AI Agents & Workflow Automation
We design and implement practical AI-assisted workflows and marketing automation systems: reporting that assembles itself, leads that reach the right person, and agents that do the preparation while your team makes the decisions.
Who it's for: marketing and operations leaders at growing businesses whose teams spend real time on repetitive reporting, lead handling or campaign admin, and who want a clear, supervised path to automating it.
Problems we solve
Most marketing teams do not lack ideas. They lack time, because routine work crowds out analysis and decisions.
Numbers are pulled by hand from ad platforms, analytics and the CRM, pasted into slides, and out of date by the time anyone reads them.
Enquiries sit in an inbox or land with the wrong person. Sales cannot tell which leads deserve attention first.
Spend anomalies, tracking breaks and ranking changes are noticed late because nobody is watching every dashboard every day.
Teams re-key data between platforms, so the same fact lives in several places and disagrees in all of them.
Tools get trialled in isolation, with no owner, no review step and no connection to the way the business actually works.
Know the difference
We use the simplest tool that does the job reliably. Many workflows need no AI at all, and we will say so.
Rule-based
Fixed rules and integrations. The same input always produces the same output, so it is predictable, testable and cheap to run.
AI-assisted
Language-model-based steps that interpret unstructured information and prepare drafts, summaries or recommendations. Output can vary, so it needs guardrails and review.
Most real implementations combine both: deterministic steps move and check the data, and AI-assisted steps interpret or draft, with a person approving anything that matters. We do not offer fully autonomous marketing operation.
Services and deliverables
Each area can be scoped on its own. Exact deliverables are confirmed in a written scope before work begins.
Automated collection and assembly of performance data from your ad platforms, analytics and CRM into reports your team can trust.
Typical deliverables
Rules, and where useful AI-assisted classification, that score, enrich and route enquiries to the right owner quickly.
Typical deliverables
Monitoring that watches spend, conversions and tracking health, and surfaces issues and opportunities with context.
Typical deliverables
Workflows that speed up research, briefing, auditing and refresh planning, while editors keep control of what is published.
Typical deliverables
Reliable connections between the tools you already use, built with permissioned access and clear failure handling.
Typical deliverables
Task-specific agents that prepare analysis or drafts inside defined boundaries, with review points built in.
Typical deliverables
Example use cases
Illustrative scenarios that show how we approach common problems. They are not client results.
How implementation works
We map how the work is done today, who is involved, which tools hold the data, and where time and errors accumulate.
We choose workflows where the value is clear and the risk is manageable, decide what should be deterministic and what AI-assisted, and define success measures.
We build the workflow, test it against realistic examples including awkward ones, and fix what fails before it touches live operations.
We start with a limited scope and human review on every consequential step, then widen only as confidence is earned.
Human approval before consequential actions
Your team receives documentation and training. We review how the workflow performs and refine it over time if you want ongoing support.
Human oversight and data governance
Automation touches customer data and live accounts. We design for that from the start.
Budget changes, customer communication, publishing and anything hard to reverse require explicit approval from a named person.
Connections use the narrowest access that does the job, issued and revocable by you. Credentials are never shared in documents or chat.
We agree which data is used, where it is processed, how long it is kept, and which model providers are involved, before anything is built.
Workflows keep an activity record, are tested against agreed cases, and have documented boundaries and a way to switch them off.
Results depend on your data, processes and market. We set measurable goals and report against them honestly, without promising specific savings or performance.
Engagement models
Best when you are not sure where to start
A standalone engagement that identifies and prioritises opportunities and produces a roadmap you can act on, with us or without us.
Best when you know what to automate
A defined build of one or more workflows with agreed scope, testing and handover.
Best once workflows are live
Continuing monitoring, maintenance and improvement as your tools, data and needs change.
Scope, timeline and pricing are agreed in writing before any engagement begins. No pricing is published on this page.
FAQ
Not always. Many tasks are better handled by simple, rule-based automation. We recommend AI-assisted steps only where interpreting unstructured information or drafting adds clear value.
No. We build supervised agents that prepare analysis and drafts. A person approves consequential actions such as spend changes, customer messages and publishing.
Often, yes. Feasibility depends on each platform’s API, your account permissions and your data quality. We confirm this before committing to a build.
A named owner for each workflow, access to the relevant tools and data at a level you control, and time from the people who run the process today for discovery and testing.
Data use, storage, retention and model providers are agreed in advance. We use least-privilege access that you control and can revoke.
We define measurable goals with you, such as hours of routine work reduced or response time improved, and report against them. We do not guarantee specific savings or outcomes.
It depends on the workflows, systems and data involved. We confirm scope, timeline and pricing in writing before any engagement begins.
If you are unsure which workflows to automate, begin with an Automation Assessment. If you already know, we can scope a focused implementation.
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Learn moreTell us how your marketing operations run today. We will give you an honest view of what is worth automating, and what is not.
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