AI workflow automation

Your tools, connected. The busywork, handled.

We connect your CRM, inbox, helpdesk and spreadsheets, then add AI steps that read, sort and draft. Built to run in production, monitored, and handed over so you own every workflow.

  • n8n

  • Make

  • Zapier

  • OpenAI

  • Anthropic

  • Slack

  • Microsoft Teams

  • Google Workspace

  • HubSpot

  • Salesforce

  • n8n

  • Make

  • Zapier

  • OpenAI

  • Anthropic

  • Slack

  • Microsoft Teams

  • Google Workspace

  • HubSpot

  • Salesforce

Is this for you?

An honest check before we build.

A good fit if…

The same data is typed into several tools.

Emails, tickets or invoices are sorted by hand.

You want results in weeks, not months.

You want to own what gets built.

Probably not for you if…

The process changes every week.

Nobody can sign off on the flow.

Every case needs expert judgment.

You expect automation to fix chaos.

What it is

Automation follows rules. AI automation reads. Agents decide.

Automation follows rules. AI automation reads. Agents decide.

Classic automation moves data between tools when something happens: a form is sent, a deal closes, a row changes. AI automation adds steps that read and write, like sorting an email, pulling fields from an invoice, summarising a ticket or drafting a reply. Agents go further and choose their own next step. AI automation is the smaller way to start, between an AI Audit and a full agent or RAG build, and when a workflow starts to need judgment, it can graduate to an agent.

Classic automation moves data between tools when something happens: a form is sent, a deal closes, a row changes. AI automation adds steps that read and write, like sorting an email, pulling fields from an invoice, summarising a ticket or drafting a reply. Agents go further and choose their own next step. AI automation is the smaller way to start, between an AI Audit and a full agent or RAG build, and when a workflow starts to need judgment, it can graduate to an agent.

Rules

AI steps

Agents

people sitting and using laptops

What we automate

Four kinds of work we take off your plate.

Four kinds of work we take off your plate.

Each one connects to the tools you already use, with a person approving anything that matters.

Each one connects to the tools you already use, with a person approving anything that matters.

01

Triage

Email and ticket triage

Sorted, tagged and routed to the right person.

02

Extraction

Document and invoice data

Fields pulled from PDFs, scans and attachments, then checked.

03

Drafting

Summaries and drafted replies

Ready for review, in your tone, from your own data.

04

Enrichment

Enrichment and approvals

Records filled in, then sent for sign-off before anything moves.

Use cases

Where automation pays off first.

Where automation pays off first.

Start with one workflow that eats hours every week, then add the next.

Start with one workflow that eats hours every week, then add the next.

01

Finance

Finance and back office

Invoices captured, matched and posted to your ERP for approval.

02

Support

Support

Tickets classified, summarised and answered in draft.

03

Sales

Sales ops

Leads enriched, scored and synced to your CRM.

04

Operations

HR and operations

Onboarding, requests and reports that run on their own.

Built to run

Built to run, not just to demo.

Reliability

Error handling and automatic retries on every step.

Logging, monitoring and alerts, so nothing fails silently.

Human approval steps where a mistake would cost you.

Version control and documentation for every change.

Security and ownership

Runs in your accounts, with self-hosted n8n as an option.

Least-privilege access to every connected tool.

Sensitive fields redacted before any AI step.

Full handover: you own the workflows, code and access.

Engagement

A small way to start. A fixed price.

Start with a free 30-minute call. Then a fixed-price automation sprint puts one to three automations live in about two to four weeks, with the hours saved measured against a baseline we agree upfront. After launch, an optional monthly care plan covers monitoring, fixes and one new automation a month.

0wks

From kickoff to live automations.

0surprises

Fixed price, agreed upfront.

Tech stack

The right tool for each workflow.

The right tool for each workflow.

No-code where it’s enough, custom code where it isn’t, and everything versioned and documented.

No-code where it’s enough, custom code where it isn’t, and everything versioned and documented.

01

Platforms

Automation platforms

n8n, cloud or self-hosted, Make and Zapier.

02

Code

Custom code

Python and FastAPI for complex logic, scale or strict data rules.

03

AI

AI steps

GPT, Claude or Gemini, or private models, to read, sort and draft.

04

Apps

Connected apps

CRM, email, helpdesk, ERP, spreadsheets, forms, Slack and Teams.

Process

Four steps.
From manual work to live automations.

Four steps. From manual work to live automations.

Weekly demos. Real data from day one.
Human approval wherever it matters.

01

Map.

We follow the workflow step by step, set the baseline and agree what success looks like.

02
Build.

We connect your tools and add AI steps, with error handling, retries and approvals built in.

03
Test.

We run it on real data, fix the edge cases and get your team’s sign-off.

04
Run & improve.

We go live with monitoring and alerts, measure the hours saved and hand everything over.

01

Map.

We follow the workflow step by step, set the baseline and agree what success looks like.

02

Build.

We connect your tools and add AI steps, with error handling, retries and approvals built in.

03

Test.

We run it on real data, fix the edge cases and get your team’s sign-off.

04

Run & improve.

We go live with monitoring and alerts, measure the hours saved and hand everything over.

01

Map.

We follow the workflow step by step, set the baseline and agree what success looks like.

02

Build.

We connect your tools and add AI steps, with error handling, retries and approvals built in.

03

Test.

We run it on real data, fix the edge cases and get your team’s sign-off.

04

Run & improve.

We go live with monitoring and alerts, measure the hours saved and hand everything over.

Case studies

Automations in production, and what changed.

0%

[X%] — [metric, e.g. less manual handling]

0hrs

[X hrs saved] per week

[Industry]

[Team size]

[Client A quote — add once approved]

Read story

[Client contact]

[Role], [Client A]

0%

[X%] — [metric, e.g. less manual handling]

0hrs

[X hrs saved] per week

[Industry]

[Team size]

[Client A quote — add once approved]

Read story

[Client contact]

[Role], [Client A]

0%

[X%] — [metric, e.g. less manual handling]

0hrs

[X hrs saved] per week

[Industry]

[Team size]

[Client A quote — add once approved]

Read story

[Client contact]

[Role], [Client A]

FAQ

Common questions, clear answers.

Common questions, clear answers.

No-code or custom code: which do you use?

Which tools can you connect?

What happens if an API changes or a run fails?

Is our data safe? Can it be self-hosted?

How much does it cost?

How long does it take?

Who owns what you build?

When should we choose an agent instead?

Start with a free fit call.

30 minutes to check the fit. Then a fixed-price two-week AI Audit, with its fee credited to your pilot.

© 2026 Connetix. AI consulting & engineering.

Start with a free fit call.

30 minutes to check the fit. Then a fixed-price two-week AI Audit, with its fee credited to your pilot.

© 2026 Connetix. AI consulting & engineering.

Start with a free fit call.

30 minutes to check the fit. Then a fixed-price two-week AI Audit, with its fee credited to your pilot.

© 2026 Connetix. AI consulting & engineering.

Start with a free fit call.

30 minutes to check the fit. Then a fixed-price two-week AI Audit, with its fee credited to your pilot.

© 2026 Connetix. AI consulting & engineering.