Live example template for: Automation & AI Integration — From £1,500

Automate a workflow

Admin Automation & AI Workflow

Incoming enquiries, documents, or forms are automatically processed, summarised, reviewed, and routed. Removes repetitive manual admin while keeping humans in control.

AI-powered extractionHuman review stepAuto-routingError loggingCRM integration

Your Workflow Pipeline

1

Input

Incoming enquiries, forms, documents

2

Extract

AI pulls key information

3

Summarise

AI creates summary & extracts data

4

Review

Human approves or edits

5

Update

CRM, spreadsheet, or system updated

6

Follow-up

Email or notification sent

Incoming Queue (Pending Review)

SourceCustomerTypeReceivedConfidenceAction
Website FormSarah JohnsonWebsite Inquiry2 mins ago98%
EmailDave Smith LtdQuote Request15 mins ago87%
PDF UploadManchester HoldingsDocument Scan34 mins ago92%Updated

AI Extraction Example

ORIGINAL MESSAGE

"Hi, I run a small electrical business in Bolton. We need a new website because ours is ancient and I get lost enquiries. Budget around £2000, timeline flexible. Can you help?"

AI EXTRACTED DATA

name:Dave - Bolton Electrical
business:Electrical Services
request type:Website
budget:£2,000
timeline:Flexible
urgency:Medium
suggested next:Send proposal template

Human Approval Step

The extracted data is ready for your review. AI handles the boring part, you make the final call.

Send website proposal template

Where Data Goes After Approval

CRM Updated

Lead added to your CRM system

Spreadsheet Row Added

Data logged in your Excel/Sheets

Email Sent

Follow-up email automatically sent

Team Notified

Slack or Teams notification

Report Generated

Enquiry logged for monthly report

Task Created

Job added to your task board

Logs & Error Handling

Successful Runs

247

No manual intervention needed

Needs Review

3

Low confidence extractions

Last Run

2 minutes ago

Common Automation Examples

Website forms → Extract enquiry → Summarise → Email to team + CRM update
Email inquiries → Parse email → Extract key details → Create task + send reply
Uploaded documents/PDFs → Extract text → OCR → Log in spreadsheet + notify owner
Support tickets → Extract issue → Assign category → Route to right person
Invoice uploads → Extract line items → Update accounting system → Log in CRM

Why AI Works Best With Human Review

AI is most useful when it is connected to a real workflow, reviewed by a human, and used to save time rather than create more noise. This template shows that balance.

AI Handles

  • • Extract key info from text
  • • Summarise long documents
  • • Classify by type/priority
  • • Find patterns

You Decide

  • • Is this right?
  • • Which action next?
  • • Who should handle it?
  • • What exception apply?

System Does

  • • Log the result
  • • Update your tools
  • • Send notifications
  • • Track errors

What We'd Customize For You

  • Your specific input sources (forms, emails, files, etc.)
  • Custom fields to extract for your use case
  • Your CRM, spreadsheet, or system connections
  • Review threshold (approve low-confidence items automatically or flag for review)
  • Output destinations and notification rules

Ready to Remove Repetitive Admin?

This is a live example of Automation & AI Integration starting from £1,500. We connect it to your actual workflow, tools, and business process.

Automate a Workflow