Automations

Twenty two automations, each with a timed example

Filter by the desk it clears. Open one and watch a run minute by minute, from the trigger to the review point.

All automations

22 automations across six desks

  • Front desk

    AI receptionist

    Answers the phone in your voice, takes the booking or the message, and writes it into the calendar and CRM.

  • Front desk

    Enquiry triage

    Reads every web form, email and DM, sorts it by intent and urgency, and drafts the reply for the right person.

  • Front desk

    Missed call text back

    A missed call gets a text within a minute, with a link to book or a question to answer, and the conversation continues by message.

  • Front desk

    Booking confirmations and reminders

    Confirms, reminds and reschedules by message, and keeps the calendar and the customer record in step.

  • Sales

    Lead qualification

    Scores and enriches every inbound lead, asks the first questions, and routes the good ones to a person with the context attached.

  • Sales

    CRM hygiene

    Keeps the CRM honest from what actually happens in email, calls and calendars, so the pipeline report is true.

  • Sales

    Quote follow up

    Follows every quote at the right cadence, answers the small questions itself and hands over when the customer is ready.

  • Sales

    Proposal drafting

    Turns call notes and a scope into a proposal in your template, priced from your rate card, ready for a human read.

  • Money

    Invoice chasing

    Chases overdue invoices with a tone that escalates on schedule, answers queries from the ledger, and flags disputes to a person.

  • Money

    Supplier invoice capture

    Reads supplier invoices from the inbox, checks them against orders, codes them and posts them as drafts for approval.

  • Money

    Reconciliation

    Matches payments to invoices across the bank feed, Stripe and the ledger, and leaves only the real exceptions for a person.

  • Money

    Expense capture

    Receipts sent by photo or email are read, coded, matched to cards and posted, with policy checks applied.

  • Back office

    Document pipelines

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

  • Back office

    Weekly reporting

    Pulls the numbers from the systems you already run, writes the commentary, and delivers the report on time every week.

  • Back office

    Inbox to action

    A shared inbox triaged, with replies drafted and the CRM, ledger and task list updated from what each message means.

  • Back office

    Data sync

    Keeps the CRM, the ledger and the spreadsheets in step with each other, so there is one version of every customer.

  • People

    New starter onboarding

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

  • People

    Leave and policy desk

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

  • People

    Candidate screening

    Reads applications against the brief, asks screening questions, schedules interviews and keeps candidates informed.

  • Quality

    Quality checks

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

  • Quality

    Security monitoring

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

  • Quality

    Supply chain alerts

    Tracks supplier confirmations, delivery dates and stock levels, and flags the delay before it becomes a missed job.

Solutions

Fourteen solutions, built from the automations

Each one is a set of automations that share a desk, run together and leave one log. Pick the desk that hurts most and start there.

Front of house

Three solutions
AI receptionist and booking

Every call answered, every booking in the diary

A receptionist that never puts anyone on hold. It answers in your voice, books against the live calendar, confirms by message and leaves a transcript for the morning.

  • Calls answered out of hours
  • No shows cut by reminders that reschedule
  • A record of every conversation
Voice callback agents

Missed callers rung back, in your voice

An outbound agent calls back missed calls, web form enquiries and cancelled appointments. It talks the customer through their options, rebooks against the live calendar and passes anything it cannot settle to a person with the call notes.

  • Missed calls returned without anyone dialling
  • Cancelled slots offered back and rebooked
  • Notes and a transcript on the customer record
Customer support desk

Email, chat and WhatsApp in one queue, answered from your own policies

Questions from email, website chat and WhatsApp land in one queue. Routine ones are answered from your policies and order history; the rest are tagged, summarised and handed to the right person with the whole conversation attached.

  • One queue across every channel
  • Answers that match your policies
  • Handovers with the full history

Growth

Four solutions
Lead generation engine

Leads found, qualified and handed over warm

Inbound enquiries triaged in minutes and outbound lists researched and worked at a steady pace, so a person only speaks to people who fit.

  • First reply inside ten minutes
  • Fit scored before a human looks
  • Follow up that never lapses
Sales pipeline

A CRM that is true without anyone typing

Calls summarised, stages moved, proposals drafted and quotes chased from what actually happens in email and calendars. The forecast finally means something.

  • Deal notes written from the call
  • Proposals out the same day
  • Stale deals surfaced every Monday
AI search visibility

Be the business AI assistants name and link to

When someone asks ChatGPT, Gemini or Perplexity who to call, the answer comes from pages the assistant can read and trust. We structure your services, areas and prices so assistants can cite you, then check what they say about you each week.

  • Service pages assistants can quote
  • A weekly check of what assistants say
  • Wrong answers flagged with the fix

Operations

Four solutions
Back office and finance

Documents read, numbers reconciled, reports written

The repeated admin that fills a Friday: supplier invoices, reconciliation, contracts, the weekly numbers. Done overnight, checked field by field, with exceptions left for a person.

  • Bills posted the day they arrive
  • Month end in an afternoon
  • One version of every customer
AI HR

Onboarding, policy and screening off the HR desk

New starters set up before day one, handbook questions answered in minutes, applications screened against the brief. HR keeps the judgement calls.

  • Day one ready, every time
  • Policy answers that are consistent
  • Shortlists in a day
Quality, security and supply chain

Checks that run on everything, and never tire

Outputs checked against your rules before they leave, alerts triaged while you sleep, supplier delays spotted a week early with the fix already suggested.

  • Mistakes caught with a reason
  • Incidents contained in minutes
  • Delays known before they bite
Operations dashboards

Every desk on one live screen

The numbers each desk already produces, pulled from your CRM, ledger and inboxes into one dashboard that updates as the work happens. Nothing to rebuild on a Monday, and a short written note on what moved.

  • A live tile for every desk
  • Figures straight from the systems
  • A short written note each week

Build

Three solutions
Custom AI software

When the automation is the product

Agent systems built into your own software: model routing, evaluation, observability and the guardrails to run them in front of customers. You own the code.

  • The right model per task, by cost and quality
  • Every run logged and explainable
  • Code and prompts in your repository
Websites and apps

Websites and apps wired straight into the automations

Marketing sites, booking flows, client portals and mobile apps built on the same stack as your automations, so every form, booking and payment lands in the right system without anyone copying it across.

  • Forms that feed the CRM directly
  • Booking and payment in one flow
  • Code you own, hosted where you choose
AI adoption and training

Your team using AI well, not just trying it

Hands on sessions built around your own documents and tools, a shared prompt library and clear rules on what goes into which model. Each person leaves with workflows they run that same week.

  • Sessions built on your own work
  • A prompt library the team keeps using
  • Clear rules for data and models