AI & automation · powered by Microsoft Copilot
Microsoft Copilot, set up to actually do the work.
Most businesses switch Copilot on, prod it for a week, and forget it. Set up properly — pointed at your data, wired into your processes, with a bot that answers real questions — it quietly takes hours of repetitive work off your team every week.
Why I lead with Copilot, not whatever's trending.
There's a new AI tool every week. For most small businesses, the sensible answer is already sitting inside the software they pay for.
It's already in your stack
Copilot lives inside the Microsoft 365 you most likely already use. No new platform to buy, no extra login, no separate place for your data to sit.
It works on your data, safely
Set up right, it answers from your own documents and emails, inside your existing permissions — not the open internet, and not by training a public model on your business.
One joined-up ecosystem
The assistant, custom bots (Copilot Studio) and automation (Power Automate) all talk to each other. Build something once and reuse it across the business.
Three things, one ecosystem.
From getting Copilot working properly, to a bot that knows your business, to the flows that quietly run in the background.
Copilot, rolled out properly
Not just switched on and hoped for. Configured for your business, with permissions tidied so it can't surface things it shouldn't, your team actually shown how to use it, and sensible guardrails in place.
- Licensing & setup advice
- Permissions & data clean-up first
- Prompt templates for your real work
- Staff training & adoption
- Usage guardrails
- A review once it's bedded in
A custom bot that knows your business
An assistant built on your own information — answering staff or customer questions, handling the same FAQs, looking things up — so a person isn't fielding the identical query fifty times a week.
- Internal helpdesk / HR & IT bot
- Customer FAQ assistant
- Answers from your documents
- Hands off to a human when needed
- Lives in Teams, on your site, or both
- Built not to invent answers
The repetitive stuff, automated
The flows that move work along on their own — often built and triggered with Copilot. The jobs that eat the week without anyone noticing.
- Approvals & sign-offs
- New-starter onboarding
- Invoice & document handling
- Reminders & chasing
- Data synced between systems
- Scheduled reports
Examples of what we can automate.
Not theory — the everyday jobs that quietly eat a small team's week.
Chasing & approvals
Automatic reminders for unpaid invoices or sign-offs left sitting, so nobody has to remember.
New-starter onboarding
Accounts, access and setup tasks all kicked off from a single form.
Emails into tasks
Turn incoming enquiries into tracked tasks so nothing slips through.
Weekly reporting
Pull the numbers together and send the report on its own, on schedule.
Staff FAQ bot
Answers the HR and IT questions your team asks over and over again.
Customer FAQ bot
Opening times, services, pricing, booking — answered instantly on your site.
Document search
Find the answer in your policies, procedures or manuals without the digging.
Incomplete-form nudges
A prompt when a form or record is missing information, before it becomes a problem.
Sensible, in five steps.
No big-bang rollout, no automating things for the sake of it. We start small, prove it, then build.
Find the repetitive work
A short look at where your week actually goes.
Pick the few worth it
Not everything should be automated. We choose the two or three with real payback.
Build & test safely
Built in your environment, tested properly, your data kept inside your tenant.
Roll out & train
Switched on for the team, with training and guardrails so it sticks.
Measure the time back
We check it's saving the hours it promised — and tune it.
The questions everyone actually asks about AI.
Mostly about data and trust — fair questions, with straight answers.
Will my data leak out, or train someone's AI?
Won't it just make things up?
Could staff see things they shouldn't?
Isn't most of this just hype?
We're tiny — is it even worth it?
The AI & Automation Review.
A fixed-price session to work out where AI and automation genuinely fit your business — and where they don't.
Find the wins. Get a costed plan.
We map where your time goes, pinpoint the two or three things worth automating, and you get a short, plain-English plan with realistic costs and time saved — whether you build it with me or not.
Book a Review- A look at your day-to-day repetitive work
- Where Copilot fits — and where it doesn't
- Quick wins vs longer projects
- A data-safety & permissions check
- Realistic cost & time-saved estimates
- A plan you can act on yourself or with me
Most clients start here, then I build the top one or two. No obligation to proceed.
Not sure where AI actually fits?
That's exactly what the review is for — a straight, jargon-free look at what's worth doing, and what isn't.