STAGE 02 | AUTOMATION

AI-enhanced Workflows

Automates repetitive tasks and decisions so your team can focus on what matters.

AI tools are everywhere but most businesses are using them as individual productivity hacks, not as integrated systems. AI-enhanced Workflows builds AI into your actual business processes: routing tasks, drafting responses, summarizing data, flagging anomalies, and making decisions your team used to make manually. The result is a business that runs smarter, not just faster.

ENGAGEMENT TYPE

SETUP
Setup + monthly retainer

STAGE
02 - Automation

DELIVERY
8 - 12 weeks setup

RETAINER
Ongoing after go-live

Start a Conversaion
Starts with a discovery call, no commitment required.
WHO THIS IS FOR

Signs you're ready for this.

1

Teams spending significant time on repetitive, rule-based tasks

2

Operations managers who want exceptions surfaced automatically

3

Businesses with high-volume communication (support, sales, ops)

4

Companies ready to move from basic automation to intelligent automation

WHAT'S INCLUDED

Everything delivered in a single engagement.

01

AI Workflow Audit

  • Identification of high-value automation opportunities across the business
  • Risk assessment — what should stay human, what can be automated
  • Prioritisation framework — where will AI have the most impact?
  • Tool recommendation — which AI tools fit your workflow and stack

02

Intelligent Triage & Routing

  • Inbound email / form triage — AI reads, classifies, and routes automatically
  • Lead quality scoring using AI (based on firmographics and behaviour)
  • Support ticket classification and priority scoring
  • Escalation logic — when to route to a human, when to auto-respond

03

AI-assisted Communication

  • Email response drafting — AI suggests replies, human approves and sends
  • Proposal first-draft generation from CRM deal data
  • Meeting summary generation from call recordings (Fireflies / Otter)
  • Follow-up email drafting triggered by CRM stage changes

04

Data Intelligence

  • Automated report summarisation — AI writes the narrative from the numbers
  • Sentiment analysis on customer communications
  • Anomaly detection — flag unusual patterns in sales, ops, or financial data
  • AI-generated weekly business briefing for leadership

05

Process Automation

  • Document processing — extract data from PDFs, invoices, forms automatically
  • Contract review assistance — flag unusual clauses for human review
  • AI-assisted scheduling (read availability, suggest times, send invites)
  • Internal knowledge base AI — answer team questions from your own documentation

06

Governance & Quality Control

  • Human-in-the-loop controls — where AI outputs require approval before action
  • Feedback loop setup — how to improve AI outputs over time without re-engineering
  • Output quality monitoring — automated checks on accuracy and consistency
  • Model drift alerts — notifications when AI output quality drops below a defined threshold
HOW IT WORKS

From kickoff to to fully live.

01

Workflow audit

We identify and prioritise the highest-value AI automation opportunities in your business.
02

Tool selection

We recommend the right AI tools based on your workflow, stack, and budget.
03

Integration build

We connect AI tools to your existing systems — CRM, email, comms, data.
04

Workflow configuration

We configure the AI workflows — prompts, routing logic, approval flows.
05

Testing & calibration

We run the workflows in test mode, calibrate outputs, and tune for accuracy.
06

Handover & monitoring

We hand over with full documentation and set up monitoring to catch any drift in quality.
TOOLS & PLATFORMS

The stack we build on.

Hubspot / Salesforce (pipeline)
Claude / OpenaI API
Notion AI
Fireflies / Otter (meeting AI)
Zapier / Make AI
Custom GPT / Claude prompts
TYPICAL OUTCOMES

What you walk away with.

↓ 60% triage time

Inbound emails, tickets, and leads classified and routed automatically — no manual sorting

First draft in seconds

Proposals, summaries, reports, and responses drafted by AI — reviewed and sent by humans
Human-in-the-loop
Every high-stakes AI output has an approval step — nothing is sent without a human confirming
Governance
Every workflow has a runbook, failure mode log, and quarterly review schedule built in
Not sure where to start?

Most businesses begin at Stage 01.
Let's find your entry point.

Time to get in touch, Let's talk
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