AI automation by industry

AI automation for financial services

Client documents processed, checks applied before anything leaves, incidents contained.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Document pipelines

    Contracts, onboarding packs and forms read, checked field by field, filed where they belong, with the systems updated.

    Starts when
    A document arrives or is signed.
    What you get
    Hours of reading and retyping gone, with every field checked.
    Works with
    Google Drive, Notion, HubSpot
    Document pipelines

    One run, step by step

    1. 00:00A signed client agreement arrives from the e-signature tool.
    2. 00:06Parties, term, fees and notice period extracted and checked against the quote.
    3. 00:07Filed in the client folder. Key dates added to the renewals calendar.
    4. 00:08CRM moved to Won. Onboarding project created in Notion from the template.
    5. 00:09Welcome email drafted for the account lead to send.

  2. Quality checks

    Checks outputs against your rules before they go out: quotes, reports, replies, product data, with a reason for every hold.

    Starts when
    Anything about to leave the business.
    What you get
    Fewer mistakes reach customers, and you know why each was caught.
    Works with
    Google Sheets, Gmail, Notion
    Quality checks

    One run, step by step

    1. 00:00A quote is about to be sent.
    2. 00:01Checked: totals add up, VAT applied, terms attached, the customer name matches the CRM.
    3. 00:01One hold: the discount exceeds the manager’s limit.
    4. 00:02Quote parked with the reason. Manager pinged with approve or amend.
    5. 00:15Approved. Sent. The check logged against the quote.

  3. Security monitoring

    Watches logins, alerts and access changes across your tools, triages what matters and writes the incident note.

    Starts when
    An alert from any monitored system.
    What you get
    Real incidents noticed in minutes, noise filtered out.
    Works with
    GitHub, Google Drive, Gmail
    Security monitoring

    One run, step by step

    1. 02:14Login from a new country on a finance account.
    2. 02:14Cross checked with the travel calendar: the user is not travelling.
    3. 02:15Session revoked, password reset forced, the user and the on call lead messaged.
    4. 02:16Incident note opened with the timeline so far.
    5. 08:30Morning summary: one incident contained, two benign alerts closed with reasons.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

Not sure where to start?

The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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