AutoMate AI

You know AI could help. We'll show you exactly where.

We build AI and automation into the tools you already use (email, CRM, accounts, phones) so the repetitive work runs itself. Fixed price, agreed up front. Your data stays yours.

Book a free 30-minute audit See example projects

UK-registered. We connect tools like Xero, QuickBooks, HubSpot, Google Workspace, Microsoft 365 and Shopify.

Supplier invoice, handledExample run
  1. Invoice arrives by emailinvoice_4471.pdf from your supplier
  2. AI reads the documentSupplier, date, VAT and 6 line items
  3. Matched in your accountsSupplier found, nominal codes applied
  4. Draft bill created£1,284.00 including VAT
  5. Waiting for your approvalOne click, and it's posted. Nothing goes out without you.

An illustration of one automation. Yours is built around your own process.

Sound familiar?

None of this needs more staff. It needs better systems.

  • Friday afternoons lost to typing invoices into the accounts
  • Enquiries that wait a day for a reply, and go to a competitor
  • Calls that ring out while you're with a customer or on a job
  • Three systems that don't talk to each other, so someone copies data between them
  • A team using ChatGPT on the side, with nothing joined up

What we do

Four areas of work. Most clients start with one automation and grow from there.

AI workflows & custom tools

AI that reads, sorts, drafts and decides, built around how your team works.

AI workflows

Business process automation

Invoices, onboarding, approvals and reporting, handled end to end.

Process automation

CRM, sales & marketing automation

Every lead captured, followed up and tracked, without anyone remembering to.

CRM & marketing

Systems, web & IT support

Your tools connected, your website working, your tech supported.

Systems & IT

Popular automations

The jobs owners most often ask us to take off their plate.

AutomationBeforeAfter

Invoices to accounts

BeforeSomeone types every supplier invoice into Xero or QuickBooks.

AfterInvoices are read from email and drafted in your accounts. You approve in one click.

Never miss an enquiry

BeforeCalls go to voicemail and web forms wait until someone is free.

AfterCalls, chats and forms are answered 24/7, questions asked, and appointments booked.

Leads researched for you

BeforeTwenty minutes on Google and LinkedIn before every first call.

AfterEach new lead arrives with company details, a fit score and a draft first message.

Follow-ups on autopilot

BeforeQuotes go unchased and reviews never get asked for.

AfterQuote reminders, payment nudges and review requests go out at the right moment.

Your numbers every Monday

BeforeHalf a morning rebuilding the same spreadsheet from three systems.

AfterSales, cash and pipeline in one report, with a short written summary, in your inbox at 7am.

A company assistant

BeforeThe same questions about prices, policies and processes, asked again and again.

AfterStaff ask an assistant that answers from your own documents.

How it works

A clear start, a fixed price, and no long contract.

  1. 30 minutes, free

    Automation audit

    We map where your team's time goes and pick the three automations with the biggest payback.

  2. Usually 1–4 weeks

    Fixed-price build

    We build, test with your real data, and train your team. You know the price before we start.

  3. Ongoing, optional

    Run and improve

    We monitor, fix and add new automations as you grow. Or we hand it all over to you.

What a project looks like

Three example builds, showing the problem, what we'd build and what changes.

Example projectAccountancy practice

Invoices that file themselves

Client invoices forwarded to one inbox are read by AI and drafted in Xero for approval. Data entry becomes a quick review.

Read the example
Example projectPlumbing & heating firm

No more missed calls

An AI assistant answers every call and WhatsApp, books the job and sends emergencies straight to the on-call engineer.

Read the example
Example projectB2B agency

Leads researched before the call

Web leads land in the CRM already researched and scored, with a personalised first email ready to send.

Read the example

Your concerns, answered

Is my data safe?

Each workflow only gets access to what it needs. We use business-grade tools with data-processing agreements, and every account stays in your name.

What if the AI gets it wrong?

Anything that touches money or customers goes through a human approval step until you're confident to let it run.

We're not technical.

You don't need to be. We build it, explain it in plain English, train your team and support it.

Is it worth the cost?

We estimate the hours saved before you commit. If the numbers don't work, we'll tell you.

Free guide

Not sure where to start? Take the 10-minute automation checklist.

25 signs your team is doing work a machine should do, and how to pick what to automate first.

Get the free checklist

Find out what you could automate, in 30 minutes, for free.

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

Book your free audit

Or email cara@automate-ai.pro