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Spend less time on repeat admin tasks.

We can help with things like reading forms, preparing notes, sorting enquiries and updating records. Your team can check important work before anything is sent or saved.

AI automation • example workflowSimulation
Workflow 01 / Lead intakeFrom new enquiry to staff follow-up.Staff check important changes before they are made.
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Gmail · IntakeOpenAI · AnalyseOdoo · CRM
M
01 / TRIGGERNew customer enquiryGmail or website form triggers intake
Received
AI
02 / AI PROCESSINGRead, summarise & classifyOpenAI-assisted summary and service routing
O
03 / HUMAN REVIEWReview & approveOdoo CRM lead staged for team approval
Review
↗
04 / ACTIONCRM task + customer replyEmail confirmation drafted after review
Done ✓
Example of supported integration architecture, not a live data feed or claim of official vendor endorsement.
AN AI EXAMPLE

Less copying between email and your CRM.

When an enquiry arrives, AI can prepare a summary. Your team checks it before it goes into your CRM. We start with a small task and test it properly.

Tell us your repetitive task ↗
01 / READ NEW ENQUIRY02 / HUMAN REVIEW03 / ASSIGN NEXT ACTIONExample workflow · Review before automation
ChecksStaff approval where needed
LogsKeep a record of automated tasks
CloudHosting options to discuss

We will agree on the right targets for your project before work starts.

What we offer

Jobs we can help automate

Read documents

Read invoices and receipts and prepare them for checking.

PDFOdoo

Answer common questions

Use your business information to help answer customer questions.

ChatHandoff

Find staff information

Help staff find answers in policies and guides.

Knowledge base

Repeat tasks

Send reminders, prepare records and move approved information.

n8nOdoo

Where data is stored

We can discuss hosting options, including your own cloud account.

AzureAWS

Checks and records

Keep a record of tasks and get alerts if something goes wrong.

Audit log
How it works

How we work with you

STAGE 1

Discover

We look at how your team works now and agree on what needs to change.

You get: List of tasks worth automating
STAGE 2

Design

We show you the plan and check it with you before building.

You get: Prototype on real examples
STAGE 3

Build

We build a test version, show you the progress and check it with your team.

You get: Tested automation with approval steps
STAGE 4

Launch & support

We launch your project, show your team how to use it and agree on support.

You get: Live system and monitoring
Questions

Questions people often ask

Have another question? Send us a message.

How do you handle our data?

We check privacy settings and service terms before choosing an AI tool. We can also look at using your own cloud account.

What if the AI gets something wrong?

We can add checks so staff approve important changes before they happen.

Not sure what you need?

Tell us what you need help with. We will get back to you to talk it through.

Get in touch →