AI Automation
AI Automation Services
Remove the repetitive work between your inbox, documents and systems.
In one paragraph
AI automation services combine large language models with workflow tools such as n8n, Zapier and Make to handle tasks that used to need a person: reading emails, extracting data from invoices and documents, updating the CRM, screening candidates and moving information between systems. Operations, finance and HR teams use it to cut manual hours, reduce errors and speed up processes.
Why it pays off
- Hours of manual work removed per week per role
- Fewer hand-off errors and missed SLAs
- Consistent process execution with a full audit trail
- Faster cycle times for finance, ops and HR
- Team time redirected to judgement work
What's included
AI Automation: everything in this service
AI workflow automation
Design and build multi-step workflows where an LLM reads, classifies, drafts or decides at the points a person used to.
AI email automation
Inbox triage, drafting, categorisation and routing so shared inboxes and support queues get answered faster with fewer people.
AI CRM automation
Enrich records, log activities, summarise calls and update stages automatically in HubSpot, Salesforce, Zoho or Pipedrive.
AI-powered Zapier systems
Zapier workflows with AI steps for teams that already run on Zapier and want smarter routing, extraction and drafting.
AI HR automation
Onboarding paperwork, policy Q&A, leave and expense workflows and document generation for HR teams.
AI recruiting systems
CV parsing, structured screening against role criteria, interview scheduling and candidate communication with a human making the final call.
AI business process automation
End-to-end automation of order-to-cash, procure-to-pay, claims and onboarding processes across ERP, CRM and email.
Make (Integromat) AI scenarios
Make scenarios with AI modules for marketing, ops and support teams standardised on Make.
Automated reporting
Scheduled reports assembled from databases, spreadsheets and SaaS tools, with AI-written commentary and anomaly flags.
Use cases
Where it creates value
Invoice and receipt processing
Extract, validate and post supplier invoices with exceptions routed to a reviewer instead of everything queued for manual entry.
Shared inbox triage
Classify incoming mail by intent and urgency, draft replies from approved content and route the rest to the right person.
CRM hygiene
Keep contacts, deals and activities current automatically from calls, emails and forms.
Candidate screening
Score applications against the job specification, schedule interviews and keep candidates informed.
Document intake
Turn PDFs, scans and forms into structured records in your ERP or case-management system.
How we deliver
How we deliver ai automation
- 01
Process mapping
We map the current process, volumes and exceptions and rank automation candidates by hours saved, error risk and feasibility.
- 02
Workflow design
Define triggers, AI decision points, validation rules and where a human approves, all documented before we build.
- 03
Build and test
Implement in n8n, Zapier, Make or custom code; test on historical data and edge cases with your team.
- 04
Controlled rollout
Run in shadow or approval mode first, compare against manual results, then switch to autonomous for proven paths.
- 05
Monitor and extend
Alerts, cost tracking and a backlog of next automations, with a runbook so your team owns it.
Related work
Outcomes, not demos.
Frequently asked
AI Automation: questions we get
High-volume, rules-plus-judgement tasks with clear inputs: inbox triage, data entry between systems, invoice capture, report drafting. We rank candidates by hours saved, error risk and feasibility in a short discovery so the first automation pays back quickly and builds confidence for the next.
It depends on what you already use, volumes and data sensitivity. Zapier is fastest to start; Make handles complex branching well; n8n can be self-hosted, is cheapest at scale and lets us add custom code. Where none fit, we write a small service in Python. We are not tied to any vendor.
Very high on printed, well-structured documents, and lower on poor scans or handwriting. We measure accuracy field by field on your documents, set confidence thresholds, and route uncertain fields to a reviewer. Over time the review rate falls as templates and prompts are tuned.
Scoped credentials, dry-run and approval modes, validation rules for anything that writes to finance or customer systems, and full logging. Autonomy is expanded only after the metrics justify it, and every workflow has an owner and an alert. For finance and HR flows we add reconciliation checks that compare automated output with source records before anything is posted.
We use official APIs rather than screen scraping wherever possible, version workflows, and monitor for failures. If a connector changes, alerts fire and the workflow pauses safely rather than pushing bad data. Every workflow includes a retry policy and a fallback queue, so a temporary outage means delayed processing rather than lost records or duplicated entries.
Yes, that is the goal. We document each workflow, hand over a runbook, and train your operations or IT staff. Many clients keep us on a light retainer for new automations while running the existing ones themselves. Where volumes grow we also help move critical workflows from no-code tools into properly tested code with the same behaviour.
Ready to chart your AI course?
A free 30-minute consultation: we listen, ask hard questions and tell you honestly where AI will and won't help.