Connect your tools Automate the work between them
A custom AI agent that connects email, CRM systems, spreadsheets, calendars, forms, accounting software and APIs to complete repetitive, multi-step business tasks.
Important work gets lost between systems
Many business processes depend on staff copying information, updating multiple platforms and manually passing tasks between departments.
The same information is copied between emails, spreadsheets, forms and business systems.
The workflow challenge
Repetitive data entry
Manual handovers
Limited visibility
01
Tasks can be delayed when one person must review and forward information to the next team.
It can be difficult to see what has been completed, what is outstanding and who needs to act.
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03
How it works
One workflow from request to completion
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02
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Trigger
Understand
Act
The workflow begins when an email arrives, a form is submitted, a document is uploaded or a status changes.
The agent identifies the request, extracts the relevant information and determines the next step.
It updates supported systems, creates tasks, prepares documents or sends approved communications.
04
Escalate
The appointment is booked, updated in the connected system and confirmed with the customer.
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Record
The outcome and workflow status are recorded in the relevant system.
Coordinate tasks across your existing systems
Core capabilities
Information Collection
Extracts, organises and transforms information into the format required by the next system or team.
Creates records, updates statuses, schedules events, prepares messages and completes defined workflow actions.
Collects information from emails, forms, uploaded documents and connected business tools.
Data Processing
Task Completion
Human Approval
Pauses important actions and requests approval before the workflow continues.
Notifications & Follow-Ups
Sends approved reminders, status updates or requests for missing information.
Records completed actions, outstanding tasks and exceptions requiring attention.
Workflow Tracking
Designed around the tools your team already uses
The agent can be designed to work with supported:
Email platforms
CRM systems
Calendars
Spreadsheets
Forms
Accounting software
Helpdesk platforms
Document storage
Booking systems
Internal databases and APIs
What could your agent automate?
Workflow examples
Lead-to-CRM Workflow
Collect website enquiries, qualify the lead, create a CRM record and notify the appropriate salesperson.
Document Processing Workflow
Receive a document, extract key information, update a spreadsheet or system and send exceptions for review.
Collect required information, check submitted documents, create internal tasks and track outstanding actions.
Client Onboarding Workflow
Appointment Workflow
Receive a booking request, check availability, create the appointment and send confirmation.
Finance Administration Workflow
Request missing records, update workflow status and prepare a checklist for professional review.
Internal Approval Workflow
Prepare a request, send it to the correct approver and continue the process after approval.
What could your agent automate?
Workflow examples
Lead-to-CRM Workflow
Collect website enquiries, qualify the lead, create a CRM record and notify the appropriate salesperson.
Document Processing Workflow
Receive a document, extract key information, update a spreadsheet or system and send exceptions for review.
Collect required information, check submitted documents, create internal tasks and track outstanding actions.
Client Onboarding Workflow
Appointment Workflow
Receive a booking request, check availability, create the appointment and send confirmation.
Finance Administration Workflow
Request missing records, update workflow status and prepare a checklist for professional review.
Internal Approval Workflow
Prepare a request, send it to the correct approver and continue the process after approval.
Automate routine actions
Keep important decisions human
Automation and human responsibility
The agent can support
Collecting and organising information
Updating connected systems
Creating tasks and records
Sending approved communications
Following defined workflow rules
Preparing summaries and handovers
Your team remains responsible for
Professional judgement
High-impact decisions
Exceptional cases
Final approvals
Regulatory interpretation
Sensitive customer or employee matters
How it works
Start with one valuable workflow
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03
Discover
Map
Build
We review your current process, systems and repetitive tasks.
We define each workflow step, decision, integration and handover.
We configure the agent and connect the required tools.
04
Test
We test representative scenarios, exceptions and approval rules.
05
Launch & Improve
The workflow is introduced gradually and refined using real operational feedback.
How it works
Start with one valuable workflow
01
02
03
Discover
Map
Build
We review your current process, systems and repetitive tasks.
We define each workflow step, decision, integration and handover.
We configure the agent and connect the required tools.
04
Test
We test representative scenarios, exceptions and approval rules.
05
Launch & Improve
The workflow is introduced gradually and refined using real operational feedback.
Reduce manual work between your systems
Operational benefits
Less repetitive administration
Reduce copying, updating and forwarding information manually.
Faster handovers
Move tasks and information between teams through a defined process.
Apply the same rules, required fields and approval stages each time.
More consistent workflows
Clearer visibility
Track completed steps, outstanding actions and exceptions more easily.
Reduce manual work between your systems
Operational benefits
Less repetitive administration
Reduce copying, updating and forwarding information manually.
Faster handovers
Move tasks and information between teams through a defined process.
Apply the same rules, required fields and approval stages each time.
More consistent workflows
Clearer visibility
Track completed steps, outstanding actions and exceptions more easily.
FAQ
Can the agent connect with our existing software?
This depends on the platforms you use, their available APIs and your account permissions. We assess the integration options during discovery.
Do we need to replace our current systems?
No. The goal is usually to connect and improve the tools your team already uses.
Can the workflow include human approval?
Yes. The agent can pause before sensitive or high-impact actions and request approval from the appropriate team member.
What happens when an automated task fails?
The workflow can be designed to record the issue, stop the affected action and escalate it for human review.
Can it automate communications?
It can prepare or send approved messages, reminders and updates according to defined rules and permissions.
Can we automate more than one department?
Yes, although starting with one focused process is usually the best way to validate the workflow before expanding.
Can we start with an MVP?
Yes. A focused MVP can test one repetitive workflow and a small number of integrations before a larger deployment.
Ready to connect your business workflow?
Tell us which process requires the most copying, updating and manual follow-up. We’ll help you identify a practical starting point for automation.
Ready to connect your business workflow?
Tell us which process requires the most copying, updating and manual follow-up. We’ll help you identify a practical starting point for automation.