Custom AI Agents
Purpose-built AI agents that research, draft, triage and update your systems, with clear limits and human sign-off.
AI Automation
Workflow automation that removes the copy-paste
Connect your forms, CRM, inbox, calendar and reporting so leads get answered faster, data stays clean, and your team stops doing robot work.
What's included
What Workflow Automation covers.
Scoped to your site and goals. Not every engagement needs every item, and the audit tells us which ones matter most.
01
Lead routing
Form to CRM to instant reply, with the right person notified in seconds.
02
AI triage
Inbound enquiries categorised and summarised, with draft replies ready for approval.
03
CRM hygiene
Deduplication, enrichment and follow-up reminders that keep your pipeline honest.
04
Reporting automation
GA4, Search Console and CRM data flowing into a dashboard that updates itself.
05
Document workflows
Proposals, onboarding packs and invoices generated from templates.
06
Documentation
Every automation written up, so it isn't a mystery when something breaks.
How I approach it
The honest version
I map the process on paper before touching a tool. Half the time the fix is removing a step, not automating it.
Automations fail quietly, so every one I build has error alerts and an owner. You'll know when something breaks before a customer does.
Tools I use
- Zapier
- Make
- n8n
- HubSpot
- Pipedrive
- Looker Studio
- Google Workspace
Good questions
Workflow Automation FAQs.
Zapier, Make or n8n?
Zapier for simplicity, Make for complex multi-step flows at lower cost, and n8n when you want to self-host or need more control. I pick the one that suits your team.
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho, GoHighLevel and most others with an API.
Can you automate SEO reporting?
Yes. GA4, Search Console and rank-tracking data can feed a Looker Studio dashboard that refreshes on its own.
More AI Automation services
AI Content Pipelines
Research-to-publish workflows that use AI for the heavy lifting and people for the judgment.
AI Live Chat & Assistants
Website chat assistants grounded in your content that answer questions, capture leads and hand off to a person.
Find out what is holding your site back
Send me your website and goals. You'll hear back within one business day from me, not a sales team, with an honest read on where you stand and what I'd do first.