Phase 4 · Automate

AI Workflow Automation

The repetitive internal work — copying data between systems, chasing handoffs, assembling the same report every month — handled by software instead of by someone on your team.

  • From £2,800
  • Your accounts and keys
  • Usage billed at cost
The problem

Growth shouldn’t mean hiring for admin

The business is working

There’s a point where the business is working and the reward for that is more work.

So the admin grows

More clients means more data copied from one system to another. More jobs means someone spends Tuesday morning assembling the report that could have assembled itself. More volume means more handoffs, more chasing, more “did anyone action that?” in a group chat.

So you hire. And the new person spends a meaningful share of their week on tasks that a computer should be doing, which means your cost base grows in step with your revenue. That’s not scaling — it’s just getting bigger.

The way out

The question worth asking isn’t “could this be automated?” Almost anything could. It’s “what is this actually costing us, and would automating it pay for itself?”

What a manual process actually costs you

Do the maths before you automate anything

This is the calculation that decides whether an automation is worth building. It takes five minutes and it’s the single most useful thing on this page.

  1. How often does it happen?

    Per week, honestly. Not the busy weeks — the average.

  2. How long does it take each time?

    Including the context-switching around it, which is usually underestimated. A “five minute” task that interrupts focused work costs more than five minutes.

  3. What does that person’s time cost?

    Salary plus employer’s NI, pension and overhead. A £30,000 salary is roughly £20 an hour loaded, not £15.

  4. Annual cost

    A task done 10 times a week, taking 12 minutes, at £20/hour loaded = 2 hours a week = £2,080 a year.

  5. Compare it to the build

    If automating that costs £2,800 plus £250 a month running, that’s £5,800 in year one against £2,080 saved. It doesn’t pay back until year three. Don’t build it.

Now run it on something bigger

A task happening 40 times a week and taking 15 minutes: 10 hours a week, £10,400 a year. That pays for itself in under four months.

The threshold, roughly: automation earns its place when the task consumes more than about four hours a week in total, or when the cost of getting it wrong is high. Below that, a person doing it is genuinely cheaper — and we’ll tell you so rather than build it anyway.

One thing the maths misses: some processes are worth automating even when the hours are modest, because human error in them is expensive. Invoicing, compliance records, anything where a missed step costs real money. Judgement applies.

Our process

How the work runs

  1. Step 01 of 06

    Free automation audit

    We map where your team’s time actually goes and what each task costs.

  2. Step 02 of 06

    The payback calculation

    Which processes earn automation and which are cheaper left alone.

  3. Step 03 of 06

    Fix the process first

    Documented and agreed before automating, because automating a broken process locks it in.

  4. Step 04 of 06

    Build & connect

    Automations built across the tools you already use, with error handling.

  5. Step 05 of 06

    Test with real data

    Run alongside the manual process until it’s demonstrably reliable.

  6. Step 06 of 06

    Monitor & adjust

    Automations drift as the business changes. We watch and update them.

What’s included

In every automation build

Process mapping

How the work happens now, documented before anything gets automated.

Payback analysis

What each automation saves, and whether it justifies building.

Cross-tool integration

Connecting the systems your team already uses every day.

Error handling

What happens when something fails, so failures surface rather than hide.

Human checkpoints

Steps where a person confirms before anything irreversible happens.

Your accounts & keys

API access and logins registered to you, never held by us.

Documentation

Written up, so you’re not dependent on us to understand it.

Monitoring & tuning

Reviewed regularly, because processes change and automations don’t notice.

Who this is for

Workflow automation probably fits if

  1. 01Someone copies data between two systems every week
  2. 02Reports get assembled by hand from the same sources
  3. 03Handoffs between people get missed or chased repeatedly
  4. 04Growth currently means hiring rather than improving systems
  5. 05A task consumes more than four hours weekly across your team
  6. Sounds like you?Get a free automation audit
Probably not yet if

The process isn’t consistent yet

The time-saving maths doesn’t work

Automating something nobody has agreed the shape of makes the confusion permanent. Those are the two most common reasons we advise against it.

Where this fits

Automate is phase four of four

Phase04of 04Automate

This phase comes last because it amplifies whatever it’s built on. A clean, agreed process gets faster. A messy one gets messier at speed, and harder to diagnose because now there’s software in the middle of it.

It depends most on phase three. Automation needs structured, consistent data to work with, and a CRM set up properly is usually what provides it. Where the data is inconsistent, the first job is fixing that — which is Convert work, not Automate work, and we’d rather do it in the right order.

If your systems are already in good shape, you can start here. Plenty of businesses come to us with a working CRM and just want the repetitive work taken off their team.

Pricing

Workflow automation pricing

AI Workflow Automation

Swipe to compare

AI Workflow Automation
FeatureEssentialGrowthMost PopularAdvancedCustom
Setup£1,200£2,800£5,500From£10,000
ScopeOne or two simple automationsSeveral connected workflows, multiple toolsComplex multi-step processes, custom logicBespoke
Tools connectedUp to 2Up to 5UnlimitedUnlimited

Ongoing monitoring and tuning: £250–£750/month. Platform and LLM usage billed at cost, in your name.

How do I know if something is worth automating?
Run the calculation above. As a rule, it needs to consume more than about four hours a week across the team, or the cost of human error has to be high.
What tools can you connect?
Most things with an API — CRMs, accounting, calendars, project tools, phone systems, spreadsheets. Where there isn't an API there are usually workarounds, confirmed during the audit rather than promised upfront.
What happens when an automation breaks?
Error handling is built in, so failures surface rather than fail silently — which is the dangerous version. Monitoring catches the rest, and we fix them under the ongoing plan.
Will this replace people on my team?
Usually it removes the worst parts of their week rather than the job. Most clients automate to avoid hiring for admin, not to reduce a team they already have.
Do we need AI for this, or just automation?
Often just automation, and it's cheaper. AI earns its place where judgement, language or unstructured data is involved. We'll tell you which your process actually needs.
What if our process changes?
Then the automation needs updating, which is what the monthly plan covers. Automations don't notice that the business moved on — someone has to tell them.
Next step

Find out what’s worth automating

Get a free automation audit. We’ll map where your team’s time goes, run the payback calculation on each process, and tell you which ones are worth building — including when the answer is none of them yet.

We reply within one working day. No spam, no pitch deck.