Enquiry handling
Extract proposed needs from an incoming enquiry, categorize it, and prepare a record or task for your team to review.
AI Services
AI Workflow Automation
Turn a sequence of manual tasks into a connected workflow. We combine AI for unstructured information with business rules, system integrations, and human approvals to keep work moving.
Scope & Deliverables
What we can build with you
Choose the capabilities your project needs. We agree the deliverables and how they will be evaluated before implementation.
CRM and system updates
Connect approved workflow steps to available CRM, support, and business APIs, with field validation and duplicate checks.
Document review and routing
Classify incoming documents, identify missing information, and route them to the right person or queue for a decision.
Human approvals
Put an explicit review step before actions such as sending a message, changing an important record, or committing to a business decision.
Recovery and traceability
Record the progress of each item, retry temporary failures safely, and make failed steps visible so work can be resumed without repeating completed actions.
Operational reporting
Show completed, pending, and failed work, with review queues and running-cost information your team can use to manage the process.
Illustrative Walkthrough
From an incoming enquiry to a reviewed CRM record
A sample email requests help connecting invoice data to an accounting system. The workflow prepares the next step for a person to approve.
Illustrative scenario using sample data and prewritten outputs.
Interpret the enquiry
Sample email: “We enter invoice details manually and want them synced with our accounting software.” Proposed category: system integration. The software name and required fields are still unknown.
Review the proposed work
Prepare a draft CRM record and questions about the accounting system and data access. An assigned team member checks the details and approves the next action.
Save and track
After approval, create or update the CRM record using a duplicate check. Record success, or retain the item for retry if the CRM is unavailable. A customer message requires its own approval.
The deliverable is a managed process: clear handoffs, approved actions, and a recoverable record of what happened to each item.
Technology & Connections
Designed around your systems
We connect systems through their supported APIs, webhooks, and background jobs. Node.js and Python/FastAPI can handle custom workflow logic, with a workflow platform considered when it fits your existing operations and ownership needs.
Connections we can assess
- Email and enquiry intake
- CRM and customer support APIs
- Document and file systems
- Accounting, project, and internal business tools
Specific integrations depend on available APIs, permissions, platform plans, and agreed data handling.
How We Work
A focused path from idea to operation
Map the current process
Identify triggers, systems, owners, exceptions, and decisions that need a person.
Pilot one workflow
Test proposed outputs with sample records and a review queue before enabling actions.
Connect approved actions
Add validated writes, duplicate protection, retries, and explicit approval steps.
Operate and refine
Monitor completed and failed work, maintain system connections, and adjust rules with your team.
Questions before you start
Which parts of a workflow need AI?
AI can help interpret emails, documents, and free-form notes. Defined rules can handle checks, routing, and predictable updates. Discovery identifies which approach is appropriate at each step.
Can workflows connect our existing tools?
We review the APIs, webhooks, authentication, rate limits, and permissions available in each tool. We confirm the integration scope before committing to a specific connection; some platforms require an API-enabled plan or additional access.
Can our team approve actions before they happen?
Yes. We can include a review queue with the proposed action, supporting information, and an approval or rejection decision. The workflow proceeds only under the rules agreed for that action.
What happens when a connected system is unavailable?
The workflow should retain the item's state, distinguish temporary from permanent failures, and expose unresolved work. Retries need duplicate protection so resuming a step does not create another record or send a second message.
How are costs and savings assessed?
We agree a baseline for task volume, manual effort, and exception rates, then measure a pilot against it. Costs include integration work, model usage, hosting or workflow-platform fees, and maintenance. Savings depend on the process and review effort observed.
Who maintains the workflow after launch?
We agree ownership during the project. Handover can include a process map, connection documentation, monitoring, and instructions for resolving failed items. Ongoing support can cover changing APIs, rules, and approval requirements.
AI Services
Explore related AI services
Find the starting point that matches your existing software, process, or product idea.
AI Integration
Add AI capabilities to the software your customers and team already use.
- Document processing and extraction
- Knowledge search and assistants
- AI features connected to your APIs
Custom AI Application Development
Build an AI application around a specific customer need or internal business process.
- AI product prototypes and MVPs
- Custom interfaces and backend services
- Evaluation, deployment, and support
Start with a useful conversation.
Walk us through one recurring process and the systems your team uses.