Company Anonymous
Illustrative 18-person professional-services SME receiving recurring client emails, forms and attachments.
Controlled AI workflows for UK SMEs
AI workflow automation for document-heavy UK businesses
Replace repetitive document, email and spreadsheet admin with fixed-scope workflows — built with human review, confidentiality and operational control. For accountants, recruitment firms, property businesses, mortgage brokers and other SMEs losing 10+ hours each week to repetitive administration.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
Fixed-scope AI Workflow Sprints from £5,000
From £5,000
Fixed scope. Human review. Working automation.
01Email or documentIncoming files, forms and messages
02AI processingRead, classify, extract and prepare
03Human approvalReview exceptions and important outputs
04Business outputCRM, tracker, spreadsheet or folder
A low-risk first step
Tell us which admin task you want to reduce.
Start with six quick details. We will review the workflow and confirm whether a free audit, paid Diagnostic or Sprint is the most appropriate next step.
The admin problem
Your team should not spend its week moving information between files and systems.
When repetitive work consumes 10+ hours each week, a focused automation can create room for higher-value work.
01
Reading and classifying incoming emails
02
Checking documents for missing information
03
Renaming and filing attachments
04
Copying details into trackers or CRMs
05
Chasing incomplete submissions
06
Preparing routine summaries and follow-ups
One workflow, end to end
The repetitive preparation is automated. The decision stays with your team.
A suitable workflow has repeatable inputs, clear rules, a defined output and an identifiable human reviewer.
- 01
Emails and documents arrive
A shared inbox receives repeat forms, PDFs and attachments.
- 02
AI extracts and checks the information
Agreed fields are captured and the submission is checked against your rules.
- 03
Missing or inconsistent information is flagged
Low-confidence items and exceptions are placed in a review queue.
- 04
A tracker or CRM is updated
Approved structured information is prepared for the system your team already uses.
- 05
A routine response is drafted
A missing-item request or acknowledgement is prepared in your agreed format.
- 06
A staff member reviews and approves
Your team remains responsible for important outputs and decisions.
Sample delivery snapshot
Review-ready workflow output
- Structured record
- Completeness checklist
- Exception queue
- Drafted follow-up
- Human approval step
The main offer
One repetitive workflow. Fixed scope. Working automation.
An AI Workflow Sprint takes one clearly defined administrative workflow from review to tested implementation — not just a chatbot, prompt or simple connector.
£5k+
Fixed-scope starting point
- Workflow mapping and operating rules
- System integration and build
- Testing with representative examples
- Human review and exception handling
- Deployment, Loom handover and written guide
Why a Sprint starts at £5,000
The price reflects the work required to turn a business process into a controlled operating workflow: mapping decisions, handling exceptions, connecting systems, testing real examples and documenting how people remain in control.
Typical target: 4–6 weeks
From agreed scope and available examples to a tested workflow and handover. Complex access, integrations or approval delays may extend delivery.
Modelled business case
Company Anonymous: from inbox backlog to a review-ready workflow.
Company Anonymous represents an 18-person document-heavy UK service firm and shows how a suitable engagement could be structured.
16 admin hours each week
Staff opened messages, renamed files, copied details into a tracker, checked completeness and wrote the same follow-ups.
AI prepares; staff approve
Documents are classified, agreed data is extracted, gaps are flagged, the tracker update and routine reply are prepared, and a staff member reviews the result.
16hours/week before
6hours/week retained for review and exceptions
10potential hours/week released
£13kmodelled annual capacity at £25/hour
Example based on a representative SME workflow; figures are modelled, not client results. It assumes 10 hours of weekly capacity released across 52 weeks at £25 per hour. Actual scope, adoption, savings and payback vary.
What we automate
Practical capabilities that support one clear workflow.
These are not separate strategy services. They are building blocks used inside an AI Workflow Sprint.
AI Document Processing
PDFs, forms and repeatable document types
- Extract key data
- Check completeness
- Rename and organise files
Output: Validated tracker, CRM or folder updates
AI Inbox & Email Triage
Incoming enquiries, requests and attachments
- Classify requests
- Extract details
- Draft replies
- Route tasks
Output: Prioritised inbox, drafted response and assigned task
AI Spreadsheet & Tracker Automation
Emails, documents, spreadsheets and manual trackers
- Pull information
- Validate fields
- Highlight exceptions
- Summarise
Output: Updated tracker, CRM or management summary
AI Workflow Support
A delivered Data Expose workflow
- Monitor behaviour
- Fix issues
- Review performance
- Improve rules
Output: Maintained workflow with a monthly written update
Built for busy teams
No endless meetings
A structured, mostly asynchronous process keeps decisions moving without filling your diary.
- 1
Submit your workflow and sample-file availability
- 2
Receive a written automation recommendation
- 3
Approve a fixed-scope project
- 4
Review test outputs asynchronously
- 5
Receive the workflow, Loom handover and guide
Delivery confidence
A practical workflow your team can understand and control.
Data Expose keeps responsibility clear from scoping through testing, handover and support.
One accountable delivery contact
A consistent Data Expose contact carries the agreed workflow from scope through handover, with decisions recorded in plain English.
Built around your current systems
Possible systems include Microsoft 365, Outlook, Excel, SharePoint, Gmail, Google Drive, Google Sheets, Xero, QuickBooks and selected CRM or practice-management tools.
Tested and handed over
You receive test outputs, exception rules, a human-approval process, a Loom walkthrough, written guidance and a 14-day support window.
System compatibility is confirmed during scoping and depends on available access, permissions and integration capability. Product names indicate possible compatibility, not partnerships or endorsements.
Proof of process
Clear outputs at every stage.
You know what you will receive before deciding whether to continue.
What you receive after the Free AI Admin Audit
- Workflow suitability assessment
- Automation-candidate summary
- Likely next step
- Whether a Diagnostic or Sprint is appropriate
What you receive after the AI Workflow Diagnostic
- Current workflow map and bottleneck summary
- Sample or anonymised material review
- Risk, exceptions and complexity rating
- Recommended workflow design
- Fixed-scope Sprint quote where suitable
What you receive after the AI Workflow Sprint
- Implemented workflow and processing rules
- Sample-data testing and exception process
- Human approval and agreed system output
- Loom handover, written guide and 14-day support
Human review stays in place
We do not build risky black-box systems. AI handles repetitive reading, sorting, extracting and drafting. Your team keeps control, with exceptions and approvals flagged for review.
Human decision-making remains essential.
AI outputs must be reviewed before they are used for client, financial, legal, compliance or operational decisions.
Confidentiality-first by design
You do not need to upload confidential files through the website. Sample or anonymised examples are enough for the audit. Secure access is agreed separately before sensitive material is shared.
Do not submit confidential client documents through the public form.
Before & after
See what a suitable workflow can look like.
These are illustrative workflow examples, not measured client case studies.
Mortgage case pack review
Input
Payslips, bank statements, ID, proof of address and tax documents.
AI-assisted workflow
AI classifies documents, extracts key details, checks missing items and highlights inconsistencies.
Human review: The broker reviews exceptions before use.
Output: Case checklist, discrepancy flags and a drafted missing-document request
Client document onboarding
Input
Emails, engagement letters, registration forms, identity documents and onboarding spreadsheets.
AI-assisted workflow
AI identifies document types, extracts key information, renames files and prepares the tracker update.
Human review: The admin or compliance team reviews missing and uncertain items.
Output: Organised client folder, onboarding checklist, tracker update and drafted chaser
Property maintenance email triage
Input
Tenant emails, photographs, property references and contractor information.
AI-assisted workflow
AI classifies the issue, extracts property details and urgency, then prepares a response and contractor task.
Human review: The property manager approves urgency, response and contractor routing.
Output: Prioritised task, drafted tenant reply and contractor instruction
Recruitment compliance document intake
Input
CVs, registration forms, right-to-work documents, references, compliance files and timesheets.
AI-assisted workflow
AI classifies documents, extracts candidate details, checks the agreed file requirements and prepares CRM updates.
Human review: Recruitment or compliance staff make every eligibility and placement decision.
Output: Candidate record, compliance checklist, exception queue and drafted request
What is manual admin costing you?
Illustrative figures based on £25 per hour. Actual costs and savings vary by workflow.
10hours/week
Approx. £1,083/month
20hours/week
Approx. £2,167/month
40hours/week
Approx. £4,333/month
Use your current admin hours and employment costs to estimate possible value. Actual savings and payback depend on the workflow, adoption, exceptions and scope. This is illustrative, not a guarantee.
Clear ways to start
Begin with the workflow, not a vague AI strategy.
Free Audit → Paid Diagnostic → Workflow Sprint → Support
Free AI Admin Audit
£0
A written review of one repetitive workflow.
- Intake questionnaire
- Review of one workflow
- Sample/anonymised file availability review
- Written automation recommendation
- Recommendation of the most suitable next step
AI Workflow Diagnostic
£750 to £1,500
A structured review of one workflow before implementation.
- Current workflow map
- Bottleneck and sample review
- Risk and complexity assessment
- Recommended workflow design
- Fixed-scope Sprint quote where suitable
AI Workflow Sprint
From £5,000
One defined workflow, designed, built, tested and handed over.
- Workflow design
- AI automation build
- Testing against sample data
- Human review process
- Loom handover and written guide
- 14-day support window
AI Workflow Support
From £750/month
Monitoring and measured improvements after launch.
- Monitoring and fixes
- Monthly usage/performance review
- Small improvements
- Prompt and rule updates
Most suitable implementation projects begin with either a free audit or a paid diagnostic. A fixed quote is provided before any Sprint begins.
Industry fit
Designed for document-heavy UK service businesses.
Accountants
AI document processing for accountancy firms
Client onboarding-pack checks · Missing-record chasers · Manual PDF classification and filing · Repeated Excel or practice-management tracker updates
Explore workflow fit →Mortgage brokersAI document checking for mortgage brokers
Missing-document chasing · Manual completeness checks · Repetitive follow-up
Explore workflow fit →Letting agents & property managersAI admin automation for letting agents
Maintenance emails · Contractor invoices · Certificates and inspection reports
Explore workflow fit →Recruitment agenciesAI admin workflows for recruitment agencies
CV processing · Compliance and right-to-work documents · Timesheets
Explore workflow fit →Not in one of these sectors?
Data Expose also works with other UK service businesses where teams lose 10+ hours each week to repeated document intake, inbox handling, spreadsheet updates or file-completeness checks.
Tell us about your workflow →Free AI Admin Audit
Show us the admin workflow that keeps repeating.
Tell us what happens, who is involved and what systems you use. No files are uploaded at this stage.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
Request your free audit