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Operations and admin

AI workflow automation that saves the team hours every week

Repetitive admin handed to AI: emails sorted and drafted, documents read and filed, and records kept in sync across the tools a small team already uses.

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  • Clear price before we start
  • No obligation

Fewer

copy-and-paste tasks

Synced

inbox, spreadsheets and CRM

Human

approval where it matters

The challenge

In many small businesses, skilled people spend hours a week on copy-and-paste work: reading emails, typing details from forms and invoices into spreadsheets, and updating the CRM. It is slow, mistakes creep in and the important work waits.

What we built

We map the repetitive tasks first, then automate them around the tools you already use. AI reads incoming emails and documents, pulls out the details, files them and drafts replies for a person to approve. Records stay in sync across the inbox, spreadsheets and CRM, and anything unusual is passed to a person.

What we automate

  • Sorting and labelling incoming emails
  • Drafting replies for a person to approve
  • Reading invoices, forms and PDFs
  • Updating spreadsheets and the CRM
  • Weekly summaries of what came in and what is waiting

How we keep it safe

  • Each automation gets only the access its job needs
  • Anything sent to a customer waits for approval at first
  • Every action is logged, so you can see what happened
  • Customer data is handled to suit your privacy needs

Where it pays off first

The best place to start is the task your team repeats most and enjoys least. Automate that one well, measure the time it gives back, then move to the next.

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