Make one painful workflow
disappear in 7 days.
Pick the admin you’re sick of (chasing quotes, follow-ups, intake forms, reminders, status updates). We map it, build the automation, and hand it back as a simple system your team can run — without adding chaos.
Common quick wins we build.
Not “AI strategy”. Real workflows your team touches every week — turned into repeatable systems.
Lead → quote follow-up
- Auto-capture new leads and route to the right person
- Reminder sequence (SMS/email) that stops when they reply
- Weekly “stuck deals” list for the owner
Client onboarding checklist
- Form → tasks created → welcome email → next steps
- Internal handover notes in one place
- Less chasing. Fewer missed steps.
Invoice & overdue chasing
- Polite reminders with a “reply to pause” option
- Escalation rules after X days
- Owner summary: what’s overdue, what’s blocked
Internal status updates
- Weekly update prompt → auto-collated summary
- Simple dashboard: what’s done, what’s stuck
- No more “where are we at?” threads
A working system, not a doc.
1 workflow mapped
We capture the current steps, tools, edge cases, and the “this always breaks” parts.
1 automation built
We implement the fix: triggers, routing, templates, and guardrails — matched to how you actually work.
Handover + training
Short walkthrough + simple instructions so the team can run it without calling you every time.
Stabilisation window
We tidy the rough edges after real usage and make sure it’s sticking.
Want to DIY using the Aiandi platform instead? Start free →
Not sure which workflow to fix first? Start with Workflow Discovery →