If you stop, the business stops
Too much lives in your head and in spreadsheets only you understand. You check or redo admin every evening, and a week off isn't really a week off — because nothing important moves unless you're the one moving it.
When your team spends more time chasing updates than moving work forward, the systems need attention. We help businesses in Yorkshire connect their tools, reduce repetitive admin and get a clearer view of the work.
Book a discovery callCopy it across
Chase the handover
Check it again
A professional firm chasing client documents and a manufacturer reconciling job records have different needs. The starting point is the same: understand where information gets stuck, who needs it next and what a useful system would change.
Too much lives in your head and in spreadsheets only you understand. You check or redo admin every evening, and a week off isn't really a week off — because nothing important moves unless you're the one moving it.
Quoting, job tracking, invoicing and email don't talk to each other, so you or your team re-key everything by hand. Miss one step and a job slips through the cracks or an invoice never goes out — and you only find out when the client chases.
More work brings more records to enter, updates to chase and exceptions to check. Hiring can add capacity, but it leaves the underlying duplication in place.
You're flat out, but the numbers live across apps and trackers that never quite agree. Working out whether a job paid means stitching exports together by hand at month-end — long after you could have done anything about it.
Start with what is slowing the team down. We agree the scope, connections and checks before building.
The enquiries to read, replies to draft, leads to qualify, documents to pull together and systems to update — handled by AI-enabled workflows that do the work you or an admin hire would otherwise do by hand, so your people get back to client work.
We map the work that needs attention — intake, quoting, onboarding, invoicing, follow-up — and automate the handoffs with business automation services so work moves between people and tools without anyone typing it twice.
One clear view of capacity, pipeline, hours, finance and whether a job actually made money — internal tools and dashboards that replace flicking between trackers and rebuilding the same report every month.
Your CRM, finance, project and email tools sharing one version of the truth instead of fighting each other — ai development services in Yorkshire that connect what you've got rather than ripping anything out.
Branded client portals where clients track progress, share files and approve work themselves — so agencies, surveyors, lettings and construction firms stop drowning in update emails and status calls.
When off-the-shelf has run out, custom software fit to your operation — controlled, with clear permissions and audit trails, the way we built our own platform that runs a live operational team every day.
Bring your goals, frustrations or a project idea to a free discovery call. You don’t need a technical brief.
We work through the requirements, supported connections and exceptions, then set out the scope and responsibilities.
We check the agreed workflow, include human review where needed, and hand over with practical guidance.
We work with owner-managed businesses right across Yorkshire, from the West Yorkshire commercial core to the Humber, with town-level support in the places below.
Find your areaAI workflow automation connects a recurring process to the systems and people responsible for it. For example, an enquiry can be classified, matched to a CRM record and prepared for review before a person approves the next action. Use fixed rules for predictable steps and AI for interpretation or drafting. Agree the source of truth, permissions, exception handling and success measures before building.
A business AI agent suits one defined role that needs company context and supported tools. Workflow automation suits a repeatable sequence with clear triggers, rules and handoffs. If the process spans several systems, has complex exceptions or needs custom software, start by mapping and scoping it. Propel offers a focused Business AI Agent Setup and separately scoped AI implementation; the workflow determines which fits.
We start with your business, agree a scope we can test and explain what your team needs to provide. Our reporting example uses fictional information to show how we approach missing updates, conflicting records and human review. Your proposal sets out responsibilities, ownership and handover before work starts.
We start by understanding your current systems and what you need to improve. The proposal sets out which connections are supported, any changes needed and how testing and rollout will work. We agree the timetable and responsibilities before the build starts.
Usually the opposite. As a business automation services partner in Yorkshire, we connect your CRM, finance, project and email tools so they share data instead of fighting each other — whether you're a Leeds professional services firm or a Sheffield manufacturer. We only replace something when it's holding you back, and we'll tell you clearly if it is.
The 30-minute discovery call is free. Bespoke implementation is individually quoted. The Operational AI Audit is £3,500 plus VAT for the agreed scope. Business AI Agent Setup is £1,495 plus VAT. Running costs and ongoing support are separate.
Very little of this lands on you. The first step is a 30-minute discovery call. If we proceed, we agree the participation needed for the audit or build before it starts. The aim is to give you time back, not create another project to chase.
We start with your business, agree a scope we can test and explain what your team needs to provide. Our reporting example uses fictional information to show how we approach missing updates, conflicting records and human review. Your proposal sets out responsibilities, ownership and handover before work starts.
See how we map a process, connect existing systems, test exceptions and introduce the workflow to the team.
Compare a focused agent with a larger implementation, including the supported connections and work scoped separately.
A free 30-minute conversation about what you want to improve and where we might be able to help.
Book a discovery call