Services · AI & Workflow Automation
AI and workflow automation, built around your business.
Reduce repetitive work and connect the tools you already use. We build workflows that read, organise and move information, with clear checks and human approval where needed.
Where automation usually helps
-
Re-keying the same information
Details arrive by email or PDF and are typed into a spreadsheet or CRM by hand.
-
Enquiries waiting to be sorted
New enquiries sit in a shared inbox until someone has time to read, sort and forward them.
-
Answers buried in documents
Staff search folders and old emails to answer routine questions about products or policies.
What we build
Each workflow connects to the tools you already use and includes the checks your team needs.
-
Email and document processing
Read incoming emails, PDFs and forms, extract the details you need and pass them on in a consistent format.
-
CRM and spreadsheet integrations
Create and update records automatically, so information is entered once and stays in step across systems.
-
Enquiry routing and follow-ups
Classify new enquiries, send them to the right person and schedule reminders so nothing is missed.
-
AI-powered document search
Let your team ask questions of manuals, product sheets and internal documents, with links back to the source.
What you receive
A working workflow, agreed validation and approval steps, a handover guide and an agreed support scope.
Example workflow
How a workflow fits together
A typical first workflow takes one input, applies one process and updates one destination.
- Input
Order or enquiry emails with PDF attachments arrive in a shared inbox.
- Extract
The workflow reads the email and attachment and extracts the agreed fields.
- Check
Results that fail validation, or need approval, wait for a team member to review.
- Update
Approved details are written to the CRM or spreadsheet, and a follow-up is created.
This is an illustration of a typical setup, not a client case study.
How we work
-
Understand
We look at representative emails or documents and the tools involved, and agree what a good result looks like.
-
Scope
We agree a focused first workflow, how accuracy will be checked and where people approve results.
-
Build
We build and test the workflow with real samples, then run it alongside your team.
-
Improve
We hand over, support the agreed setup and plan further improvements as needed.
Scope and pricing
| Smallest first build | One input, one workflow and one destination. Start with a focused process before expanding. |
|---|---|
| Deliverables | A working workflow, agreed validation and approval steps, a handover guide and an agreed support scope. |
| Pricing | Projects are scoped and quoted around the workflow, integrations and support required. API usage and third-party subscriptions are identified separately. |
| Before we agree | We review representative samples and confirm what your current tools allow before committing to a build. |
Frequently asked questions
- Can staff check the results?
- Yes. We can include a review step before records are updated or messages are sent.
- Can you automate PDFs and emails?
- Often, depending on the documents and required accuracy. We assess representative samples first.
- Does every workflow need AI?
- No. Many steps are handled best by a straightforward integration. We use AI where it is the most practical way to handle the task.
Which task would you automate first?
Tell us about a recurring task and the tools involved. We will discuss whether it is a good candidate and what a first workflow could include.