I set up AI automations for independent businesses: quotes chased, enquiries answered, customers followed up and invoices sent out sooner. Each one does the first draft. A person in your business approves it before anything is sent.
01 · What it does
Each automation starts from a working build, so setup means fitting it to how you already work, not a project from scratch. Most businesses start with one.
Not listed? Tell me what you repeat every week. If an automation would not pay for itself, I will say so.
02 · How it works
Every automation follows the same four steps, so there is nothing new to learn after the first one.
An enquiry, a quote going quiet, a job finished, a service falling due.
Written from your own price list, templates and records. Checks stop it inventing prices or promises.
Read it, edit it or bin it. Nothing goes to a customer until a person says yes.
From your own mailbox, logged in your own spreadsheet, with the next follow-up scheduled.
03 · Your data
Your customers, quotes and emails live in your own Microsoft 365, in a spreadsheet and mailbox you already control. My system keeps only what it needs to run: settings, counts and an audit log.
04 · Getting started
I do the setup. You give me an hour of your time and access to the account it will work in.
Where does the repetitive work sit, and what is it costing you?
How quotes, enquiries or jobs move through your business today.
Fitted to your templates and prices, and tested on your own data before anything is live.
I monitor it, adjust it and handle changes. You have one person to call.
05 · Pricing
For one automation, fully managed. Scope and terms are agreed in writing before anything starts. Larger or bespoke work is quoted separately.
Managed automation
06 · Common questions
No. It works inside the Microsoft 365 you already use: your own spreadsheet and your own mailbox. Google Workspace is available on request.
It only ever writes drafts. Built-in checks block invented prices and figures, and a person in your business approves every message before it is sent.
No. It takes the repetitive first draft off their desk so they spend their time on customers and decisions.
Your data is already in your own account, so nothing needs to be handed back. You remove the access and the automation stops.
Start with a conversation
Tell me what your business does and where the admin piles up. I will tell you honestly whether automation would pay for itself.
isaac.taylor@pantheoniq.co.uk · I reply personally.