SyncSheetYour free Automation Snapshot
Tell me how your business runs day to day. Within 48 hours I'll send a one-page Snapshot: three things you could automate, roughly how much time each would save, and one tip you can use straight away.
Best for Microsoft 365 users. SyncSheet works mainly with Microsoft 365 (Outlook, Teams, SharePoint, Excel). Using Google Workspace or something else? You're still welcome: say so in the form, and your Snapshot will say honestly what's possible with your tools.
15 questions, about 10 minutes. How enquiries reach you, which admin jobs take the most time, and the one task you'd most like never to do again.
No names or customer details, please. I only need to know how your business works. Use job roles (for example 'our office manager') rather than people's names. If a name slips in, I remove it.
The form opens in Microsoft Forms in a new tab. How I use your answers: privacy notice.
What an automation looks like
A real automation, recorded as it ran: an accountancy practice's clients are asked for their records, what they send is filed, and the chasing stops. Every client shown is invented.