Workflow Automation & Integrations
Give your team their time back.
Connected workflows across CRMs, calendars, support desks, documents and internal tools, with clear rules for approvals and exceptions.
On this page
Who it helps
- Operations and finance teams handling orders, invoices, onboarding or support tickets across several systems.
- Agencies and professional services firms with repeatable client processes.
- Businesses that have outgrown spreadsheets and email as their workflow engine.
Problems it addresses
Work moves between tools by copy and paste. Data is re-typed, follow-ups are forgotten, and the person who knows the process is the bottleneck.
- The same information entered into a CRM, an accounting tool and a spreadsheet by hand.
- Documents that arrive by email and need reading, categorising and forwarding.
- Follow-ups and reminders that depend on someone remembering.
- Reports assembled manually every week from several sources.
- Automations built in a rush that fail silently when a tool changes.
What the engagement includes
Event-driven workflows and integrations, with language models used only where judgement is needed: reading documents, classifying requests, drafting replies for approval.
- Process mapping: what happens today, where it breaks, and what a person must still approve.
- Integration with your systems via APIs, webhooks and, where unavoidable, files and email.
- Language-model steps for extraction, classification and drafting, each with a confidence threshold.
- Approval and exception handling: anything uncertain is routed to a named person, never guessed.
- Logging, alerts and retries so failures are visible and recoverable.
- Handover with runbooks, credentials in your accounts, and a plan for changes.
A concrete example
Fewer manual steps, faster turnaround, an audit trail for every action, and people spending their time on decisions instead of data entry.
Illustrative scenario: supplier invoices from inbox to accounting
IllustrativeIllustrative workflow. Thresholds, tools and approval steps are agreed per project.
Supported integrations
Anything with an API is a candidate. These are the ones we work with most; if your tool is not listed, ask, and we will confirm before you commit.
- HubSpot, Salesforce, Pipedrive and Zoho
- Xero, QuickBooks and Sage
- Zendesk, Freshdesk, Intercom and HelpScout
- Google Workspace and Microsoft 365
- Slack, Teams, Notion and Airtable
- Custom internal tools and databases via REST and webhooks
Delivery expectations and cost drivers
Most automation projects are delivered as a sequence of small releases, each removing one manual step, so value arrives early and every change can be checked by your team.
What drives the price
- Number of systems involved and the quality of their APIs.
- How much judgement each step needs, and how strict the approval rules are.
- Volume and variety of documents or requests.
- Whether the process is already defined, or needs to be designed first.
Ongoing costs after launch
Ongoing costs are hosting for the workflow runtime, any subscription fees for tools you choose to use, and language-model usage where it is part of the flow. All accounts are in your name.
Ongoing support
Every workflow ships with monitoring and alerts. We offer a support arrangement for changes and upstream API updates, or train your team to maintain it.
Questions about Workflow Automation
Do you use no-code tools or write custom code?
Both, depending on the job. Established platforms such as Make or n8n are fine for simple, low-volume flows. Anything with high volume, sensitive data or complex logic is written as code you own, with tests.
How do you stop an automation making a bad decision?
Every AI step has a confidence threshold and a defined fallback. Uncertain cases go to a person for approval. Actions that move money or contact customers always have a review step unless you decide otherwise.
What if one of our tools changes its API?
Failures are logged and alerted rather than hidden, and integrations are isolated so one change does not break the whole flow. Support arrangements cover this kind of maintenance.
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Product design and full-stack engineering for AI applications, multi-step agent systems and software products that need dedicated design and evaluation.
Next step
Talk to us about Workflow Automation.
Tell us what you are dealing with. We reply by email to arrange a short call, then send a written scope and price before any work starts.