Follow clear rules.
Move information, create tasks and trigger reminders when something happens. Useful for predictable, repeated steps.
Example: an approved enquiry creates a CRM record and a follow-up task.AI agents & business automation
Useful AI.
Connected to
your business.
Put your business tools to work together. I build AI assistants, agents and automations that help your team respond, organise and get things done.
Start with one time-consuming task. We’ll connect the right information, agree what the system can do, and keep it working with support that fits.
The right tool for the task
Three ways to take
work off your plate.
Help people do the work.
Find information, summarise documents and draft responses. Your team checks the result and decides what happens next.
Example: a support reply prepared from your approved guidance.Work through a task.
Use approved information and connected tools to work through several steps, with clear permissions and review points.
Example: organise an enquiry, check context and prepare the next actions.24 practical starting points
What could I
help you automate?
Possible projects we can build around your business. The right approach depends on your process, available system access and the level of review needed.
Enquiries & sales
Give each new opportunity a clear next step.
Enquiry qualification
Turn an incoming message into a structured brief, flag missing details and route it to the right person.
CRM updates
Create or update records from approved forms, emails and meeting notes, with duplicate checks.
Quote & proposal preparation
Bring agreed services, rates and customer requirements into a draft for you to check.
Follow-up assistance
Find conversations waiting for a response and prepare timely follow-up messages for approval.
Customer service
Help customers get useful answers and reach the right person.
Website knowledge assistant
Answer routine questions from your approved service information and pass enquiries to your team.
Support inbox triage
Group incoming requests by topic, highlight urgency and suggest the next action.
Reply drafting
Prepare responses using the relevant customer context and your policies, ready for review.
Appointment coordination
Connect enquiry details, availability and confirmations around your booking rules.
Everyday admin
Reduce the repeated copying, checking and chasing.
Invoice follow-up
Track outstanding invoices and prepare reminders, with a check before anything is sent.
Meeting notes & actions
Turn an authorised transcript or supplied notes into a summary, owners and follow-up tasks.
Form-to-system handover
Move validated website or spreadsheet entries into the tools your team actually uses.
Inbox organisation
Sort incoming business messages, extract useful details and flag items that need attention.
Documents & knowledge
Make business information easier to find and use.
Document intake
Extract agreed fields from uploaded documents and route uncertain entries for checking.
Internal knowledge search
Help staff find answers in approved procedures and documents, with source references.
Document comparison
Highlight changes between versions and prepare a concise review summary.
Report & document assembly
Combine structured answers, approved wording and templates into a consistent draft.
Day-to-day operations
Keep work moving between people and systems.
Client onboarding
Create a checklist, request the right information and prepare a workspace after approval.
Job & project handovers
Turn an accepted brief into assigned tasks, milestones and a delivery handover.
Approval queues
Bring proposed changes into one review queue with a clear owner and decision history.
Stock & order alerts
Monitor agreed thresholds or order statuses and flag the exceptions your team should investigate.
Reporting & insight
Turn scattered activity into a useful view of the business.
Weekly business summaries
Bring together agreed sales, support or project metrics with a short explanation of changes.
Website enquiry reporting
Connect website events and enquiry outcomes so you can understand the customer journey.
Customer feedback themes
Group reviews or survey responses into recurring issues and opportunities for a person to assess.
Exception monitoring
Flag unusual patterns, missed steps or failed connections so the right person can act.
Connect what you already use
Your tools.
A joined-up workflow.
We start with your existing setup and check the available connectors, APIs, subscriptions and permissions before choosing the approach.
Explore integration patterns- Email & calendars
- Microsoft 365 · Google Workspace
- Sales & customer records
- HubSpot · Pipedrive · Your existing CRM
- Payments & accounting
- Stripe · Xero · QuickBooks
- Team knowledge & work
- Slack · Teams · Notion · Airtable
- Websites & custom systems
- Forms · Databases · Business APIs
Built, connected and looked after
The launch is
the starting point.
Business tools change. Your processes evolve. Ongoing care keeps the workflow useful and gives you someone to call when it needs attention.
One focused implementation.
- Map the task, tools and intended result
- Agree permissions and approval points
- Build and test against agreed examples
- Give your team a clear handover
An agreed monthly care plan.
- Monitor workflow health and investigate failures
- Maintain connections as providers change
- Review outputs and usage costs
- Make a defined allowance of improvements
Clear scope. Clear running costs. Your proposal separates implementation, optional monthly care, and software or AI usage charges. The level of support and response expectations are agreed around your workflow.
Scope my workflow & supportRelevant project work
See the thinking
in practice.
PayerPing’s invoice follow-up pilot and RightCyber’s assessment reporting illustrate structured workflows and reviewable outputs. Each case study explains its current status.
Before we begin
Practical answers before we start.
What is an AI agent?
An AI agent works through a task using information and tools you allow it to access. It can interpret a request, retrieve context and prepare or take agreed actions. We define the boundaries, approval points and what happens when it is unsure.
Do I need to replace my existing software?
Often we can connect the tools you already use. I first check the available APIs or connectors, your subscriptions, access permissions and the quality of the information involved.
Does every workflow need AI?
No. Predictable tasks often work best with rules and direct integrations. AI can help with language, document interpretation and drafting. We choose the simplest approach that meets the task.
Can an agent send emails or update records?
Yes, where the agreed permissions allow it. We can begin with drafts and a review queue, then enable selected actions once the workflow has been tested. Customer communications, financial actions and sensitive changes need explicit rules.
What does it cost?
We scope a first workflow, the systems it touches and the level of support needed. Your proposal separates discovery and implementation, optional monthly care, and third-party subscriptions or AI usage. Bespoke automation is priced separately from the managed website plan.
What does monthly support cover?
An agreed plan can cover checking workflow health, investigating failures, maintaining connections, reviewing AI outputs and making a defined allowance of improvements. Support hours, response expectations and usage costs are written into the proposal.
How do we know it is worth doing?
Start with a baseline: how often the task happens, the time it takes and where errors or delays occur. Test the workflow against agreed examples, then compare real usage after launch before expanding it.
What happens to my business information?
We agree what information is needed, who can access it, which providers process it and how it is retained. Access is limited to the workflow’s needs, and sensitive information is handled according to the agreed requirements.
Your next step
Which task keeps taking your time?
Tell me what happens, which tools you use and where the work gets stuck. That is enough to start a useful conversation.
Discuss AI & automation