Services
AI Automation & Workflows
We connect the tools you already use, automate the repeatable steps between them, and add AI where it helps, with people approving what matters.
Automation should take work off your team's plate, not decisions out of their hands.
Who it's for
- You run a small team, and the same copy-and-paste jobs fill part of every week.
- Your tools work on their own but don't talk to each other, so people move data by hand.
- You want to use AI carefully: with your own data, your own accounts and a person checking the output.
Tools
Platforms our team works with. We start from the tools you already use.
Benefits
- Fewer copy-and-paste steps between your tools
- AI where it helps, with a person checking the output
- Workflows on your own accounts, documented for your team
Lead intake and routing
Every inquiry captured once, and sent to the right person.
We connect your website forms, inbox and lead sources so new inquiries are logged in your CRM, sorted by what they need and assigned to the right person, with a suggested first reply ready for them to edit.
Document processing
Data out of documents, with a person checking anything uncertain.
We set up workflows that read incoming documents such as invoices, intake forms and order PDFs, pull out the fields you need, and send anything unclear to a review queue before it reaches your systems.
CRM and email automation
The admin around your pipeline, handled.
We automate routine record updates, reminders and follow-up drafts when deals move or go quiet. Drafts wait for your approval; nothing AI-written is sent on its own unless you decide it should be.
AI assistants on internal knowledge
Answers from your own documents, with the source shown.
We build internal assistants that answer staff questions from your policies, guides and past work, link to the document behind each answer, and say so when they don't know.
Reporting
The weekly figures, gathered for you.
We pull figures from the tools you use into a scheduled summary. A person reviews the draft before it is shared.
Why work with us
- Strategy, design and engineering in one team
- Discovery before anything is designed
- Prototypes you can review and refine
- A review with you before anything goes live
- Measurement and improvement after launch
What's included
- 1.Workflow mapping session with the people who do the task today
- 2.A written workflow design: trigger, steps, checkpoints, data used and failure handling
- 3.Tool and integration selection, using your existing accounts where possible
- 4.Build and configuration of the workflow and any AI steps
- 5.Testing with real or realistic, anonymized examples before go-live
- 6.Approval points and a manual fallback for every workflow
- 7.Run logs and alerts for failures
- 8.Handover: a short runbook and a walkthrough for your team
How it works
- 01
Map
We pick one workflow with you and document how it runs today. You approve the design before anything is built.
- 02
Pilot
We build it on a small slice of real work, with a person checking every output. You decide whether it goes live.
- 03
Build out
We extend it to the full volume and add alerts and the runbook, then ask for your sign-off.
- 04
Run and refine
We watch the first weeks of real use and adjust what needs it.
FAQ
Engagement
Each workflow is scoped and quoted individually after a discovery call. Platform subscriptions and AI usage are billed to your own accounts.
Related service
Need a new application rather than connecting the tools you have?
Custom Software & AppsAnatomy of a workflow
Every workflow follows the same pattern, with a person at the checkpoints.
- 01
Something happens
A form is submitted, an email arrives or a scheduled time comes round.
- 02
Collect
The workflow gathers what it needs from the tools involved.
- 03
Read or draft
AI classifies, extracts or drafts, only where a fixed rule can't.
- 04
Check
Low-confidence results and anything sent outside the business go to a person.
- 05
Act
Records are updated, tasks are created and the approved message goes out.
- 06
Log
Every run is recorded, so you can see what happened and why.
Workflows we design
AI workflows
These are example workflows that show how we design automation. They are not client case studies.
Lead intake and routing
New inquiries from every channel captured once, sorted and assigned, with a draft first reply for a person to send.
Lead intakeDocument intake and data extraction
Incoming documents read, key fields extracted and checked, and only clean data passed on; anything uncertain goes to a person.
DocumentsInternal knowledge assistant
A staff-only assistant that answers questions from the business's own documents, shows its sources and says when it doesn't know.
Knowledge
How we keep people in charge
The repeatable steps run on their own; people stay in charge of decisions.
People approve what matters.
Messages to customers, payments and the record changes you choose go through a person.
Your accounts, your data.
Workflows run on your accounts and keys, and you keep them when we're done.
Only the data the task needs.
We limit what each step can see and keep personal data out of logs where we can.
AI provider settings checked.
Where a provider lets business customers opt out of model training, we set it up that way and tell you which providers do.
Every run is logged.
You can see what happened, when, and why.
A manual fallback.
If a tool is down or a result looks wrong, the work goes back to a person.
Ready to build something worth launching?
Tell us what you are planning: a new website, an app or a brand refresh. A few lines are enough to start.
Start a project
Quick contact
Tell us a little about your project.