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AUTOMATION SERVICES

AI Automation Services for UK Businesses

Practical automation for finance admin, sales follow-up, reporting and more, built around the tools you already use.

We help UK businesses hand their repetitive work to AI and automation, so their people can spend more time on customers, quality and growth. Every automation is built around the tools you already use, with a person kept in charge of anything that matters.

Below are the areas we automate most often. Each one links to a page with more detail, including example workflows, the tools involved and which package fits.

What we automate

Invoice and finance admin automation

Invoices generated automatically, polite payment chasers on a schedule, and receipts sent straight into Xero or QuickBooks. Purchase order approvals arrive with one click instead of a chain of emails.

Lead follow-up and sales automation

Every enquiry gets an instant, personal reply, followed by a sequence that keeps the conversation going. Quotes, calendar booking and gentle reminders when someone goes quiet all happen automatically.

Marketing reporting automation

Google Ads, Meta, GA4 and Search Console figures pulled together on a schedule, with a plain-English summary of what changed and alerts when something looks wrong.

Custom CRMs

A simple CRM built around how you actually sell, with your stages and your fields. Leads are logged automatically from forms, emails and calls, so nothing slips through.

Business dashboards

Sales, cash flow, marketing and workload in one view that updates itself, built in Looker Studio, Power BI or Google Sheets.

Social media automation

Posts planned, drafted in your tone of voice and scheduled, with an approval step before anything goes out. One blog or video can become a week of posts.

Paid ads and website automation

Conversion tracking set up properly, website forms sent straight to your CRM with their source, and alerts when ad spend or results change.

Customer service automation

Common questions answered quickly and consistently, with replies drafted for your team to check and anything unusual passed to a person.

Operations automation

The routine steps between your systems, from job sheets and booking notifications to document templates, handled automatically so work moves without chasing.

AI knowledge assistant

An assistant that answers your team’s questions from your own policies, procedures and documents, so people find what they need without interrupting a colleague.

How we work

  1. Kickstart audit. We look at how work flows through your business today and where the time goes.
  2. Pick the quick wins. We agree the automations that will make the biggest difference with the least disruption.
  3. We build it and train your team. Everything is tested before it goes live, and your team learns how to check and adjust it.
  4. Monthly support and improvement. We keep things running and add the next automation when you are ready.

Not sure which of these applies to you? Tell us the job that eats your week, and we will show you how to automate it.

FAQS

Questions we hear most

Where should we start?

Most businesses start with the AI Kickstart audit (£495 one-off), which identifies the automations that will save the most time first.

Do we need new software?

Usually not. We build around the tools you already use where possible and only suggest new ones when they clearly help.

Who checks what the automations do?

You do. Anything that matters, such as sending money-related messages or quotes, can wait for a person to approve it.

What happens after the automation is built?

On AI Team Upskill and AI Partner, we keep it running, make changes as your process changes and add the next automation.

PACKAGES

Start with an audit. Grow with a monthly partner.

AI Kickstart from £495 one-off A one-off audit of how your business could use AI and automation. See what's included
AI Partner from £2,500 /month Your own AI team. We set it up, run it and keep saving you time and money. See what's included

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