AI and automation, starting with your workflows
We lead with workflow optimisation, then use AI and automation where they genuinely help. Built on the Microsoft 365 and cloud tools you already pay for, sized for a team of 10 to 50. Projects are structured in clear, fixed stages with defined outcomes and pricing.
What we deliver
Workflow automation
- Process automation (approvals, onboarding, reporting)
- CRM and finance integrations
- Data synchronisation between platforms
- AI-assisted document and email processing
Bespoke integrations and applications
- Custom internal tools
- Client portals
- API integrations
- Operational dashboards
AI-enabled efficiency
- AI-driven data insights
- Workflow acceleration
- Intelligent categorisation and reporting
- Process optimisation assessments
Workflow mapping and automation
We start by mapping how the work gets done today. Then we automate the approvals, onboarding, invoicing and reporting that eat up your team's time, with a person signing off where it matters.
- Workflow mapping with the people doing the work
- Approvals, onboarding, invoicing and reporting
- Exception handling and a rollback plan
- A full audit trail and documented configuration
Integrations, portals and dashboards
We connect your CRM to the rest of your systems, so enquiries are logged, followed up and reported on without anyone retyping them. Where AI helps with the CRM, such as drafting follow-ups for your team to check, we build it in here. You get one view of the numbers you actually report on.
- CRM and finance integrations
- Client portals
- Operational dashboards
- AI document and email processing
Where AI helps
Once the workflow is mapped, these are the tools we use inside it, for specific tasks.
AI assistants for everyday tasks
Custom assistants built around real tasks in your team's week: reviewing documents, triaging the inbox and pulling together reports. A person checks the output, and a chatbot trained on your own FAQs handles the common questions.
- Document review, with a person checking the result
- Email triage, with drafts for your team to check
- Reporting that pulls the numbers together for you
- A website chatbot trained on your own FAQs, with a clear handover to a person
AI voice agents
Inbound call answering and appointment booking for busy front desks, set up within UK call and data rules. We don't build outbound marketing calling.
- Inbound call answering and appointment booking
- Overflow and after-hours cover
- Call transcripts for your team
- Set up to UK call recording and data rules
Copilot and Claude, set up properly
Most of our clients start here. We configure Microsoft 365 Copilot, ChatGPT or Claude for your business and connect them to your data safely. Training for your team is covered in AI training and safe use policies, below.
- Microsoft 365 permissions and data checks first
- Your data stays inside your own tenant wherever possible
- Copilot, ChatGPT or Claude configured for your business
AI training and safe use policies
Practical, tailored training so your team can use Copilot, Claude and other AI tools well, and safely.
Microsoft 365 Copilot
- Using Copilot in the apps your team already uses
- How permissions affect what Copilot can see
- Prompting and checking results
Claude and ChatGPT
- Drafting, summarising and analysing documents
- Getting reliable results from prompts
- Choosing the right tool for the task
Safe AI use
- What data should never go into an AI tool
- Checking AI output before it is used
- An AI use policy your board or trustees can sign off
How it works
Understand your business
We work with you to understand your business, the roles in your team and the specific risks of using AI in your setting.
Develop bespoke training
We build sessions around that, in the format we think will work best for you: online, in person, interactive or group based.
Deliver and document
We deliver the sessions and write up a report of any discussions or follow-up points for your records.
Fixed stage pricing
We structure projects in clear and fixed stages with defined outcomes and pricing, so you know what you're getting before you commit. Discover comes first and includes a proof of concept, so you see it working before you decide on the rest.
See the four stagesNot sure which service fits your business? Talk to the team.
Not sure where to start?
Book a free discovery call. We'll look at one workflow with you and tell you honestly whether AI or automation will help.