Automation service
Let systems handle repeat work, so your team can focus on growing the business.
30 practical automation approaches for SMEs across sales, marketing, operations, customer service, and data. Help your team stay on top of what matters, run work more consistently, and spend more time growing the business. Each case explains how it works, which tools it needs, and when automation is not worth it.
Advertising
- AdvertisingOpen the playbook
Stop a creative before the audience is sick of it
Frequency is the number you notice too late: the ad keeps spending while the same people see it for the ninth time.
- AdvertisingOpen the playbook
Know the day ROAS drops under break-even
Break-even ROAS is arithmetic: your margin decides it, and no platform can produce it for you.
- AdvertisingOpen the playbook
Put yesterday's spend in one table
Three ad platforms, three tabs, three definitions of yesterday.
- AdvertisingOpen the playbook
Pause the ads still selling a sold-out product
Stock hits zero at nine in the evening.
- AdvertisingOpen the playbook
Hear about a rejected product the same day
A product gets rejected from the catalogue and nothing announces it.
- AdvertisingOpen the playbook
Turn a dropped file into a named, live ad
A designer exports a file into the shared folder and someone else rebuilds it as an ad by hand, inventing a name in the process.
Storefronts and marketplaces
- Storefronts and marketplacesOpen the playbook
Stop the last unit being sold twice
One stock room, two shop fronts.
- Storefronts and marketplacesOpen the playbook
Catch a fee change before it eats the margin
A marketplace changes a commission band or a payment charge, publishes it, and the seller finds out from a settlement report weeks later.
- Storefronts and marketplacesOpen the playbook
Write the product once, publish it everywhere
The same jacket is one product to you and four different documents to four channels: a shorter title here, a category tree there, an attribute set that only one of them asks for.
- Storefronts and marketplacesOpen the playbook
Stop a price going live below what it costs you
A promotion is keyed in, a sheet is dragged one row too far, a currency is assumed, and a price goes live under cost plus the platform's cut.
- Storefronts and marketplacesOpen the playbook
Let the carrier update the order, not a person
The tracking number exists in three places — the carrier's system, a spreadsheet, and eventually the order — and someone moves it between them by hand.
- Storefronts and marketplacesOpen the playbook
Post each order to the books exactly once
An order is paid on the storefront, and some minutes later an invoice should appear in the ledger.
- Storefronts and marketplacesOpen the playbook
Put the unit back once, not twice
A refund is issued, and the unit is supposed to become sellable again.
Customer conversations
- Customer conversationsOpen the playbook
Reach someone before the reply is late
Marketplaces time how fast a seller replies and surface it to buyers, which is why an unanswered message costs more than the message.
- Customer conversationsOpen the playbook
Answer the most-asked question without a person
"Where is my order" is the message a shop receives more than any other, and answering it is a lookup, not a conversation.
- Customer conversationsOpen the playbook
Turn an enquiry into a quote without retyping it
The enquiry already contains the order: the product, the quantity, where it has to go.
- Customer conversationsOpen the playbook
Ask for the review after the parcel lands, not when it leaves
Most review requests go out when the label is printed, because that is the event the shop happens to have.
- Customer conversationsOpen the playbook
Three apps, one queue, one owner per conversation
WhatsApp, Instagram and Messenger each have their own app, their own notification and their own person who happens to be watching.
- Customer conversationsOpen the playbook
Route a message to someone who reads that language
A Hong Kong shop selling into the region receives Chinese, English and Thai in the same inbox, and the person who opens it reads two of the three.
Content and discovery
- Content and discoveryOpen the playbook
One library, two feeds, one queue
A post that lives in three places — a folder, a chat thread, and somebody's head — goes out twice or not at all.
- Content and discoveryOpen the playbook
Know which customer clip you may run
A customer films your product, you reshare it, and six months later someone asks whether it can go behind ad spend.
- Content and discoveryOpen the playbook
One master, the cuts each surface needs
The same ninety seconds has to become a Reel, a Short, a TikTok and a square cut for the feed.
- Content and discoveryOpen the playbook
Which post came before the orders
You want to know which post sold something.
- Content and discoveryOpen the playbook
See a competitor's launch the week it happens
Watching a competitor is a permissions question before it is a technical one.
Data and reporting
- Data and reportingOpen the playbook
Make the product fields consistent before blaming the AI tool
An assistant reading your catalogue will answer confidently whether or not the fields agree with each other.
- Data and reportingOpen the playbook
Measure the manual process first, or you will never know it worked
Most automation is built without a baseline.
- Data and reportingOpen the playbook
The same page of numbers, every Monday morning
Four figures live in four places: revenue in the store, acquisition cost in the ad accounts, stock in a spreadsheet, response time in the inbox.
- Data and reportingOpen the playbook
Audit the campaign names before the reports depend on them
Nobody sets out to build reporting on a text field.
- Data and reportingOpen the playbook
Deduplicate the list before it reaches a platform
One customer, four rows: a marketplace order, a WhatsApp enquiry, a form fill, and a spreadsheet somebody kept.
- Data and reportingOpen the playbook
See the number move before the month-end report does
Conversion rate slips on the 4th.