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Service • Foundation

Automation & Tools

The average small charity uses a dozen tools that were never designed to talk to each other. We connect them, automate the repetitive work, and give your team time back.

What we do

Manual data entry between systems. Spreadsheets maintained by one person who is always on leave when something goes wrong. Forms that don’t connect to the CRM. Emails that need to be sent individually because there’s no automation in place. These are not technology problems – they’re time problems. And time is the thing small organisations have least of.

We map how data and tasks currently move through your organisation, identify where manual work is substituting for proper systems, and build the automations that remove the repetition. Not complex engineering – practical, maintainable solutions built on tools your team already understands or can quickly learn.

We also work with AI tools – not in a speculative way, but practically. There are specific workflows where AI assistance makes a genuine difference to a small team’s output. We identify those, implement them sensibly, and make sure your team understands what they’ve got.

How we work

Automation projects start with a workflow audit – understanding what your team actually does, step by step, and where the friction is. The most valuable automations are usually the unglamorous ones: the thing someone does every Monday morning that takes an hour and could take thirty seconds.

We build on platforms appropriate to your organisation’s scale and technical confidence – Zapier, n8n, and Make for most integration work, Airtable for structured data, custom development where off-the-shelf tools aren’t sufficient. We document everything clearly and train the people who’ll be maintaining it.

What's included

  • Workflow audit and mapping
  • Zapier and Make integration builds
  • Airtable database design and automation
  • CRM integrations (Salesforce, and others)
  • Form-to-system connections (Gravity Forms, Fillout)
  • AI workflow design and implementation
  • Client portals and custom dashboards
  • Documentation and team training

Typical engagements

Workflow audit – 1–2 weeks

Integration build – project-based

Ongoing automation support – monthly retainer

Good fit if...

Repetitive tasks

Your team spends significant time on manual data entry or repetitive tasks.

Gaps in data

Your tools don't talk to each other and you're losing data in the gaps.

CRM set up

You've been told your CRM can do more but nobody has set it up properly.

Key features

Start with the problem

We don't recommend tools because we like them. We recommend solutions because they solve the specific problem you have at the scale you're working at.

Practical AI, not hype

We're interested in AI tools that genuinely save time for small teams. We're not interested in implementations that require a specialist to operate.

Maintainable by your team

An automation that only the person who built it can maintain isn't an asset - it's a liability. We build for handover from day one.

Properly documented

Everything we build comes with clear documentation. If the person who set it up leaves, the organisation shouldn't suffer.