It happens every day
Enquiries, orders, forms or tickets arrive in volume and are handled the same way each time.
Automate the repetitive work. Keep people on the exceptions.
Workflow automation services for small and mid-sized businesses. We build AI workflows around one task at a time, connect them to the systems you already use, and send uncertain cases to a person.
Signs a workflow is ready
Good candidates for
business process automation.
The best first workflow is frequent, follows a recognisable pattern, and currently depends on someone copying, checking or routing information by hand.
It means retyping
Information is read in one place and typed into another: email to CRM, PDF to spreadsheet.
Mistakes are costly but rare
Most cases are routine, a few need judgement. Those few go to a person.
Workflows we automate
Examples by
department.
Illustrative examples. Scope and feasibility are assessed before implementation.
Sales
Keep the CRM complete without retyping.
An intake workflow reads enquiry emails and web forms, creates or updates the CRM record, assigns an owner and flags missing details before follow-up.
Operations
Turn incoming documents into checked records.
A document workflow extracts the required fields from orders, invoices or applications, checks completeness and queues anything ambiguous for a person.
Customer support
Answer routine questions from approved sources.
A support assistant drafts replies from your help content, cites the source, and routes anything it cannot answer to the right person.
Finance and admin
Reduce manual matching and chasing.
A workflow matches incoming documents to records, prepares exceptions for review and drafts reminders for a person to approve.
How we build it
From one workflow
to daily use.
Map and measure
Document how the work happens today and how long it takes.
- Inputs, decisions and handoffs
- Volume and time per item
- Which cases need a person
You receive: a workflow map and a baseline to measure against.
Build the workflow
Build the automation around the specific task.
- Reading, extraction and drafting with generative AI
- Routing rules and human approval points
- Tests on your own examples
You receive: a working workflow tested against agreed acceptance criteria.
Connect your systems
Make results land where your team works.
- Inbox, CRM, spreadsheet and document connections
- Field mapping and data checks
- Error handling and logging
You receive: an integrated workflow with errors logged and handled.
Keep people on the exceptions
Support the workflow after it goes live.
- Review queue for uncertain cases
- Escalation to a named owner
- Improvements from review findings
You receive: a review process with regular findings and fixes.
Choosing an approach
Automation tools,
or done for you?
Tools such as Zapier, Make or n8n suit simple, rule-based steps your team can maintain. A done-for-you AI automation service suits workflows that read unstructured content, need judgement on exceptions, or touch several systems.
Read the guide: AI workflow automation, tools or done for you? ↗
What changes
What your team
notices first.
Less retyping.
Information arrives in the CRM, spreadsheet or document already filled in and checked.
Faster first response.
Routine enquiries and requests are sorted and drafted as they arrive.
A clear exception queue.
Unusual cases are flagged with the reason, instead of being missed.
A record of every decision.
What the workflow did and what a person changed is logged for review.
Data and security
Access agreed
before work starts.
Every automation project starts with a written agreement on what we can see and do.
- Confidentiality, permitted access and data handling are agreed in writing before any access is shared
- Work starts on representative samples, not your full data
- Access is limited to the systems the workflow needs, and is removed at handover unless support continues
- Ownership of the workflows, prompts and code we build is agreed in writing before work starts
- Specific compliance requirements, such as SOC 2 or HIPAA, are discussed before any access is shared
Questions
AI automation
services, answered.
What are AI automation services?
Designing, building and supporting workflows where AI reads, extracts, drafts or routes information, connected to your existing systems, with people handling the exceptions.
How is AI workflow automation different from traditional automation?
Traditional automation follows fixed rules on structured data. AI workflow automation can also handle emails, documents and free text, which is where most manual work in small businesses sits.
Will it replace our staff?
The aim is to remove retyping and routine checking, so your team spends time on the cases that need judgement. Every workflow keeps people on the exceptions.
What happens when the AI is unsure?
Uncertain or incomplete cases go to a review queue for a named person. The rules for what gets flagged are agreed before launch.
How quickly can we see a working workflow?
The pilot timeline is set in the proposal after the AI Opportunity Review.
Do you offer business process automation services without AI?
Yes, where fixed rules are the better answer. The review recommends the simplest approach that works.
Work with FormalsHave a workflow
Have a workflow
in mind?
Tell us the process you want to improve. We’ll help define the automation and what it needs.
Book an AI Opportunity Review