Workflow automation examples
by industry.
These are the automations we are most often asked to build. Each one starts from a specific operational problem — missed leads, slow onboarding, repetitive reporting, appointment scheduling friction, or disconnected business systems.
Professional services & law firms
AI receptionist and intake agent
The problemEnquiries arrive by phone, email, and web form outside office hours, and the first response is often the next working day.
What we buildAn AI receptionist that answers common questions, captures intake details, qualifies the enquiry, and books the appointment straight into your calendar.
What changesEvery enquiry gets an immediate response, and your team starts the day with qualified appointments instead of a backlog.
More on the AI receptionist →
Sales teams & agencies
AI lead generation and qualification
The problemLeads arrive from several channels, sit unscored in an inbox, and the follow-up depends on whoever has time.
What we buildAn AI sales agent that captures leads from every channel, scores them against your criteria, personalises the first follow-up, and keeps your CRM accurate.
What changesFollow-up happens consistently rather than when someone remembers, and your pipeline reflects reality.
E-commerce & retail
AI customer service agent
The problemThe same questions about orders, returns, and delivery arrive hundreds of times a week and consume the support team.
What we buildA customer service agent connected to your order system that resolves routine questions directly and escalates anything genuinely unusual to a person.
What changesRoutine volume is handled around the clock, and your support team spends its time on the cases that need judgment.
Real estate & property management
AI appointment setter
The problemViewings, callbacks, and maintenance requests are coordinated by hand across calendars, messages, and spreadsheets.
What we buildA scheduling agent that handles the back-and-forth, books against live availability, and sends reminders to everyone involved.
What changesScheduling stops being a daily admin task and viewings are confirmed while interest is still fresh.
Finance, accounting & operations
AI reporting and data agent
The problemManagement reporting means exporting from several systems and rebuilding the same spreadsheet every week or month.
What we buildA data agent that connects your systems, assembles the report on schedule, flags anomalies, and delivers it where your team already works.
What changesReporting arrives on time without anyone assembling it, and problems surface early rather than at month end.
Small business & back office
Onboarding and back-office automation
The problemOnboarding a client or staff member means the same sequence of forms, approvals, reminders, and system updates each time.
What we buildA workflow agent that runs the sequence end to end, chases what is outstanding, and keeps every system in step.
What changesOnboarding follows the same reliable path every time, without someone tracking it manually.
Every engagement starts with your actual workflow, so the first automation is scoped to a process you already run — not a template. We agree the measure of success before we build.