Process Automation That Frees Up Your Brainspace

No more sticky notes. No more human error. Just systems that run like they’re supposed to.
Let's automate that

Stop Wasting Time on Repetitive Tasks

You’ve got ideas to action, clients to wow, and big moves to make. But instead, you’re stuck in an endless loop of tedious tasks.

From lead follow-ups to internal workflows, our process automation support helps you ditch the busywork faster than social media ditched Clubhouse. We build smarter, repeatable systems that scale with you, turning your manual processes into automated magic shows. It’s like having a digital clone without the ethical dilemmas.

Whether you’re growing a service business, onboarding new staff, or just plain tired of copying and pasting data across platforms (honestly, how many times can one person ctrl+c before losing their mind?), we’ll make your tools talk to each other better than a well-functioning family.

What We Automate (and Why It Matters)

You don’t need more software. Let’s be real, you’re drowning in subscriptions already. What you need is for your existing software to work together.

Lead Tracking and Follow-Ups

Remember that lead you forgot to email back three weeks ago? Yeah, awkward. No more forgetting to respond or manually shuffling leads through your pipeline like they’re cards in a sad game of solitaire. Automate your contact points so every lead feels like your top priority without lifting a finger.

Staff Onboarding Flows

From welcome emails to payroll setup, we create automations that bring your new hires up to speed without adding to your already overflowing to-do list.

Task Management & Internal Notifications

We connect your project tools (Asana, ClickUp, Monday.com…we know them all like the barista knows your coffee order) and trigger updates based on real-time changes. No more “did you see my message?” messages cluttering your Slack.

Data Syncing Between Platforms

Spending hours moving info between your CRM, email, and invoicing software? That’s so 2015. We’ll make sure what happens in one place updates everywhere else, instantly. 

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Custom Form Triggers

We build smart forms that don’t just collect info, they kickstart workflows. Think: contact form submissions that create client records, launch email sequences, or assign internal tasks. 

Inventory Management

Running out of stock is the retail equivalent of showing up to a Zoom call with your camera accidentally on before you’ve had coffee. Automate inventory management to avoid that special kind of embarrassment.

Employee Onboarding

Streamline the whole process and give your HR folks back their will to live.

Customer Onboarding

First impressions matter. Automated workflows can make your customer onboarding smoother than your sales team’s pitch after six espressos.

Process automation isn’t just for the big obvious tasks. It’s for all those tiny paper cuts of inefficiency that slowly bleed your workday dry. 

grow smarter

The Tools That Make It Happen: Automation Technologies Unpacked

Ever wonder what’s actually powering all those seamless, behind-the-scenes workflows?

At the heart of BPA are tools designed to make repetitive tasks disappear faster than free food in an office kitchen. They’re not just fancy add-ons; they’re the backbone of operations that don’t make you want to quit every Monday morning.

Workflow Automation Tools Think of these as your digital project managers, but without the constant “just checking in” messages. They orchestrate business processes from start to finish, ensuring every step happens in the right order without you having to play workplace detective. They’re the unsung heroes of your Tuesday afternoons.

Robotic Process Automation (RPA) RPA uses software robots to handle rule-based tasks like data entry or invoice processing. It’s a tireless digital assistant that never makes a typo, never needs caffeine, and never takes a mental health day. Your very own business Roomba, vacuuming up tedious tasks while you focus on things robots can’t do.

Integration Platforms Most businesses use more disconnected apps than a teenager has social media accounts. Integration platforms connect these dots, allowing data to flow automatically between systems that otherwise communicate as effectively as distant relatives at a family reunion. Less double-handling, fewer errors, and one single source of truth (unlike your group chat).

AI-Powered Solutions If regular automation is a reliable Honda Civic, AI-powered solutions are the self-driving car of the automation world (except that it properly exists already). They can analyse customer feedback, extract data from documents, or even predict trends with less effort than it takes you to decide what to eat for lunch. The future is now, and it’s handling your paperwork.

By leveraging these automation technologies, you can implement systems that not only streamline your processes but deliver real, measurable improvements in efficiency. The result? More time for your team to do what humans do best: creative thinking, relationship building, and arguing about where to order lunch from. The boss’s shout, right?

Ready to see which automation tools could transform your business? Let’s talk about finding your perfect match. No swiping required.

Real Automation = Real Results

What we bring to the table:

  • Workflows that eliminate manual entry and double-handling, because life’s too short for that much copying and pasting
  • Logical integrations between your favourite tools (no digital duct tape required)
  • Streamlined customer journeys that boost satisfaction faster than free shipping
  • Customer experiences so smooth they’d make silk jealous
  • Operational structure that frees your team to focus on the important stuff, not hunting for that one spreadsheet cell that broke everything

Process automation doesn’t just improve efficiency, it saves your sanity. It’s like going from dial-up internet to fibre. Same destination, wildly different journey.

Why Partner With P7 for Process Automation?

Because we’re not just tech nerds. We’re systems strategists who speak human. We understand the business logic behind your chaos and turn it into clean, functioning workflows that don’t need constant babysitting. (Your processes should run themselves, unlike that one coworker who needs step-by-step instructions for changing their password.)

Business leaders know that successful automation isn’t just about fancy tech. It’s about strategy that aligns with your actual goals, not just what looks cool in a slide deck. By involving leadership early and coordinating automation projects, we help ensure your digital transformation delivers impact you can actually see, not just consultant-speak you can put in a report. We help clients achieve digital transformation by implementing solutions that drag legacy systems into the current decade, connect your digital islands, and future-proof your operations. No jargon, no empty promises. Just clever, human-first systems that save time, reduce mistakes, and scale with you.

What to Automate First?

Not sure where to start? We’ll help you spot the low-hanging fruit (aka the processes stealing your time and sanity) and build from there.

Pair this service with our File Management & Organisation or CRM Support to build a fully automated ecosystem that just works.

Don’t Just Lead.

Lead Brilliantly.

let's talk automation

Clever systems. Zero bullshit. No more winging it. No more wasted time. Just smooth, scalable processes without the corporate bloat.

Interested in making your days run smoother? Say the word. We’ve got your back.

Take control of your financial future

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Success Stories: Behind-the-Scenes Wins

Not every transformation is flashy. Sometimes, the biggest wins come from the quiet improvements. The stuff that makes your day run smoother without fanfare.

We’ve helped clients untangle onboarding steps more convoluted than the plot of Inception, connect tools that were previously communicating as effectively as strangers on a subway, and build systems that reduce back-and-forths faster than you can say “per my last email.”

These stories show how process automation isn’t about perfection; it’s about making daily work less of a grind and more of a flow.

Testimonials

quote mark
  • Elina and her team are amazing! They took the load off and enabled us to focus on what we are good at; running the business. They are doing everything from book keeping, answering the phone when we can’t, invoicing to social media posting for us. It makes our “to do list” way more manageable. Thank you of everything you are doing for us!!

    Ida Larsson, White Lynx Photography

  • Elina and her team have been wonderful over the past few years assisting my company with various administrative services. I could not have done it without them. I highly recommend Project Seven as an exceptionally professional company with the ability to adapt to your individual company’s needs.

    Mark Hurdley

  • The team at Project Seven recently provided their support and expertise on the production of a corporate publication. The attention to detail, creativity and professionalism are just some of the components that really made me go “WOW!” What I enjoyed the most was how they were able to take this work off my plate, and just get it done and get it done well.

    Pamela Slater

  • I have been working with Project Seven for a few months now, and I am so happy with the work they are doing. They have taken over my sales calls, VIP group and social media, which has given back so much more of my time. I can’t recommend Project Seven enough! If you have been thinking about outsourcing some work, you won’t be disappointed!

    Jade Crowe

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