Email & AI workflow automation

Too much time in your inbox?

Give enquiries an owner, prepare replies for review and keep follow-ups visible. Start with one process your team wants to improve.

A busy inbox can hide unfinished work. We help you understand where messages stall, connect the tools you already use and apply AI where interpreting or drafting information would help.

01

Map the work

Walk through a typical enquiry, identify who owns each step and record the time spent handling messages and chasing replies.

02

Choose a useful first change

Compare inbox rules, existing software and tailored integrations. A pilot might route enquiries, summarise threads or prepare replies for a person to check.

03

Make it work for your team

Test with agreed examples, handle exceptions and hand over a process your team can operate. Review response times, overdue follow-ups and draft quality.

A clear starting scope

  • Review of one agreed workflow and existing tools
  • A scoped pilot proposal with review points
  • Integration and exception-handling plan
  • Practical team handover and success measures

Is this a fit for your business?

Useful for teams handling repeat enquiries, shared mailboxes, customer questions or document-heavy administration. We establish access, data handling and approval requirements before connecting business accounts.

Start with a conversation. We agree deliverables, timing and costs before implementation.

Before we start

Do we need to replace our email or CRM?

We start with your existing tools and their available integrations. Often the first improvement is a clearer process or a connection between systems.

Will AI send messages automatically?

For a first drafting pilot, people review outgoing replies. Any later automation needs a clearly agreed scope, exception handling and ownership.

How long does it take?

A focused pilot can suit a 2–3 week delivery sprint once scope and access are agreed. We confirm timing after reviewing the workflow.

Tell us what is slowing you down.

Describe the process and the tools you use today. We will help you identify the right next step.