Workflow Automation Demos
Now imagine you could take multiple automated tasks and connect them to automate an entire workflow or process that you repeatedly perform in your business. Our workflow automations can be 100% automated, but we can also interject human checkpoints throughout to a level you are comfortable with. See our examples below.
The Human Touch is still the most important tool your business can use to look after your customers and entice new ones. We do not intend to replace this - rather we want to show you how AI and Automation can work to make your lives easier.
Every step shown in these demo videos can be 100% automated and requires zero interactions from you. However, this does not mean you need to hand every step of your processes over to automation. You can have as many or as few human touch points as you want.
Our Tools
We primarily use tools like Make.com, Zapier and Power Automate to create our solutions, and we can connect a huge variety of other platforms together like Google Drive, Sheets and Docs, Microsoft Word and Excel, Salesforce and Hubspot, Instagram, LinkedIn and Facebook, Shopify, and many others.
If you don't see the platforms you use listed here, don't worry. That just means there wasn't enough room on the page! We can connect almost any tools that businesses use for sales, marketing, finance, document management, communications, project and resource tracking, social media, etc. During our initial meeting we'll find out all about what you and your business use and plan together to figure out the best ways to connect everything.
Our promise: We will never just create automations for the fun of it or persuade you to automate something that isn't worth automating. We will only automate where it will save you money, help you make more money, or reach more customers quicker.
Our Tools
We primarily use tools like Make.com, Zapier and Power Automate to create our solutions, and we can connect a huge variety of other platforms together like Google Drive, Sheets and Docs, Microsoft Word and Excel, Salesforce and Hubspot, Instagram, LinkedIn and Facebook, Shopify, and many others.
If you don't see the platforms you use listed here, don't worry. That just means there wasn't enough room on the page! We can connect almost any tools that businesses use for sales, marketing, finance, document management, communications, project and resource tracking, social media, etc. During our initial meeting we'll find out all about what you and your business use and plan together to figure out the best ways to connect everything.
Our promise: We will never just create automations for the fun of it or persuade you to automate something that isn't worth automating. We will only automate where it will save you money, help you make more money, or reach more customers quicker.
TASK AUTOMATION
Read thousands of pages of documents in all formats and summarise in a pre-configured format.
PDF Reading and Data Extraction
Use AI to read your emails and based on the content, complete certain actions such as download, copy contents to Google Sheets/Docs, respond, categorise and more.
Email response, organisation and categorisation
Automatically gather and unify data from emails, PDFs, and other sources into a single, organized Google Sheets or Docs file for streamlined information management.
Multi-Format Information Consolidation
Doing repetitive and administrative tasks often takes up a significant amount of time for your valuable resources. ReganByte can use a combination of tools to set up quick, effective, and safe task automations to replace these time-consuming tasks, allowing your resources to focus on more value-added activities. See some examples below.
Examples of Task Automation
Doing repetitive and administrative tasks often takes up a significant amount of time for your valuable resources. ReganByte can use a combination of tools to set up quick, effective, and safe task automations to replace these time-consuming tasks, allowing your resources to focus on more value-added activities. See some examples below.
Key Questions Answered
Automation is the use of technology to perform tasks without human intervention. It involves creating systems and processes that can complete repetitive and time-consuming tasks automatically.
Think of it as setting up a series of instructions for a machine or software to follow, so you don’t have to do those tasks manually. For example, automation can be used to send out emails, manage social media posts, process orders, and even handle customer service inquiries.
By using automation, businesses can save time, reduce errors, and allow employees to focus on more important and creative tasks. In essence, automation helps streamline operations, making things run more smoothly and efficiently.
Click here to see some examples of our worklow automations in action.
At ReganByte, we specialise in identifying the best opportunities for automation within your business. Here’s how we do it:
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Thorough Analysis: We start by conducting a detailed analysis of your business and technology landscape. This helps us understand your current processes, pain points, and areas where efficiency can be improved.
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Identifying Opportunities: We look for tasks that are repetitive, time-consuming, and prone to errors. These are usually the best candidates for automation. Whether it’s modifying existing processes, creating automated workflows, or integrating AI-based solutions, we identify the most impactful areas for improvement.
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Scoring Solutions: To ensure we focus on the most effective automation opportunities, we score each potential solution based on three key criteria:
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Cost-Effectiveness: We evaluate the cost of implementing the automation compared to the benefits it will bring.
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Minimised Risk: We assess the potential risks involved and aim to choose solutions that offer the highest benefit with the lowest risk.
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High Impact: We prioritise solutions that will have the most significant positive impact on your business operations.
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By using this approach, we guarantee that we implement the optimal automation solutions to achieve maximum efficiency and rewards for your business. Our goal is to help you save time, reduce costs, and allow your team to focus on more important and creative tasks.
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Option 1: Contact Us for a Free Discovery Call
Contact us to schedule a free, no-obligation discovery call where we can discuss how automation can specifically help your business. Whether it's one task or an entire workflow you need to automate, or even if you're not sure what the best path forward is, we can discuss this in detail with you with no commitment required to move forward.
Option 2: Get Started Yourself
If you would prefer to get the process kicked off internally, you can start the discovery process by following the steps below:
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Document and Review: Start by documenting and reviewing your current processes. Identify tasks that are repetitive, time-consuming, and prone to errors.
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Score the Tasks: Use the criteria mentioned earlier—Cost-Effectiveness, Minimized Risk, and High Impact—to score these tasks and prioritize them for automation.
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Identify Current Systems: Once you've identified the tasks you’d like to automate, look at the systems you are currently using to complete these tasks. Determine if they are completely manual or if they involve existing software tools.
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Assess System Landscape: Review your current system landscape to see if any of your existing systems can be reconfigured to handle these tasks. This might involve adjusting settings or workflows within your current tools to achieve the desired automation.
This will be a great start to embedding automation in your business, and don't forget, if you get stuck along the way, you can reach out to us for help at any stage.
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Use AI to read your emails and based on the content, complete certain actions such as download, copy contents to Google Sheets/Docs, respond, categorise and more.
Email AI Integration
Read thousands of pages of documents in all formats and summarise in a pre-configured format.
Bulk read thousands of PDFs in minutes.
Automatically gather and unify data from emails, PDFs, and other sources into a single, organized Google Sheets or Docs file for streamlined information management.
Consolidate documents in different formats
"Do it yourself today,
watch it happen tomorrow"
Automation as a Service (AaaS) is an incredibly exciting software model that helps business owners like you reduce wasted hours on manual tasks and lets you concentrate on the things that matter, like your product, your customers, and growing your business.
You can automate everything from appointment scheduling, your full sales pipeline, email marketing & social media posting, invoicing and payment processes, document management, inventory... the list is endless.
Book a free consultation and let us show you how we can save you money and time.
AUTOMATION AS A SERVICE
Automatically gather and unify data from emails, PDFs, and other sources into a single, organized Google Sheets or Docs file for streamlined information management.
03. Consolidate documents in different formats
Use AI to read your emails and based on the content, complete certain actions such as download, copy contents to Google Sheets/Docs, respond, categorise and more.
01. Email AI Integration
Read thousands of pages of documents in all formats and summarise in a pre-configured format.
02. Bulk read thousands of PDFs in minutes.