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Automations & Integrations

Stop doing work your tools should handle.

We connect your business tools and automate the repetitive tasks that drain your time — so you can focus on the work that actually matters.

Automation illustration showing connected tools and workflow nodes

Systems We Integrate With

XeroXero
QuickBooksQuickBooks
AirtableAirtable
HubSpotHubSpot
ShopifyShopify
StripeStripe
ZapierZapier
Google DriveGoogle Drive
MailchimpMailchimp
TrelloTrello
AsanaAsana
NotionNotion

The Difference

What automation changes

Without Automation
  • Hours spent copying data between spreadsheets
  • Invoices sent late because someone forgot
  • Customer enquiries lost in email threads
  • Team duplicating work without realising
  • Errors from manual data entry that cost real money
With Ottermate
  • Data syncs automatically across every tool
  • Invoices generated and sent on schedule, every time
  • Enquiries routed instantly to the right person
  • One source of truth eliminates duplicate work
  • Validated data flows with zero manual touchpoints

How we automate your workflows

We start by understanding your current processes before touching any technology.

1

Map

We document your current workflows — where time is being wasted, what is being duplicated, and where errors creep in.

2

Design

We design the automation flow together, connecting your tools and removing bottlenecks. You approve the logic before we build.

3

Build & Test

We implement the integrations, set up error handling, and test thoroughly with real data before going live.

4

Monitor & Optimise

Once live, we monitor performance, handle edge cases, and continuously optimise based on real usage patterns.

What automation delivers

Reliable, monitored integrations that save real time every week.

Zero Manual Data Entry

Data flows automatically between your tools. No more copying and pasting between spreadsheets, CRMs, and accounting software.

Connect Any Tool

We integrate with hundreds of platforms — Xero, MYOB, HubSpot, Zapier, Make, Slack, Google Workspace, and custom APIs.

Save Hours Every Week

Automations that run 24/7, handling the repetitive tasks that eat into your productive time.

Real-time Sync

Changes in one system instantly reflect everywhere else. No more version mismatches or stale data.

Reliable Error Handling

Built-in retry logic, error notifications, and fallback paths so your automations recover gracefully from failures.

Secure Data Transfer

Encrypted connections, secure authentication, and audit logging for every integration we build.

Common automation projects

Invoice & Payment Automation

Automatically generate invoices from project milestones, send to clients, and reconcile payments in your accounting software.

XeroStripeAuto-reconciliation

Lead Capture & CRM Sync

Form submissions and enquiries automatically route to your CRM, trigger email sequences, and notify your sales team.

HubSpotEmail AutomationSlack Notifications

Onboarding Workflow

New client onboarding that automatically creates accounts, sends welcome packs, schedules meetings, and sets up project spaces.

Client OnboardingDocument GenerationCalendar

Reporting & Data Pipelines

Pull data from multiple sources into unified dashboards. Automated reports delivered to stakeholders on schedule.

Data AggregationScheduled ReportsDashboards

Typical investment

$2,000$25,000

Per project. Final price depends on complexity and scope.

Xero + CRM sync (2-way)

$2,400 - $4,000
Payback: 6 - 12 weeks

Lead capture to email sequence

$3,200 - $4,800
Payback: 6 - 10 weeks

Multi-step onboarding automation

$4,800 - $8,000
Payback: 10 - 16 weeks

Common questions about automations

Ready to reclaim your time?

Tell us which workflows are slowing you down. We will map the automation opportunities and show you exactly what is possible.

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