AI Workflow Automation
Practical AI solutions that take repetitive admin off your team, built for UK small businesses and connected to the tools you already use.
Stop doing manually what a machine can do in seconds.
Our AI solutions are custom AI-powered workflows that automate the repetitive tasks eating into your week. Not off-the-shelf software, but bespoke automations designed around how your business actually works. Every automation connects to the tools you already use: your CRM, email, spreadsheets, calendar.
What is AI workflow automation?
AI workflow automation joins up the steps your team already does by hand, and uses AI for the parts that need reading, judgement or writing. Every workflow follows the same simple pattern.
Trigger
Something happens: a form is submitted, an email arrives, an invoice lands in a shared inbox, or it's Monday at 8am.
AI steps
AI does the reading and writing: it classifies the request, extracts the key details, drafts a reply or document, or summarises what matters.
Actions
The result goes where it belongs in your existing tools: a new CRM record, a draft bill in Xero, a Teams message, a task or an email.
Human approval
Where it matters, a person reviews and approves before anything is sent or saved. You decide which steps run on their own.
We build on n8n, with Claude or GPT handling the AI steps, and connect everything to your CRM, inbox, accounting software and file storage. Where your data needs to stay local, we keep workflows and data in UK or EU-hosted infrastructure.
GDPR is part of the design from day one: we map the personal data each workflow uses, send the AI only what it needs, and use providers with data processing agreements in place. For a fuller introduction, read our guide to AI automation for UK small businesses.
Customer Re-Engagement
Your CRM is full of past customers who haven't heard from you in months. This workflow finds them, writes personalised outreach, and sends it automatically.
- 1Scans your CRM for inactive customers based on last contact date
- 2AI writes a personalised message based on their history with you
- 3Sends via email or WhatsApp on a schedule you control
- 4Logs every touchpoint back to the CRM automatically
AI workflow automation examples
Six workflows we regularly build for UK small businesses. Each one is tailored to your tools and processes.
Lead Enquiry Triage & CRM Entry
A website enquiry, contact form or photo of a business card gets turned into a fully enriched lead (company info, LinkedIn profile, relevant context), logged in your CRM and delivered straight to your phone via Telegram, WhatsApp, or email.
- •OCR extracts contact details from photos or form data
- •AI qualifies the enquiry and enriches it with company info
- •New contact created in your CRM and the right person notified
Weekly Reporting
Sales data, survey results or financial figures are pulled together on a schedule and turned into a structured report with trends, anomalies, and actionable insights. No analyst required.
- •Accepts CSV, Excel, Google Sheets or data from your systems
- •AI analyses patterns, outliers, and trends
- •Delivers a formatted summary to your inbox every week
Proposal Drafting from Call Notes
Paste your discovery call notes and receive a professionally formatted proposal in minutes. Pulls in your pricing, terms, and branding automatically.
- •Extracts requirements and scope from raw notes
- •Maps to your service catalogue and pricing
- •Outputs a branded proposal ready to send
Inbox Triage & Drafted Replies
Incoming emails sorted, categorised, logged, and acknowledged automatically, with replies drafted for your team to check and send. Your team only sees what actually needs their attention.
- •Classifies emails by urgency and type
- •Drafts replies in your tone for a person to approve
- •Routes actionable items to the right person
Invoice & Receipt Extraction
Supplier invoices and receipts arriving by email are read automatically and turned into draft bills in Xero or QuickBooks, ready for someone to check and approve.
- •Extracts supplier, date, amounts, VAT and line items
- •Creates a draft bill with the attachment in Xero or QuickBooks
- •Flags duplicates or unusual amounts for review
Onboarding Checklists
When a new client or employee is confirmed, the workflow creates their checklist, sends welcome emails and chases outstanding documents so nothing slips.
- •Triggered by a signed contract or new starter form
- •Creates tasks and a tailored checklist in your project tool
- •Sends reminders until every item is complete
Built With
What Our Clients Say
Senri introduced us to AI tools that have completely changed how we handle admin. They trained the team and set everything up so it actually works for our business.
Snehal Pardeshi
The team set up AI automations for our business that have saved us hours every week. Stuff we were doing manually is now handled automatically. Game changer!
Giles Mario Vaz
Frequently Asked Questions
Most workflows are live within 1-2 weeks. Simple automations can be done in days. We scope everything upfront so there are no surprises.
Primarily n8n, Claude, and GPT, connected to whatever your business already uses: Google Workspace, Microsoft 365, HubSpot, Salesforce, Slack, WhatsApp, and more.
No. We build automations that plug into the tools your team already uses. The goal is zero learning curve, and they just see the results.
We monitor all workflows we build. If something fails, we get notified and fix it, usually before you even notice. Ongoing support is included.
Yes. We use enterprise-grade AI APIs with data processing agreements in place. Your data isn't used for training, and we can configure everything to stay within specific regions if needed.
It depends on how many workflows you need, how many systems they connect to and how much human review is built in. We start with a free discovery call, map out the quick wins, then give you a scoped quote before any work begins.
It can be, when it's designed properly. We map what personal data each workflow touches, only send the AI what it needs, use providers with data processing agreements, and keep data in UK or EU-hosted infrastructure where required. We'll also help you update your records and privacy notices where needed.
Most tools with an API or email integration. Common ones include Microsoft 365, Google Workspace, Xero, QuickBooks, HubSpot, Salesforce, Slack, Teams, WhatsApp and Telegram. If you use something less common, we'll check it on the discovery call.
Let's talk about your workflows.
Book a free call and we'll find the quick wins together.
