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Technology

Process automation advisory

If someone on your team retypes the same information every week, that is time you can get back.

Book a consult Call 250.793.8975

Photo: Paymo on Unsplash

I map your routine admin and help you set up forms, sheets and simple automations using the tools you already have, so the right information reaches the right person without the copy and paste.

What is involved and how I help

  • Forms that feed your records

    Online forms that go straight into Google Sheets or your existing system, with no retyping.

  • The right email to the right person

    Simple rules so requests, bookings and approvals land with whoever needs to act.

  • Tracking the work

    A clear view of what is open, who has it and what is overdue.

  • Keeping it maintainable

    Setups your own staff can understand and adjust, not a black box.

How we work together

  1. Look at the routine

    We list the jobs that repeat every day, week or month.

  2. Pick the wins

    I suggest the few changes that save the most time for the least effort.

  3. Set it up together

    We build it with your tools and test it with real work.

  4. Train and hand over

    Your team learns how it works and how to change it.

Let's talk it through

Call or email me. I will give you a candid view of whether and how I can help.

Book a consult Call 250.793.8975 tom@tomwhitton.com

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