Real workflows. Real numbers. Yours next

The owner and engineers missed calls while on jobs. Enquiries arrived across voicemail, SMS, WhatsApp and email, with no single queue and no structured quote information.

A Voice AI and intake workflow that replies to missed calls, captures job type, postcode, urgency, photos and preferred appointment windows, then creates a structured lead record for review.

The business stopped losing high-intent enquiries while engineers were on site, and the owner received quote-ready job summaries instead of raw missed calls.

Viewing enquiries arrived outside office hours and over weekends. Applicants often waited until Monday, by which point some had booked elsewhere.

A voice, email and web-form workflow that qualifies applicants, captures property interest, availability and affordability basics, then books or queues viewing requests in the CRM.

Negotiators started each morning with qualified viewing requests, not a missed-call list and an inbox backlog.

Maintenance emails were incomplete, with staff repeatedly asking tenants for photos, access details and urgency before a contractor could be instructed.

A maintenance intake agent that classifies the issue, asks missing questions, collects photos, checks urgency and routes the job to the right property manager or contractor.

Tenant requests became structured jobs, with cleaner contractor handover and far fewer repeated follow-up emails.

Staff spent recurring time chasing bank statements, payroll files, receipts and tax documents. The blocker list lived across inboxes and spreadsheets.

An email and document-intake workflow that identifies missing files, drafts client reminders, files attachments, updates the tracker and flags incomplete submissions.

Client chasing became systematic, and month-end blockers were visible early enough to act on them.

Receipts and invoices arrived through email, WhatsApp and shared folders, then had to be renamed, classified and entered by hand.

A document workflow that reads attachments, extracts supplier, date, amount, VAT and category, then pushes clean items forward and sends uncertain items to an exception queue.

Bookkeepers moved from typing and renaming everything to reviewing the exceptions that actually needed judgement.

Recruiters were spending too much time summarising CVs, coordinating availability and updating candidate status across email and CRM.

A candidate workflow that summarises CVs against role criteria, drafts screening notes, proposes interview slots and updates CRM fields for review.

Recruiters spent more time speaking to candidates and clients, and less time coordinating diaries and rewriting the same notes.

New enquiries arrived with incomplete facts and inconsistent documents, delaying fee-earner review and file opening.

A matter-intake assistant that asks structured follow-up questions, collects documents, identifies matter type and prepares a first-pass summary for fee-earner review.

Fee-earners received cleaner intake packs while legal judgement stayed with the lawyer.

The firm needed faster enquiry capture but could not let an automated system give regulated advice or make suitability statements.

A voice and web intake workflow that collects basic facts, records consent, books adviser calls, avoids advice and logs every step for compliance review.

More enquiries were captured without crossing advice boundaries.

Renewal reminders, missing documents and follow-up notes were checked manually across inboxes, spreadsheets and policy systems.

A renewal workflow that tracks upcoming renewals, drafts reminders, flags missing information and pauses for approval before client-facing messages go out.

The broker had a live renewal-risk view and stopped relying on manual spreadsheet checks to chase revenue.

Quote requests were slow because staff had to gather scope, site notes, pricing rules and photos before producing a draft proposal.

A quote workflow that collects scope information, checks for missing details, applies approved pricing logic and creates a first-draft quote for review.

Quote turnaround improved materially, and fewer requests stalled because of missing information.

The practice missed appointment requests outside reception hours and needed a safe way to capture non-urgent enquiries without giving clinical advice.

A voice assistant that captures appointment intent, answers approved FAQs, books eligible slots and escalates urgent or sensitive calls.

After-hours responsiveness improved without replacing reception or clinical judgement.

Project updates, client requests and deliverables were spread across email, Slack and spreadsheets, so account managers repeatedly rebuilt the same status view.

An internal workflow that summarises client requests, updates project trackers, flags overdue tasks and drafts weekly client-status notes.

Account managers spent less time assembling status updates and more time managing client work.

Operations staff copied the same information between email, spreadsheets, CRM and finance software every week.

A workflow that reads incoming forms and emails, extracts structured fields, updates systems and flags uncertain entries for review.

The operations team handled exceptions rather than acting as the copy-paste layer between systems.

Month-end packs were assembled manually from exports, spreadsheets and commentary from department heads.

A reporting workflow that pulls approved inputs, identifies variances, drafts commentary and creates a review-ready management pack.

Finance delivered the pack earlier, with less time spent on copy-paste preparation.

CRM data was incomplete because consultants did not consistently update notes, next steps and candidate status after calls and emails.

An agent that summarises emails and calls, proposes CRM updates and creates follow-up tasks for consultant approval.

Pipeline visibility improved without asking consultants to spend more time on CRM admin.

Case documents were being renamed, filed and summarised manually before a useful chronology could be created.

A document workflow that classifies documents, extracts dates, builds a chronology and flags missing evidence.

Matter files became easier to review and chronology preparation moved from manual drafting to exception checking.

Marketplace payouts had to be manually matched against booking records, with discrepancies hard to spot until month end.

A reconciliation workflow that parses payout statements, matches them to the ledger and queues mismatches with the money at risk attached.

The team reviewed only exceptions rather than manually checking every payout line.

A shared inbox handled finance, HR, supplier and internal requests, but emails were manually sorted and urgent items were easy to miss.

An inbox triage workflow that classifies messages, extracts request type, assigns priority, drafts responses and updates the team tracker.

The inbox became an operating queue with priorities, ownership and faster first response.

Sales opportunities were delayed because proposal drafts, scope notes and follow-up emails were handled manually after discovery calls.

A proposal workflow that converts discovery notes into proposal outlines, drafts follow-ups, updates CRM next steps and flags missing commercial inputs.

The sales team moved from call notes to a usable proposal draft in the same day.

Support questions repeated every week, but answers were spread across help docs, release notes and internal product notes.

A support assistant that retrieves approved answers, cites source documents and escalates account-specific or uncertain cases.

Common support questions were answered faster while sensitive or customer-specific issues stayed with the team.

The product team wanted to ship an AI feature quickly without pulling engineers away from the core roadmap for months.

A scoped AI feature with prompt logic, fallback behaviour, data controls, usage monitoring and handover documentation.

The company shipped a usable AI feature while retaining ownership of the code and configuration.

Product, compliance and customer-success teams relied on scattered documents and informal Slack knowledge.

A permissioned knowledge assistant over policies, FAQs, product notes and process documents, with citation and refusal logic.

Staff could answer internal policy and product questions faster with source traceability.

Founders spent recurring time pulling KPIs, meeting notes and customer updates into investor and board communications.

A founder workflow that summarises calls, tracks follow-ups, pulls approved KPIs and drafts weekly or monthly investor updates for review.

Founder time was recovered without hiring extra operations support.

Customer onboarding was inconsistent because product guidance, compliance notes and support scripts were split across systems.

A governed onboarding assistant that answers from approved materials, escalates high-risk questions and logs every response for review.

Onboarding became more consistent while high-risk questions remained gated.

Seller support requests were repetitive but policy-sensitive, with teams manually classifying, drafting and escalating cases.

A support workflow that classifies seller requests, drafts policy-backed responses and escalates refunds, disputes or marketplace-rule exceptions.

Support response preparation became faster and policy-sensitive cases stayed controlled.

Staff were already experimenting with AI, but leadership needed a controlled rollout model acceptable to compliance, audit and the board.

An AI readiness assessment, approved-use matrix, audit-trail design, human-approval gates and rollout roadmap.

The firm moved from informal AI usage to a controlled rollout model with clear ownership.

The business had many possible AI use cases across procurement, finance, sales and operations, but no clear first build.

A workflow audit and prioritisation model ranking each use case by hours saved, operational risk and implementation complexity.

Leadership received a practical first-build recommendation instead of a generic AI strategy deck.

Customer messages were high-volume and repetitive, but refunds, complaints and public responses needed approval controls.

A triage agent that classifies messages, drafts replies from approved policies and escalates refunds, complaints and edge cases.

Response preparation became faster, with approval controls before customer-facing action.

Staff needed quick answers from policy documents, procedures and compliance guidance, but the source material was spread across folders.

A permissioned RAG assistant that answers only from approved documents, cites sources and refuses unsupported questions.

Staff found policy-backed answers faster with source traceability.

Customer operations involved repeated checks across policy documents, CRM notes and internal procedures, but sensitive actions required strict human control.

A controlled operations assistant that retrieves policy-backed answers, drafts responses, logs decisions and escalates money, complaint or regulatory-sensitive cases.

Routine work moved faster while consequential decisions stayed with humans.

Analysts were reviewing decks, market notes and diligence documents manually before drafting investment memos.

A memo assistant that summarises source materials, flags missing diligence points and drafts memo sections with source citations.

Analysts prepared first drafts faster while partners could inspect the evidence behind the memo.

Monthly client reports were assembled manually from CRM notes, delivery updates and financial information, then rewritten into partner-ready language.

A reporting workflow that pulls approved inputs, drafts status commentary, highlights risks and creates a review-ready client update.

Reports were produced earlier with less partner and manager time spent on assembly.