Workflow Automation
Connects the tools you already use, so nothing is copied across by hand.
We price it on the audit and put it in writing before we start. Usage charges from third-party platforms, such as per-minute call rates, are separate and vary with volume. Book the audit to get a figure.
The problem, plainly
Work stalls in the gaps between tools: the form someone retypes into the CRM, the invoice raised twice, the follow-up that depends on somebody remembering.
What we build
We map the hand-offs between your systems and automate them: an event in one tool starts the right action in the next, with checks along the way. Each automation has a written scope, a log of every run, and an alert to a named person when something fails, so it never fails silently.
What this service moves
100%
Runs written to a log
0
Records keyed twice
1–3 weeks
To the first automations live
These figures are design targets and illustrative examples, not guarantees. Results depend on your business and on the third-party platforms involved. Your baseline is measured during the audit, before anything is built.
What changes
What it is designed to deliver
- Data entered once and carried everywhere it is needed
- Follow-ups and reminders that go out without anyone remembering
- A log of every run, with what went in and what came out
- Failures flagged to a person instead of disappearing
What is included
Everything in the deployment
- Process map of the hand-offs between your tools
- Automations built on your existing accounts and licences
- Run log with inputs and outcome for every execution
- Failure alerts to a named person
- Approval steps wherever money or contracts are involved
- Documentation so your team can change it later
How it gets built
Four stages, live in 1–3 weeks
Nothing is a black box. You sign off the scope before we build, and you review the test log before anything goes live.
- 01
Map the hand-offs
Where work moves between tools or people today, and how long each hand-off takes.
- 02
Pick the first few
We start with the hand-offs that cost the most hours for the least risk, and leave the rest alone for now.
- 03
Build with a test run
Each automation runs against test records until the output matches what you signed off.
- 04
Monitor and extend
We watch the run log through the first weeks, fix what real data breaks, then add the next hand-off.
Often deployed together
The systems that sit either side of this one
AIOS dashboard
All your operations data captured and visualised on a single dashboard.
Scoped in 1 week, built in 2–4Custom AI agents
Agents for the internal work that eats your week — quoting, intake, reconciliation, reporting.
Scoped in 1 week, built in 3–6Smart chat agent
Site chat that answers from your documents and books, instead of collecting emails.
Live in 5–7 days
No obligation · no sales sequence
Start with workflow automation?
The audit tells you whether this is the right first system for you. If it is not, we will say which one is. Live in 1–3 weeks from a signed scope.