What does workflow automation do?
It connects the steps and systems in a piece of work, so details are entered once, drafts are prepared automatically and people only handle the decisions and exceptions. AI is added where drafting or judgement helps. Where it doesn't, the workflow runs without it.
Do we need AI or a new system?
Not always. A clearer process, template or feature in an existing tool may be enough. Any new software is discussed before a build is agreed. Start with the work you want to improve, and if a simpler fix will do, I'll say so.
Can you connect our CRM and accounting system?
Usually, yes. We start read-only, agree what each connection may change, and add write access only with approval. Where a system has no modern API, we agree a safe route, such as an export or a scheduled file, before building anything.
What happens if something is wrong or missing?
The implementation scope defines the checks, exception route and decisions that need a person. These are tested with the team before an agreed live change. Missing or conflicting details are held for a person to check. They're never filled in by guesswork.
How much does workflow automation cost?
Each review and project is a fixed fee, quoted in writing before work starts. What drives it: how many systems, how messy the data is, the exceptions and approvals, and the support needed. Software running costs are stated in the proposal.
Does the review include a working automation?
The review covers one workflow. A build, software costs and ongoing support are scoped and quoted separately, in writing. The recommendation may be to simplify the process or keep it manual, and you can use the review with your own team or another supplier.
Do we have to buy the review first?
If the task and requirements are already clear, we can discuss an implementation directly. The review is useful when you need to decide what to change or whether it is worth doing. Either way, the fee is fixed and quoted in writing before we start.
What do you need from us?
For the review, someone who knows the workflow and up to ten usable, redacted examples. An introductory conversation can start with a simple description. For a build, a named owner on your side and access to the systems we agreed, starting read-only.
Who owns it after handover?
You own the code, workflows and data built for your business. Account ownership, licences and support are set out in the proposal. A named person in your team owns the day-to-day process, with written instructions and handover training, so it keeps running after I step back.
Which automation tools do you use?
I start from the tools you already have. Where off-the-shelf connectors can't follow your rules, I write custom code. If a new tool would help, we discuss it before a build is agreed. The AI providers are OpenAI, Anthropic (Claude) and xAI (Grok), chosen for the task.