AI workflow automation
for small businesses
Connect your inbox, website forms, and CRM so routine work moves forward automatically and your team can handle the decisions that need a person.
Example workflow for new enquiries
A potential customer fills out your website form. Here’s how that enquiry could move through your team.
- Capture the enquiry and create or update the contact in your CRM.
- Route the enquiry to the right person based on what the customer needs.
- Draft a reply for your team to review and create a follow-up task.
- Flag incomplete or unusual enquiries for manual review.
What we can automate
- Sales enquiries and follow-up reminders
- Support ticket classification and routing
- Document intake and approval requests
- CRM updates and data sync between tools
We review the systems you already use and choose an approach that fits the workflow. Depending on the requirements, that could be a built-in integration, n8n, Make, Zapier, or custom software.
What affects the scope of a CRM automation project?
The scope depends on how many enquiry sources and CRM systems you need to connect, how your team assigns leads, and which steps need approval. A pilot can start with one form or inbox, one CRM, and one team.
Bring a sample enquiry with customer details removed, the names of your existing tools, and your current follow-up target. We can use those to map the first workflow and decide how to measure it.
Start with one workflow
Bring one recurring task to the consultation. We’ll map how it works today, identify what can be automated and where your team needs control, and agree on a way to measure the result, such as time to assign a new enquiry.
Once the scope is agreed, we can build and test the workflow, document how to run it, and provide ongoing support.
See how we work