We build custom AI and workflow automations that connect your inbox, business systems and shared files. Start with a repeated process such as project handover, onboarding or data entry.
The best starting point is a clear piece of work with a recognisable trigger and a useful result. We map it with you before choosing the tools.
Find relevant project documents, extract the details and carry them into the next system.
Turn an agreed starting event into the records, folders and tasks your team needs.
Connect the tools you already use and reduce repeated entry across them.
Make the next action clear when work moves between people or systems.
Identify the trigger, required information, exceptions and owner.
Connect the necessary tools and define the checks and handovers.
Run through representative cases with your team before relying on the system.
Explore the tasks, source material and outputs behind these workflows.
When a job is awarded, finding the right tender documents and transferring their details can become a repeated admin task. The CIS workflow locates matching documents in Dropbox, extracts the project information and passes it into the company’s setup process. Project records, accounting and shared folders can then start from the same source information.
See CIS’s document workflowCopying information between exports, workbooks and reports creates work before the review can even begin. Jamie’s cost-report tool brings uploaded exports or read-only accounting data together with a quote workbook, then prepares a report and filled workbook. It is one example of an internal admin assistant that brings repeated tasks into one place, while the team checks the output.
Explore Jamie’s internal assistantCIS · Infrastructure
Find the tender material, prepare the project details and hand the setup to the systems the team already uses.
See how the workflow fits togetherUsually the aim is to connect the tools you already use. We check their integration options and limitations during scoping; some systems may need an alternative approach.
No. Rules and direct integrations often handle predictable steps well. AI is useful where varied documents, language or classification need interpretation.
We define the exceptions and review points during scoping, including who should be notified and what information they need to continue.
The first automation is scoped on the free 45-minute call. We agree what it includes and which tools it needs. Any third-party costs and ongoing support arrangements should be clarified before work begins.
Often the useful first step is to connect existing files, exports and systems. We check what each tool can read or write, then scope where information can be transferred automatically and where someone still needs to review it.
We’ll help you find a useful place to start, then scope your first automation. Built around your business, inside the tools you use.
A free 45-minute call. No hard sell.
Systematic Geeks