Automation & AI
Eliminate manual work with intelligent automation. We build custom workflows, AI-powered tools, and business process automation that save your team real hours every week.
What we automate
If your team is spending time on repetitive tasks, chances are we can automate it. We use the right tool for each job — from open-source workflow engines to enterprise platforms and AI models.
n8n Workflow Automation
Self-hosted, open-source workflow engine. We design and deploy n8n workflows that connect your tools, process data, and eliminate repetitive tasks — without vendor lock-in or per-execution fees.
Microsoft Power Automate
Enterprise-grade workflow automation within the Microsoft ecosystem. Email processing, lead routing, approval workflows, and data sync between Dynamics 365, SharePoint, and external systems.
AI Report Generation
AI-powered analysis and professional PDF reports from raw data. Power monitoring reports, sales analytics, and compliance summaries — generated automatically from your data sources.
Document Processing
Extract data from invoices, forms, and emails automatically. AI reads, classifies, and routes documents into your business systems without manual data entry.
Bot & Chat Integration
Telegram bots, Microsoft Teams integrations, and WhatsApp automation that connect your team workflows to messaging platforms they already use. Trigger actions, get notifications, and interact with data via chat.
How we work
Discover
We map your current manual processes and identify what can be automated for the biggest impact.
Design
We propose specific workflows with clear time and cost savings. No guesswork — real numbers.
Build
We develop, test, and deploy the automation with monitoring. You see it working before it goes live.
Optimise
We refine based on real-world usage and add new automations over time as your needs evolve.
Filter case studies
Automating weekly registration reports
A digital agency's manual weekly reporting process was consuming valuable developer time every Friday morning. We replaced it with a fully automated workflow — zero manual intervention.
The problem
- Manual SQL queries executed by a developer every Friday morning
- Data handoff between team members for processing and quality checks
- Manual filtering by location (10 provinces) and duplicate detection
- Creating individual password-protected Excel files for each province
- Manual updates to annual summary tracker spreadsheet
- Manual file organisation and email distribution to stakeholders
2 hours every Friday — bottlenecks, human error risk, and skilled staff stuck on repetitive work.
What we built
- Automated n8n workflow runs every Friday at 3 AM — no manual trigger
- Automated data extraction from SQL with intelligent duplicate detection
- Geographic normalisation across all 10 South African provinces
- Multiple report formats: raw data, provincial breakdowns, HTML summaries, and annual tracker
- SharePoint integration with hierarchical folder structure (Year/Month/Day)
- Password-protected Excel files uploaded to SharePoint automatically
- Email notifications via Power Automate when reports are ready
- On-demand historical report generation for any past period
Smart annual summary file management with chronological week insertion.
Automating healthcare provider directory updates
A digital agency's health insurance website had stale provider directories because updates were manual and ad-hoc. We automated the entire pipeline — download, clean, transform, deploy — in under 60 seconds.
The problem
- Manual downloads from the insurance provider's portal for each of 3 provider networks
- Data cleaning — removing logo rows, footer disclaimers, and unused columns from each Excel file
- Reformatting data into a structure the website could consume
- Manual SFTP upload to the production web server
- No visibility into whether the data was current or when the source was last updated
~30 minutes per update cycle, ad-hoc frequency, and members risked being referred to out-of-network providers.
What we built
- Parallel downloads of all 3 provider networks (GP, Dental, Optometry) simultaneously
- Automatic data cleaning — strips header rows, footer disclaimers, and unused columns
- JSON transformation — converts Excel data into optimised array-of-arrays format for the website
- SFTP deployment — uploads 3 data files to production, overwriting previous versions
- HTML email reporting — success email with provider counts, or failure email with error details
Resilient to upstream changes — adapted seamlessly when the source portal changed their download mechanism mid-development.
Field Sales Data Capture Portal
Digitised field application forms with offline capability, mobile-first PWA, and direct D365 integration for FTTH sales contractors.
The problem
- Paper application forms with manual data entry into CRM
- Field contractors unable to submit data when offline or in poor network areas
- No real-time status visibility — contractors chase sales team for updates
Manual data entry, lost forms, disconnected contractors.
What we built
- Mobile-first PWA with offline form caching and automatic sync when connectivity restored
- Progressive form completion — save and continue later functionality
- Real-time D365 sync, automated WhatsApp notifications, and contractor dashboard
Seamless digital workflow — online or offline.
Customer Testimonial Collection & Publishing
Automated workflow that requests testimonials from customers, collects ratings and reviews, publishes approved ones to website — all without manual intervention.
The problem
- Manually emailing customers to ask for testimonials, then copying text to website
- No centralised management of which testimonials are live
- Inconsistent review data — missing location, package info, or customer details
Manual testimonial management, no audit trail, static website content.
What we built
- Power Automate flow triggers from D365 Opportunity, generates secure token, sends WhatsApp/email request with submission link
- Customer submits testimonial on dedicated form, auto-populates with their order data
- Admin approves/declines in D365 — approved testimonials auto-publish to website via Worker API
Fully automated collection and live publishing in real-time.
Monthly Invoice Processing to Accounting
Automated invoice import from supplier PDF to accounting system — extracts data, creates draft invoice ready to send, eliminating manual data entry.
The problem
- Monthly Vodacom invoice arrives as PDF, requires manual re-keying into Xero
- Line items transcribed by hand — risk of errors and duplicate payments
- 2+ hours per month spent on data entry that adds no value
2+ hours per month, manual data entry, human error risk.
What we built
- Power Automate flow watches for invoice email, downloads PDF attachment
- AI document processing extracts invoice line items, amounts, and dates
- Custom Xero API connector creates draft invoice with all data pre-filled, ready to send
- Zero manual re-entry — approved and sent in one click
One-click invoice creation from PDF.
Contractor Onboarding Automation via WhatsApp
Dedicated WhatsApp bot that sends application links, requests missing documents, and notifies contractors in real-time — all from the portal without manual messaging.
The problem
- Contractors don't complete applications — no follow-up mechanism
- Manual reminders via WhatsApp consume hours each week
- Missing documents delay processing — no automated requests
Hours spent manually chasing contractors, incomplete submissions.
What we built
- WhatsApp bot sends personalised application links with auto-generated short codes for easy tapping
- Automated document requests (ID, proof of residence, banking details, etc) with clear requirements
- Real-time notifications when applications are submitted or approved
Fully automated contractor communication from portal.
Unified Lead Attribution & Service Categorisation
Standardised UTM tracking across all lead sources (website, WhatsApp, events) with automatic service category mapping in D365 — eliminating inconsistent lead data and form routing.
The problem
- Different lead sources captured different data — web forms use one taxonomy, WhatsApp bot uses another
- No consistent way to attribute leads to campaigns or understand which products they're interested in
- Form show/hide rules fragmented across multiple fields, hard to maintain as product portfolio grows
Fragmented lead data, inconsistent attribution, maintenance nightmare.
What we built
- Unified UTM fields (Source, Medium, Campaign, Content, Term) on all leads — website forms read from URL, WhatsApp bot sets programmatically, events hardcoded
- Power Automate flow maps nd_UTMContent product keys to nd_ServiceCategory on lead creation — single lookup table with 25+ products grouped into 8 service categories
- All form visibility rules point to nd_ServiceCategory instead of scattered legacy fields — adding new products requires only updating the lookup table
Single UTM standard, automatic categorisation, scalable product taxonomy.
Intelligent Lead Capture via WhatsApp
AI-powered WhatsApp chatbot that qualifies leads, answers questions, and routes interested customers directly to sales team — all without human intervention.
The problem
- Website contact form submissions create a queue with manual follow-up
- Customers expect instant response on WhatsApp — delay leads to lost sales
- No lead qualification before handoff to sales team
Slow response, high dropout rate, unqualified leads.
What we built
- AI assistant handles initial inquiry — answers FAQs, confirms service availability, captures customer details
- Automatic lead qualification using coverage lookup and service category routing
- Instant handoff to WhatsApp sales team with full conversation context
Instant, intelligent, context-aware lead capture.
More examples
Power monitoring analysis
7-day energy data collected via monitoring devices, processed by an AI agent, and delivered as a professional PDF report — all triggered from a Telegram message.
Lead capture & CRM automation
Web forms and landing pages route leads directly into a CRM, assign them by region and product interest, create follow-up tasks, and send instant notifications.
Email processing workflows
Partner notification emails automatically parsed, matched to CRM records using multi-tier search logic, and status updates applied — no manual reading required.
What could you automate?
If your team is spending time on repetitive tasks, chances are we can automate it. Let's talk about what's eating your hours.
Get in Touch