Webbit
Remove the copy-paste work between your people and systems.
We map a process your team repeats every day, strip out unnecessary steps, and connect the tools involved so information moves without manual re-entry. The goal is fewer handoffs, fewer errors and more time for work that needs judgement.
Who it is for: Operations leads, founders and office managers whose teams copy data between tools, chase approvals, or rebuild the same report every week.
Problems this solves
- The same data is entered more than once: Enquiries, orders and job details are copied from email or forms into a CRM, spreadsheet and finance system.
- Work waits for a person to notice it: Requests sit in shared inboxes or chat channels until someone remembers to assign the next step.
- Every handoff loses context: Notes, files and decisions are spread across inboxes, documents and messages, so people repeat the same questions.
- Reporting takes manual assembly: A team member exports data, reconciles it in a spreadsheet and rebuilds the same update each week.
Example workflows
New client onboarding
Starts when: A signed proposal or onboarding form is received.
- Validate required client and project details.
- Create the correct folder and project record.
- Assign owner, deadline and checklist.
- Send a tailored welcome email with next steps.
A person decides: An account lead reviews exceptions and high-value accounts before kickoff.
Result: The team starts from one complete record instead of chasing documents across email and chat.
Purchase approval routing
Starts when: A team member submits a supplier invoice or purchase request.
- Extract supplier, amount and cost centre.
- Check thresholds and required approvers.
- Route to the right person with context.
- Record the decision and notify finance.
A person decides: Approvers keep authority; automation only prepares and routes the decision.
Result: Requests move to the correct owner without duplicate emails or lost attachments.
Weekly operations report
Starts when: The reporting window closes.
- Collect agreed figures from connected systems.
- Flag missing or inconsistent records.
- Populate the report template.
- Send the draft to the operations lead.
A person decides: A manager reviews anomalies and adds commentary before distribution.
Result: The recurring assembly work is reduced while ownership of the final report stays with the team.
What you get
- Less manual re-entry: Information is captured once and passed to the systems that need it, with rules for validation.
- Clear ownership: Each request has a defined next step, owner and escalation path instead of sitting in an inbox.
- Visible exceptions: Failures and unusual cases are surfaced for a person rather than silently disappearing.
- A process you can maintain: We document the workflow, access model and failure handling so your team isn't dependent on hidden automation.
Works with
- Google Workspace
- Microsoft 365
- Slack
- Airtable
- Notion
- HubSpot
- Project management tools
- Webhook-capable internal systems
Honest limits
- Automation needs a process with understandable rules; unclear ownership or policy disputes should be resolved first.
- Systems without an API, webhook or reliable export may need a scoped workaround or remain partly manual.
- We connect to your systems of record rather than replacing them.
Questions
Do we need to replace our current software?
Usually not. We start with the tools you already use and connect them where secure access exists. If a tool can't be integrated reliably, we'll explain the constraint and the practical options.
How do you decide which process to automate first?
We look for work that is frequent, rule-based and costly to repeat, with a clear owner and an accessible data source. The audit ranks candidates by effort, dependency risk and likely operational value.
Will staff still be able to intervene?
Yes. We design approval points and exception queues for decisions that need human judgement, and we document how the workflow can be paused or corrected.
How long does a first workflow take?
A focused first workflow typically takes a few weeks after scope and access are confirmed. The exact timeline depends on integrations, data quality and review requirements.
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