Agents
AI Agents & Assistants
Agents that answer calls and chats, qualify leads, book appointments and pass the conversation to your team when a person is needed.
See AI agentsAutomation
Workflow automation for quotes, invoices, follow-ups and reports
The repetitive work that fills your week, done in the background the same way every time, so your team spends its hours on work that needs a person.
What it covers
What we build for you
Quotes
An enquiry comes in, the details are collected and a draft quote is prepared from your price list, ready for your approval.
Invoices and reminders
Invoices go out when a job is marked done, and polite reminders follow until it is paid.
Follow-up sequences
Every lead gets a reply and a follow-up schedule, so enquiries stop going quiet because nobody had time.
Client onboarding
Welcome emails, intake forms, document requests and setup tasks start the moment someone signs.
Weekly reporting
Numbers from your tools pulled into one summary and sent to you every Monday morning.
Data entry
Details from emails, forms and PDFs copied into your CRM or spreadsheet without anyone retyping them.
Signs it is time to automate
If any of these sound familiar, there is probably a few hours a week to win back. The free audit puts a number on it.
- Someone copies the same information between two systems
- New leads wait more than an hour for a reply
- Invoices go out late because someone has to remember
- Your weekly report takes half a day to put together
- Onboarding a new client means the same ten emails every time
Common tools we connect
If yours is not listed, ask. Most software with an API or email access can be part of an automation.
Where it fits
Common starting points
Construction and trades
Quote requests, job photos, scheduling and invoice follow-up.
Professional services
Intake, engagement letters, document collection and onboarding.
Clinics
Intake forms, reminders and referral tracking.
Retail and e-commerce
Order updates, stock alerts and review requests.
How it works
How we set it up
- 01 · MAP
Map
We walk through the workflow with the people who do it today and write down every step, tool and exception.
- 02 · BUILD
Build
We build the automation around your existing tools, run it alongside the manual process and fix the edge cases.
- 03 · RUN
Run
Once it is reliable we switch it on fully, monitor it and adjust as your business changes.
Which tools can you automate?
Most tools with an API or email access. We check your exact setup during the free audit before quoting anything.
What if something breaks?
We monitor every automation after launch. If a connected app changes how it works, we update the automation as part of support.
Do we need to replace our software?
Usually not. We build around what you already use, and only suggest a change when it clearly saves money or time.
Related
Often paired with
Integration
Systems & MCP Integration
AI connected to your email, CRM, calendar, documents and accounting through the Model Context Protocol and custom integrations, so it works from real information.
See systems and MCP integrationStrategy
AI Strategy & Training
Audits, roadmaps, AI use policies and hands-on training, so your team knows how to use what we build.
See AI strategy and trainingGet started
Let's put AI to work.
Call, message or book your free audit. We reply the same day, usually within hours.