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AI Automation

Workflow automation that connects the tools you already use

Workflow automation moves work between your systems without anyone copying data by hand: a new form creates a record, an approval triggers an invoice, a file lands in the right folder. We build these flows on Microsoft Power Automate, n8n, Make or Zapier, chosen to fit your systems and security needs.

What we build

What's included

Approvals and routing

Requests and documents routed to the right person, with reminders and a record of every decision.

System integrations

Your CRM, accounting, forms, spreadsheets and files kept in sync through their APIs.

Robotic process automation

When a system has no API, desktop and browser automation works the screens the way a person would.

Spreadsheet automation

Excel and Google Sheets processes that run themselves: imports, cleanups, calculations and distribution.

Work we have built

  • Accounts payable invoices processed from Dropbox with Power Automate and an AI model
  • Operations workflows for a commercial property company in Power Automate
  • SLA tracking with automatic escalation for a utility company's work orders
  • An expense reimbursement process mapped end to end before automating it

Platforms

Which automation platform fits your business

We work with the four platforms that cover almost every business, and we choose based on your systems, your security needs and who will maintain the flows.

Microsoft Power Automate

  • Best for businesses on Microsoft 365
  • Runs inside your tenant and security model
  • Deep Dynamics, SharePoint and Teams integration
  • Desktop automation for systems without an API
  • Our certified specialty (PL-200, PL-500)

n8n

  • Best for teams that want control and self-hosting
  • Hundreds of integrations plus custom code steps
  • Runs on your own server or cloud
  • Good fit for AI-heavy flows

Make and Zapier

  • Best for quick automation between cloud apps
  • Fast to build and easy for a team to adjust
  • Large catalogs of ready connectors
  • Monthly cost scales with volume

Common builds

Workflows we build most often

The names change by industry; the patterns do not.

Approvals

Requests, expenses, documents and time off routed to the right approver, with reminders and a record of every decision.

Lead to CRM

Every enquiry from your site, email or ads lands in the CRM with the right owner and the next step scheduled.

Quote to invoice

An accepted quote creates the project, the invoice and the welcome email, without re-typing anything.

Document handling

Files named, filed and shared the right way the moment they arrive, with the data inside them extracted.

Reporting

Weekly and monthly numbers compiled from several systems and sent where the team reads them.

Spreadsheet automation

Excel and Google Sheets processes that import, clean, calculate and distribute on their own.

Reliability

What makes a workflow last

Automations break when tools change, volumes grow or an edge case appears. Ours are built to be noticed when they do.

  1. 01Error handling on every step, with a retry where it is safe
  2. 02Alerts to a person when a run fails or an input looks wrong
  3. 03Logging that shows what happened to each item
  4. 04Documentation your team can follow to change a flow
  5. 05A monthly check that every flow still runs as intended

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

Workflow Automation: common questions

Which platform should we use?

It depends on your systems. Microsoft 365 businesses usually fit Power Automate best. n8n suits teams that want self-hosting and control. Make and Zapier are quick for cloud apps.

Are you certified?

Yes. Our founder holds Microsoft PL-200 (Power Platform Functional Consultant) and PL-500 (Power Automate RPA Developer), and we work as a Microsoft Solutions Partner.

What happens when an automation fails?

We build error handling and alerts into every flow, so a failure is noticed and fixed rather than silently skipped.

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.