboarding and reporting, using the tools you already have. Your team stops copying data between systems and gets back to the work that needs a person.

Book a free process review

Works with the tools you already use · Hours saved reported every month

Your business runs on copy and paste.

A lead comes in by email. Someone types it into the CRM. Then into a spreadsheet. Then they send a quote, set a reminder to follow up, and forget. The job gets booked, so someone creates the invoice by hand, chases it twice, and marks it paid in another system.

None of it is hard. All of it takes time. And it's spread across your whole team in 10-minute chunks nobody tracks.

So it feels like you're understaffed. You start thinking about another hire. But the problem isn't people. It's that your tools don't talk to each other, so your people do the talking for them.

What a normal week looks like after we're done

A new lead comes in
TodaySomeone sees it hours later and types it into the CRM
With EverGuideLogged in the CRM and answered by text within a minute
A quote goes out
TodayFollow-up depends on someone remembering
With EverGuideFollow-ups go out on schedule until they reply
A job is finished
TodayInvoice made by hand, chased by hand
With EverGuideInvoice sent automatically, reminders until paid, synced to accounting
A new client or hire starts
TodaySomeone works through a checklist from memory
With EverGuideAccounts, documents and welcome emails set up automatically
Friday afternoon
TodaySomeone rebuilds the weekly report
With EverGuideThe report is in your inbox Friday morning
An invoice or form arrives by email
TodaySomeone reads it and retypes the data
With EverGuideAI reads it and puts the data where it belongs

How we automate a process

1

We map it with the people who do it.

A working session with your team to find where the hours actually go, and which steps need judgment.

2

We show you the plan and the savings.

Which steps we'll automate, what stays with your team, estimated hours saved, and a fixed price.

3

We build and test it on real data.

It runs alongside your current process first, so nothing breaks.

4

We switch it on.

Your team gets a short walkthrough. There's no new software for them to learn.

5

We monitor and report.

If something fails, we know before you do. Every month you see hours saved and tasks completed.

Across sales, operations, finance and your team

Sales and leads

  • Instant text and email reply to every inquiry
  • Follow-up sequences and quote reminders
  • CRM updates

Customer service

  • Appointment confirmations and reminders
  • Review requests
  • Email triage and drafted replies

Operations

  • Job and project setup
  • Scheduling and dispatch
  • Inventory and order updates, handoffs between teams

Finance and admin

  • Invoice creation and chasing
  • Expense and receipt capture
  • Syncing payments to accounting

HR and onboarding

  • New-hire paperwork and account setup
  • Training checklists
  • Time-off approvals

Documents and reporting

  • AI that reads invoices, forms, contracts and emails and puts the data where it belongs
  • Weekly and monthly reports and dashboards that build themselves

Teams that are busy, not understaffed

Hours lost to data entry

You have 5 to 50 people and at least one of them spends hours a week moving data between systems

A hire you'd rather not make

You're about to hire mainly to keep up with admin

Tools that don't connect

You pay for 5 or more tools that don't talk to each other

One key person

Things fall through the cracks when they're out

Results clients measured

Routify: 3x more leads reached, same team size.

“We're reaching 3x more leads with the same team size, and our prospects love the instant follow-up.”

HK

Hamza Khan

Routify

Questions teams ask us

Most automation is simple: when X happens, do Y. We build that with standard, reliable tools. AI comes in where the old tools break: reading a PDF invoice, understanding what a customer's email is asking, sorting requests by urgency, or drafting a reply for someone to approve. Anything that affects money, customers or legal commitments gets a human approval step. You decide where those are.

Pairs well with

AI Call Answering

Every call answered. Every appointment booked.

Websites That Book

A website that turns visitors into booked customers.

Custom AI and Software

When off-the-shelf doesn't fit, we build what does.

Find out how many hours you're losing.

Book a free process review. We'll go through one workflow that eats your team's time and show you what could be automated, how many hours it would save, and what it would cost.

Book a free process review