Stop Being the Glue Between Your Own Systems.
Every SMB has the same pattern: an order arrives, and a person spends 20 minutes copying it into the CRM, raising a job in the production system, emailing the supplier, scheduling the delivery, and updating the customer. We build the automation that does all of that, so the human only gets involved when there's a real decision to make.
The problem, in plain English.
Your systems don't talk to each other
Orders in one place, jobs in another, invoices somewhere else. Every handoff requires a person to retype or copy-paste. That person is your bottleneck, your error source, and your single point of failure.
"Just use Zapier" isn't the answer
No-code tools handle simple two-system connections. Real workflows have branching logic, exceptions, retries, audit requirements, and dependencies that break Zapier in production. You need something built for your shape.
Manual handoffs are where things slip
When the team is busy, the manual steps get rushed or skipped. Quotes go out late, suppliers don't get the right info, customers don't get updated. Friday-afternoon mistakes are Monday-morning fires.
You don't want to replace everything
You've invested in Sage, your CRM, your job system. The answer isn't to throw it all out. The answer is to make them work together, with AI handling the bits that need judgement and rules handling the bits that don't.
What actually happens.
Map the workflow honestly
Two days on-site or remote, walking through your real workflow with the people who actually do it. Where the handoffs are. Where the exceptions are. Where the "we always do X but never write it down" decisions live.
Wire the systems together
API connections between your tools. Where APIs don't exist, we use email parsing or RPA. Where the workflow needs to wait for something (a supplier reply, a customer approval, a stage completion), the system handles the wait.
Layer AI on the decisions
Pure rules for the mechanical bits. AI for the judgement bits, "is this enquiry urgent?", "which supplier should we route to?", "is this quote ready to send?". Each AI step has a confidence threshold and a human fallback.
Build the safety net
Logging, monitoring, alerts when things go wrong. Audit trail on every action. Rollback for anything that affects money or customer commitments. The system is reliable enough to leave running over the weekend.
Fixed fee, phased delivery.
£4,800-£25,000+ depending on workflow complexity and integrations
From £4,800
Workflow automation
- Workflow audit + scope
- Build, integrations, and tuning to your real data
- Live deployment in your environment
- Ongoing tuning + accuracy monitoring
What people ask us.
01Where do you start?
Always with the workflow that's costing you the most time today. We map the current state, identify the 2-3 biggest leaks (manual handoffs, missed steps, slow stages), and build to fix those first. Other workflows follow once the first is stable.
02What if we change our process later?
The automation is built so steps are modular, you can change the supplier list, the approval thresholds, the customer notification rules without rewriting the whole thing. We hand over the codebase and documentation so your team or another developer can maintain it.
03Is this just Zapier dressed up?
No. Zapier is great for simple A-to-B connections. We build code-based workflows with branching, exception handling, retries, audit logs, and AI judgement steps that no-code tools can't do reliably. We'll happily tell you when Zapier or Make is actually the right call for a simple piece, sometimes it is.
04How fragile is this?
Less fragile than the manual process it replaces, because every step is logged and monitored. When a step fails, you know within minutes, versus discovering on Wednesday that nobody emailed the supplier on Monday.
05Will it work with our weird internal system?
Almost certainly. We've integrated with bespoke MES, custom ERPs, ancient on-prem systems, even systems where the only interface is "watch this email inbox and parse the body." If the data exists somewhere accessible, we can use it.
Which industries this suits.
Other AI work we build.
More Workflow automation patterns and proof
- Invoice PO matching for fabricators, Kingsland Fabrications
- Engineering drawing and cut-list extraction, Kingsland
- Shop-floor AI assistant running daily, Kingsland
- E-commerce AI tools for product businesses, UK Workbenches
- Reactive maintenance AI for doors & access, DoorOps
- AI Invoice Matching for Fabricators
- Workflow Automation for Fabrication
- Document Extraction for Fabrication
- Quote Generation for Trades & Fabricators
- QC Inspection Automation for Manufacturing
- Enquiry Triage & Workflow for Hospitality/Trades
- Kingsland Fabrications, full MES + AI systems case study
- UK Workbenches, ~42% revenue growth (Shopify + PPC)
- CRB Door Systems, Rotherham industrial doors proof
- Free website and AI-readiness check
Ready to win more
and do more with
less staff?
- More enquiries & better rankings
- Smoother operations & less admin
- Faster quoting & better follow-up
- More jobs completed, without hiring more
Book a free strategy call
and let’s map out your clear next step.
Book My Strategy Call No pressure. Just practical advice.