From enquiry to quote
Gather the details and prepare a draft quote for your team to check before sending.
AI automation
A little less admin. More time for your business.
Show us a job your team repeats each week, such as preparing quotes, checking invoices or answering customer questions. We’ll work out which steps AI and your existing tools could help with, then build and test the setup together. Your team stays in charge of important decisions.
THOUGHTFUL SYSTEMS. PRACTICAL PEOPLE.
01 / AI automation
Give your team a hand with the repeated steps.
We follow a task from the first request to the finished job. Then we look at where your tools and AI could help, such as gathering details, sorting messages or drafting a reply. We agree what your team checks before anything important happens.
From inbox to next step
Sort messages, spot missing details and prepare a reply or task for the right person.
From spreadsheet to report
Bring the figures together, highlight anything unusual and prepare a report to review.
We use examples from your business and compare the result, such as time spent on the task, mistakes or how quickly people get a reply.
From one step to the next.
Less time on repeated admin.
Let your tools help with the steps your team does again and again.
- Receive
- Prepare
- Check
Built around everyday work
Help with the task, with your team involved.
Start with one job
Choose a task your team does often. We’ll agree what needs to improve, what the build includes and how we can compare the result with the way you work today.
Keep your team involved
Your team checks important messages and quotes. We agree who approves each step and what needs a closer look.
Know what is happening
You’ll have clear instructions and a record of what the system has done. We also plan what happens if information is missing or a tool stops responding.
What is included
Know what is included and how to use it.
A useful starting point: one regular task you would like help with. We’ll agree exactly what is included with you.
- A clear picture of the steps before and after the change
- Connections between the tools we agree to use
- Approval steps and a way to handle unusual requests
- Working examples to review during the build
- Tests with suitable examples from your business, including missing information and failed connections
- Instructions, training and a handover to your team
- A before-and-after comparison of the task
Before we begin
A few practical questions.
Do we need different software?
We’ll first check whether your current tools can do the job. If something else would help, we’ll explain why and agree it with you.
Will it send messages automatically?
Only in the way we agree together. Important messages can wait for someone on your team to check and approve them.
What about requests that don’t follow the usual steps?
We plan for the common ones and send anything uncertain to a person. We can start with just the straightforward part of a task.
One useful place to start
Let’s talk about what would help.
One regular task you would like help with. We can talk it through and work out a next step together.