AI & Business Automation
Automate the busywork. Keep the human touch.
AI-assisted support request
Illustration- Done
Customer email received
“Can I change my booking to Friday?”
- Done
AI classifies the request
Topic: booking change
- Done
Draft reply from approved FAQs
Uses your policies, not guesses
- Needs approval
Team member approves
One click to send or edit
- Next
Booking system updated
Logged for reporting
The problem
Where automation helps most.
If any of these sound familiar, there’s probably a reliable workflow that can take care of it.
Slow replies to enquiries
New leads wait in an inbox until someone has time to answer them.
Manual data entry
The same details are copied between forms, spreadsheets, CRM and email.
The same questions, every day
Your team answers routine customer questions instead of doing higher-value work.
Follow-ups that slip
Reminders, quotes and invoices depend on someone remembering to chase them.
Capabilities
What we can automate for you.
Practical automation first, AI where it genuinely helps — always designed around how your business actually works.
Workflow automation
Multi-step processes that run on their own when something happens — a form is submitted, an email arrives or a date is reached.
AI assistants
Assistants that answer from your approved content and hand anything unusual to a person, rather than guessing.
Document & email processing
Pull details out of enquiries, forms and documents, then file or route them — with review steps where accuracy matters.
Lead & sales automation
Capture, record, acknowledge and follow up on every enquiry, and route promising leads to the right person.
Reporting & alerts
Scheduled summaries and alerts that bring the numbers you care about to your inbox or team chat.
Integrations & APIs
Connect apps that don’t talk to each other, using their official integrations or APIs.
Workflow demonstrations
How the pieces fit together.
Three example workflows. They’re illustrations, not live client systems — every workflow we build is tailored to your tools and process.
1. Lead follow-up
Example Lead follow-up workflow
Triggers
Check & de-duplicate
Record lead
Send acknowledgement
Budget over $5k?
Notify sales team
Follow-up sequence
Incoming enquiry
Website form, inbox or booking tool
Lead recorded
Added to your tracker or CRM
Automated email
Instant acknowledgement sent
Follow-up
Scheduled if there’s no reply
Internal notification
Your team is alerted
2. Customer support assistant
Question received
From email or your website
AI drafts an answer
From your approved FAQs
Team approves
Edit or send in one click
Reply sent & logged
Ready for reporting
3. Invoice reminders
Invoice due date
Read from your accounting tool
Friendly reminder
Sent automatically
Payment checked
Status updated daily
Team alerted if unpaid
So nothing is forgotten
Integrations
Works with the tools you already use.
These are examples of tools we can connect. Availability depends on each tool’s integrations and your plan, so we confirm compatibility before any work starts.
Email & calendars
- Gmail
- Outlook
- Google Calendar
- Microsoft 365
Spreadsheets & data
- Google Sheets
- Excel
- Airtable
- Notion
CRM & sales
- HubSpot
- Pipedrive
- Zoho CRM
Team communication
- Slack
- Microsoft Teams
Payments & accounting
- Stripe
- Xero
- QuickBooks
Websites & forms
- WordPress
- Webflow
- Typeform
- Website forms
Not sure where to start?
Start with LeadFlow Starter.
A fixed-scope lead automation: capture enquiries from one source, track them in Google Sheets, acknowledge them instantly, notify your team and follow up automatically.
Introductory setup price
US$399setup
Third-party tool costs and additional integrations are not included unless agreed.
Explore LeadFlow StarterFAQ
AI automation questions.
Straight answers to the questions we hear most. Ask us anything else on a free strategy call.
Will AI replace my team?
No. We use automation and AI to remove repetitive work so your team can focus on customers and decisions. For anything customer-facing or important, we build in human review.
Is my business data used to train AI models?
Where AI is involved, we explain which provider is used and choose settings that keep your data out of model training wherever the provider allows it. We’ll talk through the options before anything is built.
What happens if an automation fails?
We build in error notifications and logging, so a failed step is visible and can be fixed rather than silently ignored. We also test each workflow with realistic sample data before handover.
Do I need to buy new software?
Usually not. We start with the tools you already use. Some workflows need an automation platform or a paid plan on an existing tool — we’ll confirm any third-party costs before you commit.
How much does automation cost?
Focused automations start with LeadFlow Starter at a US$399 introductory setup price. Larger projects are quoted after a free strategy call, with scope and price agreed before any work starts.
Find out what you could automate.
Tell us about the repetitive work in your business. We’ll reply by email to arrange a free strategy call.