AI AutomationServices ThatHandle the Busywork

AI chatbots, AI voice agents, CRM automation and workflows built in n8n, Make or Zapier. Leads get answered faster, data moves between your apps on its own, and your team gets time back for real work.

n8nMakeZapierOpenAIClaudeGeminiVapiRetell AIHubSpotGoHighLevelTwilioWhatsAppSlack
New Lead Comes InForm, ad, chat or call
AI Reads and QualifiesScores the lead from the answers
Saved to Your CRMContact, deal and notes added
Instant WhatsApp ReplyPersonal message with next steps
Call BookedOn your calendar, team notified

What I Can Automate for You

Pick a service to see how its flow works and every task included. Most businesses start with one and add more once it runs.

AI Chatbots

Answer questions and capture leads on your website and chat apps, day and night.

Visitor Asks
AI Answers From Your Info
Lead Saved

Included in This Build

  • Website chat widget
  • WhatsApp, Instagram and Messenger bots
  • Trained on your services, prices and FAQs
  • Lead details collected in the chat
  • Hand over to a person when needed
  • Chats saved to your CRM or inbox
  • Replies in the customer's language

The Same Task, Manual vs Automated

Pick a task your team does every week and see what changes when it runs on its own.

Done by Hand

  • Someone notices the email or form hours later
  • The details are copied into the CRM
  • A reply is written from scratch
  • A reminder is set to follow up
  • The follow up slips when the week gets busy

Done by Automation

  • Instant reply on email, SMS or WhatsApp
  • AI checks the request and scores the lead
  • Contact and deal created in the CRM
  • Booking link sent to good fits
  • Follow ups sent until they reply

What stays human: You take the call with a qualified lead.

Workflows for Every Team

Ready ideas for each department. Each one can be built as it is or shaped around how your business works.

Sales

Instant Lead Reply

When a lead fills your form or ad

Then they get a reply in seconds, and your team gets an alert with the details.

Lead Scoring

When a new lead arrives

Then AI scores it from the answers given, and hot leads go to the top of the CRM.

Proposal Builder

When a deal reaches the proposal stage

Then a proposal is made from your template and sent for signature.

Quiet Deal Follow Up

When a deal goes quiet

Then a polite follow up goes out, and the deal is flagged if there is still no reply.

Customer Support

Ticket Triage

When a support email arrives

Then AI tags the topic and urgency and routes it to the right person.

Drafted Answers

When a common question comes in

Then AI drafts the answer from your help docs for your team to approve.

Order Status Replies

When a customer asks where their order is

Then the chatbot checks the order and replies with the tracking link.

Feedback Loop

When a ticket is closed

Then a short survey goes out, and low scores alert a manager.

Marketing

Content Pipeline

When a topic is added to your board

Then AI drafts the post, you approve it, and it is scheduled.

Review Requests

When a job is marked done

Then the customer gets a review request with a direct link.

Lead Magnet Delivery

When someone downloads your guide

Then they get it by email and join a nurture sequence.

Mention Alerts

When your brand is mentioned or reviewed

Then you get a Slack alert with a suggested reply.

Operations

Client Onboarding

When a contract is signed

Then folders, tasks, the first invoice and a welcome email are created.

Job Scheduling

When a booking is confirmed

Then the job is assigned, the team is notified and the customer gets a reminder.

Approval Flows

When a request needs sign off

Then the right person gets it in Slack or email and approves it in one click.

Supplier Orders

When stock runs low

Then a purchase order is drafted and sent for approval.

Finance

Invoice Processing

When a bill lands in your inbox

Then AI reads it, creates the entry in QuickBooks or Xero and saves the file.

Payment Reminders

When an invoice is overdue

Then polite reminders go out until it is paid.

Expense Capture

When a receipt photo is sent on WhatsApp

Then the expense is read, sorted into a category and logged.

Monthly Summary

When the month closes

Then a plain summary of income and spending is sent to you.

Ecommerce

Abandoned Cart Recovery

When a shopper leaves items in the cart

Then a reminder goes out by email or WhatsApp.

Order Updates

When an order ships

Then the customer gets tracking and delivery updates.

Inventory Sync

When stock changes in one channel

Then every other channel is updated.

Product Content

When a new product is added

Then AI drafts the description, tags and alt text for review.

HR and Hiring

Application Summaries

When an application arrives

Then AI summarizes the CV against your criteria for your review.

Interview Booking

When a candidate is shortlisted

Then they get a link to book an interview time.

Employee Onboarding

When a new hire is added

Then accounts, tasks and a welcome pack are prepared.

Leave Requests

When someone requests leave

Then the manager approves it and the team calendar updates.

AI Chatbots That Answer and Book

A chatbot trained on your business that replies in seconds, collects lead details and books appointments. While it chats, the work behind it gets done too.

Smile Clinic AssistantExample Chat
Visitor

Hi, do you do teeth whitening? How soon can I come in?

Assistant

Yes, we offer whitening at the clinic. Would this week or next week suit you better?

Visitor

This week, after work if possible.

Assistant

Thursday evening is open. What name and phone number should I book it under?

Visitor

Sara, and you can use my WhatsApp number.

Assistant

Done, Sara. You will get a confirmation on WhatsApp and a reminder the day before.

Behind the Chat

What the automation does while the conversation happens.

  • Question matched to the whitening serviceKnowledge base
  • Calendar checked for this weekCalendar
  • Evening slots filteredCalendar
  • Thursday evening held for the visitorCalendar
  • Contact and booking savedCRM
  • WhatsApp confirmation and reminder scheduledWhatsApp
Trained on Your Business

Services, prices, policies and FAQs, so answers stay accurate.

Captures and Qualifies Leads

Asks the right questions and saves the answers to your CRM.

Books Appointments

Checks your calendar and books a time inside the chat.

Hands Over to People

Passes the chat to your team when a person is needed.

Speaks Your Customer's Language

Replies in the language the customer writes in.

WebsiteWhatsAppInstagramMessengerTelegramSMSSlack

AI Voice Agents That Pick Up Every Call

An AI receptionist that answers calls, understands what the caller needs, books the appointment and updates your CRM.

Incoming CallAI receptionist answering for your business
Example Call
  • Call Answered
  • Request Understood
  • Calendar Checked
  • Appointment Booked
  • Text Confirmation Sent
  • Summary Sent to CRM
Answers Every Call

Day, night and weekends, including when your line is busy.

Books and Reschedules

Appointments go straight into your calendar during the call.

Missed Call Text Back

If a call is missed, the caller gets a text so the lead is not lost.

Transfers to Your Team

Urgent or complex calls go to a person right away.

A Summary After Every Call

Transcript, summary and next step sent to your CRM or inbox.

Always honest with callers. The agent says it is an AI assistant, callers can ask for a person at any time, and outbound calls only go to people who agreed to be contacted.

Built on the Platform That Fits You

The platform is picked for your apps, volume, budget and privacy needs. Here is how the main three compare.

Comparefavicons?domain=n8nn8nfavicons?domain=makeMakefavicons?domain=zapierZapier
Best ForComplex logic, AI agents and full controlVisual workflows with many stepsSimple workflows your team can edit
Self HostingYes, on your own serverNo, cloud onlyNo, cloud only
AI AgentsBuilt in, with memory and toolsAI steps and agentsAI steps and agents
Ease for Your TeamMore technicalModerateEasiest
App LibraryLarge, plus any app with an APILargeThe largest
Custom CodeFull code stepsLimitedBasic code steps
Cost at High VolumeLowest when self hostedModerateHighest

Also built on Microsoft Power Automate, GoHighLevel and Pipedream when your business already runs on them.

Your Workflow

Automation Platforms

  • favicons?domain=n8nn8n
  • favicons?domain=makeMake
  • favicons?domain=zapierZapier
  • favicons?domain=powerautomate.microsoftPower Automate
  • favicons?domain=gohighlevelGoHighLevel
  • favicons?domain=pipedreamPipedream

AI Models

  • favicons?domain=openaiOpenAI
  • favicons?domain=anthropicClaude
  • favicons?domain=gemini.googleGemini
  • favicons?domain=mistralMistral
  • favicons?domain=llamaLlama
  • Perplexity
  • favicons?domain=openrouterOpenRouter

Voice and Chat

  • favicons?domain=vapiVapi
  • favicons?domain=retellaiRetell AI
  • favicons?domain=blandBland AI
  • favicons?domain=synthflowSynthflow
  • favicons?domain=elevenlabsElevenLabs
  • favicons?domain=twilioTwilio
  • favicons?domain=voiceflowVoiceflow
  • favicons?domain=botpressBotpress
  • favicons?domain=manychatManyChat
  • favicons?domain=business.whatsappWhatsApp Business

CRM and Sales

  • favicons?domain=hubspotHubSpot
  • favicons?domain=salesforceSalesforce
  • favicons?domain=zohoZoho CRM
  • favicons?domain=pipedrivePipedrive
  • favicons?domain=apolloApollo
  • favicons?domain=instantlyInstantly
  • favicons?domain=clayClay
  • favicons?domain=calendlyCalendly
  • favicons?domain=calCal.com

Data and Workspace

  • favicons?domain=sheets.googleGoogle Sheets
  • favicons?domain=airtableAirtable
  • favicons?domain=notionNotion
  • favicons?domain=supabaseSupabase
  • favicons?domain=pineconePinecone
  • favicons?domain=slackSlack
  • favicons?domain=teams.microsoftMicrosoft Teams
  • favicons?domain=mail.googleGmail
  • favicons?domain=outlookOutlook
  • favicons?domain=clickupClickUp
  • favicons?domain=mondaymonday.com
  • favicons?domain=apifyApify

Ecommerce, Finance and Forms

  • favicons?domain=shopifyShopify
  • favicons?domain=woocommerceWooCommerce
  • favicons?domain=wordpressWordPress
  • favicons?domain=stripeStripe
  • favicons?domain=quickbooks.intuitQuickBooks
  • Xero
  • favicons?domain=typeformTypeform
  • favicons?domain=jotformJotform
  • favicons?domain=pandadocPandaDoc
  • favicons?domain=docusignDocuSign

All trademarks belong to their owners. These are tools I use in my work, not partnerships.

Get a Free Automation Audit

Tick what sounds like your business and see where to start. For the full picture, I review how your business runs and send you a plan.

The full audit coversTasks your team repeats every day, where leads wait or get lost, the apps you use and how they connect, data typed in more than once, customer questions that keep coming back, reports built by hand, booking and reminder gaps and which tasks should stay human.

What Sounds Like Your Business?

Where to Start

    Tick anything that sounds familiar and your starting workflows show up here.

    Send My List on WhatsApp

    How a Build Goes Live

    Every project runs through the same steps. Nothing goes live until it is tested with real examples and you have approved it.

    Your Automation ProjectRun History
    • Map

      We list the tasks, apps and people involved, and pick what to automate first.

    • Design

      Each workflow is planned step by step, with the checks and approvals it needs.

    • Build

      Workflows, chatbots or voice agents are built in your accounts.

    • Test

      Real examples are run through, including the edge cases that break things.

    • Launch

      It goes live with your team trained and the documentation in hand.

    • Monitor and Improve

      Runs are watched, errors fixed and the flow tuned as you grow.

    Safe by Design, Human When It Matters

    Automation should take work off your plate without putting your data, customers or brand at risk. These safeguards are on in every build.

    Human Approval Where It Matters

    Refunds, quotes and sensitive replies can wait for a person to approve them.

    Your Accounts, Your Ownership

    Everything is built in accounts you own, so it keeps running whatever happens.

    Only the Access Needed

    Each connection gets the smallest access it needs, nothing more.

    Error Alerts and Retries

    Failures notify you right away, and failed runs can be retried.

    A Log of Every Run

    See what ran, when it ran and what data it used.

    Private Options

    Business AI APIs that do not train on your data by default, or a self hosted setup.

    Documentation and Handover

    Plain guides showing what each workflow does and how to pause it.

    Tested Before Launch

    Real examples and edge cases are tested before anything goes live.

    Choose How You Want to Start

    Every quote is custom, based on the workflows, apps and support you need.

    Single Workflow

    One automation built, tested and handed over. A good way to start.

    • Planning call
    • Build and testing
    • Error alerts
    • Handover guide
    • Support after launch
    Get a Quote

    Automation System

    Connected workflows built around one goal, often with a chatbot or voice agent.

    • Free audit and roadmap
    • CRM setup or cleanup
    • Chatbot or voice agent
    • Connected workflows
    • Team training
    • Full documentation
    Get a Quote

    Monthly Care

    Monitoring, fixes and new workflows every month.

    • Run monitoring
    • Fixes and updates
    • AI prompt tuning
    • New workflows as needed
    • Monthly summary
    Get a Quote

    White Label

    Automation delivered under your agency's brand.

    • Your branding on all documents
    • Works inside your project tools
    • NDA on request
    • Flexible capacity
    Get a Quote

    AI Automation for Your Type of Business

    Find your business and see what is usually automated first.

    Clinics and Dental

    BookingsRemindersIntake formsAfter hours calls

    Real Estate

    Lead follow upViewing bookingsListing alerts

    Law Firms

    Client intakeDocument draftingCase updates

    Ecommerce Stores

    OrdersAbandoned cartsStockSupport replies

    Marketing Agencies

    Client reportingOnboardingWhite label builds

    Home Services

    Call answeringQuotesJob scheduling

    Restaurants and Cafes

    ReservationsOrder updatesReview requests

    Salons and Spas

    BookingsRemindersRebooking messages

    Gyms and Fitness

    Trial follow upMembershipsClass reminders

    Coaches and Consultants

    Discovery callsOnboardingInvoices

    Education and Courses

    EnrolmentStudent questionsReminders

    Accountants and Finance

    Document collectionRemindersReports

    Insurance Agencies

    Quote requestsRenewalsClaim intake

    Recruitment and Staffing

    Application summariesInterview booking

    SaaS and Tech

    Onboarding emailsSupport triageUsage alerts

    Hotels and Travel

    Booking questionsGuest messages

    Auto Dealers and Repair

    Test drive bookingsService reminders

    Logistics and Delivery

    Shipment updatesOrder tracking replies

    Manufacturing and Wholesale

    QuotesPurchase ordersInventory

    Nonprofits

    Donor follow upVolunteer sign ups

    Events and Weddings

    EnquiriesRegistrationsReminders

    Property Management

    Maintenance requestsTenant messages

    Local Retail

    Stock alertsLoyaltyOffer messages

    And Many More

    Not listed? Tell me your business and get a plan built for it.

    Monthly Care That Keeps It Running

    Apps change, volumes grow and AI answers need tuning. Every month, the same cycle keeps your workflows working.

    • MonitorEvery workflow watched for failed runs.
    • FixFailures found, fixed and retried.
    • UpdateWorkflows adjusted when an app changes its API.
    • TuneChatbot and agent answers improved from real conversations.
    • AddNew workflows added as your needs grow.
    • ReportA monthly summary of what ran, what was fixed and what is next.
    Cost ChecksPriority Support on WhatsAppPrompt UpdatesPlatform Plan Advice

    What Affects Your Quote

    You get a fixed quote before any work starts. This is what moves it between a smaller and a bigger build.

    Number of Workflows

    Each one is planned, built and tested.

    Smaller BuildOne workflow

    Bigger BuildA connected system

    Steps and Logic

    Conditions and approvals add build time.

    Smaller BuildA straight line of steps

    Bigger BuildBranches, conditions and approvals

    Apps to Connect

    Ready integrations are quicker.

    Smaller BuildReady integrations

    Bigger BuildCustom API work

    AI Usage

    Prompts need testing and tuning.

    Smaller BuildOne AI step or none

    Bigger BuildChatbots and AI agents

    Voice and Chat Channels

    Each channel is set up and tested.

    Smaller BuildOne channel

    Bigger BuildSeveral channels and phone lines

    Data Cleanup

    Messy data is cleaned first.

    Smaller BuildClean, ready data

    Bigger BuildOld spreadsheets to clean

    Hosting

    Where the workflows run.

    Smaller BuildA platform cloud plan

    Bigger BuildA self hosted server

    Ongoing Support

    What happens after launch.

    Smaller BuildA one time build

    Bigger BuildMonthly Care

    Software and AI costs stay separate. Platform plans, AI usage and phone numbers are billed to your own accounts by each provider, so you always see the real cost.

    White Label Automation for Agencies

    Offer AI chatbots, voice agents and workflow automation under your brand. I build it, you keep the client.

    • Your Brand OnlyDocuments and reports carry your logo. Your client never sees my name.
    • Works With Your TeamI join your Slack or project board and follow your process.
    • NDA on RequestClient details and workflows stay confidential.
    • Flexible CapacityTake on more automation projects without hiring.

    Automation Handover Guide

    Prepared by your agency for your client

    • What Each Workflow Does
    • How to Pause or Edit It
    • Error Alerts and Who Gets Them
    • Accounts and Access
    • Support Contacts

    AI Automation Questions, Answered

    Straight answers to what clients ask before they hire. Anything else? Ask on WhatsApp.

    Getting Started

    Most repeated tasks that follow a pattern: replying to enquiries, follow ups, bookings, data entry, reports, documents and moving data between apps. The free audit shows which tasks are worth automating first.

    A single workflow is usually ready within days to a couple of weeks. A full system with a chatbot, voice agent and CRM takes longer, so it is planned in stages and you see results early.

    No. I handle the setup, testing and connections. You get plain documentation and a walkthrough, so your team knows what runs and how to pause it.

    It removes the repetitive work, not the people. Your team spends less time copying data and chasing follow ups, and more time on customers and decisions.

    Yes. I review the existing workflows, fix what fails, clean up the logic and document it. I can also move workflows from one platform to another.

    AI and Data

    Workflows run in accounts you own, with only the access each step needs. For sensitive data, I use business AI APIs that do not train on your data by default, or a self hosted setup on your own server.

    OpenAI, Claude, Gemini, Mistral and open source models. The model is picked for each task based on quality, speed, cost and privacy needs.

    Yes, AI can be wrong, so important steps have checks. The AI works from your approved information, and actions like refunds, quotes or sensitive replies can wait for a person to approve them.

    Yes. Voice agents introduce themselves as an AI assistant, and callers can ask for a person at any time. Outbound calls only go to people who agreed to be contacted.

    Yes. It is set up with your services, prices, policies and FAQs, and it answers from that information. When it does not know, it says so and hands over to your team.

    Tools and Platforms

    Zapier is the simplest for small teams, Make suits visual workflows with many steps, and n8n fits complex logic, AI agents and self hosting. I recommend one after looking at your apps, volume and budget.

    Yes, through APIs, webhooks and custom code steps. If an app has an API, it can usually be connected.

    Yes. HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive and most others. If you do not have a CRM yet, I can set one up.

    Yes. n8n can run on your own server or cloud account, so your data stays with you and there are no per task platform fees. Hosting is paid by you to your provider.

    Support

    Every workflow has error alerts. If something fails, we are both notified, and failed runs can be retried after the fix. On Monthly Care, fixes are handled for you.

    Sometimes. Apps change their systems, and a workflow may need an update. Monthly Care covers these changes, so you are not caught out.

    You do. Everything is built in your accounts and you get the documentation. If we stop working together, everything keeps running.

    Yes. Your team gets a walkthrough and simple guides on how to use, pause and edit the workflows.

    Pricing

    It depends on the number of workflows, the apps involved, AI usage and support needs. You get a fixed quote after the free audit, before any work starts.

    No. Platform plans, AI usage and phone numbers are billed to your own accounts by each provider, so you always see the real cost. I help you pick plans that fit your volume.

    Yes. Monthly Care covers monitoring, fixes, updates, prompt tuning and new workflows as your needs grow.

    Yes. You get a list of automation ideas for your business, with no obligation to hire me.

    Connect It With

    Tell Me What You Want Automated

    One task or your whole sales and support flow. You get a clear plan, the right tools and a fixed quote, with no obligation.

    Send These for a Fast Quote

    • The tasks you want automated
    • The apps and tools you use now
    • Your CRM, if you have one
    • How leads and customers reach you
    • Any data or privacy rules you follow