AI automation
CRM automation. Keep your tools in step.
The same customer details should not need typing into three different places. We build focused connections between the tools you already use, starting with one repeated handover.
Let’s talkWhere it can help
Give each update somewhere useful to go.
A connection needs more than a trigger. It needs a clear source of truth, matching rules and a plan for failures. AI can help summarise unstructured notes; predictable record updates are handled with explicit rules.
- Create a sales task when a qualified enquiry reaches the right stage.
- Update an existing customer record without creating another duplicate.
- Pass an approved booking or job from the sales team to the people delivering it.
Illustrative workflow · sample data
See the workflow
Choose a step to explore this fictional example. No messages are sent or records changed.
A returning customer submits a new enquiry using the email address already in your CRM.
Match the existing record
The example checks a stable identifier such as an email address. An uncertain match goes to a person rather than being merged automatically.
Apply the agreed update
Only approved fields are changed. The workflow keeps the original enquiry and creates a task for the assigned owner.
Make the handover visible
The team can see whether the update succeeded. Failed connections enter a retry or review queue, with duplicate actions prevented.
Is this a good first automation?
A useful starting point
Your team repeatedly copies the same fields between tools, with a clear source of truth and stable record identifiers.
Sort this out first
If teams disagree about which record is correct, resolve that first. Automating an unclear rule spreads the confusion faster.
What a pilot should prove
| Test case | Expected behaviour |
|---|---|
| The same event is received again | Recognise the previous action without creating a duplicate task. |
| Access to a tool expires | Make the failure visible and recover without losing the original request. |
| Two records may match | Ask someone to resolve the match before overwriting customer data. |
Measure the difference
Track duplicate records, failed updates and time spent reconciling systems. Test with ordinary work and exceptions, not just a perfect sample.
03 / Put to work
What we build together
- A map of the source system, destination and fields to connect.
- Record matching, duplicate prevention and agreed update rules.
- Failure reporting, controlled retries and a manual fallback.
- Testing, access documentation and handover to the person responsible.
Quoted for your workflow. We agree the build, software usage, access and any ongoing support before you commit.
What changes the cost
The number of systems, available APIs, matching rules and recovery requirements. Cleaning existing data may be a separate piece of work.
Know what you are agreeing to.
Start with one workflow and sample data. Your written quote sets the boundaries before a paid build.
A clear scope
The trigger, tools, deliverables and acceptance checks. Build fees, software usage and optional support are listed separately.
Controlled access
Agree who can access each system, where data goes and which actions need approval. Start demonstrations with anonymised examples.
A usable handover
Confirm who owns the accounts, how to pause the workflow and who handles failures. Agree documentation and support before launch.
CRM and tool automation
Questions about this workflow
Do we need to replace our CRM?
Usually the starting point is your existing setup. We check its integration options and limits before recommending any change. A particular platform is not promised until access is confirmed.
What if an integration fails?
We agree how failures are reported, which actions can retry safely and when someone must intervene. The team should be able to identify incomplete work without guessing.
Does every step need AI?
No. Defined rules are better for predictable updates and calculations. We use AI where interpreting language or summarising information adds value, with checks around the result.
AI automation
Bring us one repetitive task.
Tell us how it works today and which tools you use. We will help you choose a focused starting point and demonstrate the approach before agreeing a paid build.