Five areas where repetitive work piles up in businesses of 10–100 people, and where a well-designed workflow with a few controlled AI steps makes a measurable difference. Each page shows what we automate, where a person stays in the loop and what we measure.
Lead and CRM automation
Every enquiry captured, qualified and assigned in minutes. Clean records and follow-ups that happen.
Customer support automation
Tickets triaged and drafted, with a person on every uncertain or sensitive case.
Document and finance admin
Invoices, receipts and contracts captured, coded and approved with a full audit trail.
Reporting automation
The weekly report that builds itself from your systems, with a short written summary and flagged anomalies.
Knowledge assistants
Answers from your own documentation, with sources shown and permissions respected.
Something else?
Scheduling, onboarding, proposals, inventory alerts and custom integrations are covered under services. If your process does not fit a category, describe it and we will tell you honestly whether it is a candidate.
Choosing
How to pick the first one
- Start where the volume is. The process that happens fifty times a week beats the one that happens twice a month, even if the monthly one is more painful.
- Prefer clear rules over clever judgement. If you can explain the decision to a new hire in ten minutes, it is a good first workflow.
- Avoid sensitive data for the pilot. Lead routing or reporting first; invoice approval and anything with personal data once the method has proved itself, or via the audit.
- Choose a process with an owner. Somebody must care whether it runs on Tuesday. Without that person, no workflow survives its first exception.
Or let the scan decide
The free Opportunity Scan scores one process on these same criteria and suggests a package. If you are weighing several, the paid audit ranks them all on an impact/effort matrix. Industry-specific starting points are on the industries pages.