AI assistants that take on the routine work.
An assistant drafts the reply, the quote or the report from your own information. Your team checks it and sends it, instead of starting from a blank page.
Book a free 30-minute callWhat is it?
An AI assistant is software that uses AI to do one specific job in your business, such as drafting a reply to a new enquiry or turning site notes into a report. An AI agent goes a step further and works through a short series of steps, like reading an email, finding the right job and drafting an update. We build both around the tools you already use, and a person approves anything that goes to a customer.
What it can do.
Drafting
Replies to enquiries, first-draft quotes, job reports and routine letters, written from your own information and in your own tone.
Sorting
New enquiries and emails read, labelled and passed to the right person, with the useful details pulled out.
Summarising
Long email threads, job histories and call notes boiled down to what the next person needs to know.
Finding answers
Your team asks a question and gets an answer from your own documents and records, with the source to check.
Examples.
Illustrative examples of where this fits. A Fit check finds what fits your business.
New enquiries
- What it does
- Drafts a reply to each new enquiry from your website, inbox or call notes, and logs the details where you keep your jobs.
- What a person does
- Checks the reply and sends it.
AI assistant
Tender paperwork
- What it does
- Pulls together the standard documents and first-draft answers for a tender from what you’ve written before.
- What a person does
- Edits, checks and submits it.
AI assistant
Quotes
- What it does
- Builds a first-draft quote from the survey notes, photos and your own price list.
- What a person does
- Checks the figures and sends it.
AI assistant
Job paperwork
- What it does
- Turns site notes, photos and voice memos into the job sheet or report, filed with the job.
- What a person does
- Reads it and signs it off.
AI assistant
Handovers
- What it does
- Summarises a job’s history, notes and messages for whoever picks it up next.
- What a person does
- Checks the summary before relying on it.
AI assistant
Our approach.
- A person approves anything that goes to a customer.
- We test it against real examples from your business before your team relies on it.
- Where a task needs certainty rather than judgement, we use ordinary automation instead.
How we work.
Three stages. You decide after each one whether to go on.
- FindA Fit checkA paid look at how your business runs, ending in a written plan with a price for anything worth building.How the Fit check works
- BuildBuilt around your toolsAssistants, automation and software that fit the way you already work.How we build
- RunOngoing supportWe monitor, fix and improve what we’ve built, and train your team.How ongoing support works
Plain answers.
More in the full list of questions, or read how an AI automation agency works.
Is this the same as ChatGPT?
It can use the same kind of AI. The difference is that it’s set up for one job in your business, connected to your own information and tools, with clear rules about what it does and when a person checks it.
What if it gets something wrong?
A person approves anything that goes to a customer, and we test it on real examples first. With ongoing support, we keep an eye on it and adjust it if it drifts.
What do you need from us?
Examples of the work as it’s done today, access to the tools involved, and someone who can tell us what a good result looks like.
We also build.
- Workflow automationThe routine steps between your tools happen on their own, so details are entered once.
- Custom AI softwareDashboards, planners and internal tools built around how you work, with AI where it helps.
- Ongoing supportWe monitor, fix and improve what we’ve built, and train your team, so it keeps working.
Book a free 30-minute call.
On Google Meet, with Jacob. Tell us about one job that takes more effort than it should, or how a normal week goes.
Pick a timeOr email jacob@propelai.co.uk