Workflow automation
Move routine work between the tools you already use
Take the copying, retyping and chasing out of a process, while keeping a clear route for the cases that need a person.
Who it is for: Teams whose work is spread across an inbox, a spreadsheet, a CRM and a folder structure, with a person moving information between them.
What the project covers
What we can scope together
Take the copying, retyping and chasing out of a process, while keeping a clear route for the cases that need a person.
- Email and shared-inbox automation
- CRM updates and hand-offs
- Form, spreadsheet and database workflows
- Approvals, alerts and task creation
- Scheduled reporting
- Document routing and filing
- API and webhook integrations
- Migration away from brittle manual processes or disconnected automations
- Monitoring, failure notifications and maintenance
Boundaries and human review
Agree representative examples, acceptance criteria and exception handling. Review failed or uncertain actions before extending the scope, with clear ownership and operating guidance.
Extensions and project dependencies
Data volume, access requirements, integrations, security needs and the deployment environment determine the final scope and price.
We identify subscriptions, hosting, data preparation and model usage for the proposed scope. These costs are separate from implementation and are explained before work starts.
From conversation to handover.
01
Understand
We watch the process as it runs today and write down what happens when it goes wrong, not only when it goes right.
02
Design
We decide what the automation handles, what it escalates, and what it is never allowed to do.
03
Build
We build it against real examples, including the awkward ones, and put failures somewhere visible.
04
Hand over
You get documentation, monitoring and a way to change the parts that will need changing.
Your implementation runs on accounts you control. Handover includes documentation and agreed acceptance checks; purchasing ongoing care is optional.
Related possibilities
Broader examples from our opportunity catalogue; quoted separately where they extend the starter.
AI email triage
Incoming mail is read, classified, prioritised and routed before anyone opens the inbox.
Meeting intelligence
Meetings are transcribed, summarised and turned into actions and follow-ups automatically.
Reporting automation
Recurring reports assemble themselves, with the numbers checked and the changes explained.
Scheduling and appointment automation
Booking, reminders, rescheduling and follow-up handled without the back-and-forth.
Marketing assistance
Content drafted, repurposed and scheduled from material you have already produced.
Explore the engineering
Related in-house systems, with their own scope, evaluation and limitations. These are not customer outcome claims.
- Working in-house systemProduct engineering and integration
From business questions to a practical AI shortlist.
The AI Opportunity Snapshot helps a business explore where AI could be useful. A responsive assessment turns structured answers into a prioritised report. Behind it, connected intake handles report delivery and internal email notifications, bringing the customer experience and business operations together.
- In-house evaluationOperations and admin
An inbox sorter that knows when to ask.
Smart Inbox reads incoming Outlook email and labels it — suppliers, invoices, leads, marketing and internal. When it isn’t sure, it leaves the message for a person. In a test on 250 realistic small-business sample emails it hadn’t seen before, it sorted two-thirds on its own and got 96% of those right; none of its mistakes were serious. It never moves, deletes or replies to anything.
- Working in-house systemFinance operations
Invoice documents ready for a person to check.
This working demonstration takes an invoice attachment from email, files the original in OneDrive and prepares an Excel register row. The extracted figures sit alongside the document for a person to check. It does not approve payments or demonstrate an integration with accounting software.
Your choice after handover
Optional care · From £100/month
One monthly health check and up to 30 minutes of minor fixes or changes. Unused time does not roll over. Response within two business days; this is not a resolution guarantee or continuous monitoring. Larger work, software and usage charges are additional.
You can operate the system yourself or agree a different support scope. Provider accounts and running costs remain separate.
Your questions
- What happens when the automation gets something wrong?
- That is a design question we answer before building. Every workflow we build has a defined destination for uncertain or failed items — a review queue, a flag, an alert — because an automation that fails silently is worse than no automation.
- Do we have to move to new software?
- Usually not. Most of this work connects the systems you already pay for. Where we do recommend a new tool, we will say what it costs and what it replaces.
Talk through your process.
Tell us what happens today, which tools you use and what you want to improve. Art will review your enquiry and suggest a useful next step.
Practical guides
- AI email sorting in Outlook: what to automate and what to review
A practical guide to Outlook email triage: choosing categories, keeping uncertain messages under human review and testing a sorter before relying on it.