Stop doing it by hand.
If your team spends hours copying data or chasing the same follow-ups, I can help automate those steps. We start with the task and choose the tools around it, including AI when it is useful.
Automation services
- 01 Repetitive task automation Workflow
- 02 AI agents Agents
- 03 Lead & customer follow-up Follow-up
- 04 Document & data extraction Documents
- 05 Search your internal documents Search
- 06 Tool integrations Connect
Need custom software or help reaching customers? See development and marketing.
What I automate
Less time on repeated admin.
Start with something your team does regularly. The current process gives us examples to test against and a way to judge whether the automation helps.
Repetitive task automation
I automate routine admin such as preparing quotes, processing invoices, and updating reports, so your team spends less time moving information between tools.
AI agents
AI agents that help qualify leads, sort support requests, review documents, or research a question. You can inspect their work and approve sensitive actions.
Lead & customer follow-up
Automatic enquiry replies and follow-up reminders, with CRM updates and alerts when a lead needs a conversation with sales.
Document & data extraction
Extract names, dates, amounts, and other fields from invoices, forms, contracts, and PDFs. Flag missing or unusual values for someone to check.
Search your internal documents
Help staff find answers in your internal documents, with links to the source passages so they can check the answers.
Tool integrations
Connect the tools your team already uses and keep their records in sync, with checks for missing data and failed updates.
Where to start
A workflow audit to find a useful starting point.
We look at how the work moves today, what can run automatically, and where someone needs to review it. Then we decide on a manageable first build.
- Step 01 Map the flow
- Step 02 Choose what to automate
- Step 03 Agree on review steps
- Step 04 Build a first version
- Step 05 Measure & improve
You bring
- One task that takes up time every week.
- The tools involved: inbox, CRM, spreadsheet, docs, helpdesk.
- What could go wrong if automation makes a bad call.
You get
- A written map of the steps your team follows.
- A plan for the first piece of work to automate.
- Review steps, access limits, and a plan for handling failures.
Map the work first
We write down the current steps, the people involved, and where work gets delayed or goes wrong. This helps us decide what is worth automating.
Test a first version
I build a small part of the workflow and test it with real examples, including cases that should fail or need review.
Keep people in control
Before launch, we agree on what can run automatically and what needs approval. You can check the activity log and step in when needed.
Workflow examples
Examples of what we could automate.
Explore example workflows, including the steps, tools, and points where a person checks the work. These are illustrative designs, not client case studies.
Lead Qualification Agent
Research an incoming lead, prepare a first reply, and draft the CRM update for sales to review.
Support Triage Agent
Sort new support tickets, draft replies using approved help documents, and pass urgent or unclear requests to a person.
Invoice Processing Agent
Extract invoice fields and flag missing details or unusual amounts for finance to review.
WhatsApp Follow-up Agent
Follow up with interested leads, answer common questions, and alert sales when a reply needs attention.
Knowledge Base Copilot
Answer staff questions from approved internal documents, with links to the passages used.
Meeting Intelligence Agent
Turn call transcripts into decisions, assigned actions, and draft follow-up messages.
Questions
Questions about automation.
Does this have to involve AI?
No. A scheduled task or a rule in a tool you already use may be enough. The audit identifies which steps need AI and which can follow simple rules.
What if the automation gets something wrong?
We plan for mistakes before launch. Permissions limit what the system can change, logs record its actions, and review steps put sensitive or uncertain work in front of a person.
Where do most people start?
Usually with a workflow audit. Over one to two weeks, we map the process, identify a first piece to automate, and agree on review and failure handling. You keep the written plan even if you use another developer.
Will this replace someone's job?
My focus is the repeated admin within a job: sorting requests, drafting replies, entering data, and sending reminders. People still handle decisions and unusual cases. We discuss responsibilities before deciding what to automate.
Do you work with our existing tools?
Yes. I start with your existing tools and check what their integrations allow. I only recommend replacing a tool if it cannot support the work you need.
What does it cost?
The audit has a fixed price. After that, I quote the build against an agreed scope. Hosting, API, and other running costs stay on your own accounts.
Start here
Which task keeps coming back?
Describe the task, the tools you use, and where it takes up time. I will help you decide whether automation is worth the effort.