AI automation services
Our AI automation services remove repetitive manual work between your tools: enquiries read and sorted, data moved between systems, drafts prepared for a person to approve. We use AI where a step needs judgement on unstructured text, and plain rules where it does not.
Before we build anything, we do the task by hand on real examples from your business and record the correct results. The automation is tested against those examples, and the results are shared with you. Anything that sends a message, moves money or changes your records has a person approving it, unless you decide otherwise.
For example: enquiries from your inbox read, sorted and added to your CRM, with a person approving each reply before it is sent.
An illustration of the kind of work we do, not a client project.
Enquiries today
BeforeAutomated, with approval
AfterNothing is sent until a person approves it.
What AI automation includes
- How a request moves todayRequestCheckApproveDoneOwner: SalesOwner: Finance
Mapping the workflow as it runs
Each step, tool and hand-off written down, and the steps worth automating chosen with you.
- Test reportAll passedPasses on your real dataHandles empty and wrong inputMatches the agreed scope
Built and tested on your examples
Real examples from your business, with the correct results, used to test the automation.
- Draft reply to: Quote for 20 uniformsThank you for your enquiry. Could you share the sizes you need?Approve and sendEdit
A person approves what matters
Any step that sends messages, moves money or changes records waits for a person by default.
- AutomationPausedManual steps, written down1. Open the inbox 2. Sort by type 3. Reply from the template
A documented manual fallback
Written steps your team follows if the automation stops, so work never waits on a fix.
- Expected monthly running costAI model useMessaging and APIsHostingWritten into the handover
Running costs stated up front
The expected monthly cost of the AI models and APIs, written into the handover.
Want this for your business?
Tell us what you need. A founder reads every enquiry and replies with questions or a proposed scope.
Not sure yet? Start with a free 30-minute call
Talk it through with a founder first. No obligation.
Who it’s for
Teams repeating the same steps across tools
Copying from email to spreadsheet to CRM, many times a day.
Businesses where requests wait to be processed
Enquiries, orders or forms sitting in an inbox until someone has time.
Owners who want to know what to automate first
A clear view of which steps are worth automating, and which should stay manual.
What you get at handover
Everything is handed over in your name, so you can run it, change it or move it to another team.
- The automation, running in your own accounts
- The test examples and the results against them
- The approval steps, and who approves each one
- The manual fallback, written down
- The expected monthly running costs
What we need from you
A project moves fastest when these are ready. We help you put together anything you do not have yet.
- 1Five to ten real examples of the task, with the correct results
- 2Access to the tools the workflow uses
- 3Agreement on which AI tools may see your data
- 4A named person to approve the steps that send or change things
How an engagement runs
- Scope document
Scope: customer portal
What we deliver
- Customer sign-in, with roles
- Order status page
- Invoice downloads
Not includedMobile appDone whenTested with your real ordersAgreed by you before the build starts
- This week’s buildReady to view
This week’s increment
Order status page
feat: order status page
test: status for each order type
docs: how statuses are calculated
Next increment: invoice downloads
- Review checkpointOur reviewer
- Checked against the scope
- Tests read and run
- Ready for you
Your approval
Approve milestoneRequest changes - Handover pack
Code repository
In your account
Credentials record
Transferred to you
Documentation
What was built and how
Runbook
Deploy, roll back, fix common problems
Maintenance available on a monthly plan
Scope: customer portal
What we deliver
- Customer sign-in, with roles
- Order status page
- Invoice downloads
Agreed by you before the build starts
What affects the cost
We quote after a scoping conversation, so there is no fixed price on the site. These are the factors that move the cost of this work up or down; the proposal states the scope, what is not included and the price.
Technologies we commonly use
- AI models chosen per task, including open-weight models
- Python
- Email, CRM and Google Sheets connections
- WhatsApp Business messaging
- Webhooks and APIs
- Approval steps in the tools your team uses
- Number of steps and tools
- A two-step workflow inside one tool is smaller than one spanning five tools.
- How much judgement each step needs
- Reading free text needs AI and more testing than fixed rules.
- Approval and fallback design
- Who approves what, and how the manual fallback works.
- Volume
- How many items run through it, which also drives running costs.
How we keep AI reliable
Every AI service follows the same five rules, on top of the review every project gets.
Real examples first
We collect real examples from your business, with the correct answers, before we build.
Tested against them
We test against those examples and show you the results.
A person approves
Anything that sends messages, moves money or changes records has a person approving it, unless you decide otherwise.
Running costs stated
You know the monthly running costs before handover.
A manual fallback
Every automation has a documented manual fallback.
Questions
Not unless you decide it should. Any step that sends messages, moves money or changes your records has a person approving it by default.
AI models and APIs have running costs. We state the expected monthly cost in the handover, so you know what you will pay to run it.
Usually the task that repeats most often, follows clear rules and costs the most time. We map your workflow and recommend an order; some steps are better left with people.
Testing on your examples shows the error rate before launch. Steps that matter have a person approving them, and the manual fallback covers failures.
Only the ones you agree to in writing. Your data stays in the places agreed for your project.
Related services
Tell us what you want to build.
Describe the work. We will scope it with you, or tell you plainly if it is not work we should take on.