Your steps, written down as rules
Every set of steps your staff do by hand is written down and agreed before we build anything.
Custom workflow automation for Adelaide businesses
When a job is closed, the invoice goes out, the customer gets an email and the follow-up is set — automatically. No one has to remember what comes next. Built in Adelaide.
What is automatic copying between systems?
One thing happens in one program, and the next steps happen on their own. Mark a job done in ServiceM8: the invoice is raised in Xero, the customer is emailed, and a follow-up is set in your customer list. Every run is written down. When a step needs a decision, it stops and asks the right person.
Who is this for?
- Built for
- Businesses where the next step waits on someone remembering it.
The job done but not invoiced. The lead nobody rang back. The order that sat while someone was away. - Replaces
- The checklist stuck to the monitor.
The person who walks each step by hand.
Zapier or Make chains that have grown too big for anyone to touch. - Not for
- One step between two programs that Zapier, Make or a built-in link already does for a monthly fee. Keep it. We’ll tell you so.
What’s included?
Starts from your own software
A job closed in ServiceM8, an order paid in Shopify, a form sent, or a set time each morning.
Each step done, in order
The invoice in Xero, the task in your customer list, the booking in the calendar. One after the other.
Decisions go to a person
A discount, a refund, a credit hold: the rule stops, asks the right person, and carries on once they decide.
Tried again, then someone is told
If a program is down, the step is tried again. If it still fails, someone is told what to fix.
A record of every run
What each rule did, where and when. Did the invoice go out? Look it up.
A plain note for each rule
What starts it, what it does, and who it asks when it stops. Written so anyone can read it.
Not sure? Call 1300 699 321 — ten minutes will tell you.
How is it built and priced?
The price depends on how many rules we write and how many programs each one touches.
See how a project runsFirst chat
We sit with the staff who do each set of steps today and follow it through. You check the list we write up.
Plan and price
You sign off a written plan for each rule: what starts it, the steps, who it asks. The price is fixed on that plan.
Build
Built one rule at a time, the biggest time-saver first. You watch each rule run on a test record before the next begins.
Testing
Every rule is run on your real records: the ones that should sail through, stop and ask, or fail. Your staff check each result.
Launch
Each rule is switched on beside the hand steps it replaces. Once your staff have seen it work on its own, the checklist comes down.
Questions before you call
How is automatic copying different from connecting your software?
A connection moves one record between two programs. Automatic copying runs the whole chain that follows — invoice raised, customer emailed, task set — and asks a person when a decision is needed.
We already use Zapier or Make. Why build our own rules?
If Zapier, Make or a built-in link already does the job for a monthly fee, keep it. Build your own when the chain needs an approval, a retry, a record you can read, or a program those tools can't reach.
What happens when a step needs a decision, or can't finish?
For a decision, the rule stops, sends it to the right person, and carries on once they decide. If a step fails, it is tried again, then someone is told what to fix and the rest waits.
Do you build automatic copying for businesses outside Adelaide?
Yes, anywhere in Australia. The rules connect to your programs over the internet, so the build is planned, tested and handed over the same way wherever you are.
How is automatic copying priced, and who owns the rules?
By the number of rules and the programs each one touches, worked out in the first meeting. One fixed price in writing, paid in five stages, and you own the code behind every rule.
Get a fixed quote for automatic copying between your systems.
Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.
1300 699 321
Mon–Fri 9–5, Adelaide time · we reply within one business day