Services
What we automate
This page is designed to help you recognise a process inside your own company. Each service describes the problem first and the technology second.
Core services
Workflow Automation
Automate repeated actions, handovers, reminders, approvals and status changes — sequences of work that currently require staff to move information, send messages, update records, create tasks or chase responses.
Email and Enquiry Handling
Categorise enquiries, extract details, route work to the right person, prepare responses and trigger follow-ups automatically.
Document Processing
Read forms, PDFs, invoices, receipts and attachments, extract the required fields, check completeness and place the information in the correct system.
System Integrations
Connect websites, CRMs, email, calendars, accounting systems, forms, payment platforms, databases and spreadsheets so information moves without duplicate entry.
Dashboards and Reporting
Combine scattered data into clear dashboards and automatically produce regular reports showing enquiries, outstanding actions, response times, pipeline, workload and conversion rates.
Bespoke Internal Software
Build focused staff portals, customer dashboards, job-management tools, trackers, approval systems and operational control panels where off-the-shelf software does not fit.
AI Assistants and Agents
Use AI for defined tasks such as classification, summarisation, information retrieval and draft preparation, with suitable human oversight.
Alerts and Exception Monitoring
Notify staff only when a lead, payment, document, task or process needs attention — rather than sending noise that gets ignored.
Tasks you may recognise
If any of these happen in your business every week, there is usually something worth automating.
- Copying customer details from emails into a CRM.
- Following up enquiries or quotes when nobody has responded.
- Producing the same spreadsheet or management report every week.
- Checking forms or documents for missing information.
- Creating tasks and assigning work when an event occurs.
- Keeping data consistent across several systems.
- Sending customers confirmations, reminders and progress updates.
- Searching company procedures, product information or approved documents.
Examples of systems we can build
These are example solution types. Each would be adapted to your existing process and systems.
Enquiry Capture Tool
Captures enquiries from forms, emails, calls or advertising platforms; extracts customer details; assigns ownership; sends acknowledgement; and creates follow-up actions.
Lead Follow-Up Tool
Runs scheduled email, SMS or task follow-ups, then stops the sequence when the customer responds or the status changes.
Missed Enquiry Recovery Tool
Responds to missed calls or incomplete enquiries, requests required information, alerts staff and records the outcome.
Document Processing Tool
Reads PDFs, forms, invoices, receipts, images and email attachments; extracts required fields; checks completeness; and routes the information.
Quote and Proposal Workflow
Collects job details, requests missing information, prepares draft documents, sends quotes, monitors status, follows up and records acceptance.
Automated Reporting Tool
Collects information from multiple sources and produces recurring operational, sales, service or management reports.
AI Email Triage
Reads incoming mail, identifies purpose and urgency, extracts key details, drafts a suggested response and routes the message correctly.
Internal Knowledge Assistant
Lets staff ask questions against approved procedures, product information, technical documents and policies, with links back to source material.
Task and Approval System
Creates, assigns and tracks purchase approvals, discounts, refunds, document sign-off, compliance checks and other controlled decisions.
Appointment and Reminder Tool
Offers availability, confirms bookings, sends reminders, gathers pre-appointment information and triggers follow-up actions.
Exception and Alert Tool
Monitors processes and notifies staff only when a lead is untouched, a payment is overdue, a document is missing or a deadline has passed.
Spreadsheet Replacement Tool
Replaces fragile manual spreadsheets with a controlled interface, validation rules, history, permissions and automated reporting.
What we connect to
- Website forms and email inboxes
- CRM and job-management systems
- Accounting and payment platforms
- Calendars and booking systems
- Spreadsheets and databases
- SMS, telephone and messaging services
- Cloud storage and document platforms
- Third-party business applications and APIs
Not sure which of these applies to you?
You do not need to know what can be automated. Describe the process and we will tell you.