Sales and CRM automation
Lead nurturing, follow-up, and data synchronisation between your CRM and the rest of your stack, so no lead goes cold because someone was in meetings.
AI automation, AI agents, and workflows built around your operation
We build workflow automation, custom AI agents, and internal tools that take recurring operational work off your team — so people can focus on customers, revenue, and decisions.
Most engagements start in one of these areas and grow into another. We start with the operational constraint, not the technology.
01
Workflow and process automation
Turn scattered manual processes into reliable systems that keep working when the team is busy.
The problem
Your team spends hours each week on repetitive tasks. Data sits in separate tools and has to be moved by hand. Processes break quietly, and nobody notices until a customer does. The work gets done only because people remember to do it.
What we build
We map the business logic, then build workflow automation that moves work between the right systems at the right time. It includes the parts that matter in daily operations: error handling, retries, logging, monitoring, and clear ownership when an exception needs a person.
In practice
Marketing and competitive intelligence
Campaign data pulled from the platforms that matter into one useful view, with competitor and market signals that stay current instead of becoming someone’s Monday-morning task.
Finance operations and reconciliation
Automated syncing and validation between payment gateways, accounting software, and internal databases, with mismatches surfaced instead of discovered at month end.
02
Custom AI agents
AI agents that read, reason, and act within your operation — with the right approval points designed in.
The problem
Your support team answers the same questions every week. Important knowledge exists, but nobody can find it quickly. You can see that AI should do more than answer chat messages, but handing consequential decisions to an unchecked system is not an option.
What we build
We build custom AI agents that work with your tools and data. They can research, classify, draft, and prepare actions within clear boundaries. Where a decision has consequences, a person approves it. That step is designed into the workflow from the start, not added after something goes wrong.
In practice
Customer support triage
An AI agent resolves common tickets and routes the rest to the right person with context attached, so your team starts with the complex cases instead of sorting the queue.
Internal knowledge assistant
An agent that answers questions about your processes, documentation, and data in the tools your team already uses, so the answer does not depend on which colleague is online.
Research and lead intelligence
An agent that researches companies and contacts, prepares what your team needs before a conversation, and refreshes the context as new information appears.
03
Internal portals and dashboards
One useful place for your team to see what is happening and take action.
The problem
Critical data is spread across spreadsheets and separate back ends. There is no shared view, so decisions wait for someone to assemble one. Different people end up working from different numbers.
What we build
We build fast, reliable internal portals and dashboards on top of the systems you already run, with authentication, audit trails, and live data where it is useful. Not a replacement for your stack — a usable surface on top of it.
In practice
Real-time operations dashboard
A central view for assigning work, tracking completion, and monitoring performance as it happens instead of waiting for a weekly report.
Customer self-service portal
A secure portal where customers manage their accounts and access their own data, removing an entire category of inbound requests from your team.
Lead intelligence and outreach portal
A workflow built around your scoring and enrichment logic, using the sources and criteria that matter for your market rather than the ones a generic tool chose.
Start with the constraint. Choose the right system.
Most engagements do not start with a technology decision. They start with work that takes more time than it should, or a process that survives only because one person remembers it.
We look at where the time, risk, and missed follow-up actually sit, then build the most precise solution. Sometimes that is workflow automation. Sometimes it is a custom AI agent. Often it is a small interface that makes an existing system usable.
We work with tools such as n8n, Supabase, and the Claude API when they fit the job. Your accounts, your infrastructure, your data.
What we do not do
- We do not deliver a strategy document and leave the building to your team.
- We do not put AI in front of consequential decisions without an approval step.
- We do not build on infrastructure you cannot access or keep.
Not sure which service you need?
Most companies do not arrive with a technology brief. Book a 30-minute operations review and we will look at where manual work limits your operation and whether there is a practical opportunity to create capacity.
Book a 30-minute operations review See how we work with clients