The automation library
See what your team could hand to AI.
From a new sales enquiry to an engineering alert, explore practical examples of how people, AI and the tools you already use can work together.
Explore by use case
Start with the work, not the tool.
These are example architectures, designed to be adapted to your systems, rules and review process.
Sales & growth
Lead qualification & routing
Turn incoming enquiries into prioritised, useful conversations for your sales team.
A new enquiry arrivesThe right owner gets contextFormsCRMAISlackCustomer experience
Customer support triage
Give support teams a head start with categorised requests and relevant account context.
A support request arrivesA prepared ticket reaches the teamHelpdeskKnowledge baseAISlackSales & growth
CRM data hygiene
Keep records useful with duplicate checks, missing-field reminders and clear ownership.
A record is created or changedThe CRM stays easier to trustCRMEmailWorkflowSlackInternal operations
Internal knowledge assistant
Help your team find grounded answers across the documents they are allowed to access.
A teammate asks a questionAn answer links back to sourcesDocumentsSearchAISlackFinance & operations
Invoice processing
Organise incoming invoices, extract key fields and send exceptions to the right person.
An invoice is receivedA reviewed record is ready for financeEmailDocumentsAIFinance systemEngineering
Incident triage & handoff
Bring alerts, service context and runbooks together when an incident needs attention.
A monitoring alert firesThe on-call team gets a useful briefMonitoringLogsAISlack
Designed for real teams
Automation with a clear owner.
The right workflow is observable, handles exceptions and leaves important decisions with the people responsible for them.
Connect your stack
Work with the apps, data and processes your team already relies on.
Keep people in control
Set review points for uncertain, sensitive or high-impact actions.
Measure what matters
Track the time, quality and handoffs that matter to your team.
Have a workflow in mind?
Tell us where work gets stuck. We will discuss the systems involved, the checks you need and a practical place to start.
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