Before
- 01
Request arrives
- 02
Person checks inbox
- 03
Copies details
- 04
Checks policy
- 05
Updates system
- 06
Sends internal message
- 07
Follows up
Custom AI Automations
Custom AI automations built around the way your business actually works.
We automate the workflows your existing software still leaves your team handling manually — connecting the systems, rules and approvals involved, and using AI where it actually helps.
An illustrative process map: a new request arrives, information is checked, approved rules or policy are applied, the next action is completed or a person reviews it, and systems are updated.
Process map
Illustrative example
Running
01
New request arrives
A repeatable event starts the process.
02
Information checked
Gather the details the next step needs.
03
Rules / policy applied
Approved business rules decide what happens next.
Yes
Next action completed
No
Needs human review
04
Systems updated
The result stays visible.
The work between your systems
Your software may be connected. Your process probably isn’t.
A process often starts in one system, needs information from another, waits for somebody to check a rule, requires an update somewhere else and eventually needs someone to follow up. That manual work becomes the bottleneck.
- 01
copying information from one system to another
- 02
checking whether something meets a rule
- 03
creating the same task after the same event
- 04
sending the same internal update
- 05
routing documents for approval
- 06
chasing missing information
- 07
compiling recurring reports
We automate the process — not outsource the manual work.
The goal is not to add another person who copies the same information or follows the same checklist. We design the repeatable steps into the workflow itself, while keeping people involved where judgment or approval is required.
That means fewer manual handoffs and more consistent execution of the repeatable steps, with people focused on exceptions rather than moving information around.
Illustrative example
Automated
- 01
Request arrives
- 02
Workflow checks required information
- 03
Applies approved rules
- 04
Updates systems
- 05
Escalates exceptions
- 06
Records outcome
One workflow, designed around the way the work actually happens.
This is business process automation designed around the process itself — a conceptual architecture, not a locked template. Each custom AI automation uses only the stages the work actually requires.
01
Trigger
Something happens: a request arrives, a record changes or a scheduled point is reached.
02
Understand
Gather and structure the information needed for the next step.
03
Decide
Apply approved business rules, and use AI only where interpretation is useful.
04
Act
Perform the defined next action once the path is clear.
05
Hand off
Bring a person in when judgment, approval or an exception requires it.
06
Record
Keep the result visible in the appropriate system.
Illustrative examples
Business processes we can help automate.
These are example process categories, not packaged products or completed client projects. The automation is designed around the workflow itself.
Sales
Enquiry routing
Qualification handoffs
Quote follow-up
CRM updates
Customer Service
Enquiry routing
Appointment workflows
Collecting missing information
Customer handoffs
Marketing
Approval workflows
Recurring content handoffs
Reporting preparation
Operations
Document intake
Client onboarding
Internal approvals
Recurring reporting
For a closer look at how those processes actually run — trigger, rules, action and the human checkpoint — read workflow automation examples.
Built around the systems already involved in the work.
You do not start by replacing the software you already use. Custom workflow automation is designed around the approved systems already involved in the process. Whether a particular system can be connected depends on that system and the requirements of the workflow.
- CRM
- Calendar
- Forms
- Documents
- Reporting / workspaces
You shouldn’t have to become an automation developer.
This is not a do-it-yourself builder. We map the process, configure the workflow, connect the approved systems, test the edge cases and launch it. You should not need to design the architecture or maintain the workflow yourself.
01
We map the process
We start with how the work happens today, including the systems, rules and handoffs involved.
02
We configure and test it
We design the workflow, connect the approved systems and test the edge cases before launch.
03
We can manage it afterwards
Where ongoing management is part of the engagement, the automation is monitored and maintained as a managed service.
Use the right product for the problem.
Related
AI Employee
Best when
You need an ongoing productized role handling a defined type of work.
Example
Sales Assistant
Explore AI EmployeesRelated
AI Team
Best when
Several ongoing AI Employee roles need to work together.
Example
Sales Team
Explore AI TeamsThis page
Custom AI Automation
Best when
You have one repeatable process unique to your business.
Example
Route and approve incoming project requests
This product
Related
Custom Software
Best when
Your team or customers need a dedicated interface, portal, dashboard or software system.
Example
Operations dashboard or customer portal
Explore Custom SoftwareNot sure what should be automated first? Explore AI Consultancy
We start with the process, not the AI.
01
Map the process
Understand what triggers the work, what information is involved and what happens today.
02
Define the rules
Identify what can continue automatically, what needs approval and what should stop.
03
Connect the systems
Connect the approved tools and information the workflow actually requires.
04
Test the edge cases
Test normal scenarios as well as the exceptions that should pause or escalate.
05
Launch and manage
Deploy the automation and provide the agreed monitoring, maintenance and ongoing support.
How we design it
Automation first. AI only where it improves the process.
Not every decision needs a model. A custom automation may use normal rules, system actions, AI interpretation or human approval, depending on the job.
Rules
If this, then that. Policy can move work without needing a model.
Automation
System actions that take the next step once the decision is clear.
AI
Interpretation where language, documents or judgment-shaped work need it.
Human approval
A person steps in when the process should not continue on its own.
The automation should know when to stop.
A useful process is not the one that always continues. It is the one that can keep moving when the work is clear, and pause when a person should decide.
Rule matched
Continue
Information missing
Ask / wait
Outside policy
Needs review
Sensitive decision
Human required
Commercials
Scoped around the process.
01
Implementation
Scoped & quoted
Discovery, workflow design, configuration, integrations, testing and launch.
02
Managed service
Scoped to the automation
Monitoring, maintenance, support and ongoing operation where included in the engagement.
03
Usage
via platform credits
AI and third-party runtime usage is metered separately where the automation uses it.
Questions
Common questions.
The strongest candidates are repeatable. They have clear inputs, rules and a predictable next action across systems or people. Some steps can stay with a person where judgment is required. Not every process should be automated.
Show us the process you wish your team could stop doing manually.
You do not need to know how to automate it. Show us what happens today, which systems are involved and where the work gets stuck.