AI Workflows

AI workflow automation, designed and built for your business

We design and build agentic AI workflows that take repetitive work off your team: reports, inbox triage, research, data entry and more. We start with one workflow that pays for itself, build it on the tools you already use, and hand it over with training so your team can run it.

What we build

Workflows for the jobs nobody wants

Every business has work that is important, repetitive and slow. An agentic workflow does the legwork, checks it and puts the result where your team needs it, ready for a person to approve.

Marketing

Campaign reports, content briefs, competitor monitoring and performance summaries that write themselves.

AI automation for marketing

Finance

Invoice chasing, expense coding, month-end prep and the reconciliations that eat Fridays.

AI automation for finance

Operations

Supplier updates, scheduling, data entry between systems and the weekly status report.

AI automation for operations

Customer service

Inbox triage, first-draft replies, FAQ updates and spotting the issues that keep coming back.

AI automation for customer service

How it works

From first call to a workflow your team runs

  1. Discovery call. 30 minutes on where your team loses time. We pick one workflow with a clear payback.
  2. Workflow map. We map the steps, the tools, the data involved and where a person must stay in the loop. You get a quote scoped to the work.
  3. Build and test. We build on tools you already use, test it on real examples and tune it until the output is right.
  4. Handover and training. Your team learns to run, check and adjust it. We stay on hand while it beds in, for a support period agreed in the scope.

Example

Our own company brain at Summon

We run this at Summon, our agency. Our company brain takes in all our contacts and talks to Notion, where our work lives. From there, agents build our task lists, keep our status sheets up to date, feed our testing plans, write the notes we read before client calls and help fill in timesheets.

It is the kind of system we build for clients: joined up to the tools you already use, with a person checking what matters.

Questions people ask

Is our data safe?

We build on business accounts with data controls switched on, keep data in the systems you already trust, and design every workflow so a person approves anything that leaves the business.

Which tools do you build with?

Whatever fits your business. Usually that means AI models such as Claude or ChatGPT connected to the tools you already use, like Google Workspace, Microsoft 365, your CRM or spreadsheets.

How long does it take?

It depends on the workflow. We agree the timeline in the scope, before any build starts.

How much does it cost?

Every project is scoped and quoted after we have talked it through, so you know the cost and the expected time saved before we build.

Got a job you want off your plate?

Book a 30-minute call. Bring the task; we will tell you honestly whether an agent can do it.