Intelligent Integrations &
Workflow Automation

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Systems We Connect

We integrate the platforms your team already uses — and make them work together intelligently.

HubSpot & Salesforce

Lead scoring, pipeline automation, deal-to-project handoffs, and marketing attribution across your CRM.

Microsoft 365

Outlook, Teams, SharePoint, and OneDrive workflows automated — approvals, notifications, and document routing.

Google Workspace

Gmail, Calendar, Drive, and Sheets integration — automated scheduling, document creation, and data sync.

Slack & Teams

Automated notifications, approval workflows, and AI-powered responses triggered by messages and events.

Built With Market-Leading AI

We match the right AI platform to each business problem — balancing speed, accuracy, and cost.

OpenAI

ChatGPT & GPT API


Custom AI agents, content generation, and conversational automation for business.

  • Custom GPT agents
  • AI-powered content & copywriting
  • Vision & image analysis
  • Embeddings & semantic search
  • Assistants & chatbots
  • API integration & function calling

Claude

Anthropic AI


Agentic AI with deep reasoning, tool use, and enterprise-grade safety.

  • AI agents & agentic workflows
  • MCP server integration
  • Computer use automation
  • Large document analysis
  • Code generation & review
  • Enterprise compliance & safety

Gemini

Google AI


Multimodal AI with native Google Workspace and Vertex AI platform access.

  • Vertex AI platform
  • Google Workspace automation
  • Image, video & audio processing
  • Google Search grounding
  • Multi-modal AI agents
  • Real-time data integration

What We Actually Build

Beyond connecting apps — we build intelligent systems that understand your business.

01

RAG Knowledge Systems

AI that searches your internal documents, PDFs, policies, and manuals — answering staff questions with citations from your own data.

02

Agentic Workflows

Autonomous AI that reads emails, generates proposals, creates documents, and routes approvals without human prompting.

03

Custom Chatbots

Trained on your business data, deployed on your website or internal tools, handling customer and staff queries 24/7.

04

MCP Tool Servers

Structured AI access to your databases, APIs, and business systems — giving models the context they need to act.

05

AI Dashboards & Reporting

Pull live data from multiple systems, generate board reports, compliance docs, and KPI summaries on demand.

06

Document Intelligence

Read invoices, contracts, safety forms, and applications — extract data, check compliance, populate templates automatically.

Real Workflows for Real Businesses

Automation that maps to how your departments actually work — not generic templates.

Operations

Client Onboarding

New client data flows from CRM to contracts, project setup, invoicing, and welcome comms — across four systems automatically.

Executive

Board Reports & Dashboards

Pull live data from Xero, CRM, and project tools — AI generates monthly board packs with commentary.

Marketing & BD

Proposal & Quote Generation

AI reads the enquiry email, pulls pricing from your systems, and drafts a branded proposal for review.

Safety & Compliance

Compliance Documentation

Auto-generate SWMS, JSAs, and incident reports from templates populated with live job and site data.

HR & People

Employee Operations

Leave requests, onboarding checklists, training records, and payroll sync — routed and approved automatically.

Operations

Meeting Notes & Follow-ups

AI transcribes Teams/Google Meet calls, generates minutes, assigns actions, and updates your project tool.

Client Services

Knowledge Base Search

Staff ask questions in natural language, AI searches your documents, policies, and past projects for answers.

Marketing & BD

Marketing Automation

Lead capture to nurture sequence — CRM scoring, email campaigns, and retargeting triggered by behaviour.

Platforms We Integrate
Xero
SimPro
HubSpot
Salesforce
OpenAI
Anthropic
Google
Microsoft
Slack
Make
Zapier
n8n
Xero
SimPro
HubSpot
Salesforce
OpenAI
Anthropic
Google
Microsoft
Slack
Make
Zapier
n8n

Frequently
Asked
Questions

  • If it has an API, we can almost certainly connect it. The platforms listed here are the ones we work with most often, but we regularly integrate with industry-specific tools, legacy systems, and custom-built software.

    During our discovery session we'll map out every system in your workflow and confirm what's possible before you commit to anything.

    Ask us about your stack →

  • Simple two-system integrations can be live within 1–2 weeks. More complex multi-platform workflows with AI processing typically take 4–8 weeks from discovery to production.

    We always start with a proof-of-concept so you can see real data flowing before committing to a full build.

  • Those tools are great for simple automations, and we use them where they make sense. But most business-critical workflows need error handling, data validation, conditional logic, and AI processing that go beyond what drag-and-drop builders can reliably do.

    We build robust integrations that handle edge cases, retry failures, and alert you when something needs attention — not just the happy path.

  • Every integration we build includes monitoring and error alerting. If an API changes or a connection drops, you'll know immediately — and so will we if you're on a support plan.

    We design integrations with versioning and fallback logic so that minor API updates don't break your entire workflow.

  • All data transfers use encrypted connections. We follow least-privilege access principles — our integrations only touch the specific data fields they need, nothing more.

    For sensitive industries, we can work with on-premise processing, enterprise AI providers with data residency guarantees, and role-based access controls that match your compliance requirements.

  • Yes. We've connected systems via database queries, file exports, email parsing, screen scraping, and even OCR on printed documents. If data exists somewhere, there's usually a way to get it flowing automatically.

    We'll assess your legacy systems during discovery and recommend the most reliable integration approach for each one.

    See how we've solved this →

Ready to Connect Your Systems?

Book a free discovery call and we'll map the integrations that will save your team the most time.

Get in Touch →