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.
Encrypted in transit and at rest — how we handle your dataThe 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.
Client and patient data is encrypted in transit and at rest, with access limited to the systems each workflow needs.
We plug into what your team already uses — Xero, Reapit, your CRM and inbox. No new software to learn.
We agree the hours we expect to free up before we build, then report against that number every month.
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
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-left.
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.
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.
Security & Data Handling
Your data stays yours, and we'll show you exactly where it goes.
Before we build anything, we map every system a workflow touches and what data moves between them, so you can sign it off. Ask us for that map in your audit.
Workflows are designed around UK GDPR: a lawful basis for each data flow, data minimisation, and a written record of what each workflow touches.
Information is processed to complete the task in hand. We don't retain your client or patient records beyond that, and your data is never used to train public models.
Every connection between your inbox, our processing layer and your CRM uses TLS in transit, with stored credentials and data encrypted at rest.
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 — and we put our own fee on the line for it.
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 — the design, integration and delivery of the system itself. That's work we complete regardless, so it sits outside this guarantee. What we put on the line is our ongoing retainer.
Once live, we track 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 keep working, on our own time and budget, to optimise and adjust the logic until it does.
You're never penalised for third-party software updates. You get the exact operational result you paid for — or we keep working on it, and you don't pay us to.
