AI workflows that generate your proposals, reports, and client documents automatically — built once, runs forever. Your team gets hours back every single week.
Most B2B teams spend 3–5 hours a week on documents that follow the exact same structure every time. That's wasted capacity.
Auto-generated from your CRM data — company name, deal size, scope — merged into a polished branded proposal in seconds.
saves ~90 min/proposalWeekly or monthly performance reports that pull live data from your tools and produce a formatted PDF — no manual assembly.
saves ~3 hrs/weekClient onboarding documents personalised to each customer — welcome letters, setup guides, and next-step checklists generated automatically.
saves ~45 min/clientStatements of work and service agreements populated from deal details — human reviews and signs, AI handles the drafting.
saves ~60 min/contractAutomated briefing documents that pull information from specified sources and summarise it into a structured report.
saves ~2 hrs/briefPost-meeting summaries and follow-up emails generated from notes or transcripts — sent within minutes of a call ending.
saves ~30 min/meetingDiscovery & workflow mappingWe map your current document process end-to-end before building anything.
AI workflow buildBuilt using tools your team already has — Google Docs, Notion, Airtable, or your CRM.
Branded template designOutput documents match your brand — fonts, colours, logo, and formatting.
Testing with real dataWe run 5+ test cycles before handover — no surprises on your first live use.
Handover documentationPlain-English guide for your team on how to use and maintain the automation.
30-day support windowWe're available for 30 days post-launch to fix anything that needs adjusting.
We map your current process, the tools you use, and what the ideal output looks like.
We design the automation logic and template structure, then confirm with you before building.
We build the workflow and run multiple test cycles with real data until the output is exactly right.
Full walkthrough with your team, documentation handed over, and 30 days of support included.
We'll scope the automation on a free 20-minute call and tell you exactly how we'd build it.
Book a Discovery Call