Service · AI workflow automation

AI workflow automation — so your team stops doing repetitive work by hand.

We design, build and maintain custom AI-powered workflows for small and medium businesses. Data entry, lead routing, inbox triage, reporting, reconciliations — we automate the high-volume tasks that eat your team's week, on top of the tools you already use.

40+ automations shipped 12+ hrs saved per person per week ~4 wks average time-to-live

Business workflows we automate for SMBs.

Most small and medium businesses share the same high-volume time-drains. Here are the AI workflow automations we build most often — mix and match, or bring us yours.

01

Inbox triage & reply

Agents that read incoming email, classify intent, pull context from your CRM, draft a reply, and flag only the real exceptions for a human.

~8 hrs / week / rep
02

Lead qualification pipeline

Enrich new leads, score them against your ICP, route to the right rep with a pre-drafted first message, and keep the CRM tidy automatically.

~12 hrs / week / team
03

Daily briefing & reporting

Morning digest for founders and ops: revenue, pipeline, tickets, ops alerts, assembled from five tools and delivered to Slack or email.

~5 hrs / week / owner
04

Outreach & follow-ups

LinkedIn and email sequences that personalise off real signals, pause when someone replies, and book meetings on your calendar.

~10 hrs / week / rep
05

Invoice & reconciliation

Draft invoices, match payments, chase overdue accounts, and push clean entries into your accounting system, no spreadsheets.

~6 hrs / week / ops
06

Customer support copilot

An agent sitting inside your helpdesk that answers tier-1 tickets, surfaces the right article, and escalates only when it should.

~40% ticket deflection
07

Data entry & sync

The silent killer. We wire the tools you already use so data flows once, in one direction, and stops living in three places at once.

~15 hrs / week / team
08

Scheduled ops jobs

Renewals, reminders, review requests, anything that should fire on a clock but keeps slipping. We run it, monitor it, alert on failures.

Monitored & alerted on failure
09

Custom to your workflow

Your workflow isn't on this grid? Good. We start with a 30-minute audit and build from whatever is eating your week, not a template.

Built for your stack

How we build and ship your AI workflow automation.

One small, senior team from first call to production. No handoffs, no middlemen, and no lengthy discovery phase before your first automation goes live — typically four to five weeks.

01
Week 1

Audit

Free 30-minute call. We map the tasks eating your week, flag the highest-leverage wins, and send you a plan. No commitment.

02
Week 1–2

Design

We sketch the workflow end-to-end: triggers, data shape, AI decisions, edge cases, fallbacks. You sign off before we build.

03
Week 2–4

Build

Glue code, AI prompts, dashboards and the integrations between your tools. Short demos every few days, not at the end.

04
Week 4–5

Launch

Ship to production with monitoring and guardrails. We run it in parallel with your current process until you're confident.

05
Ongoing

Monitor

Uptime, accuracy, cost per run. We tune prompts, catch regressions, and iterate, so the automation keeps earning its keep.

AI automation that integrates with your existing tools.

No rip-and-replace. We build AI workflow automations on top of the software stack you already pay for — your CRM, inbox, billing tool, and project tracker.

OpenAI
Claude
Gemini
Zapier
Make
n8n
HubSpot
Salesforce
Slack
Notion
Airtable
Stripe

Plus Google Workspace, Microsoft 365, Shopify, QuickBooks, and ~200 more via Zapier / Make / n8n.

Estimate the ROI of automating your team's repetitive work.

Use the sliders to get a directional estimate of what AI workflow automation could return to your business. Real savings depend on your specific workflows — we'll give you a workflow-by-workflow breakdown in the free audit.

Your team today

8 people
1100
12 hrs
1 hr30 hrs
$45 / hr
$10$150
65%
20%90%

What automation returns

Hours back per year
3,245hrs
Labour cost recovered per year
$146,016
Equivalent full-time headcount freed
1.6FTE

Based on ~48 working weeks. We'll give you a real, workflow-by-workflow estimate in the free 30-minute audit. No magic numbers.

Lead handling — before and after AI workflow automation.

A practical example: a new inbound lead lands in your inbox. Here is what the process looks like today versus after an automated lead workflow is live.

Before

Manual, scattered, slow.

  • Rep copies lead into the CRM by hand
  • Looks up company on LinkedIn + website
  • Checks if a teammate already replied
  • Drafts a first email from scratch
  • Forgets to follow up. Lead goes cold.
  • Ops chases missing CRM fields on Friday
Time to first reply: ~47 min Conversion: baseline
After

Automatic, enriched, instant.

  • Lead auto-captured into CRM with full record
  • AI enriches from LinkedIn, site, past history
  • Scored against your ICP, routed to the right rep
  • Personalised first reply drafted, ready to send
  • Auto follow-ups fire until the lead responds
  • Dashboard shows what's in pipeline, in real time
Time to first reply: < 5 min Conversion: measurably higher

What our AI workflow automations have delivered for SMBs.

Estimates across our workflow automation engagements with SMB clients. Individual results depend on team size, workflow complexity, and hourly rates. We'll show you real numbers from comparable projects in the free audit.

Hours saved per person
12+ /wk
Across repetitive tasks automated
Labour cost recovered
$50K+
Estimated per year, per client at blended rate
Average task accuracy
>95%
Post-launch, first 90 days with monitoring
Time to production
4–5wk
From audit to live workflow

Ready to automate the repetitive work slowing your team down? Let's start.

Book a free 30-minute AI workflow automation audit. We'll map your highest-volume tasks, identify the best automation opportunities, and send you a written plan — no commitment required.