Lead capture
- WhenA form, chat or ad lead arrives
- ThenCapture it in one place
- ThenRemove duplicates
- ThenScore and route it to the right person
- YouDecide which leads get a call first
Illustrative flow
Workflows / CRM / Operations
Remove the repetition.
Our AI automation agency finds the manual steps slowing your team down and connects the tools you already use. With practical workflow automation services, leads, emails, CRM updates, and routine tasks keep moving without constant follow-up.
- Copy the enquiry into a spreadsheet
- Read it, work out what they want
- Look the company up
- Retype it all into the CRM
- Write the same reply again
- Message sales: “new one in”
- Chase it on Friday
Manual steps per enquiry
Illustrative
(02)The workflow07 steps
One enquiry. Zero copy-paste.
Follow a single quote request from the website form through to completion. Our workflow automation services connect each step, so customer details, CRM updates, notifications, and task assignments move automatically. Your team only steps in when a decision or approval actually needs a person.
Example run Quote request #0142
-
Step 1: Form submitted
at 00:00New enquiry
NameSam, office manager
Emailsam@example.com
Message“We need 40 branded mugs by the 14th. Can you quote?”
Send enquiry- event
- form.submitted
- source
- /contact
- fields
- 4 of 4
-
Step 2: AI reads the request
at 00:04Parsed request
“We need 40 branded mugs by the 14th. Can you quote?”
- Intent Quote
- Qty 40
- Due 14th
- Priority High
- intent
- quote_request
- quantity
- 40
- deadline
- 14th · 9 days
-
Step 3: Lead enriched
at 00:09Lead record
Samsam@example.com 82/100 fit- Company
- Matched by domain
- Customer
- New
- Source
- Website form
- company
- matched by domain
- history
- new customer
- fit
- 82 / 100
-
Step 4: CRM updated
at 00:12Deal · MUG-11
40 × branded mug
- New
- Quote
- Won
- Owner
- Sales team
- Due
- The 14th
- deal
- created
- product
- MUG-11 · tier B
- stage
- Quote
-
Step 5: Email prepared
at 00:31Draft reply
- To
- sam@example.com
- Subject
- Your quote: 40 branded mugs
Hi Sam, thanks for getting in touch. Your quote for 40 branded mugs, ready by the 14th, is attached.
quote-0142.pdf- template
- Quote · standard
- price
- tier B applied
- status
- draft
-
Step 6: Sales notified
at 02:48#sales
Quote ready: 40 branded mugs, due the 14th. Approve to send.
ApproveEdit
Approved by Sales
- channel
- #sales
- action
- approve quote
- approved
- by a person
-
Step 7: Task completed
at 03:02Quote sent
- Form to inbox in about 3 minutes
- Follow-up booked for day 3
- quote
- sent
- follow-up
- booked for day 3
- manual steps
- 0
The example run, step by step: a website form arrives; AI reads it as a high-priority quote request for 40 mugs due in nine days; the lead is matched and scored; a deal is created in the CRM; a quote email is drafted from a template; sales approve it in one click in team chat; the quote is sent and a follow-up is booked. About three minutes, no copy-paste.
(03)Before / after
Same work. None of the mess.
Most teams aren't slow. Their tools just don't talk to each other. Here is the same work, before and after it runs as one flow.
-
Connected
Replaces: Disconnected tools
Forms, inbox, CRM, calendar and chat pass work to each other.
-
Automated
Replaces: Repeated emails
Replies drafted from your own templates, sent once approved.
-
Tracked
Replaces: Lost leads
Every lead gets an owner, a stage and a next step.
-
Fast
Replaces: Manual copying
Data is entered once, at the source, and moves in seconds.
-
Scalable
Replaces: Spreadsheets
Ten enquiries a week or ten thousand: the same flow.
(04)What we automate08 recipes
Trigger in. Work done.
Every automation starts with a trigger, then handles the actions that follow. As a business process automation company, we build practical automations around the tasks businesses ask us to solve most often.
CRM hygiene
- WhenEvery night, and whenever a record changes
- ThenMerge duplicate contacts
- ThenFill missing company details
- ThenFlag deals that have gone quiet
- YouReview anything flagged before it is deleted
Illustrative flow
Quotes
- WhenSomeone asks for a price
- ThenPull product and price tier
- ThenDraft the quote from a template
- ThenSend it for one-click approval
- YouApprove every price before it goes out
Illustrative flow
Support triage
- WhenA ticket or support email lands
- ThenRead the intent and urgency
- ThenDraft a reply from your help docs
- ThenRoute it to the right queue
- YouHandle anything sensitive or unusual
Illustrative flow
Onboarding
- WhenA deal is marked won
- ThenCreate accounts and folders
- ThenSend the welcome sequence
- ThenBook the kickoff call
- YouMeet the client. The system does the admin
Illustrative flow
Reporting
- WhenMonday, 8:00
- ThenPull numbers from ads, CRM and store
- ThenWrite a plain-English summary
- ThenPost it to the team channel
- YouRead it, then decide what changes
Illustrative flow
Invoicing admin
- WhenA job is marked complete
- ThenCreate the invoice in your accounting tool
- ThenSend it with the right terms
- ThenChase politely when overdue
- YouAgree exceptions and payment plans
Illustrative flow
Scheduling
- WhenSomeone asks for a time
- ThenOffer open slots
- ThenBook it and send the invite
- ThenRemind, and reschedule on reply
- YouKeep control of your calendar rules
Illustrative flow
(05)How we build itHumans in the loop
Map. Connect. Automate. Monitor.
Good automation removes repetitive decisions without taking people out of the moments where judgment matters. As an AI automation agency, we build systems around the way your team already works, then keep people in control wherever approval, context, or customer interaction is important.
-
Map
We sit with the people doing the work and identify the manual steps, handoffs, repeated updates, and copy-paste tasks slowing things down.
Human gate You decide what should be automated first.
-
Connect
We connect the tools your business already relies on, including forms, inboxes, CRM platforms, calendars, accounting systems, and team chat.
Human gate You approve access one tool at a time.
-
Automate
We build the workflows and add AI where fixed rules are not enough. This can include reading enquiries, drafting responses, routing tasks, and updating records automatically.
Human gate You approve anything a customer will see.
-
Monitor
Every run is logged so you can see what happened. If something fails, a person is alerted, and the workflow can be adjusted as your business changes.
Human gate You can review every run and pause any automation.
Then we review the system again as your processes, tools, and workload change.
What stays human
- Pricing and exceptions
- Anything sensitive
- The first conversation
- The final say
(06)Selected work
Selected work.
Our AI workflow automation company builds systems for enquiries, stock updates, and CRM follow-ups, keeping routine work moving while your team handles decisions.
All work
Sample project
From enquiry to quote without the copy-paste
Website enquiries read, priced and turned into CRM deals and draft quotes, with sales approving in one click.
- Automation
- AI Solutions
- Websites
Sample project
An apparel store that runs itself between drops
A new storefront, a product model built for seasonal drops, and stock and email that update on their own.
- Websites
- Design
- Automation
(07)Start here
Still doing the work by hand?
Tell us which task your team repeats most. Our AI automation agency will show you what can be automated, how the workflow would work, and where human input should remain.