AI automation by industry

AI automation for healthcare providers

Referrals and enquiries handled, rotas and onboarding run, policy questions answered.

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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. New starter onboarding

    From a signed offer to day one: accounts requested, kit ordered, the welcome pack sent, the checklist tracked.

    Starts when
    An offer is accepted.
    What you get
    Every starter has what they need on day one.
    Works with
    Notion, Gmail, Google Calendar
    New starter onboarding

    One run, step by step

    1. 00:00Offer signed for a start date three weeks out.
    2. 00:02Onboarding checklist created from the role template, owners assigned.
    3. 00:03IT asked for accounts and a laptop. Facilities asked for a desk and pass.
    4. Week 1Welcome pack and first week calendar sent to the new starter.
    5. Day 0Manager gets a morning summary: everything ready, one item outstanding and who owns it.

  3. Leave and policy desk

    Answers policy questions from your handbook, processes leave requests against the rota, and escalates the edge cases.

    Starts when
    A question or request from anyone on the team.
    What you get
    The HR inbox answered in minutes, consistently.
    Works with
    WhatsApp, Notion, Google Calendar
    Leave and policy desk

    One run, step by step

    1. 00:00A team member asks whether they can carry over four days of leave.
    2. 00:01Answered from the handbook: up to five days, by the end of March.
    3. 00:02They request two days in February. Rota checked, cover confirmed.
    4. 00:03Request approved within policy, calendar updated, manager informed.
    5. MonthlyAny question the handbook could not answer is listed for HR to decide and add.

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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