Lead and enquiry workflows
Capture, qualify, route and follow up with less manual copying between forms, inboxes and CRM systems.
Core service
AI automations designed around your team’s daily work.
We connect forms, inboxes, CRMs and documents into a clear workflow. AI can summarise an enquiry and prepare the next step, while a person reviews decisions that matter.
ILLUSTRATIVE WORKFLOWDEMO
From enquiry to a clear next step
01FormNew enquiry
02AIOrganises context
03ReviewPerson checks
04CRMTask is logged
AI PREPARESSummary and draft replyReady for review
YOUR TEAM DECIDESEdit, approve or stopNo automatic send
What we build
Useful automation starts with the work, not the tool.
We map how enquiries, client information, documents, tasks and follow-ups move through the business. Then we select the simplest reliable combination of automation platforms, APIs and AI tools for the actual process.
Operations and documents
Summarise information, create repeatable documents, update records and keep internal tasks moving.
AI assistants
Design practical assistants for customer questions, internal knowledge, service triage and repeatable support.
Process
A clear path from bottleneck to working system.
Map the current process.
We identify repeated actions, data sources, decisions, handoffs and points where human approval matters.
Choose what should happen automatically.
We define the workflow, integrations, AI role, error handling and the result the team needs to receive.
Build, test and hand over.
The system is documented so it can be reviewed, improved and maintained without depending on a black box.