Enquiries into the right workflow
Capture an enquiry, classify the request, create the CRM task and prepare a reply. Route uncertain or sensitive requests to a person before anything is sent.
Explore enquiry supportAutomation & AI integrations for the work that keeps repeating
Connect your website, CRM, orders and documents so information moves without re-keying. Use AI for drafting, classification or source-linked summaries where it helps, with checks and a clear handoff to a person.
Process review from £1,800 fixed · one task can be the whole engagement · All prices
Let’s talkWhen the same task keeps eating the week
- Someone re-keys the same data into two systems.
- Approvals and updates depend on chasing people.
- The same enquiries get answered by hand, every day.
- You’ve been told AI will fix it, but not how, or what it costs to run.
I examine the task and its business case first. Can it be removed or simplified? Does your existing software already support it? Would automation save enough time or improve reliability enough to justify building and maintaining it?
I then implement the appropriate improvement, using AI where it helps. That includes what happens when something goes wrong or needs a person's judgement, as well as the routine path.
One useful improvement can be a complete engagement. If the problem spans several teams, we can address the underlying workflow before extending the automation.
Where to start
Start with one repeated task. We assess whether it is worth changing and what the simplest improvement would be. Further work or ongoing maintenance can be agreed separately.
Automation with the same discipline as a build
My experience includes workflow tooling, document processing and meeting intelligence. The same delivery discipline applies to an automation: clear requirements, reliable inputs, testing and ownership after handover.
What a useful automation can look like
These are possible workflows, scoped around your systems and permissions. They are examples to discuss, not promises that every connector is already available.
Orders, stock and product data
Move agreed information between a shop, CRM or operational system. Validate required fields, flag conflicting records and make failed transfers visible.
Explore connected systemsDocuments into usable reporting
Process approved files from shared storage or an inbox, extract the agreed information and prepare a summary linked to its sources. Keep review and exceptions in the workflow.
Try the fictional document exampleDrafts ready for your approval
Turn an approved brief into draft posts, emails or follow-ups in your voice. You review the output and decide what is published or sent.
Explore the marketing assistantThe connection is only half the job
We agree the trigger, data access, rules, approval step and destination. Then test duplicates, missing inputs, retries and provider failures as well as the happy path. Credentials and service accounts stay under your control.
Work may use existing platform features, APIs, webhooks, n8n or Zapier. The choice follows the task, your software and the ongoing cost.
A result you can measure and maintain
Record the current task volume, time and error rate first. Compare the result after implementation, allowing for review time and running costs. Agree who owns the workflow, alerts, provider changes and handover.
The £1,800 review produces the recommendation. Implementation and any ongoing support are separate, agreed scopes.
What the first review produces
The one-process review records the task, effort and exceptions, compares simpler options, and gives a written recommendation with costs and upkeep assumptions. The review fee buys that recommendation; any implementation is scoped and priced separately.
Before work starts, we agree the task, the information needed, the checks and the written output. You can use the recommendation to decide whether to simplify, configure existing software, build an automation or leave the task as it is.
What does your task actually cost?
Put in how often it happens and how long it takes. The calculator takes upkeep off before it tells you anything, and says so when automating isn’t worth it.
Where the enquiries go missing
Four weeks of a fictional business’s calls, messages and quotes, with the leaks laid out and priced on assumptions you can change.
Less chasing, fewer repeated questions
A booking site with missed-call text-back, and a hotel whose assistant answers the routine questions and hands the rest to a person. All demo sites
WordPress · ACF Pro
Tidemark Barbers (opens the demo site)
Barber shop
A five-step booking with a first-visit deposit, an owner’s diary, the texts that follow up missed calls, and a sample owner report.
WordPress · ACF Pro
The Harbour House (opens the demo site)
Small hotel and restaurant
An independent hotel with rooms, menus, weddings and events, managed from simple fields, with an enquiry assistant that knows when to hand over.
Start with one task
Pick the task
The one that keeps taking time.
Check the case
What it costs now, and whether changing it is worth it.
Improve it
Simplify, configure or automate, with checks and a person in the loop where it matters.
Measure and extend
See what changed, then decide what’s next.