01
Hours lost to admin
Skilled people spend their week re-typing data between systems.
08 · AI & Automation02 of 07
Connect your tools, move data automatically and give your team their hours back.
Every business has tasks that follow the same steps every time: copying details from a form to a CRM, sending a follow-up, creating an invoice, updating a spreadsheet. We automate those workflows, adding AI where judgement helps, so they happen instantly and correctly.
- Process map before anything is automated
- 1
- Process map before anything is automated
- Of automations documented
- 100%
- Of automations documented
- Typical first automation project
- 2–6 wks
- Typical first automation project
New order
Invoice
Slack
Done
Zapier and Maken8nCustom integrationsAI stepsForms to CRMInvoicingNotificationsReportingZapier and Maken8nCustom integrationsAI stepsForms to CRMInvoicingNotificationsReporting
Sound familiar?
The problems we hear most often before someone asks us about workflow automation.
02
Things fall through the cracks
Follow-ups are forgotten and orders missed when processes rely on someone remembering.
03
Tools that don't talk
Your CRM, inbox, accounts and project tools each hold part of the picture.
What's included
01
Process mapping
We map how work actually flows today and find the steps worth automating.
02
Automation design
Triggers, steps, conditions and error handling designed before building.
03
Integrations
Your tools connected through native integrations, Zapier, Make, n8n or custom code.
04
AI steps
AI for classifying, summarising and drafting, with people approving where it matters.
05
Error handling
Alerts and fallbacks so failures are caught, not silently ignored.
06
Documentation
Every automation documented, so your team knows what runs and why.
How we do it
You follow every step live in Mission Control, your project dashboard: tasks, files, approvals and a launch forecast.
- 1
Map
We shadow your processes and list what to automate, by value.
- 2
Design
Each workflow designed with you, including edge cases.
- 3
Build and test
Automations built and tested with real data.
- 4
Monitor
Alerts and regular reviews keep everything running.
1
Process map before anything is automated
100%
Of automations documented
2–6 wks
Typical first automation project
Built for
Who this is for.
Small teams drowning in admin
Businesses using many disconnected tools
Operations and finance teams
Agencies and service businesses
Tools we useClaudeVercel AI SDKn8nZapierMakeHubSpotSupabasePython
Helpful extras
Try it yourself, or see what's built in.
Questions
Workflow automation, answered.
Something else on your mind? Ask the Zelvorm Concierge in the corner, or talk to the team.
Most modern tools with an API: CRMs, email, accounting, project management, e-commerce, spreadsheets and more. If a tool has no API, we look at alternatives.
More in AI & Automation
The rest of the toolkit.
- 01AI chatbots & assistantsTrained on your content, honest when it doesn't know, and handing over to a person when it matters.
- 02CRM integration & AI enrichmentEvery lead captured, enriched and scored automatically, then routed to the right person.
- 03AI agents & tool callingAgents that use your tools to complete multi-step tasks, with guardrails and approvals built in.
- 04Document & email automationInvoices, forms and emails read, sorted and filed automatically, with people checking what matters.
- 05Internal knowledge assistantsAn AI assistant that knows your policies, processes and documents, and shows where each answer came from.
- 06AI strategy workshopsHands-on workshops that find your best AI opportunities and end with a roadmap and a first pilot.
From the Journal
Read before you decide.
AI & AutomationAI + CRM Integration: A Practical Guide for Non-Technical Teams
You don't need a developer on staff to connect AI tools to your CRM. A practical, jargon-free guide to what's possible and where to start.
25 Apr 2026 · 5 min read
Software DevelopmentCustom Software vs Off-the-Shelf Tools: A Decision Framework
Off-the-shelf software is right until it isn't. A practical framework for deciding when custom software actually pays for itself.
21 Apr 2026 · 5 min read
AI & Automation5 Workflow Automations That Save Businesses 10+ Hours a Week
No-code automation isn't hype — it's five specific, boring workflows most businesses still do by hand. Here's exactly what to automate first.
18 Apr 2026 · 5 min read
Next in AI & Automation
CRM integration & AI enrichment
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