What We Automate

Stop losing hours to admin

We build focused automations around the three biggest time-drains for small businesses — enquiries, appointments and invoicing.

Most businesses we speak to aim to save 10–15 hours a month. That's a typical target, and it varies by business — we'll tell you honestly what looks realistic for yours.

Enquiries

Faster replies, more leads captured

Instant AI replies and lead capture, so no enquiry sits unanswered while you're on a job or with a client.

What we set up

  1. 1A new enquiry arrives in your inbox or contact form
  2. 2AI drafts a reply in your wording for you to approve
  3. 3The lead is added to your CRM and the calendar
  4. 4The customer gets an instant response

Fewer enquiries left waiting while you're busy.

Appointments

Fewer no-shows, less admin

Automated reminders by SMS, WhatsApp or email — fewer no-shows and a fuller calendar without extra admin.

What we set up

  1. 1A booking is confirmed in your calendar
  2. 2A reminder goes out by SMS, WhatsApp or email
  3. 3Follow-ups go to anyone who hasn't confirmed

Fewer no-shows without extra admin.

Invoices

Get paid faster, chase less

Automated follow-ups on unpaid invoices, so you get paid faster without awkward chasing calls.

What we set up

  1. 1An invoice passes its due date unpaid
  2. 2A first polite reminder is sent automatically
  3. 3A second reminder follows if it's still unpaid

Get paid faster without awkward chasing calls.

Tools

We build around the tools you already use

  • ✓Your inbox and contact forms
  • ✓Your CRM or lead list
  • ✓Your calendar and bookings
  • ✓WhatsApp or SMS reminders
  • ✓Your invoicing software
  • ✓Spreadsheets and shared files

In the free 20-minute audit we'll check that your tools can connect, and tell you honestly if something isn't a good fit. We don't promise an integration before we've looked at your set-up.

Trust & Data

Data-Handling Review

Included in every automation package, as standard.

What we check on every build

As part of each automation build, CaanDoIt carries out a basic data-handling review of the workflow being automated, so you understand how personal data flows through it.

  • What personal data is collected, stored, or processed (names, contact details, appointment or invoice info)
  • Which systems and tools handle this data (inbox, CRM, WhatsApp/SMS, invoicing software)
  • Basic UK GDPR considerations: necessity, retention, third-party sharing, and access controls

This is a practical, high-level check — not a formal DPIA or legal advice. Where risks are identified, we recommend seeking a qualified data protection professional.

Not sure which workflow to start with?

Tell us where the hours go and we'll recommend one — no obligation.

Book your free 20-minute audit