AI & automationBusiness process automation
The handoffs that keep breaking, done by a system that does not forget.
Approvals waiting in an inbox, the same numbers typed into two systems, follow-ups that happen when someone remembers. We map the process, automate the parts that should not need a person, and tell you the moment one does.
If any of this is you
- A quote sits in someone's inbox for three days waiting for a signature.
- The same figures typed into the accounting system and the job system.
- Follow-ups happen when someone remembers them.
- One person knows how month-end runs, and they are on holiday.
What is included
The small steps nobody owns, run on their own.
Every automation is mapped from your actual process, not a template, and every one tells you when it could not finish.
- Process mapping
- We sit with the people who do the work and write down every step, who does it, and what it waits on. Most teams have never seen their own process on one page.
- Approvals and notifications
- Quotes, purchase orders, time off and expenses routed to the right person, chased if they stall, and recorded when they clear.
- Data entry between systems
- Job management to accounting, CRM to Microsoft 365, forms to spreadsheets. Typed once, or not at all.
- Scheduling and reminders
- Renewals, inspections, follow-ups and deadlines tracked and sent without anyone keeping a list.
- Reports that build themselves
- The weekly or monthly report compiled from live data and delivered on schedule, in the format you already read.
- Exceptions to a person
- When something does not fit the rule, a person gets a clear task with the context. Nothing fails silently.
For your technical lead
- Platforms
- Make.com, custom agents and direct API integrations, chosen per step
- Systems
- Microsoft 365, accounting, CRM and job management tools, and anything with an API or a mailbox
- Where AI fits
- Reading unstructured input such as emails and forms into structured steps
- Monitoring
- Every run logged; failures alert our help desk
- Ownership
- Automations live in your accounts and are documented for you
- Change
- The retainer covers adjusting automations as the process changes
What it costs
Free to find out. Fixed price to build. Monthly to keep it working.
How it works
Map it, automate the right parts, keep it running.
The assessment usually finds that two or three processes account for most of the wasted hours. We start there.
Week 1, free
Assessment
We map where the week goes and rank the processes by hours lost and errors made. You see the top three in writing.
Week 1–2
Design
Each step documented, the rules agreed, the exceptions defined. Fixed price agreed here.
Weeks 2–5
Build
Automations built and run alongside the manual process until the results match. Then the manual step is switched off.
Week 5 onward
Launch and improve
Live and monitored. When the process changes, the automation changes with it under the retainer.
What it costs
Free to map. Fixed price to build. Monthly to keep it matching your business.
Processes change. An automation built for last year's process breaks quietly, which is why the retainer matters more here than anywhere.
What the assessment involves- AI readiness assessment
Free
One week. We map where your team's time goes and hand you the top three places automation pays back, in writing. No obligation.
- Build
Fixed price, quoted in writing
Scoped and priced after the assessment, before any build starts. A typical build reaches launch in about seven weeks.
- Ongoing improvement
Monthly retainer, from a scope agreed at launch
Monitoring, retraining and changes as your business and data change. This is where the return compounds, and it is why we treat AI as an engagement rather than a project.
The assessment is free. Builds are quoted at a fixed price before work starts. Ongoing improvement is a monthly retainer. Final pricing depends on the systems involved, the state of your data and the integration scope, and is confirmed after the readiness assessment.
Fair questions
What operations leads ask us.
- Our process changes all the time.
- Then we automate the parts that do not, and design the rest to be changed in minutes. The retainer exists for exactly this.
- We tried a no-code tool ourselves and it broke.
- Most do, because nobody is watching them. Ours are monitored, every run is logged, and a failure becomes a ticket for us rather than a surprise for you.
- Will people lose their jobs?
- The repetitive parts of their jobs go. The parts that need judgement, relationships and a phone call stay, and they get more time for them.
- How do we know it is working?
- You get the logs, a monthly report of what ran and what was flagged, and an alert the moment something needs a person.
Start with a free AI readiness assessment.
One week, no obligation. We look at where your team's time goes and hand you a short written report on where AI would pay back first.
- A map of where the hours go in your business, by team
- The top three automation opportunities, ranked
- A fixed-price proposal for the first build, or an honest 'not yet'
Prefer to talk? Get in touch