Xero and Stripe talk, but the glue work is manual. Month-end always runs late.
Automated raise → approve → reconcile with exception alerts.
Get a quoteHand-offs between web forms, HubSpot and inboxes are lossy. Nobody owns the nudge.
Automated tasking and nudges with owner + due dates on every lead.
Get a quoteSlack fills with status. Reporting happens by hand. Nobody trusts last week’s numbers.
Daily rollups from the systems you already use, no manual chore.
Get a quoteWe start with the one loop that pays back fastest, usually invoicing, order-status updates, or lead follow-ups. Then we add the next building block. Small steps, compounding results.
Map the tools you run and the manual loops that waste time.
Pick one loop to automate. Define owners, triggers, and guardrails.
Connect the systems with tested, observable integrations.
Runbook and dashboards so your team owns it after go-live.
Automations fail safe. We log every step, alert on exceptions, and make the manual path one click away. If a tool changes an API, the alert fires before you do.
Triggers, owners, and failure paths documented.
Logs + alerts wired to Slack or email.
Versioned, portable configuration where possible.
Least-privilege credentials and access audit.
Your team runs it confidently after go-live.
The next two loops to automate when you are ready.
The loop with clear triggers, measurable time saved, and few edge cases — usually invoicing, order-status updates, or lead follow-ups.
Tool-level access to Xero/HubSpot/Slack/Google Workspace (and any other systems in scope). We scope access narrowly and rotate credentials after handover.
We run through test cases with known inputs, log every step, and alert on exceptions. For any action that must be manual, we make that the explicit fallback.
Legally/compliance-blocked actions, or flows without a reliable trigger. In those cases we recommend a lighter-weight checklist + tracking.
Connect the tools you already use, like CRM, accounting, and job management, so data moves between them automatically, with no copy-paste and no missed steps.
Capture leads from your forms and ads, trigger instant follow-ups, and keep every deal stage up to date without manual entry.
Custom AI assistants that answer questions, qualify leads, and book appointments 24/7, trained on your business and logged to your CRM.
Email sequences, scheduling, and lead nurturing that trigger automatically from real customer behaviour.
Automated invoicing, reconciliation, and reporting connected to Xero, MYOB, or QuickBooks, with a clear audit trail on every transaction.
Onboarding, approvals, and compliance workflows that run the same way every time, hands-free.
Tell us what’s slowing your team down. We’ll show you the fastest path to fix it: automation, hosting, email, or a mix. Free, no-obligation.
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Telada
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