Automate

AI that handles routine work, under your control.

Most small businesses lose several hours each week to correspondence, follow-up and duplicate data entry. We integrate the systems you already use and apply AI to the repetitive tasks.

AI and workflow automation.

  • Automation audit

    The recommended starting point. We map how work moves through your business and rank the candidates for automation by the time each would save.

  • AI assistants and chatbots

    Deployed on your website or telephone line. They answer routine questions, take bookings and refer complex matters to a member of staff.

  • WhatsApp automation

    Enquiries, order updates, reminders and follow-up messages delivered through the official WhatsApp Business API, with a shared inbox for your team.

  • Workflow automation

    The sequence from enquiry to booking, invoice and follow-up, carried out automatically with n8n, Make or Zapier, with approval steps wherever you require them.

  • Integrations

    Your CRM, accounting, calendar and payment systems exchanging data with one another: Xero, Zoho, Tally, HubSpot, Razorpay, Stripe, Google Workspace and Microsoft 365.

  • Document processing

    Invoices, forms and PDFs are read, validated and filed in the appropriate system, with any ambiguity referred for human review.

  • Reporting dashboards

    Sales, job and pipeline data consolidated from your systems into a single view, with a written summary delivered each week.

What you receive.

  • A documented workflow, before and after automation
  • Automations operating in accounts that you own
  • Approval steps and a complete log of every action the AI takes
  • A defined metric for evaluation, such as hours saved or time to first response
  • Documentation sufficient for another team to maintain the system
  • OpenAI
  • Claude
  • Gemini
  • n8n
  • Make
  • Zapier
  • WhatsApp Business API
  • Python
  • Node.js
  • PostgreSQL
  • Xero
  • Zoho
  • HubSpot

When this service is appropriate.

  • Enquiries wait several hours for a response, or are missed outside business hours.
  • Staff enter the same information into two or three separate systems.
  • Customer messages on WhatsApp arrive faster than your team can respond.
  • You wish to adopt AI without allowing it to communicate in your name unsupervised.

Frequently asked questions.

Will we need to replace our existing software?

No. We integrate with the systems you already use, and recommend a change only where a tool offers no means of integration.

Will AI communicate with our customers without our knowledge?

Only in the ways you authorise. You determine what it may answer independently, what requires approval, and when it refers a matter to a member of staff. Every conversation is logged and available for review.

Which AI models do you use?

The model best suited to the task. We work with OpenAI, Claude and Gemini, and design each system so that the model can be replaced when a more capable or more economical one becomes available.

How is our data handled?

Automations operate in accounts that you own, with providers that do not train their models on your data. Our designs take account of Australia’s Privacy Act and India’s DPDP Act.

What are the monthly running costs?

AI and automation platforms charge according to usage. We estimate the monthly running cost in the project plan, before you commit to development.

Discuss your requirements with us.

An initial consultation carries no obligation. We will advise what we would build, what we would automate, and what is best left unchanged.