AI and task automation for small businesses in Chorley and Lancashire
Invoice reminders, booking confirmations, quotes and follow-ups can happen on their own. I set up simple automations around the way you already work and show you how to keep them running.
Jobs I commonly automate
- Invoice and payment reminders sent on a schedule
- Booking confirmations and appointment reminders
- Follow-ups on enquiries and quotes
- Quote and proposal drafts from your own notes
- Moving information between forms, email, spreadsheets and your accounts software
- Weekly or monthly reports that build themselves
Automation works best on small, repetitive jobs that follow a pattern. I start with the smallest version that saves you time, test it with you and only then build further.
How it works with your existing tools
I connect what you already use, such as Microsoft 365, Google Workspace, Xero, QuickBooks, Shopify and WhatsApp Business, so you don't have to change how you work. Anything that goes to a customer can include a check by you before it sends.
What you get
A working automation, a one-page guide to how it works and a short handover so you know what to do if something changes.
What jobs can be automated?
Anything repetitive that follows a pattern: reminders, confirmations, follow-ups, data entry between systems and regular reports. I'll tell you honestly if a job isn't worth automating.
What if the automation makes a mistake?
I build in checks. For anything customer-facing, you can approve messages before they send, and I show you how to pause or change an automation yourself.
Will it still work if I change my software?
Usually with a small adjustment. I keep setups simple and documented so they can be updated without starting over.
Available across Lancashire
Face to face in Chorley, Preston, Leyland, Wigan, Blackburn and the rest of the county, or online anywhere in the UK.
Let's find your first quick win
A free, friendly 30-minute chat. No jargon, no hard sell, just practical ideas you can use.