Keep up with every enquiry.
Prepare replies, collect missing details and update your CRM, so the next follow-up does not depend on a reminder in your head.
A clear next step for every leadExplore enquiry automationLess admin. More room for your business.
Spend less time on enquiries, invoices and everyday admin. We connect the tools you already use, with your approval for important actions.
A message reaches your inbox.
Intent and missing details identified.
Review before anything is sent.
Contact details and next step saved.
Illustrative workflow. Sensitive actions stay subject to your approval.
Practical places to start
Start with one task that slows your team down. Build from there.
Prepare replies, collect missing details and update your CRM, so the next follow-up does not depend on a reminder in your head.
A clear next step for every leadExplore enquiry automationExtract the details, check for missing information and send exceptions to the right person before records reach your finance tools.
From inbox to approvalExplore invoice automationConnect confirmations, reminders and follow-ups to your calendar, without manually chasing each appointment.
Less back-and-forthExplore booking automationA simple example
Instead of copying details between windows, your team reviews what matters. This is an illustrative workflow, not a live customer system.
Original document
Sample supplier
Sample company
An invoice arrives in the inbox. The original document stays attached to the task.
Original document
Sample supplier
Sample company
The key details are prepared for review. An unusual amount or a new supplier can pause the workflow.
Original document
Sample supplier
Sample company
After human approval, the record is ready for your finance tools. No payment is made.
Keep the systems your team knows. We agree the integrations and access before we build.
How we work
We map the manual steps, your tools and what a useful result would look like.
We connect the workflow, agree the approval rules and test it with your real working process.
We put the agreed solution into operation, explain how it works and agree the support it needs.
A real conversation, not a sales maze
Talk to Peter about where work gets stuck. We start with one well-defined workflow, agree what success means and keep you involved in the important decisions.
Sensitive actions can wait for your team before an email is sent or a record is changed.
We agree access and approved providers. External AI services are discussed before they are used.
No upfront payment. Final payment is due after go-live and seven days of real operation.
Before we start
Usually not. We first check the APIs and integration options of the tools you already use. If something cannot be connected reliably, we explain the limitation before building.
No. Fixed rules are often enough for moving data, reminders or updates. AI is useful when a task needs interpretation, classification or a draft reply. We choose what the task actually needs.
The scope depends on the workflow, integrations, data quality and ongoing support. We agree the scope and price before building; an initial proposal is not a binding quote.
A focused first workflow can take days to a few weeks, depending on access, the number of systems and testing needs. We agree a realistic timeline after reviewing the task.
Your team can approve emails, invoice records or other important changes. Approval rules are part of the design, not something added after launch.
Find your starting point
Tell us about one repetitive task and the tools you use. Get two initial automation ideas by email, with an outline of possible next steps.
Prefer a conversation?
Book a discovery call