Workflow audit
A map of what repeats, how often, how long it takes, and what it currently depends on.
Automation & AI
Your team keeps doing work the software should already be doing.
Most manual work in a growing business is not judgment. It is moving information from one system to another because those systems were never connected. We automate that part — and we are direct about where AI genuinely helps and where it is theatre.
Published starting price: From $2,500. See scope and options
- Built on your current tools
- Monitored, not fire-and-forget
- Documented for your team
Qualify, record, route, acknowledge, schedule — the mechanical steps can run outside office hours, with exceptions still visible to your team.
Sound familiar?
The tasks nobody scheduled, that take the whole afternoon.
Automation candidates are easy to spot. They are the things a person does the same way every time and would describe as "just admin".
The same information gets typed into two systems.
Both tools need the record, and no connection exists, so a person is the integration.
Documents get rebuilt from a template every time.
Quotes, agreements, and reports are assembled by hand from data that already exists elsewhere.
Follow-up is a person remembering to follow up.
Nothing schedules the next touch, so consistency varies with how busy that week was.
The weekly report is a Friday afternoon.
Numbers are pulled from several places and reconciled manually into the same shape every week.
Work sits waiting for someone to notice it arrived.
Routing depends on a human reading a shared inbox, which has no owner and no SLA.
Things break when one particular person is away.
The process exists, but it lives in their routine rather than in anything the business owns.
If nothing changes
The most expensive thing about manual work is not the hours.
The hours are measurable and everyone underestimates them. The rest is worse and harder to see.
Your best people do your dullest work
The person who understands the customer best is the one qualified to retype the record — so they do.
Errors enter quietly
Manual transfer has an error rate. Nobody notices until a wrong number reaches an invoice.
Response time becomes variable
A step that depends on attention is fast on a quiet day and slow exactly when volume is high.
The process is unowned
A routine that lives in one person’s habits cannot be trained, measured, or improved.
What good looks like
What good automation feels like.
Routine steps can move without repeated manual entry, while exceptions remain visible.
- Information moves between systems without anybody retyping it.
- An included acknowledgement workflow can respond outside office hours.
- Routing follows agreed rules, with exceptions flagged for someone to review.
- Documents are generated from the record instead of rebuilt from a template.
- Reports arrive on a schedule rather than being assembled.
- When something fails, someone is told — automations are monitored, not assumed.
- A human still makes every decision that requires judgment.
- Your team can explain what each automation does, because it is documented.
How we approach it
We automate the mechanical parts, and leave the judgment alone.
We start by watching the work, not the tools. Which steps repeat identically every time? Which need a decision? Which exist only because two systems cannot talk to each other? The mechanical steps are the automation candidates; the rest stay with people, which is where they belong.
Then we assess the tools you already run. Sometimes the gap is between systems; sometimes a new tool is warranted. We make that call before asking you to buy anything.
On AI specifically: we use it where it does real work — classifying and routing incoming requests, drafting a first response for a human to approve, extracting fields from documents, summarising long threads. We do not put it in the path of decisions that need to be right and auditable, and we do not add it to make a workflow sound more advanced than it is.
The transformation
Seven steps, or none.
The work does not disappear. It stops being carried by a person, and it stops depending on that person being available.
Today
A new enquiry today
- Form is submitted
- Email notification arrives in a shared inbox
- An employee reads it, at some point
- They create the CRM record by hand
- They work out who should own it and assign it
- They write and send a response
- They set themselves a reminder to follow up
Seven human steps before anyone has done anything a customer would value.
Connected
The same enquiry, automated
- Form is submitted and qualified against your rules
- CRM record is created with the source attached
- Owner is assigned by rule and notified
- Personalised acknowledgement goes out immediately
- Follow-up is scheduled on the record
- Manager sees it in the pipeline without asking
A person picks it up already routed, acknowledged, and scheduled — and spends their time on the reply that matters.
- Trigger
- Qualify
- Create record
- Route
- Respond
- Schedule follow-up
- Notify
What we actually build
What an automation engagement includes.
We usually start with a few repeatable workflows, test them, then decide what to automate next.
System integration
Connections between the tools you already run, so records stay in step without anyone retyping.
Routing & assignment
Rules that decide who owns incoming work, and escalate it when nothing happens.
Communication sequences
Acknowledgements, reminders, and follow-up that run on schedule rather than on memory.
Document generation
Quotes, agreements, invoices, and reports produced from live data instead of rebuilt.
Practical AI steps
Classification, extraction, summarisation, and drafting — used where a human still approves the output.
Scheduled reporting
The recurring numbers assembled and delivered without anyone building a spreadsheet.
Monitoring & alerting
Failure notifications and retry handling, because a silent broken automation is worse than none.
Documentation & handoff
A written record of what each automation does, what triggers it, and who to call when it changes.
How it connects
Automation is the connective tissue, not an organ.
It only has value where there are systems worth connecting and a process worth running.
- CRM & Business SystemsThe record most automations read from and write to.
- Modern WebsitesWhere most automations are triggered — a form submission is the first event.
- ERP & OdooWhere automated operational steps land: orders, purchasing, invoicing, stock.
- IT ServicesThe accounts, access, and identity the automations run under, managed properly.
What we build automation on
- n8n
- Make
- Zapier
- Odoo
- HubSpot
- Pipedrive
- Google Workspace
- Microsoft 365
- REST & webhook APIs
- OpenAI & Claude APIs
Who this is for
Where automation earns its cost quickly.
High-frequency, low-judgment work
Frequent, repeatable work is a good candidate when the savings justify the build and maintenance.
Businesses running several disconnected tools
Where the gap between systems is being closed by a person copying and pasting.
Teams growing without adding headcount
Where repeatable admin is growing, compare automation cost with staffing and the work that still needs judgment.
Operations with a response-time problem
Where being first to reply matters and the current process cannot guarantee it.
In practice
What we are usually asked to automate.
Lead intake and routing
Enquiries qualified, recorded, assigned, acknowledged, and scheduled for follow-up before anyone opens them.
Quote and document generation
Draft quotes and agreements from approved templates and CRM data, with checks and human approval for terms that need it.
Two-way data sync
Customers, orders, and invoices kept in step between the CRM, the accounting system, and operations.
Recurring reporting
The weekly and monthly numbers assembled automatically and delivered to the people who ask for them.
Published starting prices
What automation work costs.
A proposal names the workflows, systems, steps, approval points, exception handling, and monitoring. Rules-based automation and any AI-assisted steps are specified separately.
Automation & AI Workflows
From $2,500
Best for: Automating a defined set of high-frequency workflows across tools you already own.
- Workflow audit and mapping
- Lead routing, follow-up, and reminders
- Data sync between your tools
- Document and invoice automation
- Monitoring, alerts, and team handoff
- Typical timeline: 2–3 weeks
Operational Audit
From $1,500
Best for: Working out what is worth automating before committing to building anything.
- Review of the current digital stack
- Map of where workflows stall
- Tooling and integration recommendations
- Prioritized roadmap
- Written summary and walkthrough
Ongoing Retainer
From $750/mo
Best for: Businesses that keep finding new things worth automating — most do, once the first ones land.
- Defined monthly hours
- Monitoring and maintenance of live automations
- New workflows as they are identified
- A single point of contact who knows your stack
The $2,500 entry price covers workflows defined in the proposal, not every example on this page. AI use, approvals, retries, alerts, and manual fallback are agreed per workflow. Platform, API, and usage costs are paid separately to their vendors.
How it runs
The same process, every engagement.
You always know what's happening now, what's next, who owns it, and what it costs.
Discover
A free call to understand your business, goals, and current systems. No pitch, no pressure.
Plan
A written proposal with scope, deliverables, timeline, and a fixed price — approved before anything starts.
Build
Design, development, and configuration with regular check-ins so you stay informed end-to-end.
Launch
Deployment, training, and handoff documentation. Includes 30 days of post-launch support.
Support
Ongoing maintenance, improvements, and a partner who knows your systems as you grow.
Questions
What people ask before starting.
Do we need new software for this?
Usually not. Most businesses already own everything required and the gap is between the tools rather than inside them. Where a connector or automation platform is genuinely needed we will say so, name the cost, and explain what it replaces.
Is this going to replace people?
That is not what we are usually asked to do, and it is not what most of this work does. It removes the retyping, the chasing, and the rebuilding, which is the part of the job people are happiest to lose. The judgment stays with the team.
Where does AI actually get used?
Classifying and routing incoming requests, extracting fields from documents, summarising long email threads, and drafting a first response for a human to approve. We keep it out of decisions that must be exactly right and auditable, and we will tell you when a workflow does not need it.
What happens when an automation breaks?
Failure alerts, retry rules, and a manual fallback are defined for the workflows in scope. Repair responsibilities and response expectations are agreed in the proposal or support plan; work outside a retainer is quoted separately.
How do we know it is worth it?
The audit counts frequency and duration for the workflows in scope, so you can see the arithmetic before you commit. If the numbers do not justify the build, that is a legitimate outcome and we will say so.
Who owns the automations afterwards?
You do. They run in your accounts, on your platforms, under your credentials, and we document what each one does and what triggers it. There is no dependency on us to keep them running.
The wider ecosystem
One business. More than one type of problem.
AdōDesign Digital handles the operational side. When a project needs something else, it stays inside the same team.
- AdōDesign StudioWhen the work needs 3D product visuals, renderings, animation, or video production.
- AdōDesign AppsWhen an off-the-shelf tool will not fit and the business needs its own portal, dashboard, or internal application.
- AdōDesignThe parent brand, and the shortest route to the right part of the ecosystem for anything outside Digital.
The next step
Let’s find the work your team shouldn’t be doing.
Thirty minutes on what repeats, how often, and how long it takes. You will leave with a shortlist worth automating and an honest read on what is not worth it.
- 01
A conversation
Thirty minutes on what is slowing the business down. No pitch, no deck.
- 02
An honest read
Where we would start, what can wait, and whether we are the right fit at all.
- 03
A written scope
Only if it makes sense — deliverables, timeline, and a fixed price, in writing.