Enquiry & lead handling
Turn contact requests into consistent records in your CRM, notifications in Slack or Teams, and tasks for the right team member with zero copy-pasting.
JC Consulting / Process automation
Less copy-paste. More business.
Turn repetitive steps into reliable flows, with people involved only where their judgement matters. Built with Make, Zapier or custom code, whichever fits the job and your budget.
Book a 15-minute call Try a small example ↓A working example
Step through an automated enquiry and task routing flow.
01 / Capture the enquiry
Start with the information you need.
A website form can collect the request in a consistent format, so the important details arrive together.
- Request
- A new customer enquiry
- Source
- Website contact form
- Status
- Ready for automated routing
An illustrative workflow. Built with Make, Zapier or custom code.
What can be automated
Turn repetitive steps into reliable flows.
Approvals & reminders
Move approvals out of messy email threads into automated step-by-step checks with clear status, reminders and audit history.
Reports & document processing
Automate scheduled reports, invoice generation and document handling between accounting, payment gateways and storage.
Integrations & practical AI
Connect existing tools and use AI where it saves real time.
CRM, ERP & accounting sync
Connect the platforms you already pay for. Keep customer records, inventory, payments and invoices synchronized across tools.
Drafting, summarising & classifying
Use AI where it delivers immediate productivity: pre-drafting responses, summarising customer conversations and tagging documents automatically.
Human judgement where it counts
Set up clear review checkpoints and guardrails so your team remains in full control of critical decisions and client communication.
Also available / AI training
Practical skills. More confident people.
Learn through real tasks
Hands-on workshops built around useful everyday activities: drafting, research, summarisation and exploring ideas. The starting point is your team’s work, not a list of tools.
Use AI with judgement
Learn to ask clear questions, review outputs and recognise limitations. Discuss appropriate information handling and when human expertise needs to stay in the lead.
Build useful habits
Leave with approaches you can practise in everyday work. Workshop content and format are scoped around the experience and needs of your team.
The approach
How we work together.
We map one process end to end, find where time and errors go, and agree what's worth automating. You get working increments you can test with your team, and full ownership of the code and accounts.
- 01 ① Audit: Map the process
- 02 ② Build: Small increments
- 03 ③ Run: Monitoring & handover
What could your team stop doing manually?
Bring one repetitive task. We can start there, understand the constraints and find a useful next step.