Accounting . Workflow automation
Bringing order to a growing accountancy team with Asana automations
An accountancy firm were keeping client deadlines and jobs in their heads and in scattered notes. We set them up with a clear project management system in Asana with automations to repeat the right tasks at the right time. The whole team now has a shared view of workload and nothing relies on memory.
- Shared view of all client work and deadlines
- Recurring tasks created automatically
- New starters can follow the same process from day one
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SaaS . SEO outreach automation
Automated backlink outreach pipeline for a SaaS SEO team
A SaaS company wanted more high quality backlinks without hiring a full outreach team. We built an n8n workflow that finds relevant sites, pulls contact details, checks traffic and authority, writes tailored emails with AI and tracks every reply in a single table. Outreach runs every day with minimal manual input.
- Outreach runs on autopilot with steady flow of prospects
- All replies and prices visible in one place
- Less time spent on repetitive research and email writing
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Accounting . Client communication automation
Monthly client reminder emails sent in minutes, not hours
An accountancy firm needed to remind clients every month to update their bank statements. Staff were sending these emails manually and often put them off. We built a simple Apps Script that reads a Google Sheet and sends personalised reminders via Gmail on a set schedule.
- Monthly reminders sent automatically on time
- Every client gets consistent, clear messages
- Staff have one less repetitive task to worry about
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