AI Workflow & Business Process Automation
We design and implement AI-powered workflows that connect your CRM, ERP, email, documents and internal tools, so routine work runs automatically and your team handles only the decisions that need a person.
Problems we solve
- Teams copy data between systems by hand
- Invoices, orders and forms are typed in manually
- Reports take days to prepare and are out of date on arrival
- Processes depend on one person who knows how everything works
Typical use cases
- CRM and ERP synchronisation and data enrichment
- Document intake: invoices, contracts and forms extracted and routed automatically
- Approval flows with AI pre-checks and human sign-off
- Automated reporting and dashboards from multiple data sources
- Email and ticket triage with classification and routing
How implementation works
- 1Process audit: we map the workflow, volumes and time spent
- 2Prioritisation: we pick the automation with the clearest business case
- 3Build and integrate: workflows connected to your existing systems via APIs
- 4Pilot with human review, then gradual rollout
- 5Monitoring, error alerts and ongoing improvement
Systems and integrations
- CRM systems such as HubSpot, Salesforce and Pipedrive
- ERP and accounting systems via API
- Google Workspace and Microsoft 365
- Workflow platforms such as n8n, Make and Zapier, or custom Python services
- Databases, spreadsheets and internal REST APIs
Security, privacy and human oversight
Every workflow includes logging, error handling and clear points where a person approves or corrects the result. Data access is limited to what each step needs, and processing of personal data follows GDPR.
Frequently asked questions
Which business processes should we automate first?
Start with processes that are frequent, rule-based and time-consuming, such as data entry, document intake or recurring reports. We estimate time saved before building anything, so you can judge the business case.
Do we need to replace our current systems?
Usually not. We connect to the tools you already use through their APIs and add AI only where it improves the result.
How long does a first automation take?
A focused first workflow typically takes a few weeks from audit to pilot, depending on system access and complexity. We agree the scope and timeline before work starts.
Related services
Discuss your use case
Book a free 30-minute AI consultation. We will look at your process and tell you honestly whether automation is worth it.
Book a free consultation