AI Agents & Automation
A set of automations that carry work between the tools you already run — reading documents, updating records, routing enquiries and chasing what is overdue — with a person approving anything that carries a consequence.
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What you get on day one.
Connects the tools you have
Email, spreadsheets, accounting, CRM and helpdesk joined up, so information stops being re-typed between them.
Reads documents for you
Invoices, purchase orders, application forms and contracts turned into data in the right system, with anything unclear flagged.
Approval before anything consequential
Payments, customer emails and record changes wait for a person to say yes. Everything else runs unattended.
A record of every run
What ran, what it did, what it cost and what failed — so when something goes wrong it can actually be traced.
A look at the screens.
The interface you get, shown with placeholder content. Your version carries your branding, your wording and your data.
Workflow overview Run history and logs Approval queue Connected systems
Who this is for.
- Finance teams processing invoices and supplier documents by hand
- Sales teams losing leads between forms, email and the CRM
- Operations teams running onboarding and offboarding checklists
- Any process currently held together by a shared spreadsheet
What it’s built on
- Workflow automation
- Document extraction
- Language models
- Webhooks & APIs
- Approval queues
How it works commercially
A short paid review to find where the hours actually go, then one automated process at a time. Indicative only — each process is scoped on its own.
How adopting AI Agents & Automation works.
Four steps from a first walkthrough to a live platform with your branding on it. Most of the elapsed time is decisions about how you work, not development.
- 1
A walkthrough of the working platform
Thirty minutes on the real product rather than a slide deck. You drive, we answer, and you leave knowing whether the way it works resembles the way you work — which is the only question that matters at this stage.
- 2
A written scope within 48 hours
What we would brand, what we would configure, what would need building because the platform does not do it yet, and what each part costs. In writing, so you can take it to whoever approves the spend.
- 3
Branding, configuration and integration
Your logo, colours, wording and domain go on, the platform is configured to your rules, and it is connected to the systems you already run. This is the bulk of the elapsed time, and most of it is decisions rather than code.
- 4
Launch, training and support
We go live with a tested way back, train the people who will use it daily, and hand over written documentation. From there a monthly arrangement covers hosting, updates and changes — or you take it on yourself.
What people ask about AI Agents & Automation.
What kind of work can AI agents actually automate?
Work that moves between systems on a predictable trigger: reading an invoice into your finance system, routing an enquiry to the right person, updating records after a form is submitted, chasing what is overdue. Judgement calls stay with people, with the agent preparing the decision.
How do you decide what to automate first?
With a short paid review that finds where the hours actually go, which is rarely where people assume. We then automate one process at a time and measure it, so you can stop after the first if the saving is not what the review predicted.
What if an agent gets something wrong?
Anything carrying a consequence — money moving, a message going to a customer, a record being deleted — waits for a person to approve it. Everything the agent does is logged, so a mistake is traceable to a step rather than disappearing into a black box.
Will this replace people on our team?
In our experience it moves them rather than replaces them: the repetitive half of a role goes, the judgement half stays and gets more time. We would rather say that plainly than sell headcount reduction we have not seen materialise.
See AI Agents & Automation in action.
A 30-minute walkthrough of the working platform, then a straight answer on what adapting it to your business would involve and cost.
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