Our most requested automations

There is probably one thing your team does every week or every month that should not require a human. A report someone rebuilds from scratch. A reconciliation that takes two days and still has errors.

We come in, understand your setup, and build exactly what you need. We work across any system with an API or a database. If the data exists somewhere, we can sync it, automate the workflow around it, and build the reporting on top of it.

What companies are automating right now:

Someone is manually pulling actuals, reconciling variances, and rebuilding the same deck from scratch. The numbers change. The process never does.

Solution

Board Pack Automation

The Gap

Someone rebuilds the same PowerPoint from your CRM and accounting data before every board meeting. Manually. Every time.

How we fix it: We connect to your CRM & ERP and generate formatted board decks automatically, mapped to your existing templates, with variance flags surfaced the morning they are needed.

  • Board-ready deck produced for CFO review
Solution

Live Cashflow & Forecasting

The Gap

Leadership asks for a 12-month forecast. Someone manually pulls receivables, payables, and bank data, then rebuilds the model every time an assumption changes.

How we fix it: We connect your Zoho Books, Odoo, or ERP to a live forecasting model. A 12-month forward-looking dashboard updates automatically as your books change.

  • Live cash position with best, base, and worst-case scenarios
Solution

Invoice Detection & Journal Entry Automation

The Gap

Your team manually reviews incoming invoices, maps them to the right ledger, and posts journal entries into Zoho or Xero. One by one.

How we fix it: We detect incoming invoices, extract line items, and post journal entries into your accounting system with correct ledger mapping automatically. Exceptions are flagged for human review.

  • Invoices posted with correct ledger mapping without manual input
Solution

Unified Marketing Performance Dashboard

The Gap

Your CMO is chasing reports across Google Ads, Meta, and LinkedIn before every meeting. Spend, leads, and pipeline impact live in three different places.

How we fix it: We unify Google Ads, Meta, and LinkedIn data into a single dashboard mapped to CRM lead stages. Budget reallocation decisions happen same-day, not at month-end.

  • Spend, leads, and pipeline impact visible in one place

Workflow Automations

Quick-win automations that quietly compound across your stack.

Pick and mix the workflows you need now, each one is configurable to your data policies, notification rules, and tone of voice.

Inbox & CRM Sync

  • Gmail to Airtable: Email Archiver

    Create Airtable records for important Gmail threads so nothing slips through.

    GmailGmailAirtableAirtable
  • Create HubSpot Contact on New ClickUp List

    Keep CRM and project boards aligned the moment new engagements start.

    HubSpotHubSpotClickUpClickUp
  • Gmail Alert for New Outlook Event

    Ping Gmail whenever Outlook calendar updates land, ensuring calendars stay in sync.

    GmailGmail
  • Gmail to Slack Summarisation

    Deliver concise Slack summaries of key emails so teams react instantly.

    GmailGmailSlackSlack

Collaboration & Knowledge

  • Meeting Agenda & Follow-up

    Transform Slack conversations into agendas and actionable follow-up notes.

    SlackSlackNotionNotion
  • Staff Training Knowledge Agent

    Serve training resources inside Slack from your knowledge base on demand.

    SlackSlackAtlassianAtlassian
  • Document Drafting Agent

    Populate approved templates with context and ship final docs straight to Slack.

    Google DocsGoogle Docs
  • Query Your Files

    Ask natural questions and receive instant answers from stored files and decks.

    Google DriveGoogle DriveDropboxDropbox

Revenue & Marketing

  • Influencer Outreach

    Launch personalised campaigns that streamline creator collaborations.

    InstagramInstagramHubSpotHubSpot
  • Lead Enrichment

    Enrich prospect records with verified data to boost conversion readiness.

    SalesforceSalesforce
  • Sales Coach

    Analyse call transcripts and deliver real-time coaching cues to reps.

    ZoomZoomGoogle MeetGoogle Meet
  • Proposal Drafter

    Generate tailored proposals in minutes using brand-safe language and pricing.

    NotionNotion

Operations & HR

  • HR Ticketing Agent

    Answer employee questions and triage requests from Google Sheets or chat.

    Google SheetsGoogle SheetsSlackSlack
  • Resume Screening Agent

    Score candidates against role requirements with transparent reasoning.

    AsanaAsana
  • Offer Letter Generator

    Auto-draft compliant offer letters ready for approval and signature.

    GmailGmail
  • Time-Sensitive Email Alert

    Escalate high-priority inbox items with instant alerts before deadlines hit.

    GmailGmailSlackSlack

Calculate Potential Savings

Curious to see how much time and money you can save with our automation? Use the calculator to uncover real impact in minutes.

Calculate Potential Savings

See the impact in minutes.

Curious to see how much time and money you can save with AI automation? Adjust the sliders to reveal the savings your team unlocks the moment repetitive work disappears.

Hours Saved

Weekly hours AI can reclaim.

11000

Hourly Cost

Average cost per team member.

$
$1$250

Estimated Savings

$8,000

Per month, based on your inputs.

Free your team for strategic work.

Experience compounding gains as AI agents expand into adjacent workflows.

Unlocking the Benefits of AI Automation

Bridge gaps between systems, tools, and teams with the best enterprise AI solutions that handle your actual workflows.

You get results, not just conversation. Each AI agent learns the process, executes with restraint, and reports with clarity.

Task-Specific Learning

Each AI agent studies the existing process to understand requirements and exceptions before touching a single workflow.

Intelligent Execution

Performs routine operations with precision and consistency so you can focus on momentum and growth.

Task Execution

Maintains status updates on every activity and executes all instructions with the calm of a seasoned operator.

Data Processing

Automatically collects, organises, and validates data across relevant sources to keep your systems pristine.

Decision Making

Applies business rules and AI logic to handle standard decision points without introducing risk.

Performance Reporting

Generates detailed analytics on efficiency and outcomes so you know exactly where automation is compounding.

Discover the Full Potential of Your Teams

Whether you’re leading, building, selling, or supporting, AI agents lift the load.

CXO & Business Leaders

Free up strategic time with automated executive reporting, lead qualification, and competitive analysis.

Product & Tech Teams

Let AI manage release prep, deployment checks, and feedback triage so you ship faster with confidence.

Marketers & Sales Teams

Scale personalised outreach, content creation, lead scoring, and campaign analytics without adding headcount.

Support & Ops Teams

Handle ticket routing, FAQ responses, and documentation automatically so your experts tackle complex cases.

How we engage

From discovery to deployment, the experience stays effortlessly calm.

We keep the process deliberate, no frantic stand-ups, no duct-taped dashboards. Just crisp workshops, white-glove implementation, and a launch moment crafted to feel inevitable.

1

Tasteful discovery

Map current workflows, data foundations, and the exact service moments we will enhance.

2

Signature build

Craft interfaces, automations, and governance with the quiet confidence of a flagship product launch.

3

Continuous refinement

Measure real-world impact, refine automations, and expand into adjacent use cases without noise.

Setup Process

One-time setup fee. Ongoing leverage.

One-time setup includes hands-on guidance from our team, ensuring a smooth transition with minimal disruption to your operations.

Clear Automation Roadmap01

Discovery

We analyse your workflows to find automation opportunities and define where AI agents can bring the most impact.

Solution Aligned With Your Goals02

AI Solution Design

We design your first custom agent, tailored to solve a specific task inside your business.

AI Agent in Your Real Workflow03

Integrations & Deployment

We connect agents with your existing tools like Gmail, CRM, Slack, Notion, HubSpot, ERP, and more.

Confident Adoption and Usage04

Team Training & Documentation

Your team gets detailed guides and instructions on using and managing the agents.

Smooth and Stress-Free Launch05

Go-Live Support

We stay in touch after launch to help with any adjustments, improvements, or expansion ideas.

Here Are the Answers to Your Questions

Don’t hesitate to reach out if something’s missing.

We’re happy to dive deeper, just contact us for anything specific.

What is AI automation?+

AI automation combines artificial intelligence with process orchestration so systems learn, adapt, and handle complex tasks without constant intervention.

Do we need technical staff to manage the agents?+

No. Our agency is designed for business users, initial setup is guided by our team and day-to-day management happens through an intuitive dashboard.

Can we customise the AI agents to match our processes?+

Absolutely. We build around your unique workflows, including the exceptions and approvals that make your organisation distinctive.

Can we add more AI agents later?+

Sure. Start with the highest-impact workflows and expand as you experience the benefits of AI optimisation.

Will we need to change our existing systems?+

Not at all. Agents plug into the ecosystem you already use, consider them digital teammates rather than a new platform.

Ready to make AI feel inevitable inside your company?

Let’s architect the automations that your teams will actually love using. One workshop, and the roadmap becomes obvious.