OTO
000

AI Automation

Connecting AI to the tools you already run

Automation only works if it lives where the work already happens. We build around your existing stack — the CRM, the inbox, the booking tool, the spreadsheet nobody will give up — rather than asking the team to move.

Where the work usually plugs in

Every business runs a slightly different stack. These are the connection points that come up in almost every build:

  • Website forms and chat — the entry point for most enquiries
  • Email and shared inboxes, including automated replies and routing
  • SMS and messaging, where response speed matters most
  • CRM and pipeline tools, so a lead becomes a record without retyping
  • Booking and calendar systems for real availability, not guesses
  • Payments and invoicing, triggered by a confirmed job rather than a reminder
  • Spreadsheets and databases, still the backbone of most small operations
  • Ad platforms and analytics for reporting that assembles itself

How an integration is actually built

We map the current path a request takes, identify every point where a human copies information from one place to another, and replace those steps first. Then we define what the agent is allowed to decide alone and what always goes to a person.

Each workflow gets logging, so when something behaves unexpectedly you can see exactly what happened rather than guessing.

Humans stay in the loop by design

Automation that acts without oversight is how businesses end up apologising. Anything involving money, commitments or unhappy customers routes to a person with the full context attached. The agent handles volume; you handle judgement.

Security and ownership

Credentials live server-side as secrets and are never exposed in the browser. Access is scoped to what each workflow needs. Every account, key and workflow belongs to you — if you ever stop working with us, none of it leaves with us.

Frequently asked questions

Do we have to change the tools we already use?
No, and we would push back if you suggested it. Automation is worth far less if it forces the team to learn new software. We connect to what you already run.
What if a tool has no integration available?
Most modern tools expose an API or webhooks, which is all we need. Where nothing exists, we work through a shared layer — a spreadsheet, an inbox or a database — rather than forcing a migration.
Who can see our data?
Access is scoped to the specific accounts and records a workflow needs, credentials are stored as server-side secrets, and nothing sensitive is exposed to the browser. You own every account we connect.

Related