02 — Automate · AI Automation
Your team spends hours moving information between inboxes, spreadsheets, CRMs and documents. We automate those handoffs — with AI handling the unstructured parts and rules handling the rest.
In this service
The problem
Copying data from emails into a CRM, chasing approvals, compiling weekly reports, re-keying invoices: individually small, collectively they consume entire roles and introduce errors at every step.
Our approach
We map the process, identify which steps are deterministic and which need judgement, then build automations that log every action, escalate exceptions to people and can be monitored like any other production system.
Capabilities
Emails, forms and documents parsed and routed automatically.
Keep CRM, accounting and operational tools consistent.
Multi-step approvals with reminders and audit trails.
Scheduled reports compiled and summarised for decision makers.
Timely, personalised follow-ups triggered by customer actions.
Dashboards and alerts for failed or unusual runs.
How it works
Time and error mapping for each manual step.
Rules, AI steps, exceptions and human checkpoints.
Run against historical cases before going live.
Monitoring, logs and continuous improvement.
See it working
Interactive demo
See an AI workflow step by step
Every enquiry answered, qualified and routed to sales in minutes.
Step 1 of 7
Website Visitor
A visitor lands on a service page from search and opens the assistant.
// example data (illustrative)
page: "/services/seo"
source: "organic"
intent: "pricing question"Technology
Use cases
Enquiries enriched, scored and assigned within seconds.
Invoices extracted, matched and queued for approval.
Data pulled from several tools and summarised every Monday.
Benefits
Your team focuses on work that needs their judgement.
Validated data instead of manual re-keying.
Customers and colleagues are not waiting on a queue.
Every automated action is logged and reviewable.
Work
Illustrative scenario: an AI agent researches every inbound enquiry, scores fit and gives sales a briefing before the first call.
FAQ
Both have a place. No-code platforms are fast for simple flows; custom code is better for high volume, complex logic or sensitive data. Many of our automations combine the two.
Failures are logged, retried where safe and escalated to a named person with the context needed to resolve them.
We rank processes by hours spent, error cost and feasibility, then start with one that pays back quickly to build confidence.
Works well with
Next step
Tell us about your goals. We'll reply with clear next steps — no obligation.