Service
AI & Workflow Automation
We find the hours your team loses to copy-paste, follow-ups and reporting, then automate them with AI agents, chatbots and workflows that connect the tools you already use.
The problem
Your best people are stuck doing robot work.
Data entry, follow-up emails, lead routing, invoice chasing, report building. These tasks eat hours every week, and they're exactly what AI and automation now do reliably. We find the repetitive work in your business and hand it to systems that run day and night without mistakes or sick days.
What changes for you
- Hours of manual work handed back to your team every week
- Faster response to leads, which is when they're most likely to buy
- Fewer errors and a process that doesn't depend on one person
Why it works
- Hours of manual work saved every week
- Leads answered instantly, day or night
- Fewer errors from re-typing data between apps
What you get
- 01Process audit and automation roadmap
- 02Zapier, Make and n8n workflows
- 03AI chatbots and WhatsApp or web assistants
- 04AI agents for lead qualification and support
- 05CRM, email and spreadsheet integrations
- 06Documentation and team training
Use cases
What we can do for you.
Lead capture and follow-up
New leads are logged, scored, routed to the right person and followed up by email or SMS within minutes.
Document processing
AI reads invoices, forms, statements and contracts, extracts the data and files it where it belongs.
Content and reporting
Weekly reports, social posts and product descriptions drafted automatically for a human to approve.
Back-office workflows
Onboarding, scheduling, reminders and approvals that move by themselves between your apps.
How it runs
How a project runs.
Typical timings. We confirm yours in a fixed scope before any work starts.
- 01
Week 1
Automation audit
We list every repetitive task, estimate the time it costs and rank them by payoff.
- 02
Weeks 2–3
Quick wins
We automate the top two or three workflows first so you feel the time savings immediately.
- 03
Weeks 3–6
AI workflows
Bigger automations using AI to read, write and decide, with human approval where it matters.
- 04
Ongoing
Monitor and expand
Alerts if anything fails, monthly reports on time saved and the next workflows to tackle.
Tools and platforms we use
- Zapier
- Make
- n8n
- OpenAI & Claude APIs
- GoHighLevel
- HubSpot
- Google Workspace
- Microsoft 365
- Twilio
- Custom Python & Node
Proof
Related work.
Why PlanB Digital?
We use it ourselves
Our own products and agency run on these automations, so we know what holds up in real life.
Human in the loop
AI drafts, people approve where the stakes are high. You stay in control.
Measured in hours saved
We track the time each automation saves, so you can see the return.
Frequently asked questions
What can be automated?
Most repetitive digital tasks: lead capture and follow-up, invoicing, reporting, data entry, content scheduling, support replies and moving data between apps.
Is my data safe?
We use your own accounts, keep access to the minimum needed, and can run automations on private infrastructure when data is sensitive.
Which tasks can actually be automated?
Anything repetitive that follows a pattern: moving data between apps, replying to common questions, generating documents, chasing payments. Try our Automation Savings Calculator to estimate the time back.
Is my data safe with AI?
We use business-grade AI APIs that don't train on your data, keep access to the minimum needed and can run sensitive steps on your own servers.
What happens if an automation breaks?
Every workflow has error alerts. We get notified and fix it, usually before you notice.
Popular with
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Pairs well with
Ready to grow faster?
Book a free strategy call. We'll audit your current marketing and show you exactly where the growth is.