A little less manual.
A lot more possible.

A simplified walkthrough of LINK’s information memorandum workflow.

1. The problem

   Another business. Another document to assemble.

   Questionnaire answers, business details and supporting files need to become one consistent document. Gathering, structuring and formatting that information is repeated work.

2. What we automate

   Prepare the draft and format the document.

   The workflow brings supplied information into the LINK portal, prepares the document sections and applies the organisation’s template after the broker reviews the content.

3. The outcome

   A consistent document, ready for the next step.

   The broker gets a branded PDF from the reviewed content. Their attention stays on checking the business facts and final wording, with the document assembly handled by the workflow.

How CIS finds tender documents and turns their details into a connected project setup.

1. The problem

   Winning the job starts another round of admin.

   The same project details need to reach the company app, accounting and shared folders. Someone has to find the tender material and carry that information between systems.

2. What we automate

   Connect the award email to project setup.

   The nominated award email starts the CIS workflow. It finds the tender documents, extracts project details and passes them to the company’s integration for setup.

3. The outcome

   The team can start from a connected handover.

   The internal project record, accounting project and shared folder are created through the company integration. A notification lets the team know the handover has been prepared.

Cost reporting is one example from Jamie’s wider internal admin assistant.

1. The problem

   Understanding the job starts with assembling files.

   The quote and actual job costs sit in different places. Comparing them means bringing the information together before the team can review how the job is tracking.

2. What we automate

   Bring the quote and job costs into one comparison.

   Jamie’s cost tool organises uploaded exports or read-only accounting data against the quote workbook and prepares the report. A person checks the figures and allocations.

3. The outcome

   A report your team can actually review.

   Downloadable reports and a filled workbook put the information around the review task. Accounting records stay unchanged, and the team keeps control of the decisions.

From agreed scope to a reviewed client proposal.

1. The problem

   A useful sales call becomes more document work.

   Notes, scope, deliverables and package options still need to become a clear proposal. Rewriting and formatting each one adds work between the conversation and the next step.

2. What we automate

   Turn the agreed scope into a structured draft.

   Prepare the scope, deliverables and package options using the business’s own proposal structure. A person reviews and approves the content before it is shared.

3. The outcome

   A clear proposal with the next steps connected.

   The reviewed proposal can support package selection, signature and a payment step where configured. This sample shows the proposed workflow without sending a document or taking a payment.

A simplified discovery and enrichment workflow.

1. The problem

   A list of businesses is only the start.

   Researching each business, removing duplicates and checking contact details turns sourcing into a string of repeated tasks before the sales team has anything useful to review.

2. What we automate

   Connect the research and contact checks.

   The workflow finds relevant records, removes duplicates, enriches business information and checks contact details. Missing or uncertain information remains visible.

3. The outcome

   A researched shortlist for your team.

   Structured records and draft outreach give the team a clearer starting point. Contact verification is a data check, not a guarantee that someone will respond.

A sample conversation illustrating the enquiry assistant built for Region Wellness.

1. The problem

   A simple enquiry still needs someone’s attention.

   Visitors need help understanding the next step, and the team may answer the same initial questions repeatedly. This sample illustrates that enquiry problem for a wellness business.

2. What we automate

   Help the visitor work out their next step.

   This sample conversation illustrates Region Wellness’s enquiry assistant: gather a little context and offer information that helps the visitor move forward.

3. The outcome

   A clearer next step for the visitor.

   The sample flow points the visitor towards a booking enquiry or the team. It illustrates the assistant built for Region Wellness; the conversation and booking details are sample content.