Agent-ify builds bespoke Workflow Automations that handle the repetitive admin draining your staff — so the people you've hired can focus on clients, growth, and the work only humans can do.
Freeing up teams at UK Estate Agents, Med Practices, Logistics, and Accountancy Firms.
Fully Secure & Data Compliant
The Problem
Every business has a "swivel-chair" problem. It's the time your team spends copying details from an email into a CRM. It's the missed phone calls when the front desk is buried. It's the weekend hours your staff lose chasing clients for receipts or property updates.
These tasks aren't just tedious — they're quietly burning out the people you can't afford to lose, and eating the margins you worked hard to earn.
Out-of-hours leads going cold and quotes landing too late — straight into a competitor's pipeline.
The people you pay to grow your business stuck doing £15/hour data entry.
Tired staff making avoidable mistakes in critical documents, CQC logs and financial records.
The Solution
We don't sell generic software subscriptions. We build bespoke Workflow Automations — wired to your exact business logic — that take the swivel-chair work off your team's plate. They connect the tools you already use (Xero, Reapit, your custom CRM) and execute multi-step tasks in seconds, 24/7, so your staff get their day back.
Enterprise-grade encryption keeping your client and patient data locked down.
We plug directly into the tools your team already use. No new software to learn.
Hours come back to your team from Day One — measured, not promised.
Outcomes
Don't guess if automation is working. Watch the hours come back to your team in real time.
When automation works perfectly, it becomes invisible — but you should always know exactly what you're paying for. Every Agent-ify client gets secure access to a live, personalised Client Dashboard that translates complex server logs into clear, financial outcomes: hours reclaimed, payroll saved, focus restored. The exact value your workflows hand back to your team every single day.
See exactly how many staff hours each workflow has handed back this month — costed against your team's hourly rate so the payroll saving is undeniable.
A live heartbeat for every integration keeping your operations running. If anything wobbles, we're on it before your team notices.
A transparent, second-by-second feed of every email drafted, invoice processed and CRM record updated — work your team never had to touch.
Spot an edge-case? Use the "Request a Tweak" portal to send feedback straight to our engineers — keeping every workflow perfectly aligned with your brand voice.
SEE HOW IT WORKS
Each tab below is a real workflow we've shipped — handling the admin so your team doesn't have to. Pause or change speed any time using the controls in the bottom-right.
Extracts buyer, budget, preferred viewing time.
Cross-checks live inventory and seller availability.
Status set to hot · agent assigned by postcode.
Viewing booked · calendar invite issued.
Live Flow
Every event flowing into your business — emails, WhatsApps, CRM updates — kicks off a precise sequence. Your workflow reads, decides, and acts across your tools in seconds, freeing your team to focus on the work that pays.
Buyer enquiry — 14 Mill Rd
Parsed intent · matched listing · drafted quote
Lead created in Reapit · status: hot
Personalised reply sent · viewing booked
The Core Fundamentals
We don't sell generic software subscriptions or DIY toolkits. We deploy bespoke automations tied to outcomes your team can feel on a Friday afternoon.
We map your exact business logic and engineer custom Workflow Automations dedicated to your precise processes. They don't guess; they execute tasks exactly the way you want — 24/7/365 — so your team doesn't have to.
Zero friction. No new apps for your team to learn. Your workflows live invisibly between the systems you already use — passing and formatting data instantly between your inbox, CRM, and accounting stack.
Hiring a new full-time administrator costs £25,000+ a year before pension, sick pay, and training. Agent-ify hands your existing team back the hours of an extra hire — for a fraction of the cost — and protects your net margins.
Traditional hire
Software updates and APIs change. We don't just build and walk away. Our ongoing maintenance layer keeps every workflow optimised, monitored, and continuously updated — so the hours your team won back stay won.
Always-on care
Use Cases
Reads updates from solicitors and local councils, updates your CRM, and emails buyers/sellers with deal progress — so your negotiators stop fielding "any update?" calls.
fewer "where are we at?" emails
Books appointments, verifies triage questions, and follows up patients 48 hours post-treatment — freeing clinicians to focus on care, not admin.
uplift in patient lifetime value
WhatsApps clients for missing receipts, extracts the data, and categorises it straight into Xero — so partners stop chasing paperwork on weekends.
reclaimed per partner, per week
Detects carrier delays, picks the fastest viable lane, updates your ERP, and notifies customers — so ops teams stop firefighting and start planning.
faster exception resolution
Our Process
We shadow your operations for an hour to find the exact bottlenecks draining your team's time and your bottom line.
We architect, build, and rigorously test your secure Workflow Automation, plugged into the tools your team already uses.
Software updates; external APIs change. We don't just build and walk away. We monitor, maintain, and optimise every workflow monthly — so your team's hours never come back into question.
Bank-Grade Security & Compliance
Your data stays your data. Period.
Traditional businesses are rightfully cautious about handing work off to automation. That's why Agent-ify is built from the ground up around strict data protection protocols.
All automation workflows are designed to mirror the highest standards of UK data compliance and regulatory frameworks.
Every workflow processes information in real time to complete the task — it never stores, leaks, or uses your sensitive client or patient information to train public models.
Every digital bridge we build between your inbox, the AI infrastructure, and your internal CRM is secured using industry-standard enterprise encryption.
Pricing
A predictable model that pays itself back the moment your team stops doing the work it covers.
Initial Build & Integration (One-Off)
A 10-day schedule that takes your workflow from observation to live automation.
Shadow your expert
On-prem immersion with the person doing the work today.
Observe every step
Watch the workflow end-to-end without interruption.
Document workflows
Capture triggers, decisions, hand-offs, and edge cases.
Ask questions
Clarify why each step exists and where it breaks.
Build intuition
Map exceptions, shortcuts, and quality checkpoints.
Prioritise opportunities
Score by scale, repetition, business impact, and data availability.
Build the initial agent
Develop the first working version of the automation.
Validate with others
Test alongside several people performing the related work.
Integrate & stress-test
Connect APIs, tighten logic, and verify reliability.
Ship
Deploy live and hand your team their hours back.
Monthly Optimisation Retainer (Ongoing)
Your operational guardrail. Everything included to keep the hours your team reclaimed off their plate.
Cloud hosting & uptime
Managed infrastructure so your automations run 24/7/365.
API throughput monitoring
We watch connection health and catch slowdowns before you do.
Weekly performance review
A standing check on task volume, success rate, and hours returned.
Rapid breakage fixes
Fast repairs when third-party software or APIs change.
Continuous optimisation
Refine logic, add exceptions, and tighten decision paths.
Monthly outcome report
Clear numbers on tasks completed and staff hours reclaimed.
Security & access updates
Credentials rotated, permissions reviewed, risks closed.
Human-in-the-loop checks
Quality checkpoints for high-stakes or unusual outputs.
Direct Slack/email support
Reach a real engineer, not a ticket queue.
Scale planning
Identify the next workflow to hand back to your team.
The Agent-ify Guarantee
Handing repetitive work off to an automation is a real operational decision. We stand firmly behind the hours your team gets back as a result.
Before we build anything, we agree an objective, measurable target — for example, processing 50 invoices a week, fielding 100 out-of-hours enquiries, or updating 40 conveyancing files — and the staff hours that buys back.
Our Performance Guarantee
The one-off build fee covers the custom engineering of your bespoke Workflow Automation. Once live, we track its performance using hard data from our server logs.
If, after 30 days live in your business, your workflow hasn't hit the agreed volume of automated tasks — and the hours your team should have got back — we waive your monthly retainer for the next 3 months. We work on our own time and budget to optimise and adjust the logic until it runs flawlessly.
You're never penalised for third-party software updates. You get the exact operational result you paid for — or we maintain it for free.