AI automation / For distributors and technical brands
Automate the repeated work. Keep people on the decisions.
We connect your enquiry channels, CRM, ERP and store using Make, Zapier, n8n or direct APIs, and add AI where it reads, sorts or drafts. A named person reviews anything uncertain.
Make · Zapier · n8n · APIsHuman review built inYour accounts, your data
Request a Commercial DiagnosticSee the Enquiry-to-Quote Sprint
01 / What we automate
Workflows that run every day, not one-off experiments.
Each starts with one repeated task, the information it needs and the point where a person must decide.
Enquiry capture and routing
WhatsApp, email and website enquiries logged in your CRM and sent to the right owner by brand, territory or language.
CRM updates and follow-up
Deals, stages and reminders kept up to date, with escalation before a response deadline is missed.
Commerce and stock sync
Products, stock, listings and orders kept in step between your ERP, your store and marketplaces.
Reporting digests
Daily or weekly summaries of volume, response times and pipeline, sent to the people who need them.
Drafts and research
AI-assisted drafts of product descriptions, briefs or replies, always reviewed before use.
Connections between tools
Forms, spreadsheets, CRMs and messaging apps connected, so data is entered once.
02 / Tools we work with
The right tool for the job, chosen after the Diagnostic.
We recommend a platform based on your volume, budget, data rules and who will maintain it.
Make
Visual, multi-step scenarios with branching, data mapping and error handling.
Zapier
Quick, dependable connections between widely used business apps.
n8n
Self-hostable workflows when data needs to stay on your own servers.
APIs and webhooks
Direct connections where a platform’s own API is the more robust route.
CRMs: HubSpot, Odoo and Zoho as standard; others assessed first. Messaging: WhatsApp Business API. Commerce: SAP Business One, Shopify, Amazon, eBay and Noon. Names and logos belong to their owners; listing a platform does not imply a partnership.
03 / How we deliver
Assess. Build. Run.
01
Assess
Map the repeated task, the data it needs and where a person must decide.
02
Build
Build in your accounts, test with real examples and run it alongside the current process.
03
Run
Hand over with documentation, monitoring and a runbook your team can use.
04 / Control
Built to stay under your control.
- Human review where it mattersAI reads, sorts and drafts; people approve.
- Your accountsRegistered to your business, with delegated access.
- Careful data handlingOnly the data a workflow needs, under a data processing agreement.
- MonitoredFailures alert a named person, and every workflow is documented.
05 / Proof and next steps
Delivered work. A fixed-scope start.
Delivered · GSL Professional
SAP Business One to five sales channels
A commerce system that syncs selected products from SAP Business One to Shopify, Amazon, eBay, Reverb and Noon, across two warehouses under two companies.
Fixed scope · Typically 3–4 weeks
Enquiry-to-Quote Sprint
One controlled workflow that captures, routes and follows up every enquiry inside your CRM.
A few practical questions.
Do you use Make or Zapier?
Both, and n8n or direct APIs where they fit better. We recommend the tool after the Commercial Diagnostic, based on your volume, budget, data rules and who will maintain it.
Can we start with a single workflow?
Yes. The Enquiry-to-Quote Sprint is a fixed-scope build of one workflow: capturing, routing and following up enquiries inside your CRM.
Does AI reply to our customers?
Not by default. AI reads, sorts and drafts; a named person approves anything uncertain or customer-facing.
Who owns the accounts and data?
Your business. Automation, AI and messaging accounts are registered to you, and we work with delegated access.
Which CRMs do you connect?
HubSpot, Odoo and Zoho are standard. Other systems, including ERPs such as SAP Business One, are assessed during the Diagnostic before anything is promised.
Find the workflow
worth automating first.
The Commercial Diagnostic maps where time is lost and recommends the first workflow, the platform and the controls it needs.