BirchwellDigitalDiscuss a project ↗SMALL BUSINESS AUTOMATION
For teams copying information between tools, chasing updates or repeating the same admin. Start with one workflow, defined rules and a person in control.
Bring the agreed details into one useful place.
ILLUSTRATIVE WORKFLOW · NO LIVE INTEGRATION
SERVICES / A CONSIDERED INVESTMENT
Choose the starting point.
We’ll agree the detail, timing and final scope before we build.
Connected workflows, useful document parsing and systems shaped around the way you work.
£2,500–£5,000
Dependent on the number of users
Connect your business development process with document parsing, so useful information moves into the right workflow.
£5,000+
Built around your agreed processes
A joined-up system that runs agreed routine processes and connects the tools your business relies on.
Tailored quote
A specific brief, agreed together
For a workflow or connection that needs a more individual approach.
Final deliverables, timings and investment are agreed before work begins.
SMALL BUSINESS AUTOMATION / IN PRACTICE
We scope the connection around the task, the tools and the people involved. Here are a few useful places to start.
Route agreed details into your CRM, notify the right person and create the next follow-up task.
Move booking information between tools and prepare the next person with the details they need.
Bring agreed details out of documents into structured records, with checks and human review before the next step.
THE SPACE BETWEEN YOUR TOOLS
An enquiry copied into a spreadsheet. A follow-up remembered too late. A handover missing a detail. We start with the points of friction in your actual working day.
Choose a clearly defined task that is worth improving, rather than automating for the sake of it.
Keep your existing tools at the centre wherever practical. Confirm access, capabilities and permissions before the build.
Agree rules, exceptions and approval points, so people stay in control of customer-facing decisions.
A LITTLE MORE CLARITY
Usually the starting point is connecting what you already use. We confirm API access, account permissions and any limitations before proposing a build.
Where it has a useful, defined role — for example preparing a draft or classifying an enquiry. We agree review points and data handling first, especially where an output affects customers.
The scope should cover expected exceptions, failure notifications and how your team can continue manually. Ongoing monitoring and support can be agreed separately.
Our project quote covers the agreed build. Third-party tools, API usage and recurring support costs are identified separately before you commit.
LET’S START WITH A CONVERSATION
A new website. A smoother workflow.
An idea you’re ready to explore.
Tell us what you have in mind.
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EXAMPLE PROJECT BRIEF
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