Workflow automationTypical timeline · 2–4 weeks

Hand the repetitive admin to AI, and keep control.

Emails sorted and answered in draft, form submissions entered into your CRM, invoices read and filed, follow-ups sent on time. Automation that saves hours every week, with a person approving anything that matters.

ZapierOpenAI, Claude & open modelsPythonHubSpot
At a glance
01Hours back each weekWe start with the task that eats the most time.
02A person approvesAnything that matters waits for a human click.
03Connects your toolsGmail, Outlook, Sheets, HubSpot, QuickBooks and more.
Sound familiar?

Why businesses come to us for workflow automation.

01

Copying data between tools

Retyping the same details into a CRM, spreadsheet and invoice wastes hours.

Our fix — data entered once and passed between tools automatically.
02

Leads followed up too late

Enquiries wait in an inbox until someone has time.

Our fix — instant replies and reminders so no lead goes cold.
03

Admin piles up

The business grows but the paperwork grows faster.

Our fix — automations that sort, draft and file, with a log of everything they did.
What’s included

Everything in our workflow automation service.

You get a fixed quote before any work starts, and anything outside the scope is agreed with you first.

Process review

We map the task and find the steps worth automating.

Email & form automation

Sorting, drafting replies and routing to the right person.

Data entry

Details pulled from emails and forms into your CRM or sheets.

Approval steps

A person approves before anything is sent or paid.

Activity log

Every action recorded so you can check it.

Handover

Documentation and a walkthrough for your team.

Built with
ZapierOpenAI, Claude & open modelsPythonHubSpot
How it works

Four simple steps, no surprises.

0130 minutes

Free consultation

We look at the task you want to hand to AI and tell you plainly whether AI is the right tool for it.

021–2 days

Fixed quote & test plan

A written price plus the real questions or documents we will test it on before launch.

031–4 weeks

Build & test

We build it, test it on your real content, and show you what it gets right and wrong.

04Ongoing

Launch & monitor

It goes live with logging and cost limits, and we tune it as real use comes in.

Technologies & tools

What we use for this.

Mainstream, well-supported tools, set up in your name. Follow a link to see when we recommend each one.

Zapier

Connect your apps and automate simple tasks without code.

Tool · Automation

OpenAI, Claude & open models

The AI models behind our chatbots, automation and AI features.

Technology · AI

Python

Our language for AI, data processing and automation.

Technology · AI & data

HubSpot

A CRM for leads, follow-ups and email, connected to your site.

Tool · CRM & marketing
Industries

Popular with these industries.

FAQ

Workflow automation questions.

If your question is not here, ask it on the free consultation call.

What can be automated?

Anything repetitive and rule-based: sorting emails, entering form data, sending follow-ups, creating invoices and updating spreadsheets. We tell you honestly if a task is not a good fit.

How much does automation cost?

It depends on how many steps and tools are involved, and small Zapier-style connections take only a few hours. Prices for each package are in the pricing table on our AI development page, and you always get a fixed quote before any work starts.

Will it send things without checking?

Only if you want it to. By default anything customer-facing or financial waits for a person to approve it.

Which tools do you connect?

Gmail, Outlook, Google Sheets, HubSpot, QuickBooks, Xero, Calendly, Slack and most tools with an API or a Zapier connection.

Ready to talk about workflow automation?

Tell us what you need. You will get honest advice and a fixed quote, usually within one business day.