Run Smarter · Automations

AI automation that takes the repetitive work off your team's plate

We find the tasks that eat your team's week and automate them in the tools you already use. A person still approves anything that leaves the business.

Take the AI Readiness Check See examples

Example

Supplier invoice lands in the accounts inbox

AI reads it and checks it against the order

Drafted in Xero or QuickBooks

Your team approves it with one click

AI + Experts + Your Data

Any one of these on its own falls short. Together they give you the speed of AI with answers you can trust.

Does the heavy lifting

Reads, sorts and drafts the repetitive work in seconds.

EXPERT

Checks it's right

Decides what's worth automating and checks it does the job.

YOUR DATA

Keeps it grounded

Your own records keep every draft accurate, not a guess.

HOW IT WORKS

How it works, step by step

Here is a typical job, from the moment it arrives to the moment it is done. Watch it move through.

01Supplier invoice lands in the accounts inbox
02AI reads it and checks it against the order
03Drafted in Xero or QuickBooks
04Your team approves it with one click

Where it pays off

Real examples of where Automations pays off. Filter by the part of the business you care about.

ADMIN

Invoices entered for you

Supplier invoices pulled from email, checked against orders and drafted into your accounts software for approval.

All sectors

OPERATIONS

Orders without re-keying

Orders from email, PDFs or your shop flow straight into your stock or job system.

EcommerceTrades and B2B

SALES

Enquiries scored and logged

Every new enquiry summarised, scored and added to your CRM with the right owner.

All sectors

ADMIN

Chasers sent on time

Polite, personalised reminders for overdue payments, missing documents and approvals.

All sectors

ADMIN

Client onboarding packs

New client details collected once, then letters, forms and folders set up for you.

Professional services

SALES

Quotes drafted from site notes

Notes, photos or a voice memo turned into a draft quote in your own template.

Trades and B2B

CUSTOMER SERVICE

Customer emails triaged

Where's my order, returns and product questions sorted and answered in draft.

Ecommerce

OPERATIONS

Reports that build themselves

Figures pulled from your systems into one summary, in your inbox every Monday.

All sectors

Start small. Prove it works. Then scale.

No big transformation projects. We find the one thing worth doing first, prove it with a pilot, then keep building month by month.

01 · 3 MINUTES

AI Readiness Check

Seven questions and a straight answer on whether AI fits your business yet.

02 · 1 DAY

1 Day Business Analysis

A day with your team to find the quickest wins. Free for a great fit.

03 · 2 TO 4 WEEKS

Pilot Build

One workflow built, tested and handed over, so you see it working first.

04 · MONTHLY

Monthly Support

Monitoring, training and the next build. Leave at the end of any month.

IN DEPTH

The detail, in 6 short parts

01 / 06

What Is AI Automation?

AI automation refers to using artificial intelligence to carry out steps in your business processes that used to need a person to read, sort, decide or type. It connects the tools you already use and moves information between them, with your team checking the parts that matter.

Unlike traditional automation, which follows fixed rules, AI automation can handle messy inputs. Natural language processing lets it read an email, a PDF invoice or a voice note and work out what it says. Machine learning and AI models help it classify, score and draft. That's why it suits the repetitive tasks most small businesses still do by hand.

AI Automation Vs Traditional Automation

Traditional automation is good at tidy, predictable jobs: when a form is submitted, add a row to a spreadsheet. Robotic process automation (RPA) copies the clicks a person would make on screen. Both break when the input changes. AI automation adds judgement within limits, so it can cope with a new supplier's invoice layout or an enquiry written in a hurry. Intelligent automation, or intelligent process automation, usually means combining the two.

Where AI Agents Fit

AI agents are AI systems that can take several steps on their own, such as checking stock, drafting a reply and updating your CRM. They're useful for connected jobs, but we keep them on a short lead with clear limits, human agents ready to take over, and audit trails of what they did.

02 / 06

AI Automation For Small Business: What To Automate First

The best automation opportunities are tasks that happen often, follow a similar pattern and take people away from strategic activities. For most small businesses, that means administrative tasks and routine tasks across a few business functions.

Finance: invoice processing, purchase order matching, payment chasers and simple compliance reporting.
Sales: enquiry replies, lead scoring, quote drafting and keeping CRM systems up to date.
Customer service: sorting customer service enquiries, drafting answers and routing the tricky ones.
Operations: order entry, supplier follow-up, job scheduling and stock updates.
Marketing automation: report building, content drafts and campaign follow-ups.
Admin: data entry, onboarding forms, document filing and weekly summaries.

How To Spot A Good Candidate

Ask three questions. Does it happen at least once a week? Do people copy information from one system to another? Would a small mistake be caught before it reached a customer? If the answer is yes to all three, it's usually worth a closer look.

03 / 06

Business Process Automation, Made Practical

Business process automation (BPA) means using technology to run specific business processes from start to finish with less manual effort. Business process management (BPM) is the wider discipline of mapping and improving those processes. You don't need either label to benefit. You need a clear map of how a job really happens today, then the right automation tools for each step.

We start by mapping the process with the people who do it. Then we streamline workflows first, removing steps that add nothing, before we automate anything. Automating a messy process just makes the mess faster.

Automation Tools And Platforms We Use

We build automated workflows on established automation platforms such as Make, Zapier, n8n and Microsoft Power Automate, connected to your existing software: Xero, QuickBooks, Shopify, Microsoft 365, Google Workspace and your CRM. AI tools like ChatGPT and Claude handle the reading and drafting. You don't need dedicated IT teams or technical expertise in house to run them.

Connecting Your Existing Systems

Most business software can export data or connect through an API, so we can connect tasks across systems you already pay for. If something can't connect, we'll tell you before a build, not after.

04 / 06

The Benefits Of AI Automation

The benefits are practical. Less human error from re-keying. Fewer jobs waiting on someone's inbox. More time for the work that needs a person. Better data quality, because information is entered once and checked. We measure the time saved against an agreed baseline, so you can judge business performance on real numbers rather than promises.

Some businesses also see lower operational costs over time, but we won't promise significant cost savings or cost reductions before we've seen your numbers. What we can say is that every automation is chosen because it should reduce manual effort on a task you already pay people to do.

Better Information For Decisions

Once processes are automated, data flows into one place. That makes data analysis and simple predictive analytics much easier, which supports informed decision making on stock, staffing and cash.

05 / 06

Working With An AI Automation Agency

An AI automation agency designs, builds and supports automations for your business. The good ones start with your business needs, not a tool. They should map your processes, build in your own systems, train your team and keep things running when something changes.

Our automation strategies follow the same pattern every time: AI does the heavy lifting, your own data keeps every draft accurate, and a specialist decides what's worth automating and checks it works. Successful implementations focus on one process at a time, so the next one is quicker and cheaper to build.

06 / 06

Data Safety, GDPR And Ethical AI Practices

Your customer data stays in accounts you own and control. We limit what each automation can see, keep audit trails of what it did, and make sure a person approves anything that leaves the business. Every project covers UK GDPR basics and what data can safely go into which AI tools.

We follow ethical AI practices: no automated decisions about people without human review, clear records of how each automation works, and honest advice when a task is better left to a person.

FAQ

Common questions

What can't you automate?

Anything that needs real judgement every time, or where the inputs change completely from one job to the next. The 1 Day Business Analysis sorts the good candidates from the rest before you spend anything.

What if our software isn't on your list?

Most business software can export data or connect through an API. If yours can't, we'll tell you on the analysis day rather than after a build.

What happens if an automation breaks?

Automations on monthly support are monitored. If something changes, like a supplier's invoice layout, we fix it, usually before you notice.

How much does a pilot cost?

Pilots are a fixed fee agreed before we start. Pilots start from £1,500.

What is business process automation?

Business process automation uses technology to run a business process, such as invoice approval or client onboarding, with less manual effort. Adding AI lets it handle messy inputs like emails and PDFs, not just tidy forms.

How can I automate my business using AI?

Start with one repetitive task that happens often and follows a pattern, such as entering supplier invoices or replying to enquiries. Map how it works today, pick tools that connect to your existing systems, build it with a human approval step, then measure the time saved before moving on to the next.

What do AI automation agencies do?

They find the tasks worth automating, build the automations in your existing tools, test them on real work, train your team and monitor them over time. A good agency also tells you what not to automate.

Is RPA better than AI?

They do different jobs. RPA copies fixed clicks on screen and works well for stable, rule-based tasks. AI handles variable inputs like free text and documents. Many automations use both: AI to read and decide, and rule-based steps to move data reliably.

Will AI automation replace my staff?

For most small businesses, the aim is to remove the tasks people dislike, such as re-keying data and chasing, so they can spend more time on customers and higher-value work. You stay in control of what's automated and who checks it.