Automating repetitive admin
Take the repetitive admin off your team
Every business has jobs that someone has to remember to do: chasing a signature, sending a reminder, filling in a certificate, copying details into a form. We set those routine jobs up to happen on their own, with a person checking the ones that matter.
In short
Propel automates repetitive admin for owner-managed businesses: reminders, confirmations, follow-ups, standard documents and moving details between forms and systems. We pick the routine tasks that take the most time and automate them with your existing tools or simple additions. People stay in charge of anything that needs judgement.
Sound familiar?
Signs it’s worth a conversation
Any one of these is a good reason to talk. They’re common, and they’re usually fixable without turning the business upside down.
- Appointment reminders and confirmations go out by hand, whenever someone remembers.
- Job sheets, certificates and reports are filled in by copying details from somewhere else.
- Following up quotes depends on someone finding the time.
- Enquiries sit in an inbox until someone gets round to sorting them.
- Your most experienced people lose hours each week to admin a system could do.
What we do
How we help with automating repetitive admin
Find the admin worth automating
We look for tasks that happen often, follow the same pattern and take real time. That’s where automation earns its keep.
Keep judgement with people
Together we decide which steps can run on their own and which need someone to check, approve or decide.
Automate with what you have
Plenty of tools have automation features nobody has switched on. We use those first, and add simple automation tools only where they’re needed.
Test it on real work
We try every automation on real examples from your business before you rely on it, and make sure there’s a clear way to spot and fix anything that goes wrong.
What it could look like
A specialist trade firm that carries out inspections
An illustrative example, not a client result. What makes sense for you depends on how your work actually runs.
Inspection due dates lived in a spreadsheet. Reminders went out when someone checked it, and certificates were typed up from site notes.
Customers are reminded automatically as inspections come due. Certificates are filled in from the job record for the engineer to check and sign off.
How it works
From a first call to a change in daily use
You’ll know what we’re suggesting, and what it would cost, before any work starts.
We talk
A 30-minute call about how your operation works and what you’d like to be easier.
We look at how the work runs
We spend time with you and the people doing the work, and look at the tools, sheets and messages you use day to day.
We agree what to change
We suggest what would help most, in plain terms, with what’s involved and what it would cost, before anything starts.
We put it in place
We set things up, connect and build what’s needed, show your team how it works and adjust it once it’s in daily use.
Questions
Questions about automating repetitive admin
What kinds of admin can be automated?
Anything that happens often and follows a pattern is a good candidate: reminders, confirmations, follow-ups, moving details between forms and systems, and filling in standard documents. Tasks that need judgement stay with people.
Will automation make mistakes?
Any system can go wrong. That’s why we test automations on real examples, keep a person checking anything important and set things up so problems show up quickly.
Do we need special software for workflow automation?
Often not. Many tools you already use have automation built in. Where they don’t, we use straightforward automation tools and explain any running costs up front.
Is automation about replacing staff?
No. It’s about taking repetitive work off the people you already have, so they can spend their time on the work that needs them.
Related
Often goes hand in hand with
- Connecting your business softwareQuoting, jobs, CRM and accounts passing details to each other, so nobody re-keys them.
- Reporting and management informationRegular reports that mostly put themselves together from the records you already keep.
- Job scheduling and dispatchOne schedule the office and field team can rely on, where a change reaches everyone it affects.
Talk to us about automating repetitive admin
Book a 30-minute introductory call. Bring an example of something that takes more effort than it should, or just tell us how a normal week goes.