AI workflow automation
Less copying, chasing and re-typing. Enquiries, documents and appointments move between your tools, and you approve what matters.
We connect the tools you already use, such as email, forms, calendars, spreadsheets, your CRM or accounting software, so routine work stops depending on someone copying it from one screen to another. AI does the reading and drafting. A person approves anything important.
Where it helps
Enquiry handling
New enquiries are read, sorted by service and urgency, logged in your CRM and answered with a drafted reply for you to approve.
Document processing
Invoices, work orders and forms are read, checked against your records and filed, with anything unusual flagged for review.
Scheduling and follow-up
Appointments booked, confirmed and reminded. Follow-ups sent after the job, on your schedule and in your words.
What's included
The usual scope. Your quote lists exactly what applies to your project.
- A map of the current process and where the time goes
- Automations built in your tools or a hosted workflow platform
- Approval steps before anything is sent or changed
- Error alerts and a readable activity log
- Testing with sample data before going live
- Documentation of what runs, when and why
How it works
Map the process
We follow one real example from start to finish and mark the steps worth automating.
Build with checkpoints
Each automation gets limits, logging and an approval step wherever a mistake would be costly.
Run, watch, adjust
We monitor the first weeks closely and tune the rules with you.
Example: a cleaning company
A request arrives from the website. The automation picks out the address, the size of the space and the preferred dates, checks the crew calendar, and drafts a quote for the office manager to approve. Once the client accepts, the job is created in the scheduling tool.
Common questions
Which tools can you connect?
Most tools with an API, an email integration or an export, including common CRMs, calendars, accounting software, forms and spreadsheets. We confirm each one during discovery before relying on it.
What happens when an automation gets something wrong?
Important steps wait for a person to approve them, errors raise an alert, and every run is logged so it can be traced and fixed.
Do I need to change software?
Usually not. We start with the tools you have and only suggest a change when it removes real work.
Other services
Tell us what you want to improve.
A slow website, a full inbox, a process held together by spreadsheets. Describe it in a few lines and we will come back with questions and a sensible first step.
- We read your enquiry and reply by email.
- A short call to understand the work and your tools.
- A written scope and a project-specific quote.