We work out which parts of your admin are worth automating, which are not, and what to do instead. Diagnosis first, tools second. When the answer is custom software, our sister studio Project 24/7 builds it.

Stop wasting time on repetitive tasks.

You’ve got ideas to action, clients to wow, and big moves to make. But your day keeps disappearing into admin quicksand.

Your business runs on a mix of instinct, caffeine, and that one process you swear you’ll fix “next week.” Meanwhile the same tasks keep “circling back” and the same reminders keep popping up. It doesn’t have to be this way. Process automation clears out the mess. You get time back, your team moves faster, and you’re not playing traffic cop between your own systems.

Whether you’re growing a  business 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.

What we automate to get you out of the admin spiral.

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. 

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.

Automation unpacked.

We want to talk for just a sec about what’s really running the show behind all those “how does this just work?’ moments.

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

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

let's automate that

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

 It’s like going from dial-up internet to fibre. Same destination, wildly different journey.

Why bring in P7 for process automation?

We’re not just here to plug in some shiny new software and call it a day. We’re systems strategists who speak human. We get how your business ticks, where the bottlenecks are hiding, and why your team keeps inventing workarounds on the fly. Then we build workflows that run smooth and stay sharp, no constant hand-holding required. (Your processes should run themselves, unlike that one coworker who needs step-by-step instructions for changing their password.)

For us, automation is never just about the latest tech trend.

What to automate first?

Not sure where to start? We’ll help you find the quick wins and the big pain points. From there, we can plug process automation into your file management, CRM, onboarding… you name it. By the time we’re done, your business feels lighter, faster, and a lot more fun to run.

Don’t just lead; lead brilliantly.

Let’s make the busywork disappear and your days way less chaotic.

let's talk automation

Ready for processes that just work with zero bullshit and no extra layers of corporate nonsense? We set up systems that let you get on with the good stuff.

If you’re after smoother days and more time for the work that actually matters, just give us the nod. We’ll sort it.

What we automate, once it earns its place.

Email and shared inboxes

Inbox rules, templates and shared inbox workflows so the right message reaches the right person without anyone playing traffic warden.

Files and documents

One folder structure the whole team actually follows, with naming, permissions and retention handled once instead of argued about weekly.

Customer relationship management

Your CRM kept current automatically. Follow-ups, pipelines and reminders that fire themselves, so no client falls through the gap between busy weeks.

Inventory and stock

Stock levels, reorder points and reporting connected to your sales, because you cannot scale on sticky notes.

The tech stack itself

An audit of what you already pay for, what overlaps, and what to cut. Most businesses are one subscription cull away from funding their automation.

Questions we get asked.

What does an automation diagnosis involve?

We map how work moves through your business and find the steps that repeat, stall or leak time. You get a plain list of what is worth automating, what is not, and what each fix would take. No jargon and no obligation to build with us.

Do you build the automations too?

Yes. Workflow automation inside tools you already own sits with Project Seven. When the answer is custom software, our sister studio Project 24/7 scopes and builds it, and you own the result. One conversation covers both paths.

What if my systems are a mess?

Messy systems are the usual starting point, not a problem. We untangle what you have before adding anything new, because automating a broken process only makes it fail faster.

Testimonials

Honestly, from what I can see [of my new website] at a quick glance, it looks absolutely amazing!! So much better than before!! I really love the new layout, as well as the headings and descriptions. Everything feels so much more user friendly and easier to navigate. I can’t thank you enough for all your help with this, it is fabulous!!

Lee Clark, Child Preschool Education

The Project Seven 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

The Project Seven 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