AI for sales and CRM
Bring enquiry information and next steps into your CRM. A person decides how to continue the customer conversation.
- Enquiry
- CRM record and next steps
- Person decides
Automation and AI workflows
Workflow automation for less copying and fewer manual follow-ups.
We map one repeated task from start to finish, then build a bounded integration or AI workflow with oversight, exception handling and an owner.
200+websites created
5+ yearsof lasting client relationships
Who it is for
Inquiries copied between systems, the same details pulled out of files again and again, follow-ups that depend on someone remembering: any of these is a good place to start. We begin with one repeated task and make no promise to automate the whole business.
Where we start
A workflow must cope with missing input and broken connections, not only the successful path. That is why we plan error handling and the point where a person takes over.
Example workflow
From a recurring request to a managed workflow
Choose one task and agree the data, decisions and exceptions.
01Input
Request and tools
Describe the input, tools, expected output and exceptions.
02AI and rules
Rules and a summary
Move information using agreed rules; AI can help summarise content where needed.
03Human review
Decisions and exceptions
You: Approve critical actions and take over exceptions.
We: Test inputs, approvals and recovery behaviour.
04Output
Workflow and handoff
Receive a bounded workflow and guidance on operating, pausing and recovering it.
See deliverables
Example workflow. Implementation depends on system access and the agreed scope. Ongoing care and monitoring are agreed separately.
Automation and AI workflows
What discovery provides
An assessment of one workflow and a scoped prototype or integration. We use AI where the task needs it, and a plain rule is sometimes the better answer.
Deliverables
The map
A map of inputs, systems, users and decisions.
Boundaries
Integration options, access needs and data-flow boundaries.
Scope
A bounded build with human approval where it matters.
Logs and failures
Agreed logs, alerts and recovery behaviour.
Testing and handover
Checks of normal and failure cases using agreed sample inputs:
- missing information
- connection failures
- repeated triggers
Operating guidance identifies:
- the workflow owner
- human intervention
- how to pause and resume
Access to your systems and a suitable API may be prerequisites. Tool charges, continuous monitoring and further workflows need separate scope.
What shapes the scope
The systems involved, exceptions, data and the level of oversight set the scope. A pilot gives you evidence for deciding whether to extend.
- The steps and owner of one repeated task are written down.
- Data moves between systems without being copied by hand at each stage.
- A failure triggers an alert and an agreed way to carry on.
What to know
- Access to your systems and a suitable API may be prerequisites.
- Tool charges, continuous monitoring and further workflows need separate scope.
Where AI and automation can help
Example workflows: input, automated step, then a human decision or a bounded outcome.
AI for customer service
AI helps sort recurring questions and prepare draft replies. Complex cases go to a person.
- Recurring question
- Sorted, answer drafted
- Complex case to a person
Ecommerce automation
Connect order information and follow-up tasks to reduce repeated data entry. People handle exceptions.
- Order
- Connected follow-ups
- Exceptions checked by a person
Business workflow automation
Map recurring steps and connect the tools involved. Start with one clearly defined workflow.
- Repeated step
- Connected tools
- One bounded workflow
How it works
Three steps
Walk through the current work using a real example.
Choose a feasible test and confirm the data boundaries.
Test the build and agree maintenance and monitoring.
Frequently asked questions
Related services
Does it have to use AI?
No. A rule-based task may only need a link between two systems. We add complexity only when the task needs it.
Can it contact customers or spend money by itself?
Technical capability is not authority. Approvals for external and financial actions are agreed explicitly before anything is built.
How do we measure the time saved?
We measure or document the current task first, then compare it with a suitable stretch of recurring work, so the saving can be judged against a real starting point.
What do you need to assess the first workflow?
Describe the trigger, current steps, tools and expected output. Anonymised examples are enough to begin; access and the data involved are agreed before connecting systems. Pilot acceptance checks whether the output is usable and whether exceptions and human approvals work as agreed.
Choose the first workflow to improve
Share your website address and tell us what is getting in the way. We will look together at which work would resolve it.