CASE STUDY / WORKFLOW•Automation & Agents•2026•Workflow•Live

From doing the same work every day to more time for the work that counts.

Two recurring jobs took up time every week: emails back and forth about exactly what a customer wanted to hire, and writing the same kind of emails to new contacts every morning.

  • Enquiry as a basket
  • Draft emails
  • A person approves
15draft emails ready each morning
57products in one enquiry
1enquiry with everything in it
0emails sent without a person

At a glance

Target audience
Trade business and hire company
Problem
The same typing every day
What we changed
Complete enquiries and prepared drafts
Key result
The work is prepared, a person approves

From challenge to result

The problem

A customer emailed asking for ‘a sound system for Saturday’, and five more emails followed about quantities and times. Emailing new contacts meant starting from a blank email every morning.

The approach

The customer puts the enquiry together themselves: products, quantities and hire period in one basket. And every morning there are draft emails waiting in the inbox, each with its own opening line based on what that business says on its own site. A person reads them and presses send.

The result

  • An enquiry with everything in it, no back and forth
  • 15 draft emails ready every morning
  • Nothing goes out without a person
  • More time for the work itself

What happens now

The enquiry comes in complete and the drafts are prepared. The business owner reads, edits where needed, and sends.

Drafts 15 ready
  • Conference organiserI saw that you are organising the autumn conference in November…
  • Event venueYour site says the main hall holds 400 guests…
  • Sports clubYour anniversary tournament in June…
You press send

What this means for a similar business

Doing the same typing every week? You can start with one process, with a person who keeps the final say.

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