AI agents & automation
AI agents and automations that take repetitive work off your team: qualifying and routing enquiries, following up quotes, chasing approvals, processing documents and invoices, and preparing reports.
Sound familiar?
The same details are typed, chased and filed by hand, week after week.
Quotes and approvals go quiet because nobody had time to chase them.
What it handles
New enquiries qualified and sent to the right person or team.
Reminders go out when a quote has gone quiet, at the times you choose.
The right person is nudged until a decision is made.
Details read from documents and invoices and entered where they belong.
Regular reports pulled together and sent on schedule.
Details passed between your systems without anyone typing them twice.
Approvals and escalation
You agree what the agent may do by itself and what it never does.
Anything that needs sign-off waits for the right person before it goes out.
When something falls outside the rules, it goes to a named person with the details attached.
We set up a log of what the agent does, so you can review it at any time.
Good to know
We usually begin with one or two tasks, prove they work in your business, then add more.
AI usage and automation platforms carry running costs from the providers involved. We set these out before you start.
Discuss your project
Tell us what you are working on. We will talk it through with you and be clear about what we would build and why.