AI Automation
Routine work often means moving information from one tool to another. We connect your email, CRM, ERP, spreadsheets and chat tools, and add AI where a step needs reading, sorting or writing, so the work moves on its own.
Simple automations can be built with tools like Zapier, Make or n8n. Larger or more sensitive workflows are better as custom services. We recommend the simplest option that will stay reliable, and document it so your team understands how it works.
AI adds the steps that used to need a person: understanding an email, classifying a request, summarising a call or drafting a reply. People approve what matters, and everything else runs automatically.
What we build
Lead handling
Capture leads from forms and email, enrich and score them, add them to the CRM and alert the right salesperson.
Email triage
Read shared inboxes, classify messages, route them to the right team and draft replies.
Meeting and call follow-up
Summarise calls, update the CRM and send follow-up emails and tasks automatically.
Reporting
Pull data from several systems into a weekly report with a plain-English summary.
Employee onboarding
Create accounts, send documents, schedule training and track completion.
Who it’s for
- Teams that copy data between tools every day
- Businesses already using Zapier or Make that have outgrown them
- Companies that want quick wins before larger AI projects
Built responsibly
- Your data stays yours. We use business-grade AI services that do not train on your data, and can keep everything inside your own cloud.
- People stay in control. Approvals, thresholds and easy overrides wherever accuracy or judgement matters.
- Every action is logged. A clear record of what the AI read, decided and changed, so results can be checked and audited.
- Measured, not guessed. We agree success measures up front, such as hours saved or response time, and report against them.
AI for your industry
We apply AI workflow automation to the way your industry works: Manufacturing, Logistics & Transportation, Healthcare, Construction & Real Estate, Wholesale & Distribution, Professional Services, Financial Services, Education & Training, Staffing & Recruitment, Travel & Hospitality, SaaS & Technology, Nonprofit & Public Sector.
- 01
Assess
A short workshop to find the tasks where AI saves the most time, with a written estimate of effort and return.
- 02
Pilot
A working pilot on your real documents and systems within weeks, tested with the people who will use it.
- 03
Integrate
Connected to your ERP, CRM, inbox and chat tools, with permissions, approvals and logging in place.
- 04
Improve
We monitor accuracy and usage, tune prompts and rules, and extend automation to the next process.
03
AI Workflow Automation
No-code tools are great for simple, low-volume workflows. Custom code is better for high volumes, sensitive data or complex logic. We recommend one in writing after reviewing your workflows.
Normal automation moves data that is already structured. AI adds steps that need understanding, such as reading an email, classifying a request or writing a summary.
We add monitoring and alerts, and offer support plans so problems are fixed quickly when another system changes.
Have another question? Ask us directly.