EmailLayla R. · Northwind Fittings
"Hi, can you quote 500 SB-40 steel brackets delivered to the UAE by end of month?"
Email reply drafted
Turn repetitive work into workflows that think.
We build AI-powered workflows that understand information, apply your business rules, connect your applications and handle repetitive tasks automatically.
What is AI automation
Automation that understands what it reads.
Traditional automation follows fixed triggers. AI automation reads emails, documents and messages the way a person would, applies your rules, then acts in your systems. When it isn't sure, it asks a person.
Traditional automation
"If the subject says 'quote', send template A."
Works until the wording changes, the details sit in an attachment, or something is missing.
AI automation
"Reads the email, understands it's a quote for 500 units to the UAE, checks stock and pricing, and drafts the reply."
Handles new wording, attachments and missing details, and passes unclear cases to your team.
Example workflow
One enquiry, traced end to end.
Follow a single quote request through the tools your team already uses.
Layla R., Northwind Fittings, UAE
Example workflowHi, can you quote 500 SB-40 steel brackets delivered to the UAE by end of month?
Nine steps became one.
Your team only touched the decision that needed them.
How it works
From messy input to action.
Four messages arrive in four formats. One workflow sorts them, checks your rules, acts, and hands the odd one to a person.
Inputs4 new
Web formHarbor Supply
Trade account request. "We'd like to order fittings monthly."
Lead created in CRM
PDF invoiceKestrel Build · INV-2207
Invoice attached, 2 pages, against PO 1182.
Stored in database
ChatOstara ToolsNeeds review
"Can we get 30% off if we order 2,000 units?"
Outside price tier · heldSent to your team
Your rules3 checks
In stockSB-40 and fittings available
Price tierWithin your agreed tiers1 outside tier
RegionUAE and UK delivery terms applied
Anything outside your rules is held. Nothing is sent on a guess.
ActionsIn your systems
CRMHarbor Supply lead added
Email replyQuote drafted for Layla
DatabaseINV-2207 stored, matched to PO
NotificationSummary posted to sales
Your team
Only items outside your rules come here.
Needs review: Ostara Tools asks for 30% off 2,000 units. Outside your price tiers, so a person decides.
Human escalation. Three handled automatically. One passed to a person with the details attached.
What we automate
Where AI automation fits.
Any task where your team reads something, decides what it means and types it somewhere else.
Lead management
Capture, qualify and route new leads, then follow up on time.
Email automation
Sort incoming email, pull out the details and draft replies.
Document processing
Read invoices, PDFs and forms, and turn them into clean data.
CRM automation
Keep contacts, deals and activity up to date without typing.
Reporting
Pull numbers from your systems into scheduled reports and summaries.
Customer support
Answer common questions and route the rest to the right person.
Notifications
Alert the right person when something needs attention.
Internal workflows
Requests, handoffs and updates between teams, without the chasing.
Example
Example workflowOne quote request, start to finish.
The workflow does the reading, checking and typing. Your sales team makes the call.
Layla R.Northwind Fittings, UAE · layla@northwind.example
Hi, can you quote 500 SB-40 steel brackets delivered to the UAE by end of month?
- The email arrives in your shared inbox.AI
- AI reads it: quote, SB-40, 500 units, UAE, end of month.AI
- Stock, your price list and UAE delivery terms are applied.AI
- A reply is drafted and the CRM is updated.AI
- Your sales team reviews and approves the quote.Person
Person steps 1
FAQ
Questions about AI automation.
How is this different from the automation we already have?
Rule-based automation needs exact triggers and fixed formats. AI automation understands free text, attachments and varied wording, so it can handle the messages your current rules skip. It can also sit alongside the automations you already run.
What happens when the AI isn't sure?
It stops and passes the item to a person with the details attached. You decide which steps always need a person's approval, and every automated action is logged.
What kinds of input can it handle?
Emails, web forms, PDFs, spreadsheets and chat messages are the most common. If your team reads it today to decide what to do, it's worth discussing on a discovery call.
Do we need to change our software?
No. We build around the tools you already use, such as your inbox, CRM, accounting system and spreadsheets. We choose n8n, Make, Zapier or custom code based on your requirements.
Have a repetitive process?
Let's explore whether AI can improve it.