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Automation and SharePoint

Spend less time on admin. I set up systems that handle repetitive tasks, keep your files organised and give you a clear view of how the business is going.

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SharePoint specialist

SharePoint and Microsoft 365

If your files are spread across emails, shared drives and personal computers, SharePoint brings them together in one secure place. I set it up so it's easy to find things, and so private files are only seen by the right people.

What's included

  • A company intranet (a home page for staff)
  • Folders organised by team
  • Moving your existing files across, tidied up
  • Sensible access permissions
  • Approvals and alerts in Microsoft Teams
  • Getting ready for Microsoft Copilot
  • Staff training

Usual timeframe: 3 to 8 weeks

Automating repetitive tasks

Many businesses lose hours each week copying information between emails, forms, spreadsheets and accounting software. I connect those tools so the information moves on its own.

What's included

  • Finding the tasks worth automating
  • Connecting the software you already use
  • Alerts if anything needs a person to check
  • Simple written instructions for your team

Usual timeframe: 2 to 4 weeks

Customer systems (CRM) and GoHighLevel

A CRM keeps track of every enquiry and customer in one place, and follows up automatically so no lead is forgotten.

What's included

  • Setting up GoHighLevel, HubSpot or Zoho
  • Automatic follow-up texts and emails
  • Online booking calendars
  • Moving your contacts across
  • Training your team

Usual timeframe: 2 to 5 weeks

AI assistants and AI engineering

Custom AI assistants and agents, built with Claude and other leading AI models. They can answer common customer questions on your website, help your staff find information in your own documents, or take care of multi-step admin tasks. A person always checks anything important.

What's included

  • A website chat assistant
  • AI agents that handle multi-step tasks
  • Help drafting emails and quotes
  • Searching your policies and documents
  • Clear rules on what it can and can't do

Usual timeframe: 2 to 6 weeks

Reports and dashboards

See your enquiries, sales and jobs in one simple screen that updates itself, instead of putting together spreadsheets each month.

What's included

  • Your key numbers in one place
  • Connected to Xero, MYOB or your CRM
  • A weekly summary by email

Usual timeframe: 2 to 4 weeks

Example: a SharePoint company hub

All your files in one place, organised by team. Private files, like payroll, only show to the people who need them.

Try it: search for "policy"
yourbusiness.sharepoint.com
Company hub
Files
NameWho can see itUpdated

Tired of the admin?

Tell me what takes up too much of your week, and I'll tell you what can be automated.

Book a free call