Documents and forms
The same fields are found, checked and copied every time a file arrives.
Slow starts and avoidable reworkAI workflow automation for UK SMEs
Give your team back the time lost to repetitive admin.
AI Workflow Sprint from £5,000 · Typical target: 4–6 weeks
Data Expose designs and builds one focused workflow around the systems your team already uses—so documents are checked, inboxes are triaged and records are prepared while people remain in control.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
One workflowFrom £5,000Typical target: 4–6 weeksHuman review built in
Where is time leaking?
Small admin tasks become expensive when they repeat all week.
A good first workflow is easy to recognise: the inputs are familiar, the steps repeat, the output is clear and someone already checks the result.
Shared inbox
Messages are read, categorised, forwarded and answered before action can begin.
Important work waits in the queueTracker, CRM or report
Information is re-keyed across spreadsheets and systems to keep records current.
Updates lag behind the real workMissing-information chasing
Staff compare what arrived with what is still needed, then write another reminder.
Time disappears into follow-upRoutine replies
Similar acknowledgements, updates and requests are drafted from scratch throughout the day.
Skilled staff repeat low-value writingExceptions and quality checks
Every item gets the same manual attention because unusual or uncertain cases are not separated.
Review effort is spread too thinlyOne controlled operating pattern
The preparation moves faster. Responsibility stays with your team.
The same pattern can support client onboarding, candidate compliance, property maintenance, mortgage case preparation and many other document-heavy workflows.
- Information arrives
Emails, documents and forms enter the workflow your team already uses.
- AI prepares the work
Agreed information is classified, extracted, checked and organised.
- Exceptions are flagged
Missing, inconsistent or low-confidence items are separated for attention.
- Your team approves
A named person reviews exceptions and any sensitive or client-facing output.
- Your system is updated
Approved information is prepared for a tracker, CRM or report.
A useful result
Review-ready work—not another AI chat window.
- Organised source files
- Structured fields
- Completeness checks
- Exception queue
- Drafted follow-up
- Prepared system update
Built around your sector
Start with a workflow your team already knows.
Each industry has different documents, systems and risk boundaries. The operating principle stays the same: automate the repeatable preparation and keep human judgement in place.
01 · Accountants
Accountancy firms
Client records arrive across emails, PDFs and spreadsheets, then staff repeatedly check, chase and re-key them.
Prepare complete client packs and cleaner practice records.Explore accountants workflows →02 · RecruitmentRecruitment agencies
Consultants and compliance teams repeatedly open CVs, check documents, chase candidates and update the ATS.
Move candidates from inbox to review-ready records faster.Explore recruitment workflows →03 · PropertyLetting agents & property managers
Tenant messages, certificates and contractor documents arrive across inboxes and portals, then get copied into trackers and tasks.
Prepare clearer queues and faster, controlled follow-up.Explore property workflows →04 · Mortgage brokersMortgage brokers
Case evidence arrives in stages, and brokers repeatedly sort, check, chase and copy it before advice can progress.
Move cases towards a review-ready pack with fewer manual hand-offs.Explore mortgage brokers workflows →Other document-heavy UK service businesses
If your team repeatedly reads, checks, chases or transfers similar information, the workflow may still be suitable.
Tell us what repeatsThe main offer
What the Sprint includes
One repetitive workflow, designed, built, tested and handed over with clear human control.
Starting pointFrom £5,000Typical target4–6 weeks
- Workflow mapping and operating rules
- AI-assisted automation build
- Testing with representative examples
- Exception and human-review process
- Connections to agreed systems
- Loom walkthrough and written guide
- 14-day post-handover support
A clear route from problem to working workflow
Mostly async. Fixed decisions. No transformation theatre.
Written recommendations, reviewable test outputs and recorded handover keep the project moving without filling your diary.
- 01
Free Audit
A written workflow fit assessment. No files are uploaded.
- 02
Diagnostic
Used only where samples, exceptions or systems need deeper review.
- 03
Workflow Sprint
One fixed-scope workflow is designed, built, tested and handed over.
- 04
Support
Optional monitoring and agreed improvements after launch.
Human review
AI outputs are reviewed before client, financial, legal, compliance or operational decisions.
Confidentiality first
No files are uploaded through the public site. Secure sharing is arranged only when appropriate.
Your current systems
We confirm access, permissions and integration options before a build is quoted.
Documented handover
Your team receives test outputs, operating guidance, a Loom walkthrough and support.
Straight answers
Before you request an audit
What makes a workflow suitable?
The strongest candidates repeat frequently, use recognisable inputs, follow reasonably clear rules, produce a defined output and have someone who can review exceptions.
Do we need to replace our current software?
Usually not. A Sprint is designed around the systems your team already uses, subject to access, permissions and available integrations.
Do we upload files with the Free Audit?
No. Describe the workflow and tell us whether sample or anonymised files are available. Secure sharing is arranged later if the workflow looks suitable.
Does the AI make decisions on its own?
No. The workflow prepares routine work and flags exceptions. Your team remains responsible for client, financial, legal, compliance and operational decisions.
What happens after the Free AI Admin Audit?
You receive a written view of workflow fit and the most sensible next step. That may be to stop, clarify the workflow, run a paid Diagnostic or discuss a fixed-scope Sprint.
How much does implementation cost?
AI Workflow Sprints start at £5,000. You receive a fixed scope and price before implementation begins.
Free AI Admin Audit
Show us the admin workflow that keeps repeating.
Start with six details. We will send a written view of whether the workflow looks suitable and the most sensible next step. No files are uploaded.
What you will receive
- A workflow fit assessment
- Likely automation scope
- Human-review considerations
- A clear next-step recommendation
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.