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AI & Automation

Less manual follow-up.More room to work.

Connect enquiries, information and everyday tasks with workflows your team can actually use.

Map my workflow Explore the workflow

Example workflow · local sample data

“Hi, we'd like a new booking site for our clinic before March. Who should I talk to?”

  1. 01 Enquiry

    Waiting…

  2. 02 Qualification

    Waiting…

  3. 03 Routing

    Waiting…

  4. 04 Follow-up

    Waiting…

Simulated in your browser. No CRM, inbox or WhatsApp is connected.

Where time gets lost

The work betweenthe tools adds up.

An enquiry arrives in one place. Someone copies it into another. A follow-up depends on remembering. A useful lead waits because the process isn't connected.

  1. 01

    An enquiry arrives

  2. 02

    Someone copies it across

  3. 03

    Follow-up depends on memory

  4. 04

    A good lead waits

The approach

Make the handoff partof the system.

We map the process, connect the right tools and keep people in control of the decisions that need them.

What we build

  • 01

    Lead capture & qualification

    Forms, chat and inboxes feed one place. Each enquiry is read for what it is, how urgent it is and what's missing, using rules you can see and adjust.

  • 02

    AI chat & assistance

    An assistant that answers from your own approved content, collects the details a person needs, and hands over rather than guessing.

  • 03

    Workflow automation

    The repeatable steps between your tools — create the record, notify the owner, send the acknowledgement — run on their own.

  • 04

    CRM & data sync

    Records stay consistent across the CRM, spreadsheets and the tools you already use, so nobody copies data by hand.

  • 05

    Follow-up support

    Reminders and drafted replies for the right person at the right moment, with the decision to send left to them.

  • 06

    Internal tools & integrations

    Small dashboards and connectors for the parts of the process no off-the-shelf product covers.

Disciplines behind this: AI & Automation · Digital Operations & Virtual Assistance · Analytics, Growth & Strategy · Lead Generation & Outreach

Try it

A workflow you can steer.

Paste or pick a message and watch it move from capture to action — the same Lab demo as on the home page.

What's simulated

Transparent keyword rules in your browser. No AI model, inbox or CRM is contacted and nothing is sent.

What a real project needs

Access to your actual tools and their APIs, agreed rules for who gets what, a model where language understanding helps, and testing on your real messages.

Channel

SimKeyword rules running in your browser. No AI model, CRM or inbox is contacted, and nothing is sent.

  1. 01
    Capture
  2. 02
    Understand
  3. 03
    Enrich
  4. 04
    Route
  5. 05
    Act

Pick a channel, write or choose a message, then run it.

Relevant work

Projects to look at.

Studio concepts · not client commissions

Studio concept · working prototypePinecrest Enquiry DeskAn enquiry desk for a fictional property agency: every message is captured, qualified, tagged and handed to the right agent.

How we work

Understand → Design → Connect → Test → Hand over

The full five-stage process
  1. 01

    Understand

    We walk through how work moves today and where it stalls.

  2. 02

    Design

    We agree which steps to automate and which stay with people.

  3. 03

    Connect

    We wire up the tools, data and assistant around that design.

  4. 04

    Test

    We run real examples through it, including the awkward ones.

  5. 05

    Hand over

    You get the system, the access and notes on how to change it.

Questions

Straight answers.

  • Usually, yes. Most CRMs, inboxes, forms and spreadsheets can be connected through their APIs or built-in integrations. We check what your tools allow before we propose anything.

Next step

What's taking too muchof your team's time?

Tell us where the process slows down. We'll help work out what is worth automating.Let's map it