AI Workflow Automation
AI document processing that updates the CRM, drafts follow-ups and asks a person when unsure.
All projects- Client
- Financial consultancy
- Service
- AI & Automation
- Year
- 2025
Scope
- AI Automation
- Integrations
- Workflow
The problem
Staff spent hours every week reading incoming documents, copying details into the CRM and sending the same follow-up emails.
Our solution
We built an automation pipeline that picks up client emails, extracts key details with AI, updates the CRM and drafts follow-ups for approval. Anything the AI is unsure about is paused for a person to check, and every step is recorded in an audit trail.
AI extraction
Key fields read from documents and emails automatically, each with a confidence score.
Human review
Low-confidence values paused for a quick manual check instead of being guessed.
CRM sync
Records created and updated without copy-paste.
Automated follow-ups
Personalised emails drafted and queued for approval.
Audit trail
Every step logged, showing what the automation did and what a person approved.
Adjustable rules
Managers set the confidence level that triggers a review and whether emails need approval.
- Python
- OpenAI
- Node.js
- AWS
- CRM API
- Hours of repetitive data entry removed from the weekly workload
- Faster replies to clients, with follow-ups drafted as soon as documents arrive
- Connected tools with a clear audit trail for every automated step
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