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AI & Automation

AI workflow automation

Connect your tools and remove copy-paste work. We automate the repetitive steps between your website, CRM, email, spreadsheets and accounting, and add AI where a step needs judgment, such as sorting an enquiry or drafting a reply.

Book a free call See our work Fixed quote after a free call

What you get

  • Process review
  • Automations
  • AI steps
  • Error alerts
  • Documentation
  • Training

Sound familiar?

  • Staff copy the same details from emails into two or three systems.
  • Enquiries sit unsorted until someone reads every one.
  • Reports are built by hand from several spreadsheets every week.
  • You tried an automation tool, and the flows broke without anyone noticing.

Who it helps

  • Small teams doing admin by hand

    Orders, enquiries, invoices and follow-ups moved between tools automatically.

  • Sales and support teams

    Leads sorted and routed, and first replies drafted for a person to send.

  • Operations

    Reports, reminders and status updates produced on a schedule.

What is included

  • Process review The steps your team repeats, found and ranked by the time automating them would save
  • Automations Built in n8n, Zapier, Make or custom code, whichever fits
  • AI steps Sorting, summarizing, extracting and drafting, with rules for when a person decides
  • Error alerts Failures reported to a person, never ignored
  • Documentation Each automation described: what it does, when it runs and who owns it
  • Training Your team shown how to check, pause and adjust the flows

Not included

  • Subscription fees for automation tools and AI services (in your name)
  • Changes to how your team works that you have not agreed

Automation first, AI where it helps

Most repetitive work does not need AI at all: moving a form entry into a CRM or creating an invoice from an order is plain automation, and it should be reliable and cheap to run. AI earns its place in the steps that need reading or judgment: deciding what an email is about, pulling an order number out of a message, summarizing a long thread or drafting a reply for someone to approve.

Choosing the tool

Zapier and Make are quick to set up and easy for a team to understand. n8n can be self-hosted, which keeps data on your own server and costs less at high volumes. Custom code suits complex rules and heavy workloads. We choose per job and explain the running costs up front.

People stay in the loop

Anything that affects a customer, money or a legal decision can be set to wait for a person. Every automation reports its failures, so a broken step is noticed and fixed, not discovered at the end of the month.

How it works

  1. Free call

    We talk through the work that repeats every day or week.

    From you: A list of the tools you use.

  2. Process review and quote

    The best candidates for automation, the time each could save and a fixed quote.

    From you: Time with the people who do the work.

  3. Build and test

    Automations built on test data first, then on real data with checks.

    From you: Access to the tools involved.

  4. Launch

    Switched on one at a time, watched and adjusted.

  5. Improve

    Optional regular review of what ran, what failed and what to automate next.

What affects the price

Every project gets a fixed quote after a free call, so you know the total before anything starts. These are the things that move it.

  • Number of automations and systems
  • AI steps and how often they run
  • Tool choice: hosted or self-hosted
  • Error handling and reporting needs
  • Ongoing support

Questions about AI workflow automation.

Which tasks are worth automating first?

The ones your team repeats most often with the same steps, such as entering orders, sorting enquiries or building the same report. We rank them by the time they would save.

Do we need to change our software?

Usually not. We automate between the tools you already use, as long as they have an API or can import and export data.

What if an automation makes a mistake?

Steps that affect customers or money can wait for a person to approve them, and every failure sends an alert. You can pause any automation at any time.

Is our data sent to AI companies?

Only the data a step needs, sent to providers whose terms suit you. For sensitive data we can use self-hosted tools or keep AI steps out of the flow.

Can you fix automations someone else built?

Yes. We review existing Zapier, Make or n8n flows, fix what is broken and document what they do.

Tell us your goal. We'll show you the plan.

Book a free 30-minute call. You'll leave with a clear plan and a fixed quote, whether you hire us or not.

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