AI & workflow automation

Stop doing the same thing every week

Every business has a handful of jobs that repeat — chasing, sending, copying between systems, producing the same report. We work out what the sequence really is and build something that runs it, with monitoring so you find out before your customers do.

Where it usually starts

The jobs that eat the week

These are the areas businesses bring to us most often. We are not going to promise you a number of hours back — that depends on your process, and we will estimate it honestly once we have seen it.

Enquiries and follow-up

Enquiries acknowledged immediately, routed to the right place, and followed up on a schedule instead of when somebody remembers.

Quotes and invoicing

Quotes generated from a template, invoices raised when a job completes, payment chasing that happens whether or not you are at a desk.

Scheduling and timesheets

Rotas, bookings, reminders and hours captured without a spreadsheet being emailed around every Friday.

Reporting

The same summary, on the same day, without anyone rebuilding it by hand — and delivered where you will actually read it.

Documents and data entry

Pulling information out of emails, forms and PDFs and putting it where it belongs, once, instead of retyping it into three systems.

Monitoring and alerts

Something watching the things that quietly fail — a form that stopped delivering, a certificate about to expire, a job that did not run.

Business process automation

A whole process, not one task

Automating a single task helps a bit. The bigger wins are usually in the handovers — the gaps where something waits for a person to move it along.

Enquiry arrives Qualified Quoted Scheduled Delivered Invoiced Followed up

We map what happens now — including the parts that only live in somebody's head — then automate the steps that genuinely repeat and leave the judgement calls where they belong. Approval steps stay in for anything that leaves the business.

Integrations

Making what you already pay for talk to itself

Most businesses do not need new software. They need the five systems they already have to stop being five separate islands with a person ferrying data between them.

Where there is an API

We connect systems directly. That is more reliable, faster and cheaper to run than anything driving a browser in the background.

Where there is not

We will tell you plainly. Sometimes the answer is a scheduled export, sometimes it is a small tool, and sometimes the honest answer is that it is not worth it.

We are not tied to one vendor or platform. The right answer is whatever is most reliable for your situation and cheapest for you to keep running.

How it works

Scoped before it is built

Show us the process

A call and, where it helps, a look at how it runs today. No preparation needed.

We map it

Written down properly, including the steps nobody has ever documented. This alone is often useful.

Scope and quote

What we would build, what it costs, what it will not do. You decide with the whole picture.

Build, monitor, hand over

Built, tested, monitored, documented. You are told how it works, not just handed a black box.

Questions

Fair questions

Contact

Tell us what you need

Whether it is a first website, a process that eats your week, or a tool nobody sells off the shelf — describe it in your own words and we will tell you honestly whether we can help.

hello@automatefx.co.uk 01273 011 108

UK-wide, remotely — in person across Sussex