Small automation builds for busy teams.
TechBuddy builds practical systems that reduce repeated admin: forms, workflows, reminders, internal apps, lightweight CRMs and dashboards. We often use Microsoft 365 because many businesses already pay for it, but the service is about solving the process — not pushing one platform.
Workflow Automation
Approvals, document chasing, email reminders, status updates and repeat admin handoffs.
- Process map
- Automation flow
- Simple handover notes
Internal Apps & Forms
Simple apps and structured forms for jobs, requests, onboarding, inspections, stock or team tracking.
- Clean data capture
- Team-friendly screens
- Notifications and tracking
Lightweight CRM & Dashboards
Lead trackers, client lists, follow-up dashboards and operational views that stop work disappearing into inboxes.
- Status and owner fields
- Next-action reminders
- Simple reporting views
Common quick-win projects
Start with one workflow that wastes time every week.
Document request system
Track requested files, missing information and automated follow-ups for clients, suppliers or staff.
Approval workflow
Turn email approvals into a structured request, manager decision and clean audit trail.
Lead follow-up tracker
Capture enquiries, assign next actions and stop warm leads going cold.
Weekly report automation
Collect updates, summarise activity and send a consistent report without manual copy/paste.
Want to know what to automate first?
Book a short call and we’ll pick one process with a realistic return, not a shiny project for the sake of it.