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AI Automation

AI automation that takes repetitive work off your team

AI automation means software that reads, decides and acts on routine work, such as invoices, emails, forms and reports, so your people spend their time on the work that needs them. We design it, build it on your existing systems, and keep it running.

Services

AI Automation services

What we build

What's included

Document processing

Invoices, receipts, contracts and forms read by AI, checked against your rules, and entered into the right system.

Email and request triage

Incoming messages classified, routed to the right person or queue, and answered when the answer is routine.

Data entry and syncing

Records kept in step across your CRM, accounting, spreadsheets and project tools, without copy and paste.

Reports that build themselves

Recurring reports compiled from your systems on a schedule and delivered where your team reads them.

Work we have automated

  • Accounts payable invoices arriving in Dropbox, read by an AI model and processed by Microsoft Power Automate
  • A queue report reviewed and processed automatically instead of by hand each day
  • Operations workflows for a commercial property company, built in Power Automate
  • An expense reimbursement process mapped from submission through approval, payment and storage

Where it fits

The four kinds of work AI automation handles well

Not everything should be automated. These four patterns cover most of the time businesses lose, and each one has a known, reliable design.

Read and extract

Invoices, receipts, contracts, forms, scans and emails. AI reads them and pulls out the fields your systems need, with a confidence check on every value.

Sort and route

Incoming messages, tickets and requests classified by intent and urgency, sent to the right queue or person, with routine ones answered outright.

Move and sync

Records kept consistent across your CRM, accounting, spreadsheets and project tools, triggered by events rather than by someone remembering.

Compile and report

Recurring reports assembled from several sources on a schedule, with a summary written in plain language and delivered where people read it.

Microsoft 365 businesses

Automation inside the Microsoft tenant you already pay for

Many of our clients run on Microsoft 365. Power Automate, Power Platform and Azure AI Foundry let us build inside that environment, so data never leaves it and IT keeps control.

What that gives you

  • Flows that run under your own security, identity and audit policies
  • AI models hosted in Azure AI Foundry, inside your tenant
  • No new vendor to approve, and no data leaving Microsoft 365
  • A certified consultant: PL-200 and PL-500, Microsoft Solutions Partner

Power Automate

Approvals, notifications, document handling and integrations across Microsoft 365, SharePoint, Dynamics and third-party systems.

Azure AI Foundry

The AI model for reading documents and classifying text, hosted in your Azure subscription.

Desktop automation

For systems with no API, Power Automate Desktop works the screens the way a person would.

Dataverse and SharePoint

Structured storage for what the automations produce, visible to the people who need it.

Guardrails

How we keep automations safe

An automation that fails quietly costs more than the manual work it replaced. Every build includes the same protections.

  1. 01A person approves anything that matters: payments, customer-facing messages, record deletions
  2. 02Every run is logged, with inputs, outputs and the decision made
  3. 03Failures raise an alert instead of passing silently
  4. 04Confidence thresholds: when the AI is unsure, the item goes to a person
  5. 05Spending caps on AI usage, per automation and per month
  6. 06Documentation that lets your team understand and change the flow

How it works

From first conversation to running system

You only commit to the next phase once the last one has paid off.

  1. 1

    Audit

    Free

    A short written review of where your time goes and what to automate first.

  2. 2

    Pilot

    Fixed scope

    One workflow, built on your real data, running in production. You see results before committing to more.

  3. 3

    Build

    Per phase

    We extend what worked across the process, with logging and a person in the loop.

  4. 4

    Run

    Monthly

    We monitor, fix and improve what we built, and report what it handled.

Start here

Find out what to automate first, for free

You tell us

  • What your business does
  • Which tasks take the most time
  • The tools you use today

You get back

  • 3 to 5 concrete automation opportunities
  • A rough effort and payoff for each
  • Which one to pilot first, and why
Free AI Automation Audit

Free. Reply within one business day. No obligation.

Tools

What we work with

We choose tools to fit your systems and security needs, not the other way around.

Work

Related work

All work

FAQ

AI Automation: common questions

What kind of work can AI automation handle?

Work that follows a pattern: reading documents, sorting requests, moving data between systems, and compiling reports. Where a decision needs human judgment, the automation prepares everything and a person approves it.

Do we need to replace our current software?

No. We build on the tools you already use, such as Microsoft 365, Google Workspace, your CRM and your accounting system, and connect them.

Which AI models do you use?

We choose per task: OpenAI and Anthropic models, or Azure AI Foundry when the data has to stay inside your Microsoft environment.

How do we start?

With a free AI automation audit. You describe the work that takes the most time, and we come back with concrete opportunities and a rough effort for each.

Find out what you could automate

Tell us about the work that takes your team the most time. We come back with concrete opportunities and a rough effort for each. No cost, no obligation.