Enquiry sorting
Reads each new email or form, works out what it is and how urgent, drafts a first reply and puts it in front of the right person.
AI Automation & Agents
The repetitive jobs,
handled for you.
An “agent” is just a piece of software that can read, decide a little and act — like a very reliable assistant who never gets bored. We build them for the jobs your team does over and over: sorting enquiries, pulling details out of paperwork, chasing, filing and putting the weekly figures together. You decide exactly what it is allowed to do on its own.
FIG. 02
Read, decide a little, act — then report
- Sort what comes in01
- Do the routine part02
- Hand the rest to a person03
What is an AI agent, in plain English?
It is software that does a routine job the way a careful assistant would: it reads what arrives, works out what it is, does the parts it is allowed to do and passes everything else to the right person. Unlike older automation it copes with messy, real-world input — a scanned invoice, a rambling email — rather than needing everything in a perfect format.
- Good for
- Repetitive jobs with a pattern
- Examples
- Enquiries, invoices, chasing, reports
- Works with
- Your email, CRM, accounts and spreadsheets
- You control
- Exactly what it may do alone
- Where it runs
- Our own servers, or yours
- Where to start
- One job, proven, then the next
At a glance
The problem
Good people, stuck
doing robot work.
In most small businesses the same few jobs eat hours every week. None of them is hard. All of them are tedious, easy to get wrong when you are busy and the first thing to slip when someone is off.
The inbox is a to-do list
Enquiries, orders, questions and supplier emails all land in one place and someone has to read every one to decide what it is and who should deal with it.
Paperwork gets typed in by hand
Invoices, delivery notes and forms arrive as PDFs and photos and somebody copies the important numbers into another system — one keystroke from a mistake.
Chasing depends on memory
Quotes that went quiet, invoices not yet paid, documents still missing. Whether anyone follows up depends on whether anyone remembers.
Outcomes
What changes for your business
- Every enquiry sorted and routed within minutes, day or night
- Paperwork read and filed without anyone retyping it
- Follow-ups that happen on time, every time
- The weekly figures ready on Monday morning
- A record of everything the agent did and why
- Your team freed up for the work that needs a person
Scope
What the agents do
Five jobs we build again and again. Most businesses start with one.
Document reading
Pulls the names, dates, amounts and references out of invoices, forms and certificates and puts them where they belong, flagging anything that does not add up.
Chasing and follow-up
Notices the quote with no reply, the unpaid invoice or the missing document and sends a polite reminder on the schedule you set.
Keeping records tidy
Spots duplicates, gaps and out-of-date details in your customer records and either fixes them or lists them for someone to check.
Reports that assemble themselves
Gathers the numbers from your systems each week and lays them out the way you already read them, with anything unusual pointed out.
Is it right for you?
This is a good fit if…
- The same kind of job comes up many times a week
- Someone currently copies information from one place to another
- Things occasionally slip because nobody remembered
- You use email, a CRM, accounts software or spreadsheets
- You want to stay in control of what goes out in your name
- You would rather start small and prove it first
In detail
How this works in practice
The questions careful owners ask before letting software act for them.
Guardrails: what the agent may and may not do
Before anything goes live we write down, in plain English, what the agent can do by itself and what it must hand over. Sorting and drafting is usually fine; sending, paying, refunding or promising anything usually is not.
Those rules are built into the software, not just written in a document. If something does not fit them, it stops and asks.
It shows its working
Every action is logged: what arrived, what the agent decided, what it did and why. If a customer asks “why did I get this email?”, you can see the answer in seconds.
For the first few weeks we review that log with you and tighten or loosen the rules based on what actually happens.
It works with what you already have
Agents connect to the tools you already use — Microsoft 365 or Google Workspace, your CRM, Xero or QuickBooks, spreadsheets, your website forms. Nobody has to learn a new system to benefit.
Where a tool has no proper way in, we will say so honestly and suggest the simplest workaround.
When it gets something wrong
It will, occasionally, as people do. The difference is that its mistakes are visible and repeatable, so once we fix the cause it stays fixed.
Because anything risky is handed to a person, a mistake usually means a draft that needed editing — not a wrong email to a customer.
Questions people ask us
Is this the same as a chatbot?
Not really. A chatbot waits for someone to talk to it. An agent quietly gets on with a job in the background — reading, sorting, filing — and only shows up when it needs you.
Will it send emails without us seeing them?
Only if you decide it should and only for the kinds of message you have approved. Most businesses start with the agent drafting and a person pressing send.
What happens to our data?
We tell you exactly where it goes. Sensitive documents can stay on our own servers, nothing of yours is used to train public AI models and you get a data processing agreement wherever personal data is involved.
How long before something is working?
Usually a few weeks for the first job, because we start with one and get it right before adding more.
How much does it cost?
It depends on the job, so we do not publish a price list. After a short chat you get a clear written quote and nothing starts until you have agreed it.
Where to go next
AI, Systems & Workflow Audit
Not sure which job to hand over first? Two days with your team will tell you.
See how the audit worksAI Consultancy
The plain-English overview of where AI helps a business like yours.
More on AI consultancyBespoke Software & Apps
When the real answer is one system that fits how you work.
See what we buildFree website audit
Not sure where your website stands?
Get a free website health check: a written audit of your site and email domain — renewals, security, email spoofing, speed and AI visibility — read by a person before it is sent.
Which job would you
hand over first?
Tell us about it on a short call. We will tell you honestly whether an agent would do it well.