Enquiries & follow-ups
Route new enquiries to the right person, organize requests and trigger agreed reminders.
AI & Automation
Less repetitive work.
More room to focus.
Start with a real workflow. We combine practical automation and AI where they help, with clear permissions, review steps and ownership.
Plan Your Automation
Use cases
Tasks we can automate.
Document workflows
Support document classification, information extraction and review, with approval before important actions.
AI assistants
Help staff or customers find answers in approved organizational information, with a clear route to human support.
Notifications & approvals
Connect forms, status changes and approval steps to timely email or SMS updates.
Reporting & summaries
Prepare routine summaries from approved records so staff can review and act on them.
Connected tools
Identify repeat data entry and connect suitable systems through supported integrations.
Example workflow · Scoped to your tools
From a new enquiry to a reviewed response.
For a team handling repeat service enquiries, the first useful automation can be a clear handover between the form, the assigned staff member and the customer.
Capture the request
A form records the service, brief and contact details. Required fields make missing information easier to spot.
Prepare the handover
Rules route the enquiry to the right person. AI can summarize the brief and draft follow-up questions from approved guidance.
Review and respond
A staff member checks the draft, confirms scope and pricing, and approves the response before it is sent.
Track what happens next
Agreed reminders flag requests awaiting action. Reporting shows open enquiries and their current stage.
What a pilot should prove
Measure time to first response, enquiries missing required information and drafts needing correction. Agree the baseline and success criteria before deciding what to automate next.
A practical starting point
Plan your first workflow.
Tell us what starts the process, the tools you use, who reviews the work and what a good result looks like. We’ll identify a focused first workflow, agree how to measure it and confirm the integration and support requirements.
AI-generated output can need correction. Review points and escalation to your team are part of the workflow design.