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.

The problem

Growth shouldn't mean hiring for admin

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

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 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.

01. How often does it happen?

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

02. 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.

03. 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.

04. Annual cost

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

05. 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

Step 01

Free automation audit

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

Step 02

The payback calculation

Which processes earn automation and which are cheaper left alone.

Step 03

Fix the process first

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

Step 04

Build & connect

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

Step 05

Test with real data

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

Step 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

Someone copies data between two systems every week

Reports get assembled by hand from the same sources

Handoffs between people get missed or chased repeatedly

Growth currently means hiring rather than improving systems

A task consumes more than four hours weekly across your team

It probably isn’t right yet if the process isn’t consistent — automating something nobody has agreed the shape of makes the confusion permanent. And if the maths above doesn’t work, don’t build it. Those are the two most common reasons we advise against.

Where this fits

Automate is phase four of four

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

Workflow automation build tiers compared by setup cost, scope and tools connected.
Feature Essential Most Popular Growth Advanced Custom
Setup £1,200 £2,800 £5,500 From£10,000
Scope One or two simple automations Several connected workflows, multiple tools Complex multi-step processes, custom logic Bespoke
Tools connected Up to 2 Up to 5 Unlimited Unlimited

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

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Automation questions

Frequently asked

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.

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.

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.