Rules
Classic RPA
- Speed to launch
- Handles messy input
- Flexibility
BEST FORStable, structured, repetitive steps
AI process automation services for back-office work
Save hours every week and cut operating costs.
AI takes over invoices, emails, data entry and reports — so your team spends hours on decisions, not paperwork, and you stop paying for manual work that a workflow can do.
- less manual work
- up to 70%
- saved per person / month
- 20+ h
- typical payback
- 3–6 months
automations.yourcompany.comRunning 24/7
InboxAI readsChecksERP
186 invoices receivedPDF, scans, photos · 9 languages✓ Done
179 matched to POs automaticallySupplier, amount, VAT, due date✓ Done
7 sent to Anna for reviewPrice differs from PO by > 2%Needs approval
Posted to ERP and scheduled for payment11 h · $1,400 saved
Invoices read, matched to orders and booked — people only check exceptions
Automations connected to the tools you already use
- n8n
- Make
- Zapier
- UiPath
- OpenAI
- Claude
- HubSpot
What we automate
Back-office work, handled by AI.
AI handles the reading, sorting and typing. Your team keeps the decisions.
Document processing
Invoices, contracts, forms and IDs read, checked and sent to your systems.
- OCR + LLM
- Validation
Email & ticket triage
Incoming requests sorted, prioritized, routed and answered in drafts.
- Routing
- Drafts
Data entry & sync
No more copy-paste between CRM, ERP, spreadsheets and portals.
- CRM
- ERP
- Sheets
Report generation
Weekly and monthly reports written from your data automatically.
- Sales
- Finance
- Ops
Approvals & compliance
Rules, checks and approval steps built into every workflow.
- Audit
- Approvals
Onboarding workflows
Customers, suppliers and employees onboarded with fewer manual steps.
- KYC
- HR
AI + RPA
AI added to existing RPA bots so they handle messy, unstructured inputs.
- UiPath
- Legacy apps
Workflow orchestration
n8n, Make or custom pipelines that connect all your tools reliably.
- n8n
- Make
- Custom
AI agents for operations
Agents that run whole routines and flag only what needs a human.
- Agents
Departments
Where teams save the most hours.
Start with one high-volume process and expand from there.
Choosing an approach
RPA, AI automation or AI agents?
The right tool depends on how messy the work is.
Most popular Rules + AIAI automation
- Speed to launch
- Handles messy input
- Flexibility
BEST FORDocuments, emails, data entry
- Goals
AI agents
- Speed to launch
- Handles messy input
- Flexibility
BEST FORMulti-step routines with decisions
Most companies combine them.
Rules for the predictable steps, AI for the messy ones, people for decisions.
Automation by industry
Back-office work we automate in your industry.
The repetitive processes that take the most hours — handled by AI.
Healthcare
Referral & intake processing
Faxes, PDFs and emails turned into patient records and booked appointments.
- EHR
- Fax/email
- Scheduling
HOW THE WORKFLOW RUNS
- Referral arrivesFax, PDF or email
- AI extracts patient dataName, reason, insurance
- Coordinator checks 1 screenInstead of typing
- Record created, visit bookedHours saved daily
eCommerce
Order & returns operations
Returns, refunds and supplier emails processed automatically.
- Shopify
- ERP
HOW THE WORKFLOW RUNS
- Return request comes inPhoto + reason
- AI checks policy & orderWithin 30 days
- Label created, stock updatedERP synced
- Refund after warehouse scanNo manual steps
Logistics
Freight documents
Bills of lading, CMRs and invoices read and matched automatically.
- TMS
- ERP
HOW THE WORKFLOW RUNS
- Documents arriveBOL, CMR, invoice
- AI reads and matchesTo shipment and PO
- Exceptions to a clerkOnly 4% of documents
- Billed the same dayFaster cash flow
Real estate
Lease & maintenance admin
Lease renewals, rent reminders and repair requests handled end to end.
- Property CRM
- Payments
- Tickets
HOW THE WORKFLOW RUNS
- Repair request by emailLeaking tap, flat 12
- AI classifies and prioritizesPlumbing · medium
- Contractor bookedTenant notified
- Closed and invoicedManager only approves
Fitness
Membership operations
Sign-ups, freezes, failed payments and class changes handled automatically.
- Billing
- CRM
HOW THE WORKFLOW RUNS
- Member asks to freezeInjury, 4 weeks
- AI checks plan rulesAllowed once a year
- Billing pausedClasses cancelled
- Member confirmed by emailFront desk freed
Travel
Booking changes & invoices
Change requests, refunds and supplier invoices processed without manual work.
- Booking system
- Accounting
HOW THE WORKFLOW RUNS
- Change request emailNew dates for 3 guests
- AI checks availability & fareHotel + transfer
- Rebooked and invoicedAccounting synced
- Customer confirmedMinutes, not hours
Green energy
Installation paperwork
Permits, grid applications and handover documents prepared automatically.
- CRM
- Permits portal
- Docs
HOW THE WORKFLOW RUNS
- Install data from CRMAddress, system size
- AI fills permit formsGrid + local authority
- Engineer signs offOne review
- Submitted automaticallyWeeks saved per project
Agriculture
Farm records & compliance
Spray logs, inputs and subsidy paperwork kept up to date automatically.
- Field app
- Invoices
- Gov portal
HOW THE WORKFLOW RUNS
- Input invoices scannedSeeds, fertilizer, spray
- AI logs them per fieldDoses and dates
- Farmer checks the summaryOnce a month
- Subsidy report readyAudit-proof records
How it works
From inbox to done — automatically.
Each workflow follows the same reliable path, with people approving exceptions.
- 01 · TRIGGER
Work arrives
An email, a file, a form or a scheduled run.
- Email & files
- Forms & portals
- Schedules
- 02 · UNDERSTAND
AI reads it
Extracts data, classifies the request and decides the next step.
- Document AI
- Classification
- Your rules & data
- 03 · CHECK
Rules & approvals
Validated against your systems; exceptions go to a person.
- Validation rules
- Human review
- Audit trail
- 04 · UPDATE
Systems updated
Data posted, replies sent, reports delivered.
- ERP & CRM
- Replies & alerts
- Reports
Automation you can audit
Every step logged, every exception visible.
- Full audit trail per item
- People approve exceptions
- Runs retried and monitored
- Works with legacy systems
- GDPR-ready data handling
- Hours saved reported monthly
Tech stack
Works with the tools you already use.
Low-code where it is faster, custom code where it must be reliable.
Workflow & RPA
- n8n
- Make
- Zapier
- UiPath
- LangGraph
- MCP
AI models
- OpenAI
- Claude
- Gemini
- Llama
- Mistral
- Cohere
Business systems
- HubSpot
- Jira
- Zendesk
- Gmail
- Google Sheets
- Airtable
Cloud AI
- AWS Bedrock
- Azure OpenAI
- Vertex AI
On-device
- Core ML
- ML Kit
- TensorFlow Lite
Quality & ops
- LangSmith
- Langfuse
- Datadog
Case studies
All case studiesAI that already saves our clients time.
Productivity · macOSRecordr
Meeting notes, summaries and action items — no manual note-taking.
Healthcare · Web & mobileTelemedicine
AI monitoring that cuts routine checks for care teams.
Read the case →
Travel · iOSJRNEY AI
Hours of trip research turned into a one-minute chat.
How we work
Your first workflow live in weeks.
We measure hours saved from the first week.
- 011 week
Process audit
Find the highest-volume tasks.
- 021 week
Workflow design
Steps, rules and approvals.
- 032–4 weeks
Build
AI and integrations.
- 041–2 weeks
Parallel run
Side by side with your team.
- 051 week
Go live
With monitoring and alerts.
- 06ongoing
Expand
Next processes.
Automation audit
1–2 weeksA ranked list of what to automate.
- Process map
- Hours-saved estimate
- ROI
- Most popular
First workflow
4–6 weeksOne process automated end to end.
- AI + integrations
- Approvals
- Monthly report
Automation program
3–6 monthsMany workflows across teams.
- Shared platform
- Monitoring
- Training
Managed automation
monthlyWe run, fix and improve workflows.
- 24/7 monitoring
- Fixes and updates
- New workflows
More AI services
Need something more specific?
- AI integrationAdd AI to the product you already have.Learn more →
- AI agent developmentAgents that complete tasks across your tools.Learn more →
- Generative AI developmentText, image and content generation.Learn more →
- LLM & RAG developmentChat and search over your own knowledge.Learn more →
- AI MVP developmentLaunch an AI product in 8 weeks.Learn more →
Which processes should we automate first?
High-volume, repetitive work with clear rules — invoices, email triage, data entry and reports usually give the fastest payback.
How much does it cost?
A first workflow typically costs $10,000–$30,000 and pays back within months from hours saved. The audit gives you an ROI estimate per process.
Will it work with our old systems?
Yes. We connect through APIs where possible and use RPA or browser automation for legacy tools without APIs.
What happens when AI is unsure?
It sends the item to a person with the reason, so nothing wrong is posted silently. Every step is logged.
Do we need to replace our current tools?
No. Automations work on top of your existing email, ERP, CRM and spreadsheets.
What is AI process automation?
AI process automation uses AI to handle repetitive business work — reading invoices and emails, entering data, preparing reports — and connects to your existing tools. People only review exceptions and make decisions.
