Exports into Excel or Sheets
Bring agreed data into a spreadsheet on a schedule, ready for review and reporting.
Systems & automation
Make your software work together.
Less copying, fewer repeated tasks and useful information where you need it. I build practical connections around the way your business works.
Tell me what you want to connect →
What would you stop doing manually?
Files saved automatically
Save attachments and documents to Dropbox or an agreed folder with consistent names.
Forms into your CRM
Capture an enquiry, create the record and allocate the next action.
CRM and finance connected
Pass agreed customer or transaction information between systems, with checks before financial records change.
Reports without the chasing
Prepare recurring reporting and send it to the people who need it.
Monday CRM automations
Improve the flow through your existing CRM: forms, reminders, record updates and handovers. Monday accredited builder.
One useful workflow. A clear scope.
We review the task and systems, agree the trigger and outputs, map the fields, build and test the connection, then hand it over with a practical guide. Failure alerts and duplicate checks are included where relevant.
Connections depend on available APIs, permissions, export routes and software plans. Feasibility comes before the quote. Software subscriptions, historic clean-up, extra workflows and ongoing monitoring are agreed separately.
CRM work sits within automation. There is no separate full CRM-build package.
Discuss an automation project →Discuss your workflow
What would you like to connect?
Tell me which systems you use and what you currently do manually. I’ll review the options with you before we agree the scope and price.
Not sure which software is involved? Describe the task in your own words.