Automation library

Systems we build, by industry.

Illustrative examples of the workflows we design. Every business is different — these show the pattern, not a promised result.

Logistics

Purchase order intake

Example

POs arrive as PDFs and emails. Someone re-keys every line into the TMS.

  1. Email / PDF
  2. AI extracts lines
  3. Validates vs. rates
  4. Creates load
  5. Flags mismatches

Clean POs enter the system in seconds. Only exceptions reach a person.

Typical: ~14 hrs/week recovered

Shipment exception alerts

Example

Delays are found when the customer calls asking where their freight is.

  1. Carrier feeds
  2. AI detects risk
  3. Drafts customer notice
  4. Human approves
  5. CRM updated

Customers hear about delays from you, before they have to ask.

Typical: ~9 hrs/week recovered

Carrier email triage

Example

A shared inbox with hundreds of rate confirmations, PODs and questions a day.

  1. Shared inbox
  2. AI classifies
  3. Files documents
  4. Routes questions
  5. Logs in TMS

The inbox sorts itself. Your team works a queue, not a pile.

Typical: ~11 hrs/week recovered

Professional services

Client intake

Example

Enquiries sit in an inbox; intake forms are retyped into the practice system.

  1. Web form
  2. AI qualifies
  3. Conflict check
  4. Creates matter
  5. Books consult

Qualified clients are booked the same day with a complete file.

Typical: ~7 hrs/week recovered

Document review prep

Example

Juniors spend hours summarising contracts before anyone can advise.

  1. Upload
  2. AI extracts clauses
  3. Flags risk
  4. Drafts summary
  5. Reviewer signs off

Reviewers start from a structured brief, not a blank page.

Typical: ~10 hrs/week recovered

Weekly client reporting

Example

Hours reconciling timesheets and writing status updates every Friday.

  1. Timesheets
  2. Project data
  3. AI summarises
  4. Partner reviews
  5. Sent to client

Reports draft themselves. Partners just review and send.

Typical: ~6 hrs/week recovered

E-commerce

Where-is-my-order support

Example

Most support tickets ask the same question about shipping status.

  1. Ticket
  2. AI reads intent
  3. Checks order + carrier
  4. Replies
  5. Escalates edge cases

Routine tickets are answered instantly. Agents handle the real problems.

Typical: ~16 hrs/week recovered

Returns processing

Example

Return requests bounce between email, the store and the warehouse.

  1. Request
  2. Policy check
  3. Label generated
  4. Warehouse notified
  5. Refund queued

Returns follow one path with a human approving refunds over threshold.

Typical: ~8 hrs/week recovered

Inventory alerts

Example

Stock-outs are discovered after customers try to order.

  1. Store + WMS
  2. AI forecasts
  3. Reorder draft
  4. Buyer approves
  5. PO sent

Reorders are proposed before stock runs out.

Typical: ~5 hrs/week recovered

Real estate

Lead response

Example

Portal leads wait hours for a reply while they message three other agents.

  1. Portal lead
  2. AI qualifies
  3. CRM record
  4. Personal reply
  5. Agent notified

Every lead gets a thoughtful reply in under two minutes.

Typical: ~9 hrs/week recovered

Showing scheduling

Example

Back-and-forth texts to coordinate buyers, sellers and agents.

  1. Request
  2. Availability
  3. Booking
  4. Confirmations
  5. Reminders + feedback

Showings book themselves and feedback is collected automatically.

Typical: ~7 hrs/week recovered

Transaction checklists

Example

Deadlines tracked in spreadsheets and memory.

  1. Contract signed
  2. AI builds timeline
  3. Tasks assigned
  4. Reminders
  5. Status to client

Nothing slips. Clients always know what's next.

Typical: ~6 hrs/week recovered

Local services

Missed-call recovery

Example

Calls missed on the job become lost customers.

  1. Missed call
  2. Instant text
  3. AI collects details
  4. Books slot
  5. Tech notified

Missed calls turn into booked jobs.

Typical: ~5 hrs/week recovered

Quote follow-up

Example

Quotes go out and nobody follows up.

  1. Quote sent
  2. Timed follow-ups
  3. AI answers questions
  4. Accepts
  5. Job scheduled

More quotes close with zero extra effort.

Typical: ~4 hrs/week recovered

Review requests

Example

Happy customers never get asked for a review.

  1. Job complete
  2. Satisfaction check
  3. Review link
  4. Issues routed to owner

Steady reviews, and unhappy customers reach you first.

Typical: ~2 hrs/week recovered

Find the work your business shouldn't be doing manually.

We'll help you find where automation removes friction, connects your systems, and gives your team back time — then we'll run it for you.