Posts, guides, tools and templates: how we build, what things cost, and what we would not ship.
Automation
At an accounting firm, we would start with 5 automations around your accounting software, in this order: a missing-document chase; routing of unreadable, duplicate, and unmatched documents to a reviewer; a workload and deadline view across clients; reminders drafted for the accountant to send; and reconciliation exceptions prepared for review.
7 min
Automation
Choose n8n for quick, low-volume workflows. Choose custom code for workflows that fire on every message, run unattended at volume, or need limits and monitoring a workflow plan does not give.
12 min
Automation
A process is usually ready to automate when each step is done one way, each piece of information has one source, every exception has one owner, and you know today's numbers.
9 min
Automation
Check the system where the action should have landed, not the agent's reply. Grade the record, build the test from real failures, and run the same checks after every change.
8 min
Automation
Score each candidate 0 to 2 on volume, effort per item, shape, exceptions, data, reversibility, owner, and baseline. Start with the highest total, and take the baseline first.
8 min
Automation
In Clio's 2024 study, only 33% of law firms replied to an emailed inquiry and 48% were unreachable by phone. A same-day acknowledgement, followed by a person, is the smallest fix that changes it.
4 min
Free layout for founders testing an idea before building
Price
Free
Notes on building apps, automations and websites, and running them after launch. Once a month, no fluff.
Newsletter
Notes on building apps, automations and websites, and running them after launch. Once a month, no fluff.
