Automation and system integrations
Connect forms, email, CRM, scheduling and invoicing. We work through one defined process to reduce repeated data entry and manual follow-up.
Discuss your project
Start with a repeated task
For example: a website enquiry becomes a CRM record, a task goes into the schedule and a colleague receives a notification. We map the steps before selecting the tools.
- The trigger, required data and intended result
- Access to the systems that need to exchange information
- Validation, duplicate handling and a route for failed steps
- A clear point for a person to check or approve the result
Where AI fits
Some tasks benefit from AI, such as sorting incoming text or preparing a draft. We agree what information it may process and which output needs review. You can agree in writing that specified material must stay out of external AI tools.
Keep the connection working
Integrations depend on the capabilities and access offered by each system. We test the agreed flow and discuss monitoring, software changes and ongoing support before handover.
Cost and scope
From £5,000. These are starting prices. The final price depends on the agreed work, content, integrations and delivery date. External licences and ongoing support are quoted separately.