Workflow automation
AI business automation
Who you work with
Daniel ShuttleworthFounder, Grizzly Agency“I've grown a six-figure blog from the side of my desk.”
01Approach
Automation built around your workflow
Repetitive tasks can slow a business down: responding to enquiries, preparing quotes, following up with customers, and gathering reports. We start by understanding how your team handles those tasks today.
Together, we identify useful opportunities for automation and define the workflow, integrations, and approvals it needs. You receive a clear scope and fixed quote before development begins.
Tools are selected for the workflow and the systems you already use. We explain the connections, ongoing costs, and access requirements so your team can make an informed decision.
24/7 Response
Leads that come in at 11pm on a Sunday get an instant, intelligent reply — and land sorted in your CRM by Monday morning.
Cut Admin Time
Quoting, scheduling, invoicing, reporting — the busywork that eats your week. We automate the parts that don’t need a human.
Data You Act On
Pulled from your tools, cleaned, and turned into dashboards and AI summaries that tell you what’s working — without you having to build a spreadsheet.
02Builds
What we automate
AI Chatbots
Website and Facebook chatbots that answer customer questions, qualify leads, and book appointments — trained on your services, not generic templates.
- Trained on your FAQ
- Lead qualification flows
- Calendar booking
- CRM hand-off
- Human escalation
- Multilingual
Workflow Automation
Zapier, Make, and custom code connecting your tools so data flows automatically — no more copy-paste between systems.
- Lead routing
- CRM sync
- Invoice generation
- Appointment reminders
- Follow-up sequences
- Internal notifications
AI-Assisted Follow-Up
Personalized email and SMS follow-up sequences drafted by AI, reviewed by your team, sent automatically at the right time.
- Drip email sequences
- SMS follow-ups
- Review request flows
- Quote follow-ups
- Re-engagement campaigns
- Open/reply tracking
Document & Quote Generation
AI-generated quotes, proposals, and contracts from templates you approve — ready to send in seconds, not hours.
- Branded templates
- Auto-pricing logic
- E-signature integration
- PDF generation
- CRM attachment
- Approval workflows
AI Reporting & Insights
Pull data from your tools — ads, CRM, accounting — into a single dashboard with AI-generated plain-English summaries.
- Cross-tool pipelines
- Custom dashboards
- Weekly AI summaries
- Anomaly detection
- KPI tracking
- Board-ready reports
AI Content Production
Blog posts, social media, service descriptions — AI-drafted in your brand voice, reviewed and polished by humans.
- Brand voice training
- Blog drafts
- Social scheduling
- SEO outlines
- Image generation
- Editorial review
03How we build
Our automation process
- 01
Discovery
We get on a call with you and map every manual, repeated task your team does in a week.
- 02
Audit & Prioritize
We score each task by time saved, dollar value, and ease of automation. You pick what to automate first.
- 03
Design
We design the automation end-to-end — integrations, failure cases, human review points — and get your approval before building.
- 04
Build
We build in Zapier, Make, Airtable, OpenAI, Anthropic, and custom code as the job requires. No vendor lock-in.
- 05
Integrate & Train
We connect to your CRM, email, calendar, and whatever else matters. Your team gets trained on what to touch and what to leave alone.
- 06
Optimize
We monitor performance, tune prompts, and extend automations as your business changes.
04Tools we use
Modern AI tooling
AI Models
- OpenAI GPT
- Anthropic Claude
- Google Gemini
- Open-source LLMs
Automation
- Zapier
- Make (Integromat)
- n8n
- Custom webhooks
Data
- Airtable
- PostgreSQL
- Google Sheets
- Notion
CRM & Comms
- Your existing CRM
- Zapier connectors
- Twilio / SMS
- Email & calendars
05Where we serve
Automation for your city
06By industry
Automation for your industry
07FAQ
AI automation questions
What exactly is AI business automation?
It's using AI tools — chatbots, language models, workflow platforms — to handle repeated tasks in your business without a human doing them each time. For most small businesses, that means lead response, scheduling, quoting, follow-up, and reporting.
Is my business data safe with AI?
Before choosing tools, we review what information the workflow needs, which providers will receive it, and the available access and data controls. Those requirements are agreed as part of the project scope.
How much does AI automation cost?
Each automation is quoted at a fixed price after a free discovery call.
How quickly will I see ROI?
We price each automation against the hours or leads it saves, so you can judge the payback first.
Will AI replace my team?
No. We automate the work your team doesn't want to be doing anyway — the copy-paste, the late-night response, the repetitive quoting. Your team gets their time back for the work that actually needs a human.
What if the AI makes a mistake?
Every automation we build has human checkpoints on the things that matter (sending a contract, booking a high-value appointment). We plan error handling and review steps as part of the workflow.
Do I need a big tech stack first?
No. We meet you where you are. If you're running on email, Google Sheets, and a phone, that's fine — we'll work with that and add just enough infrastructure to make automation reliable.