RDI Automation

Services

What we can automate for you

If it follows the same steps every time, it can probably run on its own. Here are the jobs we're asked about most.

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By problem

Pick the job that takes your time

Chasing (emails, invoices, documents).

What it does: Polite reminders go out on time, every time, and stop as soon as they reply or pay.

Example: An accountant's clients are chased for receipts until they arrive.

How invoice and document chasing runs on its ownInstead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.Before: by hande.g. ≈ 3 hours a week, by handCheck who hasn't paidWrite the reminderRemember to chase againRepeatAfter: runs on its ownInvoice due orrequest sentPolite reminder onday 3Second reminder onday 7Reply or paymentspottedPaid: chasingstops and it'slogged
How invoice and document chasing runs on its ownInstead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.Before: by hande.g. ≈ 3 hours a week, by handCheck who hasn't paid → Write thereminder → Remember to chase again →RepeatAfter: runs on its ownInvoice due or requestsentPolite reminder on day 3Second reminder on day 7Reply or payment spottedPaid: chasing stops andit's logged
Instead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.

Bookings and scheduling.

What it does: Enquiries land in your diary, confirmations and reminders go out, and no-shows drop.

Example: A removals enquiry becomes a booked job with a reminder the day before.

How bookings and quotes run on their ownA web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.Before: by hande.g. ≈ 4 hours a week, by handRead the enquiryemailPrice it in aspreadsheetType it into thediaryRemember thereminderForget to follow upAfter: runs on its ownWeb formQuote workedout and emailedNudge after 3days if noreplyCustomer picksa dateReminder theday beforeBooked in thecalendar
How bookings and quotes run on their ownA web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.Before: by hande.g. ≈ 4 hours a week, by handRead the enquiry email → Price it in aspreadsheet → Type it into the diary →Remember the reminder → Forget to followupAfter: runs on its ownWeb formQuote worked out andemailedNudge after 3 days if noreplyCustomer picks a dateReminder the day beforeBooked in the calendar
A web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.

Quotes and follow-ups.

What it does: Quotes go out quickly from a template and are followed up automatically.

Example: A trades quote with a friendly nudge after three days.

How bookings and quotes run on their ownA web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.Before: by hande.g. ≈ 4 hours a week, by handRead the enquiryemailPrice it in aspreadsheetType it into thediaryRemember thereminderForget to follow upAfter: runs on its ownWeb formQuote workedout and emailedNudge after 3days if noreplyCustomer picksa dateReminder theday beforeBooked in thecalendar
How bookings and quotes run on their ownA web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.Before: by hande.g. ≈ 4 hours a week, by handRead the enquiry email → Price it in aspreadsheet → Type it into the diary →Remember the reminder → Forget to followupAfter: runs on its ownWeb formQuote worked out andemailedNudge after 3 days if noreplyCustomer picks a dateReminder the day beforeBooked in the calendar
A web form enquiry gets a quote worked out and emailed, a nudge if there's no reply, a date picked by the customer, a reminder the day before, and a booking in the calendar.

Onboarding new starters or clients.

What it does: Forms, documents, welcome emails and first-day information, sent in the right order.

Example: A new starter gets everything they need seven days before day one.

How onboarding runs on its ownOnce an offer is accepted, the new starter's details and documents are collected and filed, first-day details go out 7 days before, accounts are created in one click and a welcome pack follows at the end of day one.Before: by hande.g. ≈ 4 hours per new starter, by handFind the formsEmail documentsChase what's missingWrite the welcomeemailSet up accounts onthe dayAfter: runs on its ownOfferacceptedDetails anddocumentsformFiled in theright DrivefoldersGoogle DriveFirst-daydetails 7days beforeOne clickcreates emailand DriveWelcome packafter day oneReady for dayone
How onboarding runs on its ownOnce an offer is accepted, the new starter's details and documents are collected and filed, first-day details go out 7 days before, accounts are created in one click and a welcome pack follows at the end of day one.Before: by hande.g. ≈ 4 hours per new starter, by handFind the forms → Email documents → Chasewhat's missing → Write the welcome email→ Set up accounts on the dayAfter: runs on its ownOffer acceptedDetails and documentsformFiled in the right Drivefolders (Google Drive)First-day details 7 daysbeforeOne click creates emailand DriveWelcome pack after dayoneReady for day one
Once an offer is accepted, the new starter's details and documents are collected and filed, first-day details go out 7 days before, accounts are created in one click and a welcome pack follows at the end of day one.

HR admin.

What it does: Holiday requests, sickness records and documents filed in the right place.

How HR admin runs on its ownA holiday request comes in through a form, the manager approves it in one click, and the calendar, records and documents all update while the staff member is told automatically.Before: by hande.g. ≈ 2 hours a week, by handHoliday request bytextCheck the diaryUpdate thespreadsheetReplyFile sickness notessomewhereAfter: runs on its ownRequest formManagerapproves in oneclickCalendar andrecord updatedStaff membertoldDocuments filedin their folderSorted, all inone place
How HR admin runs on its ownA holiday request comes in through a form, the manager approves it in one click, and the calendar, records and documents all update while the staff member is told automatically.Before: by hande.g. ≈ 2 hours a week, by handHoliday request by text → Check thediary → Update the spreadsheet → Reply →File sickness notes somewhereAfter: runs on its ownRequest formManager approves in oneclickCalendar and recordupdatedStaff member toldDocuments filed in theirfolderSorted, all in one place
A holiday request comes in through a form, the manager approves it in one click, and the calendar, records and documents all update while the staff member is told automatically.

Joining up your systems.

What it does: Stop typing the same details into three places. When one is updated, the rest follow.

How joined-up systems update themselvesInstead of copying the same details into three systems, a new record in one system is matched and the others update automatically, with an alert if anything is missing.Before: by hande.g. ≈ 3 hours a week, by handCopy details from anemailPaste into the CRMAgain into the accountsAgain into a spreadsheetAfter: runs on its ownNew record in onesystemDetails matchedThe other systemsupdateAlert ifsomething'smissingEvery system up todate
How joined-up systems update themselvesInstead of copying the same details into three systems, a new record in one system is matched and the others update automatically, with an alert if anything is missing.Before: by hande.g. ≈ 3 hours a week, by handCopy details from an email → Paste intothe CRM → Again into the accounts →Again into a spreadsheetAfter: runs on its ownNew record in one systemDetails matchedThe other systems updateAlert if something'smissingEvery system up to date
Instead of copying the same details into three systems, a new record in one system is matched and the others update automatically, with an alert if anything is missing.

Sales follow-up and pipelines.

What it does: Every enquiry logged and followed up, so none goes cold.

How sales follow-up runs on its ownEvery enquiry is logged on the board, a follow-up email draft is created, a nudge goes out if there's no reply and the owner gets a reminder, so no lead goes cold.Before: by hande.g. ≈ 2 hours a week, by handEnquiries sit in the inboxCall-backs forgottenLeads go coldAfter: runs on its ownEnquiry logged onthe boardmonday.comFollow-up emaildraft createdNudge if no replyafter a few daysReminder to theownerStatus updated:nothing goes cold
How sales follow-up runs on its ownEvery enquiry is logged on the board, a follow-up email draft is created, a nudge goes out if there's no reply and the owner gets a reminder, so no lead goes cold.Before: by hande.g. ≈ 2 hours a week, by handEnquiries sit in the inbox → Call-backsforgotten → Leads go coldAfter: runs on its ownEnquiry logged on theboard (monday.com)Follow-up email draftcreatedNudge if no reply aftera few daysReminder to the ownerStatus updated: nothinggoes cold
Every enquiry is logged on the board, a follow-up email draft is created, a nudge goes out if there's no reply and the owner gets a reminder, so no lead goes cold.

By sector

Who we help

Accountants and bookkeepers

Document chasing, client onboarding, deadline reminders.

Recruitment agencies

Application sifting, interview booking, offer letters, onboarding.

Removal companies

Enquiry → quote → booking → reminder → review request.

Trades and local services

Quotes, invoices, payment chasing, reviews.

Any admin-heavy business

If your team does it by hand every week, let's talk.

Packages

Good, Better, Best

Every proposal gives you three options, so you choose what suits you.

Good

Your core automation, built and tested. One fixed price.

  • One automation, built in your tools
  • Tested with you before go-live
  • 30 days' support included
Most popular

Better

The same build plus a monthly care plan (monitoring, fixes and small changes).

  • Everything in Good
  • Monthly care plan: monitoring, fixes and small changes

Best

Your core automation plus a second one, plus the care plan. Agreed before we start.

  • Two automations
  • Monthly care plan
  • Scope and price agreed before we start

Prices depend on the job. Your proposal shows the exact figure for each option.

Care plans

Care plans, from £50 a month

If we host your automation, the care plan covers the running costs, monitoring, small updates, and fixes started within 24 working hours. Plans run from £50 to £200 a month depending on the size of the automation, with 30 days' notice to cancel.

If it runs on your own accounts

There's no monthly bill. Just get in touch if you need a change.

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RDI Automation

What's the one job you'd never do again?

Start with our free 12-page guide: a checklist to spot the manual tasks costing you time. Or book a free 15-minute call for an honest view on whether a job can be automated.

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