Solutions

AI automation solutions.

63 concrete automations across 8 business functions: each one mapped, scoped, and priced in the audit. Jump to a function below, or open a category to go deeper.

Sales & CRMPipeline that maintains itself.All 9 automations

Lead qualificationEvery inbound lead scored and routed within minutes Pipeline optimisationStalled deals surfaced before they slip the quarter CRM enrichmentFirmographics, roles, and context filled in automatically Proposal & quote generationDraft proposals assembled from your templates in minutes Outbound personalization at scaleFirst lines written from real research, not mail merge Lead routing and assignmentsRight rep, right territory, zero manual triage Follow-up sequencingNo thread goes cold; follow-ups drafted and timed Pre-call research briefsA one-page brief on every prospect before the call Sales forecastingForecasts built from pipeline signals, not gut feel

Operations & AdminThe paperwork, off your plate.All 8 automations

Contract & invoice automationContracts and invoices read, extracted, and filed Data entryFrom inbox and PDF into your systems, untouched by hand Reporting automationWeekly reports assembled and sent before anyone asks Approval workflowRequests routed, chased, and closed automatically Email & inbox triageShared inboxes sorted, prioritized, and pre-drafted Scheduling & coordinationMeetings booked without the back-and-forth SOP generation & upkeepLiving SOPs written from how work actually happens Exception handling & escalationsEdge cases flagged to a human; everything else flows

Marketing & ContentVolume without losing the voice.All 9 automations

On-brand content engineDrafts that sound like you, ready for review SEO content opsKeyword to outline to publish-ready draft, on schedule Ad creative productionVariants for every audience without a design bottleneck Content repurposingOne webinar becomes ten assets, automatically Lifecycle email flowsOnboarding and win-back emails that maintain themselves Campaign performance reportingCross-channel results in one morning digest Social listeningEvery mention tracked, summarized, and routed Personalized landing pagesPages that match the ad each visitor clicked Review & testimonial miningProof points pulled from reviews and call transcripts

Customer SupportFaster answers, calmer queues.All 8 automations

Support ticket triageEvery ticket tagged, prioritized, and routed on arrival Service automationRoutine requests resolved without an agent Feedback processingThemes from every survey and review, every week Self-service knowledge agentsCustomers find answers before they file tickets Churn-signal detectionAt-risk accounts flagged while there is time to act AI voice agentsPhone lines answered day and night, on brand SLA monitoring & alertsBreaches predicted and escalated before they happen Help centre article generationDocumentation written from solved tickets

Finance & AccountingClose the books without the crunch.All 5 automations

Invoice reconciliationInvoices matched to POs and payments automatically Financial reportingBoard-ready numbers on the first of the month Cash-flow forecastingA rolling 13-week view that updates itself Fraud & anomaly detectionUnusual transactions flagged as they happen Subscription & billing opsUpgrades, downgrades, and credits handled cleanly

People & HRPeople work, minus the paperwork.All 7 automations

Candidate screeningEvery applicant reviewed against the same bar Employee onboardingDay-one ready: accounts, tools, and checklists done Internal help desk automationIT and HR requests resolved without a queue Job description generationOn-voice job posts drafted in minutes Interview notes & scorecardsStructured scorecards from every interview Training content generationCourse drafts built from your own SOPs Offboarding workflowsAccess revoked and handovers tracked; nothing missed

Knowledge & IntelligenceWhat your company knows, on demand.All 10 automations

Enterprise document searchOne search across every drive, wiki, and inbox Internal Q&A agentsAsk in Slack, answered from your own docs Meeting intelligenceEvery call transcribed, summarized, and searchable Competitive monitoringCompetitor moves summarized in a weekly brief Institutional knowledge captureExpertise written down before it walks out the door Contract clause searchFind any clause across every signed agreement Automated research briefsDeep-dive briefs on any topic by the next morning News & regulatory monitoringRelevant changes flagged the day they happen Market trend digestsWhere your market is heading, summarized every week Due-diligence document reviewData rooms reviewed and flagged in days, not weeks

AI Governance & SecurityAdopt AI without losing control.All 7 automations

AI usage policy & governanceA living policy, enforced where work happens Compliance monitoringControls checked continuously, not once a year Shadow AI detectionEvery unsanctioned AI tool surfaced and assessed AI output auditingModel outputs logged, sampled, and reviewed AI vendor risk assessmentVendor reviews cut from weeks to days Audit trails & loggingEvery AI action traceable, end to end Data classification & retentionFiles labeled and retained by policy, automatically

AI assessment

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