Four ways we take work off your plate
Every project starts with a free audit and a fixed price. Pick one area, or let us tell you where the biggest wins are.
AI that does the work, not just drafts it.
Most teams use ChatGPT in a browser tab. We connect AI to your inbox, documents and systems so it can act: read a PDF and file the data, sort an inbox, draft a proposal from your templates, or answer staff questions from your own policies.
What we build
- Invoice and document data extraction
- Inbox sorting and suggested replies
- Proposal and quote drafting
- An internal assistant trained on your documents
- AI chat agents for your website
- Meeting notes straight into your CRM
- Daily briefings from your calendar and inbox
- Hundreds of PDFs turned into one spreadsheet
If you do it every week, it shouldn't need a person.
We map a process from start to finish (invoicing, onboarding, approvals, scheduling, reporting), remove the copy-and-paste steps and automate the rest, with a human approval wherever it matters.
What we build
- Invoice to approval to accounts
- Client and staff onboarding
- Purchase and expense approvals
- Job scheduling and reminders
- Weekly KPI reports
- Paper forms turned into digital forms
- Document generation from templates
- Process mapping and clean-up
No lead left waiting.
We set up or clean up your CRM, then connect every enquiry source (website, email, phone, WhatsApp, social) so leads are captured instantly, researched, followed up and reported on.
What we build
- CRM setup and migration (HubSpot, Pipedrive, Zoho and others)
- Instant replies to new enquiries
- Lead research and scoring
- Follow-up and nurture sequences
- Review requests after each job
- Social media content calendars
- Job-post monitoring for new leads
- Pipeline dashboards
Your tools, finally talking to each other.
We connect the software you already pay for, build or fix your website, develop custom features when off-the-shelf won't do, and give you someone to call when tech gets in the way.
What we build
- App and API integrations
- Website builds, fixes and speed improvements
- Custom software and dashboards
- Microsoft 365 and Google Workspace setup
- IT and technical support
- Data migration between systems
- Process digitisation
- Ongoing maintenance
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.
Or email cara@automate-ai.pro