AutoMate AI

What a project with us looks like

Six example builds across different kinds of business: the problem, what we'd build, and what changes.

These are illustrative examples of the kind of work we do, not named client results. Client stories will be published here with their permission.

Invoices that file themselves

The situation
Two staff spend most of Friday keying client supplier invoices into Xero.
What we build
A shared inbox where clients forward invoices. AI reads the supplier, date, VAT and line items, creates a draft bill in Xero, and staff approve it in one click. Anything the AI isn't sure about is flagged for review.
What changes
Data entry becomes approval. Invoices are processed the same day, with fewer keying errors.
Builds on
Invoice data extraction; PDF to spreadsheet

No more missed calls

The situation
Engineers on site can't answer the phone. After-hours calls go to voicemail and many callers never ring back.
What we build
An AI phone and WhatsApp assistant that answers around the clock, asks the right questions (postcode, problem, urgency), books into the calendar and texts a confirmation. Emergencies go straight to the on-call engineer.
What changes
Every enquiry gets an instant answer and a booking. The owner gets a daily summary.

Leads researched before the first call

The situation
Web-form leads sit in an inbox, and sales spends around 20 minutes researching each one.
What we build
Form to CRM, then AI looks up company size, sector, recent news and likely needs, scores the lead, and drafts a personalised first email for the rep to send.
What changes
Replies go out in minutes instead of hours, and reps spend their time selling.
Builds on
Lead researcher

A weekly report nobody has to build

The situation
The director rebuilds the same spreadsheet every Monday from the CRM, the accounts and a booking tool.
What we build
Automatic data pulls into one dashboard, plus a short AI-written summary emailed at 7am every Monday.
What changes
Half a day a week back, and decisions made on current numbers.

A fuller diary and fewer no-shows

The situation
Reception is overloaded, Instagram enquiries are answered late, and no-shows leave gaps in the diary.
What we build
A chat assistant for the website and Instagram that answers treatment questions and books consultations, plus automatic reminders, rebooking prompts and review requests.
What changes
Enquiries answered in seconds, fewer empty slots and more reviews.

Systems that finally talk to each other

The situation
Shopify, the warehouse spreadsheet and QuickBooks don't connect, so staff copy orders between them.
What we build
Integrations that sync orders, stock and invoices automatically, with alerts for anything unusual such as low stock or a failed payment.
What changes
No double-keying, accurate stock, and invoices out the same day.

Want to see what this would look like for you?

You'll leave the call with three specific ideas for your business, whether you work with us or not.

Or email cara@automate-ai.pro