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Productivity & Collaboration

Articles, blogs, guides and how-tos about business process automation.

  • Lokalise

    Lokalise

    Lokalise is a translation management system (TMS) built for software teams that need to localise apps, websites, games, and other digital products into multiple languages. It provides a web-based editor where translators work on strings in context, with integrations that connect directly to your code repositories and design tools. The problem Lokalise addresses is the disconnect between development and translation. Developers add new UI strings in code, but those strings need to reach translators, get translated, reviewed, and merged back without breaking the build. Without a TMS, this process involves manual file exports, email chains, and merge conflicts. Lokalise automates the handoff so developers keep shipping features while translations happen in parallel. At Osher, we connect Lokalise to development and content pipelines as part of our system integration work. Using n8n, we build workflows that sync strings between GitHub repositories and Lokalise, notify translators when new content arrives, and merge approved translations back into the codebase. For content-heavy sites, we also connect Lokalise to CMS platforms so marketing teams can manage multilingual content without developer involvement. Lokalise is a strong choice for development teams building multilingual SaaS products, mobile apps, or web applications who need translation workflows that keep pace with agile release cycles.
    Lokalise consultants
  • TestMonitor

    TestMonitor

    TestMonitor is a cloud-based test management platform that gives QA teams a structured way to plan test cases, track execution, and report on results. It replaces spreadsheet-based testing workflows with a purpose-built system that ties test cases to requirements and defects in one place. The core problem TestMonitor solves is visibility. When testing happens in spreadsheets or disconnected tools, project managers lose track of what has been tested, what passed, what failed, and what is blocking release. TestMonitor provides dashboards and reports that answer those questions without chasing people for status updates. At Osher, we integrate TestMonitor into development and deployment workflows so that test results feed directly into project tracking and release management systems. Using n8n, we connect TestMonitor’s API to tools like Jira, Slack, and CI/CD pipelines, creating automated notifications when tests fail and blocking deployments until critical test suites pass. Our system integration services cover the full pipeline from test execution through to release gating. TestMonitor is a good fit for organisations running manual or semi-automated testing who need better traceability between requirements, test cases, and defects without adopting a heavyweight enterprise ALM platform.
    TestMonitor consultants
  • Transifex

    Transifex

    Transifex is a cloud-based localisation platform that manages the translation of software interfaces, websites, mobile apps, and documentation into multiple languages. It provides a centralised workspace where translators, reviewers, and developers collaborate on multilingual content without passing files back and forth manually. The core problem Transifex solves is coordination. When a business operates in multiple languages, every product update, marketing page, or support article needs translating. Without a proper system, translation requests get lost in email chains, version conflicts arise when multiple people edit the same file, and shipped products end up with missing or outdated translations. Transifex eliminates this by giving everyone a single source of truth for translation status. At Osher, we integrate Transifex into development and content workflows using n8n and API connections. A typical setup automatically pushes new or changed strings from a codebase or CMS to Transifex, notifies translators, and pulls completed translations back into the application once approved. Our system integration team builds these pipelines so that localisation happens continuously rather than as a manual batch process before each release. Transifex works well for software companies, SaaS platforms, and content-heavy businesses that need to maintain products and websites in multiple languages without dedicated localisation engineers on staff.
    Transifex consultants
  • On2Air

    On2Air

    On2Air is a suite of integration and automation tools built specifically for Airtable. It provides backup, forms, and workflow automation capabilities that extend what Airtable can do natively, letting teams automate data flows between Airtable and other business tools without writing code. The main products are On2Air Backups (automated Airtable backups to Google Drive), On2Air Forms (custom forms that write directly to Airtable), and On2Air Actions (workflow automations triggered by Airtable record changes). Airtable is widely used as an operational database for project management, CRM, inventory tracking, and content planning. But it has gaps: no built-in backup system, limited native form customisation, and basic automation capabilities. On2Air fills those gaps. It gives you scheduled backups of your Airtable bases, branded forms with conditional logic that feed directly into your tables, and multi-step automations that can push data from Airtable to email, Slack, Google Sheets, and other platforms. At Osher, we use On2Air alongside n8n to build robust Airtable-centred workflows for clients. A common example: a client uses Airtable as their project management hub, On2Air Forms for client intake, and n8n workflows to sync project data with their invoicing system and notify team members via Slack. We also set up On2Air Backups on every Airtable implementation we build, because losing an Airtable base with no backup is a real risk. If Airtable is central to your operations, our system integration team can set up On2Air to make your Airtable setup more reliable and connected. See how we used Airtable integrations in our property inspection company case study.
    On2Air consultants
  • Fusioo

    Fusioo

    Fusioo is a cloud-based work management platform that lets teams build custom business applications without writing code. You create apps by defining data fields, relationships between records, and workflow rules, then your team uses those apps to track projects, manage clients, process orders, or handle any structured business process. It functions as a flexible operational database with a visual interface, sitting between spreadsheets and custom-built software. The core problem Fusioo addresses is the cost and delay of custom software. When your processes are too complex for spreadsheets but too specific for off-the-shelf tools, you typically face a choice between expensive custom development or forcing your workflow into software that was not designed for it. Fusioo lets you build exactly the application you need using drag-and-drop fields, relationship links, and automation rules, then modify it as your process changes. At Osher, we integrate Fusioo into broader business workflows using n8n. A typical integration connects Fusioo’s custom apps with your email, accounting software, CRM, or project management tools so that data moves between systems automatically. For example, when a new client record is created in Fusioo, an n8n workflow can create a matching contact in your CRM, send a welcome email, and set up a project folder in Google Drive. If you need a custom operational system without the cost of bespoke development, our business automation team can design and build Fusioo applications that fit your exact workflow.
    Fusioo consultants
  • Ninox

    Ninox

    Ninox is a cloud and desktop database platform that lets teams build custom business applications using a visual editor and a built-in scripting language. It supports custom forms, relational data, calculated fields, file attachments, charts, and role-based access controls. Unlike spreadsheet-based tools, Ninox gives you a proper relational database with a formula language powerful enough to handle complex business logic, while keeping the interface accessible to non-developers. The problem Ninox solves is the gap between simple tools like spreadsheets and expensive custom software. Businesses that need to track inventory, manage projects, process orders, or handle client records often start with Excel or Google Sheets, then hit limitations around data integrity, relational linking, and multi-user access. Ninox provides those database capabilities with a drag-and-drop interface, plus a scripting language (NX) for building calculated fields, triggers, and custom actions that would require a developer in most other tools. At Osher, we integrate Ninox with other business systems using n8n and Ninox’s REST API. We build workflows that sync Ninox data with accounting platforms, push notifications when records change, generate documents from Ninox data, and pull information from external APIs into Ninox databases. Ninox also runs offline on iPad and Mac, which makes it useful for field teams that need to capture data without reliable internet. If you need a custom database application without the cost of bespoke software development, our custom development team can design and build Ninox solutions that fit your specific operations.
    Ninox consultants
  • Salesmaa

    Salesmaa

    Salesmaa is a sales engagement platform that automates outbound prospecting, follow-up sequences, and pipeline tracking for sales teams. It combines contact management with automated email sequences, call logging, and deal tracking in a single interface, so reps spend less time on admin and more time closing. The core problem Salesmaa solves is fragmented sales tooling. Most small and mid-sized sales teams juggle a CRM, a separate email tool, a dialler, and a spreadsheet for pipeline tracking. Salesmaa consolidates these into one platform with built-in automation: you set up email sequences that trigger based on prospect behaviour, log calls automatically, and move deals through pipeline stages without manual data entry. At Osher, we connect Salesmaa to the rest of your tech stack so data flows automatically between your sales platform, marketing tools, and reporting systems. Using n8n, we build workflows that sync Salesmaa contacts with your email marketing platform, push closed deals to your invoicing system, and send pipeline updates to Slack or Teams. If your sales process involves repetitive manual steps, our sales automation team can design workflows that remove the busywork and keep your CRM data accurate without requiring reps to update records manually.
    Salesmaa consultants
  • Retable

    Retable

    Retable is a spreadsheet-database hybrid that lets teams manage structured data with the flexibility of a spreadsheet and the power of a relational database. It supports custom field types, linked records, form views, kanban boards, and calendar views, making it a practical alternative to Airtable for teams that need to organise and share operational data without building a full database application. The problem Retable addresses is the gap between spreadsheets and proper databases. Teams outgrow Google Sheets when they need features like dropdown menus with controlled vocabularies, linked records between tables, or multiple views of the same dataset. But building a custom database application is expensive and slow. Retable sits in the middle: you get structured data with validation rules, relational linking, and multiple view types, without needing a developer to set it up. At Osher, we integrate Retable with other business tools using n8n so that data stays synchronised across your operations. Common setups include syncing Retable records with a CRM, pushing form submissions from Retable into a project management tool, or generating reports from Retable data in Google Sheets. We also build automations that trigger when records change, such as sending notifications when a task moves to a new status or creating calendar events when deadlines are set. If your team has outgrown spreadsheets but does not need a full custom application, our automated data processing team can help you set up Retable with the right integrations.
    Retable consultants
  • Syncly

    Syncly

    Syncly is an AI-powered customer feedback analysis platform that automatically categorises and surfaces insights from support tickets, chat logs, emails, surveys, and reviews. Instead of manually reading through thousands of customer messages to spot trends, Syncly uses AI to tag feedback by topic, detect sentiment shifts, and flag emerging issues before they become widespread problems. The problem Syncly solves is that most businesses collect plenty of customer feedback but struggle to act on it systematically. Support tickets pile up, NPS survey responses sit in spreadsheets, and product teams rely on anecdotal reports rather than data. Syncly consolidates all that feedback into a single dashboard, applies AI categorisation, and shows you exactly which issues are growing, which are resolved, and which segments of your customer base are most affected. Key features include: Automatic categorisation of customer feedback across all channels Sentiment analysis with trend detection over time Integration with support tools (Zendesk, Intercom, Freshdesk), CRMs, and survey platforms Real-time alerts when negative sentiment spikes on specific topics Customer health scoring based on feedback patterns Visual dashboards showing feedback trends by category, product, or customer segment Syncly is particularly useful for product teams, customer success managers, and operations leaders who need to understand what customers are actually saying at scale. At Osher Digital, our automated data processing team connects Syncly to your existing support stack so feedback insights flow directly into product planning tools and executive dashboards without manual reporting.
    Syncly consultants
  • Nyota

    Nyota

    Nyota is an AI meeting assistant that joins your video calls, takes notes automatically, and generates structured summaries with action items after the meeting ends. Instead of assigning someone to take minutes or relying on memory, Nyota captures the entire discussion and delivers a formatted recap to your inbox or project management tool. The problem Nyota solves is that meetings generate decisions and action items, but those outcomes often get lost because nobody documented them properly. Nyota sits in the background during your Google Meet, Zoom, or Microsoft Teams call, transcribes the conversation, identifies key decisions and tasks, and creates a summary you can share with attendees or feed into your workflow tools. Key features include: AI-powered meeting transcription with automatic note generation Action item extraction with assignee identification Meeting summary delivery via email, Slack, or Notion Integration with Google Meet, Zoom, and Microsoft Teams Searchable meeting archive for finding past discussions CRM integration for logging meeting notes against client records Calendar sync for automatic meeting attendance Nyota is useful for sales teams that need call summaries logged to their CRM, project managers tracking action items across multiple meetings, and leadership teams that need searchable records of strategic discussions. At Osher Digital, our business automation team integrates Nyota with CRM and project management tools so meeting outcomes automatically update deal records, create tasks, and notify the right people without manual data entry.
    Nyota consultants
  • Vowel

    Vowel

    Vowel is a video conferencing platform built around the idea that meetings should produce useful records, not just consume time. Unlike generic video call tools, Vowel combines live video calls with real-time transcription, collaborative agendas, searchable recording archives, and automated action item tracking in a single interface. The problem Vowel targets is one most teams know well: you finish a meeting, and within hours nobody remembers exactly what was decided or who was supposed to do what. Vowel records every meeting, transcribes it automatically, and lets you search through past conversations by keyword. Action items are tracked directly within the meeting record, so follow-up does not depend on someone remembering to send a summary email. Key features include: Built-in real-time transcription and closed captioning during calls Searchable video archives with timestamped transcripts Collaborative agenda creation before meetings start Action item tracking tied to specific meeting moments Integrations with Slack, Google Calendar, Notion, and other productivity tools Meeting analytics showing speaking time distribution and participation metrics Vowel works well for remote and hybrid teams that run frequent meetings and need accountability on follow-up tasks. At Osher Digital, our business automation team connects Vowel with project management and CRM systems, so meeting outcomes automatically feed into task boards and client records instead of sitting in a recording nobody watches.
    Vowel consultants
  • Chatsonic

    Chatsonic

    Chatsonic is an AI chatbot built by Writesonic that combines large language model capabilities with real-time internet access. While standard AI chatbots work only with their training data, Chatsonic can pull current information from the web, making it useful for research, content creation, and answering questions that require up-to-date facts. The tool fills a gap for teams that need AI assistance but cannot afford answers based on outdated information. Marketing teams use it to draft content with current statistics, support teams use it to research competitor product changes, and operations teams use it to quickly summarise recent industry developments. Chatsonic also generates images alongside text, supports voice input, and allows you to configure different personas for varied use cases. Key features include: Real-time internet access for current information in responses Image generation alongside text output Voice input and conversational interaction Configurable personas for different use cases (e.g., travel advisor, copywriter) Chrome extension for in-browser AI assistance API access for integrating Chatsonic into custom applications Chatsonic is a good fit for content teams, research roles, and businesses that need quick AI-generated drafts grounded in current data. At Osher Digital, our AI consulting team helps organisations integrate Chatsonic into their content workflows and connect its API to internal systems, so AI-generated outputs feed directly into publishing pipelines or internal knowledge bases.
    Chatsonic consultants
  • Read AI

    Read AI

    Read AI is a meeting intelligence platform that uses AI to transcribe, summarise, and analyse virtual meetings across Zoom, Google Meet, Microsoft Teams, and Webex. Instead of manually taking notes or trying to remember what was discussed, Read AI joins your meetings and produces structured summaries, action items, and engagement analytics automatically. The problem Read AI addresses is the amount of meeting time that gets wasted or poorly captured. Most teams spend hours in meetings each week, but the outcomes (decisions made, actions assigned, key points raised) often live only in someone’s memory or scattered notes. Read AI captures everything, generates summaries with key topics and action items, and measures engagement metrics like talk time distribution and participant sentiment. At Osher, we integrate Read AI into broader productivity and data workflows through our business automation services. Common projects include connecting Read AI outputs to project management tools (so action items automatically create tasks in Jira or Asana), feeding meeting summaries into CRM records for sales call tracking, and building analytics dashboards that track meeting patterns across teams. For organisations looking to build custom meeting intelligence features, our AI agent development team can extend Read AI’s capabilities with custom processing pipelines. We’ve done similar work extracting structured data from unstructured sources, as detailed in our patient data entry automation case study.
    Read AI consultants
  • Grain

    Grain

    Grain is a meeting recording and highlights platform that captures video meetings and makes it easy to clip, share, and organise key moments. Rather than sharing full hour-long recordings that nobody watches, Grain lets teams create short, shareable video clips from meetings and interviews, complete with transcripts and annotations. The problem Grain solves is that meeting recordings are almost useless in their raw form. A 60-minute call recording sits in a folder and rarely gets watched. Grain makes meeting content accessible by enabling quick highlight clipping during or after the call, automatic transcription with searchable text, and shareable links that take viewers directly to the relevant moment. This is particularly valuable for sales teams sharing customer feedback, product teams capturing user research insights, and hiring teams reviewing interview moments. At Osher, we integrate Grain into broader knowledge management and sales workflows through our business automation services. Common projects include connecting Grain clips to CRM records so sales managers can review key call moments without watching full recordings, feeding user research highlights into product management tools, and building automated workflows that route meeting clips to relevant Slack channels or team members. Our system integration team handles the API connections between Grain and your existing tools. We’ve done similar structured data extraction work in our talent marketplace AI processing project.
    Grain consultants
  • Voicit

    Voicit

    Voicit is an AI-powered transcription and subtitling tool that converts audio and video content into accurate text. If your team records meetings, produces podcasts, creates training videos, or handles multilingual content, Voicit automates the tedious manual transcription work that would otherwise take hours. The problem Voicit addresses is simple but expensive: manual transcription is slow and outsourcing it costs real money per audio minute. Voicit uses speech recognition models to transcribe recordings quickly, with support for multiple languages, speaker identification, and customisable vocabulary for industry-specific terminology. The output can be exported as subtitles (SRT/VTT), plain text transcripts, or formatted documents. Key features include: Automated transcription with speaker diarisation (identifying who said what) Multi-language transcription and translation support Subtitle generation in SRT, VTT, and other standard formats Custom vocabulary for technical or industry-specific terms Collaborative editing workspace for transcript review Integration with video editing software for subtitle overlay Voicit is particularly useful for media production teams, legal and compliance departments that need meeting records, and training organisations producing accessible video content. At Osher Digital, our automated data processing team helps businesses connect Voicit to their broader content pipelines, so transcripts automatically flow into CMS platforms, search indexes, or compliance archives without manual file shuffling.
    Voicit consultants
  • Better Proposals

    Better Proposals

    Better Proposals is a proposal management platform that helps sales teams create, send, and track business proposals. It replaces the manual process of building proposals in Word or Google Docs with a web-based editor, pre-built templates, digital signatures, and real-time tracking that shows when a prospect opens, reads, and signs a proposal. The problem Better Proposals solves is the friction in the proposal stage of the sales cycle. Sales teams spend hours formatting documents, chasing signatures, and guessing whether a prospect has even looked at their proposal. Better Proposals streamlines this by providing branded templates, embedded payment collection, and analytics that show exactly which sections a prospect spent time on and when they viewed the document. At Osher, we integrate Better Proposals into broader sales workflows as part of our sales automation services. Common projects include connecting Better Proposals with CRM systems (HubSpot, Salesforce, Pipedrive) so that proposals are generated from deal data and proposal outcomes automatically update deal stages. We also build automated follow-up sequences triggered by proposal engagement signals through our business automation practice, such as sending a follow-up email when a proposal has been viewed but not signed within a set timeframe.
    Better Proposals consultants
  • AnnounceKit

    AnnounceKit

    AnnounceKit is a product communication platform that helps software companies manage changelogs, feature announcements, and product updates. Instead of burying release notes in blog posts or sending mass emails that get ignored, AnnounceKit delivers targeted in-app notifications, widgets, and changelog pages that reach users where they already are: inside your product. The problem AnnounceKit solves is the gap between shipping features and users knowing about them. Product teams spend weeks building new functionality, but if the announcement gets lost in an email inbox or posted to a blog nobody reads, adoption suffers. AnnounceKit embeds announcements directly into your application through customisable widgets, supports user segmentation so different audiences see relevant updates, and tracks engagement so you know which announcements actually resonated. At Osher, we integrate AnnounceKit into broader product communication workflows as part of our system integration services. Common projects include connecting AnnounceKit with project management tools so that completed features automatically generate announcement drafts, linking it with customer success platforms to track feature awareness, and building multi-channel distribution workflows through our business automation practice that push announcements to in-app widgets, email, Slack, and social channels simultaneously.
    AnnounceKit consultants
  • Team Up

    Team Up

    TeamUp is a scheduling and calendar platform built for businesses that manage group activities, classes, or appointments. It’s used primarily by fitness studios, gyms, training centres, and education providers who need to handle session timetabling, bookings, waitlists, and attendance tracking in one place. The problem TeamUp solves is the operational mess that comes with managing recurring group sessions. When a gym runs dozens of classes per week across multiple instructors and locations, tracking who’s booked, who’s on the waitlist, handling cancellations, and managing instructor availability becomes a full-time job if done manually. TeamUp centralises all of this and exposes a customer-facing booking interface alongside the back-office management tools. At Osher, we integrate TeamUp with other business systems as part of our business automation services. Common projects include connecting TeamUp with payment platforms, CRM systems, and marketing tools so that booking data flows automatically into customer profiles, triggers follow-up communications, or feeds into financial reporting. For clients who need custom workflows around scheduling, such as automated instructor notifications or capacity-based pricing adjustments, we build these through our system integration practice.
    Team Up consultants
  • Focuster

    Focuster

    Focuster is a productivity tool that automatically schedules your tasks into your calendar based on priority and available time. Instead of maintaining a separate to-do list and manually deciding when to work on each item, Focuster looks at your calendar, finds open slots, and blocks time for your most important tasks. When meetings move or new tasks come in, it reschedules automatically. The problem Focuster solves is one most knowledge workers recognise: you know what you need to do, but your calendar fills up with meetings and the actual work never gets a dedicated time slot. Tasks stay on lists, deadlines creep closer, and the most important work gets squeezed into whatever gaps are left at the end of the day. Focuster forces time-blocking discipline without requiring you to manually rearrange your calendar every morning. At Osher Digital, we integrate Focuster with project management, CRM, and team coordination tools using n8n workflows. When a new task is created in Asana, Monday.com, or your CRM, it can automatically appear in Focuster for scheduling. When a task is completed in Focuster, the status updates in your project management tool. If your team uses Focuster for individual productivity but you want it connected to your broader business automation stack, we build those bridges.
    Focuster consultants
  • Planview Leankit

    Planview Leankit

    Planview LeanKit is a visual work management platform built around kanban boards. It’s used by engineering, IT, and operations teams to visualise work in progress, manage flow, and identify bottlenecks across projects and value streams. Unlike simpler kanban tools like Trello, LeanKit is designed for enterprise-scale work management with features like multi-level board hierarchies, WIP limits, cycle time analytics, and portfolio-level reporting. The challenge with LeanKit — as with any project management tool — is that it works best when it reflects reality. When cards need to be created manually from emails, updated by hand after deployments, or cross-referenced with Jira tickets in a separate browser tab, the board drifts out of sync with what’s actually happening. Teams stop trusting it, and the tool that was supposed to provide visibility becomes another thing to maintain. We integrate Planview LeanKit with your development tools, ticketing systems, and operational workflows using n8n. When a Jira ticket is created, a corresponding LeanKit card can appear automatically. When a deployment finishes, the card moves to the ‘done’ column without someone dragging it manually. Cycle time and throughput data can flow into your reporting dashboards. If your team uses LeanKit for workflow visibility and wants to keep it connected to your broader n8n automation setup, that’s what we build.
    Planview Leankit consultants
  • Signaturit

    Signaturit

    Signaturit is a digital signature and electronic document platform that lets businesses send, sign, and manage contracts and agreements online. It covers the full lifecycle of document signing — from sending a contract for signature to tracking who has signed, sending reminders to those who haven’t, and securely storing the completed documents with a full audit trail. For businesses dealing with contracts, onboarding paperwork, or compliance documents, the bottleneck is rarely the signing itself. It’s everything around it: generating the document from CRM data, routing it to the right person for review, chasing signatures, and then filing the completed document back into the correct system. When these steps are manual, contracts sit in inboxes for days and signed documents end up scattered across email threads and shared drives. We integrate Signaturit with your CRM, document management, and business process automation tools using n8n. When a deal reaches a certain stage in your CRM, the contract can be auto-generated and sent for signature through Signaturit. When the document is signed, it’s filed automatically and the next step in your workflow triggers — whether that’s onboarding, invoicing, or notifying the relevant team. The result is fewer delays, no lost documents, and a clear audit trail for compliance.
    Signaturit consultants
  • Route4Me

    Route4Me

    Route4Me is a route optimisation platform that helps delivery, field service, and logistics teams plan efficient multi-stop routes. If your drivers are currently plotting routes manually or relying on Google Maps for complex delivery runs, you’re likely burning fuel and hours that better planning would save. The real value of Route4Me shows up when it’s connected to the rest of your operations. On its own, it optimises routes. Connected to your order management system, CRM, or dispatch tools, it becomes part of an automated workflow where new orders trigger route updates, drivers get real-time schedule changes on their phones, and customers receive accurate delivery windows without anyone sending a manual text. At Osher Digital, we integrate Route4Me with your existing business systems using n8n and API connections. We’ve worked with Australian logistics and field service companies to build workflows that pull orders from platforms like Shopify, WooCommerce, or custom ERPs, feed them into Route4Me for optimisation, and push the results back to driver apps and customer notification systems. If you’re running a fleet and want your business automation to extend all the way to the last mile, that’s where we come in.
    Route4Me consultants
  • Switchboard

    Switchboard

    Switchboard is a cloud-based communication platform that unifies phone, video, messaging, and virtual collaboration into a single workspace. It’s designed for teams that are tired of switching between Zoom, Slack, phone systems, and shared documents — Switchboard puts everything in persistent rooms that stay open between meetings, so context doesn’t disappear when a call ends. For businesses with distributed teams or client-facing operations, the challenge isn’t usually the communication tool itself — it’s connecting what happens in those conversations to the rest of your business systems. Meeting notes need to reach your CRM. Action items need to land in your project management tool. Client calls need to be logged and tracked. When these handoffs are manual, things get missed. At Osher Digital, we integrate Switchboard with your CRM, project management, and business automation tools using n8n workflows. We build connections that automatically log call activity to contact records, push meeting action items into task management systems, and trigger follow-up workflows when meetings end. The goal is to keep your team in Switchboard for communication while making sure the rest of your systems stay in sync without manual data entry.
    Switchboard consultants
  • Pipefy

    Pipefy

    Pipefy is a business process management platform that lets teams build and automate workflows using a visual, card-based interface. Think of it as a structured Trello — items move through defined stages with rules, automations, and approvals attached at each step. It’s used for processes that need more structure than a simple task board but don’t justify a custom-built application. Common use cases include employee onboarding, purchase requests, IT service requests, customer onboarding, and any internal process where work follows a predictable path through multiple steps. Pipefy handles the routing, notifications, SLA tracking, and data collection at each stage, so nothing gets lost or stuck waiting for someone to remember to check a spreadsheet. The platform is no-code, meaning operations teams and department managers can build their own workflows without waiting for IT or developers. Forms collect the initial request, cards track progress through stages, automations handle repetitive steps (like sending approval emails or updating connected systems), and dashboards show where things stand across all active requests. Where we add value is connecting Pipefy to the rest of your business systems. Using n8n, we build integrations between Pipefy and your HR platform, accounting system, CRM, or project management tools — so a completed onboarding workflow in Pipefy automatically creates accounts in your other systems, or an approved purchase request triggers an order in your procurement tool. If your team manages structured processes across spreadsheets and email, our RPA services can help you move them into Pipefy and connect them to everything else.
    Pipefy consultants
  • 7todos

    7todos

    7todos is a minimalist task management tool built around a simple constraint: you can only have seven active tasks at a time. The idea comes from research on cognitive load — most people can only hold about seven items in working memory, and long task lists create anxiety without improving productivity. By capping your list at seven, 7todos forces you to prioritise ruthlessly and focus on what actually matters today. The tool itself is deliberately simple. You add tasks, drag them into priority order, mark them complete, and add new ones. There’s no project hierarchy, no Gantt charts, no resource allocation — just seven slots and the discipline to use them. Daily email reminders keep your list visible, and cross-device sync means your tasks are accessible from your phone, tablet, or computer. For individuals and small teams who feel overwhelmed by complex project management tools, 7todos offers a refreshing alternative. It’s not trying to replace Asana or Monday.com for managing large projects across departments. It’s for the person who ends the day with 47 items on their to-do list and accomplished none of the important ones. While 7todos is primarily an individual productivity tool, it can be connected to broader workflows. Using n8n, we can set up automations that create 7todos tasks from specific triggers — a high-priority support ticket, a deal reaching a certain stage, or a calendar event. If your team needs help building personal productivity habits into a larger business automation strategy, we can help design something that fits.
    7todos consultants
  • Accelo

    Accelo

    Accelo is a business management platform built specifically for professional services firms — agencies, consultancies, IT providers, accountants, and similar businesses that bill for their time and expertise. It combines project management, time tracking, client communication, quoting, invoicing, and retainer management in one system, replacing the patchwork of spreadsheets, email, and disconnected tools that most services firms cobble together. The core problem Accelo addresses is visibility. In a typical services business, project status lives in one tool, time tracking in another, invoices in a third, and client emails in everyone’s inbox. Nobody has a clear picture of profitability per client, how much time is being written off, or which projects are running over budget. Accelo connects all of these into a single view, so business owners and project managers can see what’s actually happening rather than guessing. Accelo is Australian-founded (originally from Sydney), which means it handles GST, AUD billing, and Australian business workflows natively — something that trips up US-centric alternatives. It also has a built-in client portal, automatic email capture that links conversations to the right client and project, and retainer tracking that shows utilisation against agreed hours. We connect Accelo to other systems using n8n — syncing with accounting packages like Xero, pushing project updates to Slack, or pulling sales data from your CRM. If your services firm is losing track of billable hours or can’t see project profitability clearly, our integration services can help you get Accelo working with the rest of your stack.
    Accelo consultants
  • Thankster

    Thankster

    Thankster is a service that sends real handwritten cards and notes on your behalf. Not printed-to-look-handwritten — actually written by robotic pens using realistic handwriting fonts on physical card stock, then posted through the mail. It’s used by businesses that want to add a personal touch to customer communications without someone on staff spending hours writing cards by hand. The typical use case is customer appreciation and retention. Real estate agents send thank-you cards after settlements, e-commerce brands include handwritten notes with orders, and service businesses follow up after appointments. The physical nature of a handwritten card stands out in a world of email and SMS, and Thankster handles the printing and mailing so you don’t have to. Where it gets interesting is automation. Thankster has an API, which means you can trigger cards automatically from events in your CRM or marketing platform. A new customer signs up, a deal closes, a client hits their one-year anniversary — any of these can trigger a personalised card without manual effort. We connect Thankster into broader workflows using n8n, so the card goes out as part of a larger automated process alongside emails, Slack notifications, or CRM updates. If you’re looking to automate customer touchpoints like this as part of a bigger sales automation strategy, we can help you set it up properly.
    Thankster consultants
  • Guru

    Guru

    Guru is a knowledge management platform that gives teams a single, searchable place for internal documentation, processes, and answers. Instead of information living in scattered Google Docs, Slack threads, and people’s heads, Guru organises it into verified “knowledge cards” that stay up to date through built-in review workflows. The core problem Guru solves is obvious to anyone who’s worked in a growing company: nobody can find anything. New starters spend weeks asking the same questions. Support teams toggle between six tabs looking for the right answer. Sales reps give slightly different information depending on who they ask. Guru puts verified, current answers where people already work — inside Slack, Chrome, or Microsoft Teams — so the answer comes to them instead of the other way around. Guru also has built-in verification workflows, which means content owners get prompted to review and confirm their cards on a schedule. This prevents the usual knowledge base problem where documentation goes stale within months and nobody trusts it anymore. For businesses running automated workflows, Guru’s API means you can programmatically create, update, and search knowledge cards. Using n8n, we can build workflows that automatically update Guru cards when processes change, create new cards from form submissions, or pull verified answers into chatbot responses. If your team is drowning in undocumented processes and tribal knowledge, our business automation services can help you get Guru set up properly and connected to the rest of your tools.
    Guru consultants
  • WOXO

    WOXO

    WOXO is a video creation platform that generates short-form videos from text prompts, scripts, or data feeds. It is designed for businesses and creators who need to produce social media videos at scale without a video production team. You provide text content, and WOXO turns it into videos with stock footage, text overlays, voiceovers, and background music. The platform supports batch video generation, which means you can create dozens or hundreds of videos from a spreadsheet or data source in one run. This makes it practical for businesses producing content for multiple products, locations, or social media accounts. WOXO outputs videos sized for TikTok, Instagram Reels, YouTube Shorts, and other social platforms. WOXO has an API that connects with n8n and other automation tools, letting you trigger video creation from workflows. You could build a pipeline that pulls blog post summaries, product updates, or campaign messages and automatically generates social media videos for each one. If you want to connect WOXO to your content calendar and publishing workflow, our business automation team can help build that pipeline.
    WOXO consultants
  • Trengo

    Trengo

    Trengo is a shared inbox platform that pulls customer conversations from email, live chat, WhatsApp, Facebook Messenger, Instagram, SMS, and voice into one interface. Instead of your team switching between apps to respond to customers, every message arrives in a single inbox where it can be assigned, tagged, and tracked. Beyond message aggregation, Trengo includes chatbot builders, automated routing rules, canned responses, and internal team notes. You can set up rules that automatically assign conversations based on topic, language, or channel, and use chatbots to handle common questions before involving a human agent. Trengo has an API and webhook system that connects with n8n and other automation tools. This lets you push conversation data into your CRM, trigger workflows based on message events, or pull customer context from other systems into Trengo so agents have the full picture. If your customer support operation is spread across too many channels and needs consolidating, our business automation services can help set up and integrate Trengo properly.
    Trengo consultants
  • Samsung SmartThings

    Samsung SmartThings

    Samsung SmartThings is an IoT platform that connects and controls smart home and commercial building devices from a single hub. It supports thousands of devices across brands, including lights, locks, sensors, thermostats, cameras, and appliances, letting you monitor and automate them through one app or API. SmartThings works with Zigbee, Z-Wave, Wi-Fi, and Matter protocols, so you are not locked into a single device manufacturer. Its automation engine lets you create routines triggered by time, device state, or sensor readings, for example turning off lights when a room is unoccupied or sending an alert when a water leak sensor triggers. For businesses managing office environments, retail spaces, or rental properties, SmartThings can be connected to n8n and other automation platforms via its API and webhooks. This lets you feed sensor data into business workflows, trigger alerts in Slack or email, log environmental data, or coordinate device actions with your operational systems. If you want to connect SmartThings data to your business tools, our system integration team can build the bridge.
    Samsung SmartThings consultants
  • Mav

    Mav

    Mav is a conversational AI platform built for SMS-based lead engagement. It automates two-way text message conversations with leads and customers, handling tasks like appointment scheduling, follow-ups, and qualification questions without human involvement. If your sales team spends time manually texting leads or chasing responses, Mav takes over that back-and-forth. The platform works by connecting to your CRM or lead source and initiating personalised text conversations based on triggers you define. It can ask qualifying questions, answer common enquiries, schedule meetings, and hand off to a human rep when the conversation needs a personal touch. Because it operates over SMS rather than chatbot widgets, response rates tend to be significantly higher than email. Mav integrates with CRMs like HubSpot and Salesforce, and can be connected to n8n or other automation tools via API or webhooks. For businesses that want to tie Mav into broader lead nurturing and sales automation workflows, it slots in as the conversational layer between lead capture and your sales pipeline.
    Mav consultants
  • SignRequest

    SignRequest

    SignRequest is a digital document signing platform that lets you send contracts, agreements, and forms for legally binding electronic signatures. It removes the printing, scanning, and posting loop from document workflows and gives you an audit trail showing exactly who signed what and when. SignRequest supports multiple signers, signing order sequences, and document templates for contracts you send repeatedly. It integrates with Google Drive, Slack, and common business tools, and has an API for building signing workflows into your own applications or automation platforms like n8n. For businesses that process a high volume of contracts, onboarding documents, or approval forms, connecting SignRequest to your existing systems eliminates the manual chasing and status checking that slows things down. If you want to automate document routing so the right contracts go to the right people at the right time, our business automation team can help you build that workflow.
    SignRequest consultants
  • Float

    Float

    Float is a resource management and capacity planning tool used by agencies, consultancies, and professional services teams to schedule people across projects. If your team plans work in spreadsheets or tries to manage availability by memory and Slack messages, Float replaces that with a visual schedule that shows who is working on what, who is available, and where you are over or under capacity. The core of Float is a drag-and-drop schedule where you assign people to projects by the hour or day. It shows planned versus actual utilisation, flags overallocations, and accounts for leave and public holidays. Project managers can see at a glance whether a project has enough people, and operations leads can spot bottlenecks weeks before they become a problem. Float integrates with project management tools like Asana, Jira, and Teamwork, and with calendar and HR systems. Through its API and n8n, you can automate resource updates: when a new project is created in your PM tool, n8n can allocate team members in Float based on skills and availability. For services businesses where utilisation rates directly affect profitability, Float gives you visibility that spreadsheets simply cannot match. Talk to our team about connecting Float to your project management stack.
    Float consultants
  • Missive

    Missive

    Missive is a team email and collaboration platform that replaces individual inboxes with shared ones. Instead of forwarding emails between colleagues, CC-ing managers, or losing track of who replied to what, Missive puts team communication in one place: shared inboxes, internal chat alongside email threads, and assignment rules that make sure every message gets handled. The tool supports email, SMS, WhatsApp, Facebook Messenger, and live chat from a single interface. Teams can assign conversations to specific people, add internal comments (visible only to the team, not the customer), set up rules to auto-route messages, and use canned responses for common replies. It is particularly useful for support teams, sales teams, and operations teams that handle high volumes of inbound communication. Missive has an API and integrates with n8n, which opens up automation possibilities: auto-assigning conversations based on keywords or sender domain, creating CRM records from email conversations, escalating messages that have been unanswered for too long, or syncing conversation data to a reporting tool. For teams drowning in email where things fall through the cracks, Missive adds structure and accountability. See how we automate team communication workflows.
    Missive consultants
  • Reply

    Reply

    Reply.io is a sales engagement platform that automates multi-channel outbound prospecting. It lets sales teams build sequences that combine emails, LinkedIn actions, phone calls, and SMS into a single campaign, then tracks engagement and manages follow-ups automatically. The goal is to get prospects to respond without requiring a rep to manually send every touchpoint. The platform includes an AI writing assistant that generates and refines email copy, A/B testing for subject lines and message variants, and analytics that show open rates, reply rates, and bounce rates per sequence step. Reply also handles deliverability basics: email warm-up, sending limits, and bounce management to protect your domain reputation. Reply has an n8n node, which means you can connect it to the rest of your sales stack programmatically. Leads from your CRM or lead gen tools can be pushed into Reply sequences automatically. When a prospect replies positively, n8n can create a deal in your CRM, notify the rep on Slack, and pause the sequence. For outbound sales teams doing volume prospecting, Reply replaces the manual work of tracking who has been contacted, when to follow up, and across which channel. See how we build outbound sales automation.
    Reply consultants