Usually not. Automations normally connect the tools you already use. If a tool has no usable API, we’ll discuss the options with you before anything is built.
AI workflowautomation.
Less busywork. More room to think.
We design and build automations that connect the tools you already use. Incoming requests are gathered and prepared, a person reviews the decisions that matter, and approved actions update your systems, with every step visible and recoverable.
01 / How it worksOne possible
One possible
path.
An example workflow. Every project is shaped around your process, your tools, and the decisions your people keep.
One possible path
InboxFormsCRM
Refine when needed01 / The groundwork
Bring incoming requests together and prepare a useful draft.
02 / What it doesFrom the problem
From the problem
to what changes.
The problem
Work arrives in inboxes, forms, and spreadsheets. Someone copies it between tools, chases missing details, and decides what happens next. It’s necessary work, but it rarely needs a person for every step.
What changes
An automation takes the repetitive handling: it gathers the request, prepares a draft, and updates your records once approved. Your team keeps the judgement calls.
- 01
Gather and prepare
Collect requests from email, forms, or chat, pull out the details, and check for duplicates and missing information.
- 02
Draft the next step
Prepare replies, records, or tasks so a person starts from a useful draft instead of a blank screen.
- 03
Route for approval
Send important decisions to the right person to approve, edit, or reject, with the context in one place.
- 04
Update your systems
Write approved changes to your CRM, helpdesk, spreadsheet, or database through their APIs, and keep a record of what happened.
- 05
Handle the exceptions
When information is missing or a connected tool fails, the item is held, flagged, and retried or handed to a person, never silently dropped.
03 / Is it a fit?The right job.
The right job.
Honestly.
A good fit
- A recurring process with clear inputs and a known outcome
- Several tools that need the same information
- Decisions where a quick human review adds confidence
- A team spending hours each week copying, sorting, or chasing
Not the right fit
- A one-off task that rarely happens
- Processes where every case needs deep, bespoke judgement
- Removing human oversight from high-stakes decisions
What you’ll bring
- A walkthrough of the current process, including its exceptions
- Access to the tools involved, or test accounts
- Who approves what, and when
- A few real, non-sensitive examples to test with
How we’ll judge it
- Time saved per item, compared with the current process
- How often drafts need correcting
- How failures are caught, recovered, and reported
- Whether the team trusts it enough to keep using it
04 / Cost & ownershipWhat shapes
What shapes
the cost.
We set out the proposed work, costs, assumptions, and milestones before you decide to proceed. Ownership, hosting, and support are agreed in the same proposal.
To build
- The number of steps and tools to connect
- How usable each tool’s API and data are
- How many exceptions need handling
- Approval and record-keeping requirements
To run
- Model usage per item, where AI is involved
- Automation platform or hosting fees
- Monitoring and upkeep as connected tools change
QuestionsWorth asking
Worth asking
first.
05 / Let’s beginA rough idea is enough.
Your next
move. Starts here.
Tell us what could work better. We’ll help you find a useful place to start.