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AI automations for business

Automate the work that slips through the cracks.

Connect enquiries, calls, visits, service and reporting in one workflow. We design AI-assisted systems around your business, with clear handoffs to the people responsible for each decision.

Discuss your workflowExplore the workflows
Illustration: a bright lunar lab, a humanoid robot at a glass panel beside robot arms, the Earth and an astronaut outside

Ten jobs we can help connect

From the first website visit to the manager's daily review.

  1. 01SEO improvementsTurn search and website findings into a prioritised improvement plan.
  2. 02Microsoft ClarityUnderstand where visitors hesitate, scroll and leave.
  3. 03GA4 and measurementConnect meaningful website events to business enquiries.
  4. 04Heatmap fixesConvert behaviour patterns into changes your team can review.
  5. 05Lead captureCollect submitted enquiries and send each one to the right owner.
  6. 06Calling workflowsTrigger a configured AI-assisted call when the lead and calling setup allow it.
  7. 07Social contentPrepare posts, reels and articles for review and publication.
  8. 08Brand visibilityBuild a consistent content and distribution process around your expertise.
  9. 09CRM loggingKeep lead status, notes and next actions together.
  10. 10Custom workflowsConnect repeat tasks across the tools your team already uses.

Eight workflows

Every step has an owner: an agent, a person or a system.

Workflows below illustrate what we can design. Connections, rollout and human approvals are agreed for each project.

Workflow 01

From enquiry to a sales conversation

The problem: An enquiry arrives, but no one knows who followed up or what happens next.

  1. 01SystemEnquiryA visitor submits a form, booking request or WhatsApp enquiry. Anonymous browsing is not treated as an identified lead.Possible tool: Website form or messaging inbox
  2. 02AgentLead-capture agentChecks required fields, matches duplicates and creates a lead record.Possible tool: Workflow engine + CRM API
  3. 03AgentCalling agentTriggers the agreed calling flow for eligible leads, with contact preferences and opt-out handling.Possible tool: Configured telephony provider
  4. 04AgentRouting agentSends the conversation to the assigned sales or customer-care person. If transfer is unavailable, offers a callback and creates a task.Possible tool: Telephony routing + notifications
  5. 05HumanSalespersonDiscusses requirements, confirms a meeting or visit, and records the next step. Owns commitments and price offers.Possible tool: CRM + calendar
  6. 06AgentFollow-up agentDrafts or sends agreed reminders. Stops when a person takes over or the contact opts out.Possible tool: WhatsApp + email
  7. 07AgentCRM agentSaves call outcomes, owner updates and next actions; reconciles incomplete records in the daily summary.Possible tool: CRM
  8. 08HumanSales managerReviews exceptions, overdue actions and pipeline status. A closed deal needs an explicit confirmed status, not an AI guess.Possible tool: Dashboard

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Submitted enquiries, attempted and connected calls, transfers, booked meetings, completed visits, confirmed wins, overdue tasks and records needing attention.

Workflow 02

From service request to a documented visit

The problem: The visit happens, but time, findings and next actions stay scattered.

  1. 01AgentTicket agentStructures the customer's request, machine details and urgency.Possible tool: Service form or helpdesk
  2. 02AgentPlanner agentProposes an engineer and visit window from availability and location.Possible tool: Calendar + routing; custom VisitRoz connection where suitable
  3. 03HumanService coordinatorConfirms the assignment and customer expectations.
  4. 04HumanService engineerAccepts the visit, checks in, diagnoses the issue and records work, parts and observations. Arrival and departure use explicit check-ins.Possible tool: Mobile visit form
  5. 05AgentTime agentCalculates travel and job durations from captured events. Flags missing timestamps instead of guessing.Possible tool: Event log
  6. 06AgentQuality agentOrganises installation gaps, repeat faults and first-time-fix evidence. The engineer confirms technical conclusions.Possible tool: Checklist + ticket history
  7. 07AgentReport agentDrafts the visit report, pending parts and follow-up tasks.Possible tool: Report template
  8. 08HumanService managerApproves the report before it reaches the customer.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Assigned visits, arrivals, job and travel duration, open issues, parts pending, repeat visits and approved reports. First-time fix uses an agreed definition; engineers are not ranked on travel time alone.

Service-dispatch features in VisitRoz would be custom integration work and need separate scoping.

Workflow 03

Hiring coordination

The problem: Applications, interview notes and follow-ups are disconnected.

  1. 01AgentIntake agentCollects applications into the applicant system.Possible tool: Careers form + ATS
  2. 02AgentScreening assistantSummarises job-relevant evidence against the hiring brief and flags uncertainty.Possible tool: Structured rubric
  3. 03HumanHiring managerReviews applications and chooses interview candidates. No autonomous rejection.
  4. 04AgentScheduling agentOffers approved interview slots.Possible tool: Calendar + email
  5. 05HumanInterviewerRecords the assessment and makes the decision.
  6. 06AgentCoordination agentDrafts the next message and onboarding checklist for approval.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Applications by stage, pending reviews, interview dates, decisions awaiting action and candidate communications.

Workflow 04

Receivables follow-up

The problem: Due invoices are tracked through scattered spreadsheets and messages.

  1. 01SystemAccounting sourceImports invoices and payment status.
  2. 02AgentAccounts agentIdentifies upcoming and overdue items and reconciles reference numbers.Possible tool: Accounting API or approved import
  3. 03AgentReminder agentPrepares the agreed reminder and statement.Possible tool: Email or business messaging
  4. 04HumanAccounts ownerReviews disputes, credits, payment promises and sensitive communications.
  5. 05AgentReconciliation agentMatches confirmed receipts and flags mismatches. Never marks an invoice paid from a message alone.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Due amounts, ageing, reminders sent, payment promises, disputes and reconciliation exceptions. Financial records remain the source of truth.

Workflow 05

Dealer and distributor orders

The problem: Orders arrive in different formats and details get missed.

  1. 01AgentIntake agentExtracts requested products and quantities from the submitted order.Possible tool: Dealer form or approved inbox
  2. 02AgentValidation agentChecks catalogue, account and available stock data.Possible tool: ERP or inventory connection
  3. 03HumanSales operationsApproves price, credit terms, substitutions and availability commitments.
  4. 04AgentOrder agentCreates the approved order and sends the acknowledgement.
  5. 05AgentDispatch agentShares confirmed dispatch updates from the logistics source.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Pending validation, orders awaiting approval, confirmed orders, stock exceptions and dispatch status.

Workflow 06

Customer-support triage

The problem: Repeated questions consume time while complex requests wait.

  1. 01AgentIntake agentCreates a ticket and identifies topic and urgency.Possible tool: Helpdesk + inbox
  2. 02AgentKnowledge agentRetrieves relevant approved support information.
  3. 03AgentSupport agentAnswers within the agreed scope or prepares a suggested reply. Escalates uncertainty.
  4. 04HumanCustomer-care personHandles complaints, sensitive requests, exceptions and commitments.
  5. 05AgentSummary agentRecords the resolution and proposes a knowledge-base improvement for review.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Open tickets, ownership, response times, escalations, unresolved categories and repeat issues.

Workflow 07

Content and visibility engine

The problem: Ideas are plentiful, but approved content rarely gets published consistently.

  1. 01AgentResearch agentCollects approved topics, customer questions and source material.
  2. 02AgentPlanning agentProposes a channel-specific editorial calendar.
  3. 03AgentWriting agentDrafts posts, scripts and articles using verified business facts.
  4. 04AgentCreative agentPrepares visual briefs and format variations using approved assets.
  5. 05HumanFounder or marketing ownerApproves claims, creative direction and publication.
  6. 06SystemPublishing systemSchedules approved content through supported channel connections.Possible tool: Channel publishing APIs
  7. 07AgentReporting agentSummarises available reach, engagement and enquiry attribution, with limitations.Possible tool: Analytics exports

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Ideas, drafts, review queue, scheduled posts, published links and measured outcomes. No promise of trending or guaranteed reach.

Workflow 08

Website insight to an approved improvement

The problem: Analytics reports exist, but nobody turns them into a clear action list.

  1. 01HumanMeasurement specialistConfirms meaningful events and privacy settings.Possible tool: GA4, Tag Manager, Clarity
  2. 02AgentInsight agentSummarises event patterns, search performance and selected session findings.Possible tool: Authorised data access; Search Console
  3. 03AgentPrioritisation agentProposes a short backlog with evidence and uncertainty.
  4. 04HumanWebsite ownerSelects changes and approves content or design decisions.
  5. 05HumanDeveloperImplements and tests the approved change in a preview.
  6. 06AgentReporting agentCompares observations after release without claiming causation from correlation.

Illustrative workflow. The highlight shows the order of steps, not live processing.

Manager sees: Data coverage, suspected friction, approved changes, release dates and later observations. No promised Google rankings.

How we work with you

Big company or small shop, sized to you.

  1. 01Workflow DiscoveryMap the task, owners, exceptions and tools before choosing the automation.Scoped to your business. Request a proposal.
  2. 02Focused Workflow BuildConnect one agreed process, with testing, handoff and operating instructions.Scoped to your business. Request a proposal.
  3. 03Connected OperationsCoordinate multiple workflows, permissions, reporting and ongoing improvement.Scoped to your business. Request a proposal.

Show us the task your team repeats every day.

We will help you identify what to automate, what needs review and where a person should stay in control.

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