01
Managers chasing status updates
Each week starts with messages asking for progress, then stitching the answers into one report.
Corporate & internal teams
AI automation for corporate teams
Take repetitive coordination and reporting off your team's calendar.
We automate internal requests, meeting follow-ups, status reporting and cross-tool updates for professional-services and operations-heavy teams that spend too much time coordinating work by hand.
No upfront consultation fee. Free discovery and a free tailored proposal.
Weekly status reportExample run
- Updates pulledProject tool, CRM and shared sheets
- Missing updates chasedOwners reminded on Slack
- Draft compiledProgress, risks and blockers in your format
- Manager reviewChecked before it goes to leadership
Where this helps
Your people are busy. Much of it is coordination.
For professional-services and operations-heavy teams, a large share of the week goes into chasing updates, routing requests and copying information between tools.
See what changes for each team ↓
02
Ops teams triaging shared inboxes
Requests, invoices and questions land in one mailbox, and someone sorts and forwards them by hand.
03
Requests waiting for approval
Purchase, leave and access requests sit in a queue until someone nudges the approver.
04
Staff copying data between tools
The same details are typed into the calendar, docs, sheets and chat, and drift out of sync.
Workflows we automate
Coordination work, handled between your tools.
The top workflows for internal and operations teams, connected to the workspace tools you already use and limited to the access you approve. Pick a team to see what changes day to day.
- One list for every requestRequests from forms, email or Slack are logged in one place, instead of sitting in someone's inbox.
- Routed by your rulesEach request goes to the right owner by type, amount and department, using the rules you agree.
- Approvers chased, people decideReminders go out until a decision is made. Approving or rejecting stays with the named approver.
TriggerA purchase request is submittedOn your internal form
ActionLogged and routedBy amount and departmentAIChecked for missing detailsQuote, cost centre, reason
Your teamBudget owner decidesApproves or sends it back
ActionRequester notifiedRequest record updated- Only meetings you choose to shareUses the recordings or transcripts you share. Attendees should be told when a meeting is recorded.
- Actions become tasksDecisions and action items are drafted, then created as tasks in Notion, Asana or ClickUp.
- Checked before it is sentThe meeting owner reviews the summary before it goes to attendees or is filed.
TriggerA recorded meeting endsShared by the meeting owner
ActionTranscript savedTo the agreed folderAIDecisions and actions draftedWith owners where they were named
Your teamMeeting owner checks itBefore anything is shared
ActionTasks created, summary sentTo attendees and your task tool- Sorted by rules you agreeRequests, invoices and questions are sorted and routed to the right owner, not forwarded by hand.
- Routine replies draftedReplies to routine messages are drafted for a person to approve, edit or discard.
- Only the mailboxes you authoriseThe system reads only the mailboxes you authorise, following your existing permissions.
TriggerEmail lands in the shared inboxRequests, invoices, questionsAISorted and reply draftedBy the rules you agreed
ActionRouted to the right ownerWith the email attachedYour teamOwner approves the replyEdited or sent as drafted
ActionReply sent, thread labelledLogged against the request- Answers from approved sourcesRoutine questions answered from the policies and process guides you approve, with the source linked.
- Within each person's accessIt follows your existing permissions, so staff only get answers from content they can already see.
- Sensitive questions go to an ownerAnything sensitive, or outside the approved sources, goes to a named owner rather than being guessed.
TriggerA staff member asks a question"How do I claim travel costs?"ActionApproved sources searchedWithin this person's accessAIAnswer draftedFrom approved documents only
Your teamGaps go to a named ownerAnything sensitive or uncovered
ActionAnswer posted with its sourceA link to the policy or guide- Status reports drafted on scheduleUpdates pulled from project tools, CRM and sheets into a draft report or dashboard for a manager to check.
- Entered once, kept in stepCalendar, docs, sheets, CRM and chat updated together, so details stop drifting out of sync.
- Sync errors flaggedFailed syncs, missing updates and stuck approvals alert a named owner, instead of failing quietly.
TriggerFriday's updates collectedFrom project tools, CRM and sheetsAIProgress and risks summarisedBlockers listed by team
Your teamTeam lead reviewsBefore it is shared
ActionReport posted to SlackTo the channel you chooseActionFiled in NotionOther tools kept in step
Our work
Workflows for corporate teams.
Solution showcases for supplier onboarding, field jobs, quotations, stock and hiring, each mapped from the first input to the person who signs off.
Solution showcasesAll solution showcasesView all →
Corporate
Vendor management system for supplier onboarding
Vendor forms and documents checked, duplicates caught and approvals routed, with suppliers created in your ERP.
See the workflow →
Field Services
Field service management software: job sheet to invoice
Completed job sheets, photos and sign-off become a draft invoice the same day, with extras approved by a supervisor.
See the workflow →
Manufacturing
Quotation software and RFQ automation
Multi-item RFQs read from email, matched to your catalogue and priced by your rules, ready for sales to approve.
See the workflow →
Manufacturing
Stock reconciliation automation
Stock matched across warehouse system, ERP and order portal every night, with variances sent to the stock controller.
See the workflow →
Recruitment
Interview scheduling software with AI CV screening
CVs summarised against the job's requirements and interviews self-booked, while recruiters make every decision.
See the workflow →
Scope and cost
Tailored scope, private quote.
Start with a free discovery consultation. We prepare a tailored initial plan and proposal with a private quote before any build starts. These are the factors that shape it.
Workspace tools we often connectGmail
Google CalendarGoogle DriveGoogle SheetsSlackNotionAirtable
HubSpotZoom
Calendly
Make
Zapier
n8n
GmailGoogle CalendarGoogle DriveGoogle SheetsSlackNotionAirtableHubSpotZoomCalendlyMakeZapiern8nTeams and workflows in scope
One team's reporting, or several request and approval flows across departments.
Tools and permissions
Google Workspace, Microsoft 365, project tools and CRM, and what admin access is available.
Sensitivity of email and documents
Confidential mailboxes and folders need tighter access rules, logging and review.
Approval rules
Who approves which requests, delegation when people are away, and how decisions are recorded.
Report formats
One standard update, or different reports for teams, managers and leadership.
Hosting and data handling
Your infrastructure or a managed server, and which AI providers are approved for internal data.
Control and data
Access stays within your permissions.
We agree these with you before anything goes live.
Permissions for sensitive content
The system reads only the mailboxes, folders and channels you authorise, following your existing permissions. Data handling, AI providers and hosting are confirmed per project.
Review before it is relied on
Summaries, drafted replies and reports are checked by a person before they are shared. Attendees should be told when a meeting is recorded.
Sync errors flagged
Failed syncs, missing updates and stuck approvals alert a named owner, instead of failing quietly.
Guides
Guides on this
Solutions
Slack automation AI for summaries, alerts and workflows
7 min read
Guides
Building a client-focused Notion CRM that your team will actually use
9 min read
Solutions
Turning Notion into your automated business hub with AI
8 min read
Guides
Gmail automation for labels, replies and follow-ups
8 min read
All insights
FAQ
Corporate team automation questions.
Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
What can AI automation do for a corporate team?
It handles the repetitive admin that eats your team's day: scheduling meetings, writing meeting summaries, compiling status reports, triaging the inbox, moving approvals along and handling cross-tool busywork. Your people keep the decisions and the work that needs judgement.
Does it work with Notion, Gmail, Google Calendar and Slack?
Usually, yes, where the tool offers an API and your workspace permissions allow it. The assistant can then read the calendars, threads and documents it has been given access to and act on live data. Access is limited to what each workflow needs, especially for sensitive internal email and documents.
Can it schedule meetings and manage my calendar?
Yes. The assistant finds mutually free slots in shared calendars, books and reschedules meetings, sends invites and follow-ups, and can protect focus time, so calendar tetris takes up less of your day.
Can it write meeting notes and summaries?
Yes. From a recording or transcript you choose to share, it drafts a summary with decisions and action items and files it to the right place, such as Notion, a doc or your inbox. Attendees should be told when a meeting is recorded, and someone checks the summary before it is relied on.
Can it triage and route my inbox?
Yes. The assistant can sort incoming email by rules you agree, draft replies to routine messages for you to approve, route requests to the right owner and surface what needs your attention. It only accesses the mailboxes you authorise.
Can it compile status reports and updates?
Yes. It pulls the numbers and updates from your connected tools, assembles a draft of the weekly status report or executive brief and delivers it on schedule, with less chasing people for their part.
Will it connect to the rest of our tools?
Yes, where those tools offer APIs and the right permissions. We connect your calendar, docs, spreadsheets, project tools and communication apps so updates flow between them with less manual copy-paste, and sync errors are flagged for someone to fix.
Do we stay in control of what it does?
Yes. You set what runs automatically and what waits for approval, access follows your existing permissions, and workflow actions are logged where the systems allow. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).
How long does it take to set up?
It depends on scope, access and approvals. A focused build such as a scheduling assistant or meeting-summary flow is quicker to set up than a full team assistant across scheduling, reporting, inbox and approvals, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.
How much does it cost?
Cost depends on the teams, volume and integrations you need. We discuss your process in a free discovery consultation, then provide a tailored scope and private quote in your proposal. We don't list one-size-fits-all project prices.
Who is this page for?
Professional-services firms and operations-heavy teams where a lot of time goes into coordinating work across email, calendars, documents and project tools. If your need is mainly finance, HR or sales, our solutions pages go into more depth.
Can the assistant read confidential email and documents?
Only what you authorise. Access is set per mailbox, folder and channel, follows your existing permissions, and is limited to the people and workflows that need it. We agree these rules, and which AI providers may process internal data, before go-live.
Next step
Let's map this workflow for your business.
The right solution depends on how your team works today, the software you use and where people need to stay in control. Start with a free discovery. We'll prepare a tailored initial plan and proposal, then quote implementation after we understand your requirements.
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