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AI Automation & Integration

I look for the repetitive tasks that take your team's time, then automate the ones that suit it and connect AI tools to the systems you already use, with clear permissions and a person in charge of every step.

New v6 draft from the service brief, awaiting review

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The problem, and what I do about it

  1. Your team copies the same details between email, forms, spreadsheets and other tools every week.

    I map the task first, then automate only the steps that are predictable enough to hand over, and leave the judgement with your team.

  2. You have tried an AI tool, but it sits beside your work instead of inside it, so nobody uses it for long.

    I connect the tools through their supported integrations, with a separate account and the narrowest access each step needs.

  3. You are unsure what an automation would be allowed to see or change, or who would notice if it went wrong.

    I agree what failure looks like before anything goes live, and set up alerts and a manual fallback for it.

Draft copy, to confirm

What you get out of it

Repetitive steps run on their own, your team keeps the decisions that need judgement, and you know what each automation can access and how to stop it.

Who it’s for

  • You run a small team and the same administrative steps repeat every day or week.
  • You want enquiries, bookings or documents sorted, summarised or routed without someone doing it by hand.
  • You already pay for AI or automation tools and want them connected to your website, inbox or records properly.

If the main need is a website feature that answers visitors' questions, AI chatbots is the better page. If you have not yet decided whether AI is worth it for your business at all, start with a digital strategy and roadmap.

What’s included

  • Task discovery

    A short review of how the work is done today, which steps repeat, what data they touch and what a mistake would cost.

  • Data and access review

    What each step would read or change, which accounts it uses, and what must stay out of third-party tools.

  • Workflow automation

    Defined steps, such as routing a form submission, creating a record or sending a confirmation, run automatically on a platform we agree.

  • AI steps with review

    Summarising, classifying or drafting where it helps, with a person approving the result before it reaches a customer.

  • Testing and evaluation

    The workflow run against real examples, including awkward ones, before it is switched on, with the results written down.

  • Monitoring and handover

    Alerts when a step fails, a log of what ran, and documentation so your team can pause, change or switch it off.

How it works

  1. Map

    We walk through the task as it is done today and agree which steps to automate and which stay with people.

  2. Prototype

    I build a small version on test data, so you can see what it does and where it falls short.

  3. Evaluate

    We check the results against agreed examples and fix the failure paths before anything touches live data.

  4. Launch and monitor

    The workflow goes live with alerts, a log and a manual fallback, and I hand over the documentation and the accounts.

Questions people ask

Draft answers, to confirm

Which tools do you use?

It depends on what you already pay for and where your data lives. Platforms such as n8n or Make, and AI models such as ChatGPT or Claude, can all be part of a workflow. We choose them together, and the accounts are yours.

Who pays for the AI and automation services?

The tools usually charge you directly, often by usage. I explain the likely running costs before we build, so they are part of the decision rather than a surprise.

What happens when an automation gets something wrong?

We agree that before launch. Steps that affect customers have a review point, failures raise an alert, and there is always a manual way to do the task.

Will you look after it once it is running?

I can, by agreement, but it is never required. The documentation and accounts are handed over so your team or another developer can take it on.

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Tell me what you need to achieve.

We can work out the right next step before committing to a solution. You can book this on its own. An ongoing partnership is optional, never a requirement.

Need continuing responsibility rather than a defined project? Ongoing partnerships

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