Knowledge hub
Practical guides to automation for New Zealand businesses
Practical guides on what to automate, how it works, what it takes and what to watch for. Written for owners, not engineers.
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How to choose what to automate first
A simple way to find the task likely to give you the most hours back.
Read the guideAutomationAutomate quotes and invoices
From site notes to a priced quote, and from an approved job to an invoice in your accounts.
Read the guideAutomationReduce no-shows with booking reminders
Confirmations, reminders and rebooking messages that run without anyone chasing.
Read the guideAutomationAI customer replies for small business
Answer the same questions quickly, in your customer's language, while a person handles the rest.
Read the guideAutomationConnect your business apps
Stop retyping the same job into three systems. How app connections work and where to start.
Read the guideDigital toolsYour business numbers, every week
What to track, where the numbers come from, and how to get them on your phone every Monday.
Read the guideComplianceThe Privacy Act 2020 and automation
What New Zealand businesses should check before automating anything that touches personal information.
Read the guideDigital toolsWebsites that turn visitors into calls
What makes a small-business website earn enquiries, from speed to languages to the contact form.
Read the guideGetting startedAutomation glossary
Plain-English meanings of the automation and AI terms you will hear.
Read the guideGetting startedAI for small business in New Zealand
Practical, honest ways AI can take work off a small team, and what to keep with people.
Read the guideDigital toolsClient portals for small business
When a portal beats email, what to put in it, and how to keep it secure.
Read the guideGuides by industry
All industries →Cafés and takeaways
Rosters, supplier orders and review replies, handled.
Learn moreTradesTrades and building
Quotes from site notes, invoices into your accounts, late payments chased.
Learn moreHealth and beautyClinics and salons
Reminders and rebooking, client forms and missed-call follow-ups.
Learn moreRetailShops and dairies
Stock counts, price updates and a daily sales summary.
Learn moreProfessional servicesAdvisers and accountants
Document chasing, file notes from calls and compliance records.
Learn moreTransportTransport and delivery
Run sheets, proof of delivery and fuel and mileage logs.
Learn moreHome servicesCleaning and home services
Visit reminders, quotes from enquiry photos and invoices for repeat work.
Learn moreProfessional servicesLaw firms and conveyancers
Client onboarding, file notes from calls and key date reminders.
Learn moreSee what you could hand over
Book a free session. We look at how your work really happens and leave you with a written plan and an hours estimate, yours to keep.