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Service 06 / 10

Business Automation

Save time, reduce costs and remove manual processes.

We find the repetitive work that eats your week, like capturing data, sending quotes and invoices, onboarding clients, chasing documents and compiling reports, and automate it end to end with reliable, monitored workflows.

Priced after your free audit

Free AI Business Audit · about 5 minutes · no obligation

Prefer to talk first? Book a 30-min call
Client onboarding workflow (sample)Illustrative example
  1. New client signs the quoteTrigger
  2. Client created in the CRMDone
  3. Welcome WhatsApp + document checklist sentDone
  4. Invoice drafted in accountingDone
  5. Team notified with next stepsRunning

Each run is logged, with an alert if a step fails.

How we implement

  1. 01
    Process audit

    We map one or two workflows step by step with you and find where the time and errors actually happen.

  2. 02
    Automate & integrate

    We build the workflow across your tools (email, spreadsheets, accounting, CRM, WhatsApp) with checks and error alerts.

  3. 03
    Hand over & monitor

    We document how it works, train your team and monitor every run so failures are caught early.

How you gain

  • Hours of copy-and-paste admin removed every week
  • Fewer errors from retyping data between systems
  • Quotes, invoices and reminders sent on time, every time
  • Client onboarding that runs the same way for every client
  • Reports that build themselves and land in your inbox
  • Staff freed up for work that needs a human

Who it's for

Built for South African businesses that live on enquiries, bookings and follow-ups.

  • Clinics & practices

    Intake forms flowing into patient records, plus recall and follow-up reminders.

  • Schools & colleges

    Applications, document checks and fee reminders without manual chasing.

  • Estate agents

    FICA document collection, listing admin and lead routing to the right agent.

  • Brokers & advisers

    Quote comparisons, renewal reminders and document collection.

  • Service businesses

    Job cards, quote-to-invoice and a review request after every completed job.

Start here

See if Business Automation fits your business

The free AI audit takes about 5 minutes. You get your top AI opportunities, a recommended AI team and a Priority 1-2-3 plan. Priced after your free audit.

Or book a 30-min Google Meet with Billy

Built to work with your AI stack

Works with Claude CodeWorks with CodexWorks with Cursor
  • GrokReal-time signals
  • PerplexityCited web research
  • HermesAgent memory
  • Claude CodePlanning & builds
  • CodexCode generation
  • CursorAI code editor
  • SupabaseDatabase & auth
  • VercelHosting & edge

Use the tools you love. AI AutoTech builds with them and connects them to your business.

Book a free AI audit