AI Workflows We've Built & Shipped

Leads from web forms and portals were sitting unanswered for hours - sometimes overnight - letting competitors swoop in first.

An automated workflow that captures every new lead the moment it arrives, enriches it with property interest data, sends an instant personalised email and text to the prospect, and notifies the right agent based on postcode and availability. Non-responded leads escalate automatically to management.

Staff were manually typing hundreds of receipts and invoices into accounting software every month - slow, error-prone work.

Clients email or upload receipts into a secure portal. AI reads each document, extracts supplier, amount, date, tax, and line items, categorises the expense, and posts it directly into the accounting system. Anything unusual or low-confidence is flagged for human review.

Consultants spent entire days reading CVs to find the handful of candidates worth interviewing for each role.

Incoming applications are parsed and scored against the job specification - experience, skills, location, salary fit. The workflow shortlists the top candidates, sends them a tailored update, and schedules interviews directly into consultants' calendars. Everyone else gets a polite, timely rejection.

Selling across three marketplaces with stock levels updating manually led to overselling, stockouts, and angry customers.

Every order - from the website, marketplaces, and wholesale - flows into a single dashboard. Stock adjusts in real time across all channels, low-stock alerts fire automatically, and purchase orders are drafted for the right supplier when inventory hits a threshold. No more spreadsheet juggling.

Tenant maintenance reports came in via phone, email, and portal with no consistency - slowing everything down.

Tenants report issues through a single portal (or even by message). AI categorises the fault, gauges urgency from the description, assigns it to the right contractor, and keeps the tenant updated at every stage - from logged, to assigned, to en route, to resolved.

Onboarding a new client involved ID checks, conflict searches, matter setup, and welcome packs - all done by hand over a couple of days.

A single workflow triggers the moment a client says yes: it runs identity verification, searches for conflicts across the firm's database, creates the matter file, generates the engagement letter, and notifies the fee earner. The client gets a polished welcome pack within the hour.

A team inbox was receiving hundreds of emails a day with no visibility on who was handling what. Messages sat unanswered, responses were inconsistent, and important client emails slipped through the cracks entirely.

A manager-led inbox system where every incoming email is automatically categorised and assigned to the right team member based on sender, subject, and content. Managers see a live dashboard of who's working on what, response times are tracked, and staff reply using shared addresses with full conversation history attached. Anything unanswered past a set SLA escalates automatically, and out-of-hours messages get an instant, professional auto-reply.

Admin staff were drowning in repetitive tasks - manual data entry, document generation, appointment scheduling, and report compilation - with no time left for patient-facing or higher-value work.

A suite of automation rules that handle repetitive administrative work end-to-end. Forms are pre-populated from existing records, documents are generated from approved templates and routed for sign-off, recurring reports compile themselves and land in the right inboxes on schedule, and data flows between systems without anyone re-typing it. Staff are only interrupted when a genuine decision is needed.

Onboarding and offboarding staff across multiple systems was a manual, inconsistent process. New starters waited days for access, and worse - leavers sometimes kept their accounts for weeks, a serious security risk.

Automation wired directly into the organisation's cloud admin centre. When a new starter is added, their user account, mailbox, file storage, and application access are provisioned automatically based on their role and department. When someone leaves, every door is locked in minutes - not days. Licence usage is monitored and right-sized, and security policies apply consistently across the entire organisation.