Lead handling and customer follow-up
Bring leads from supported ad platforms, web forms, and inboxes into your CRM. Validate details, assign follow-up, and trigger approved email or SMS sequences while interest is fresh.
AI Business Automations
Give your team back the time spent copying, chasing, and checking.
Eliminate the busywork between your tools. We map your operations and build connected workflows for lead capture, follow-ups, documents, and internal tasks. Your team spends less time moving data and more time serving customers, with maintenance and support agreed from the start.
Follow up while interest is fresh
Capture enquiries, assign the next action, and send agreed follow-ups without depending on someone checking an inbox at the right moment.
Stop copying the same information
Move records between connected systems and keep the relevant team informed when something changes.
Give people the decisions that matter
Let automation prepare information and handle routine steps, with clear approval points for sensitive or unusual cases.
Built around your business
What we can
help you with.
Document and information processing
Extract details from PDFs, contracts, receipts, and emails into your records. Validate required fields and send uncertain or incomplete entries for review before they reach the next step.
Internal workflow automation
Connect signed proposals to invoicing, payment status, and overdue reminders. Bring approvals, project updates, and recurring reports into the same workflow, with checks for sensitive actions.
AI assistance with clear limits
Use AI to draft, summarize, or categorize where it adds value. Use straightforward rules where the task needs a predictable answer.
An example in practice
From a new enquiry to an assigned next step
For example, a service business can turn a website enquiry into a complete customer record, an appropriate reply, and a task for the right person. An unclear request goes to a human instead of receiving a guessed answer.
- Capture the enquiry
- Check and organize the details
- Route or request approval
- Record the outcome
A clear handover
What you receive.
We agree the scope before work begins, so your team knows what is included and how to use it.
- A map of the agreed workflow and responsibilities
- Configured automations and supported tool connections
- Approval rules, exception handling, and notifications
- Testing against agreed everyday and failure scenarios
- Documentation and a practical team handover
- A defined scope for maintenance and future changes
How we work together.
Find the work worth automating
We review the task, its volume, the time it takes, and the cost of mistakes. The first workflow should solve a clear operational problem.
Build around your actual process
We connect the agreed tools, define access, and test real examples with your team before relying on the automation.
Launch with visibility
We agree how failures are reported, who handles exceptions, and what success will be measured against.
Before we begin.
Do we need to replace our current tools?
Usually the starting point is to connect what you already use. We confirm the available APIs, permissions, and limits before proposing a connection. Where a tool cannot support the workflow reliably, we explain the options.
Will AI make decisions without our approval?
Only within the boundaries you approve. Pricing changes, payments, sensitive messages, and other consequential actions can require a person to review them first.
What happens if an automation fails?
We define how errors are logged, who is alerted, and which steps can safely be retried. The design should make incomplete work visible rather than silently losing it.
How is the work priced?
Scope depends on the number of workflows, connected tools, data quality, and ongoing support. We agree the deliverables and any third-party usage costs before implementation.
Tell us which task your team keeps doing by hand.
A short conversation to understand your needs and decide on a useful next step.