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Thinking from the Piloxo team — web development, managed IT, digital strategy and the craft behind the work.

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32 results

8 min

Data & IntegrationOutlookAutomation

Connecting Your CRM to Your Inbox So Nothing Falls Through

A CRM that people have to update by hand does not get updated. How to connect it to email and calendar so the record maintains itself and what to do about the data protection questions.

Sep 04, 2026

8 min

Small BusinessDigital StrategyAutomation

Automating Quotes and Proposals Without Losing the Personal Touch

Quoting is where most small businesses lose work to speed rather than price. How to cut the time from enquiry to quote without sending customers something that reads like a template.

Aug 28, 2026

8 min

Microsoft 365IT SupportAutomation

How to Automate Onboarding a New Employee

New starters spend their first week waiting for accounts. A checklist-driven automation that has everything ready on day one, and the offboarding half that most businesses never build.

Aug 21, 2026

8 min

Small BusinessDigital StrategyAutomation

Automating Invoices and Chasing Payment Without Nagging

A chasing sequence that gets invoices paid faster without damaging the relationship, the automation behind it and what UK late payment law actually entitles you to.

Aug 14, 2026

9 min

ProductivityMicrosoft 365Automation

Power Automate for Small Businesses: Five Flows Worth Building First

Five Power Automate flows that pay for themselves in a small business, what each one takes to build and the three design rules that stop a flow becoming a liability.

Aug 07, 2026

8 min

Artificial IntelligenceAutomationConsulting

AI Agents in Business Operations: What Works and What Does Not

Systems that take actions rather than produce text. Where that is genuinely useful, where it is dangerous, and the controls that make the difference.

Aug 04, 2026

8 min

Small BusinessDigital StrategyAutomation

Digital Transformation for Businesses That Hate the Phrase

What digital transformation means when you strip out the consultancy language: a sequence of ordinary improvements in the right order, and how to tell which one you need next.

Jun 24, 2026

8 min

Digital StrategyData & IntegrationAutomation

Automating Your Reporting So Monday Is Not Spent in Spreadsheets

Most small business reporting is somebody exporting three systems into a spreadsheet every week. How to automate it, which numbers actually deserve a report and what to stop producing.

Apr 30, 2026

7 min

Small BusinessDigital StrategyAutomation

When Not to Automate a Process

Six situations where automating a process makes a business worse, how to recognise them before you spend the money and what to do instead in each case.

Mar 05, 2026

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