Workflow automation

Workflow automation for UK businesses.

Stop copy-pasting between apps. We connect your inbox, spreadsheets, CRM and finance tools so data moves on its own — accurately, around the clock.

£1,995
Fixed-price pilot, from
1–2 weeks
From kickoff to live
UK / EU
Hosted, encrypted, GDPR compliant
Overview

Your tools should talk to each other.

Most businesses run on a patchwork of apps that don’t connect, so people become the glue — manually moving data, chasing updates and re-keying the same information.

We build secure, logic-driven automations that do that work automatically, freeing your team for the things that actually need a human.

A human stays in the loop where it matters. Irreversible actions — sending money, deleting records, contacting customers — get an explicit approval step. Everything else is logged and auditable.

  • Trigger-based flows
    Actions fire automatically when something happens — a form is filled, an email arrives, a deal closes.
  • Data sync
    Keep records consistent across every tool without manual updates.
  • Notifications & routing
    The right person is alerted at the right moment, every time.
  • Built-in error handling
    Checks and retries so nothing silently fails.
The pipeline

Your whole operation, running itself.

Every enquiry flows from trigger to outcome — routed, actioned and logged automatically, with a human in the loop only where it matters.

1Trigger
  • Form submitted — website enquiry
  • Email received — inbox trigger
  • Call completed — AI voice agent
  • File uploaded — document intake
2Logic & AI
  • AI decision layer — understands intent & context
  • Logic check — rules & validation
  • Human approval — if required
3Route
  • Route to team — sales or ops
  • Send to user — finance lead
  • Queue — backlog
4Actions
  • Update CRM — create / update record
  • Create task — assign & track
  • Send email — template notification
  • Update database — internal system
5Outcomes
  • Notification sent — email / SMS
  • Audit log — recorded
  • Dashboard update — real-time
  • Workflow complete — success
In practice

What this looks like day to day.

New enquiry arrives

Logged in your CRM, tagged, and a first reply sent within seconds.

Invoice approved

Recorded in accounting, the client notified, and a follow-up scheduled.

Weekly report

Data pulled from every source, formatted, and emailed automatically.

Workflow automation FAQs

Common questions about workflow automation.

Practical, technical answers about how we build and run automations for UK businesses.

We automate repetitive operational workflows — lead routing, order processing, invoice handling, customer onboarding, internal reporting, data syncs between tools, and anything else where your team is moving information from one system to another. If a person currently follows steps you could write down, we can almost certainly automate it.

Most Pilots go live in 1–2 weeks from discovery to launch. Full Builds take 2–4 weeks depending on complexity and the number of systems involved. We give a firm timeline after the free audit, before any payment is committed.

No. Our automations sit on top of your existing stack — CRM, accounting software, email, document storage, messaging tools. We integrate via APIs, webhooks, or native connectors so your team keeps using what they already know.

Every workflow we build includes monitoring, error notifications to your team, and a fallback path (usually routing back to a human). On the Care plan we monitor for failures, fix issues, and update workflows as your business changes — no lock-in.

Automation handles the predictable middle of the work; humans handle judgement calls and exceptions. We design every workflow with clear approval steps for irreversible actions (sending money, deleting records, contacting customers) and full audit logs for everything else.

All workflows run on UK or EU-hosted infrastructure with encrypted connections and access controls. We’re Cyber Essentials certified, GDPR compliant, and registered with the ICO. We can sign a DPA before any work begins.

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Get started

Find out what you could automate — for free.

Book a 30-minute audit. We’ll map your biggest time-drains and show you exactly where AI pays back.

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