01
Automate
Turn repeatable tasks into workflows: trigger an action, transfer data or apply a rule. Exceptions and recovery paths are part of the design.
AI and operations automation
AI, integrated into your operations.
Useful systems. Operations under control.
We connect your software, data and processes to automate recurring work. AI is used where it helps. Sensitive decisions remain subject to human review.
BY 9 AGENCY / OPERATIONAL SYSTEMS
- Scope
- Connect
- Monitor
Where we start
Your tools are in place. The work between them needs organizing.
Repeated data entry, scattered information and pending approvals: we start with these points of friction to establish what can be automated, what needs AI and what should remain a human decision.
- Manual handoffs
- Recurring work
- Scattered data
- Pending decisions
Our expertise
Automate. Augment. Orchestrate.
Three complementary approaches, chosen to suit the process and the level of control it requires.
02
Augment
Use AI to read documents, classify requests, extract information or draft a response. Human review is applied according to the sensitivity of the action.
03
Orchestrate
Connect software, workflows, AI agents and people in a coherent process. Define who can act, when and with which permissions.
Example
How is an inbound request triaged?
A fictional example you can edit. It runs in your browser with fixed rules and takes no action in any tool.
- 01
Request received
- 02
Fields checked
- 03
Rule-based triage
- 04
CRM record drafted
- 05
Human approval
- 06
Handoff
Fictional example, local simulation: no AI call, no data sent, no action in your tools.
How does the triage simulation work?
Edit a fictional inbound request and run it. Every result below is derived from the fields you enter, using fixed rules you can read.
Interactive simulation · fictional examples
Runs locally with predefined rules. No live AI, CRM connection or message sending.
Triage result
Not run yet
Choose an example or edit the fields, then run the simulation. Changing any field clears the previous result.
Areas of application
Start with your operations.
Use cases scoped around your tools, rules and constraints.
Revenue Operations
Qualify, enrich and route requests. Organize CRM updates, follow-ups and sales reporting.
Customer Operations
Structure onboarding, classify support requests, organize escalations and prepare renewals.
Back Office
Extract information from documents and invoices. Check data, prepare reviews and track approvals.
Management & Intelligence
Bring together useful context, prepare reports and trigger alerts to inform decisions.
Voice OperationsExploratory
Explore voice as an interface with operations. Sensitive requests require explicit confirmation and the same controls as other interfaces.
Our services
From scoping to operation.
An entry point suited to the maturity of your process. The scope is agreed at the start of the engagement.
01
Automation Blueprint
Discover
Map the process, identify useful opportunities and define success criteria before building.
02
Automation System
Build
Design and implement an automation system, including its connections, tests and control rules.
03
AI Operating Layer
Orchestrate
Connect workflows, AI, data and human approvals to coordinate multiple operations within one system.
04
Managed Automation
Operate
Monitor, maintain and improve automations within the agreed scope, informed by how they run in practice.
Our production principles
Designed for everyday operation.
Reliable
Plan for errors, retries and fallback paths.
Observable
Make runs, errors, performance and costs visible.
Controlled
Define permissions and require approval for sensitive actions.
Measurable
Assess usefulness against business criteria agreed with you.
Technology
The components follow the need.
We choose components to suit the process, available access and project constraints, while limiting dependence on a single platform.
- APIs
- Workflows
- AI models
- MCP
- Business software
- Custom code
AI models
OpenAI · Anthropic
Workflow orchestration
n8n · Make · Zapier
Business tools
Salesforce · HubSpot · Slack
Connected through
API · Webhooks · MCP
Illustrative ecosystem. Connections depend on the APIs and access available for each project. These names do not imply any partnership or certification.
Our method
Make every step explicit.
01
Process before code
Document the inputs, decisions, owners and exceptions.
02
Value defined up front
Agree the business criteria used to evaluate the system.
03
Representative test cases
Test everyday data, edge cases and failures before production.
04
Human control by design
Plan permissions, approvals and recovery options.
05
Monitored in production
Track runs, errors and costs to understand how the system performs.
06
A documented system
Provide what is needed to understand, operate and develop the system.
About
Automation that serves the business.
BY 9 AGENCY designs, builds and operates systems that connect business processes, software, data, AI and human decisions.
Our work is judged by its usefulness to your operations, not by the amount of automation.
Contact
Let’s talk about your operations.
Describe the task or process you would like to simplify, the tools involved and the points of friction. We can then clarify the need and a useful scope.