Map the friction
Select one repeatable process and define the useful outcome.
07 / AI & workflow automationMake work flow.
Make work flow.
Keep people in control.
Connect the enquiry, the CRM record and the next action, with practical automation and people responsible for the decisions.
Less repetition. More room to think.The business behind the brief
Start with the handoff that keeps slowing your team down.
An enquiry copied between systems. A follow-up that depends on someone remembering. A report rebuilt every month. We map the process first, then assess whether a straightforward integration, automation, or AI step is the right fit.
See the handoff / Try the workflowLess chasing.
Less chasing.
More connecting.
A better process keeps the enquiry, the context, and the responsible person together. Run this illustrative example to see the normal path and the exceptions.
01
Receive
Keep the original enquiry.
Ready02
Check
Use the details. Flag the gaps.
Waiting03
Route
Assign the right person.
Waiting04
Review
A person approves the reply.
WaitingTHE OUTCOME
Explore your own workflow Route it. Prepare it. Review it.
Create a record, assign the owner, and prepare a draft response for a person to approve.
From the idea to the actual workGood thinking.
Good thinking.
Something to show for it.
Explore the work we can bring together. Your proposal confirms the priorities, responsibilities, and deliverables before we begin.
01AI consultancy & planning
Assess where AI could help, compare suitable tools, and define a focused next step before committing to a build.
02Workflow discovery
Map the process, data, owners, exceptions, and the point where a person should make the decision.
03Lead routing & follow-up
Connect forms to your CRM, assign ownership, and prepare relevant follow-ups with approval where needed.
04AI-assisted internal work
Scope knowledge search, drafting, classification, or summarisation with a clear source of truth and review process.
05Tool integrations
Connect suitable APIs and workflow tools such as Make, Zapier, or n8n after checking access, cost, and fit.
06Testing, documentation & handover
Test failure paths, document responsibilities, and define how the workflow will be monitored and maintained.
SHREEM DIGITAL / SCOPE NOTES01 / 06
AI consultancy & planning
Clear responsibilities. Agreed deliverables.
A piece of the plan, with a purpose.
A FOCUSED START
Small teams losing time to manual handoffs, repetitive administration, or missed follow-ups.
A clear plan / A shared directionHere’s how
Here’s how
we get there.
Each step builds on the last. Your scope sets the pace, deliverables, and decisions we’ll make together.
Design the safeguards
Agree on access, approved data, review points, and fallback behaviour.
Build a small pilot
Connect the relevant tools and test normal and exceptional cases.
Review before expanding
Check reliability, time saved, and team feedback before adding more scope.
A LITTLE CLARITY
Let’s clear things up.
A few things to know about ai & workflow automation.
Can we start with AI consultancy only?
Yes. We can begin by reviewing your workflows, comparing suitable tools and setting out practical recommendations before any integration or automation build.
Do we need AI for every automation?
No. Rules and direct integrations are often more predictable. We recommend AI only where interpretation or generation adds useful value.
Can you connect to our existing CRM?
We assess the CRM’s API, plan permissions, data model, and supported integrations before confirming the scope.
Will AI send messages without review?
Approval rules are agreed in advance. A sensible pilot often drafts or routes information first, with a person approving external actions.
What happens if an integration fails?
The workflow should include logging, a clear owner, retry rules where appropriate, and a fallback. Those requirements are part of the design and testing.
A good conversation changes things.
A little clarity.
A lot of possibility.
Let’s find your next moveNo pitch deck marathon. Just a useful first conversation.