Guides / Plan before you buy
Plan it
before you buy.
Practical answers to the questions small teams ask before automating a workflow or commissioning software.
AI Agents and RAG for Small Business, in Plain English
What LLMs, RAG, and AI agents actually are, where they help a small business, how to keep them reliable, and how to start safely.
Read the guide 02How to Automate Client Intake at a Small Business
What client-intake automation involves, three ways to do it, what each costs, and how to prepare. A practical guide from Bootable Technologies.
Read the guide 03Zapier, Make, or Custom Software? How to Choose
When no-code automation is enough, signs you've outgrown it, and what to ask any provider about ownership and handover.
Read the guide
Start with one workflow
WHAT KEEPS
SLOWING YOU DOWN?
Show us the repeated task, the missing information, or the tool that doesn't fit. In a free 20-minute call, we'll decide whether there's a useful project to take on.