Requests and follow-ups
An inquiry arrives by email, someone enters it in a spreadsheet, and a follow-up depends on a reminder. We look at how those handoffs could be connected.
REDIGO / AI & Practical Automation
Less busywork. More time for your business. Put automation and AI to work where they actually help.
From copying information between systems to chasing follow-ups and updating spreadsheets, small tasks can take up a surprising amount of time. We help businesses find better ways to handle that work using the tools they already have.
EVERYDAY ADMINISTRATION
Where work gets repeated
Some tasks need your attention. Others just need to get done.
A customer conversation or a difficult decision deserves a person's time. Copying the same inquiry into three places usually doesn't.
Notes and scattered information
A meeting ends with useful notes but no assigned tasks. Staff search emails and documents for answers they've found before. We look at where the information should go and who needs it.
Reports and repeated updates
Someone gathers figures from several tools every week or copies changes between records. A reliable connection may remove those steps without needing AI.
AI-ASSISTED EVENT RESEARCH
Cap City Buzz
Less time finding events. More time putting together the newsletter.
Cap City Buzz uses an AI-assisted workflow to find local events, organize the details, and help identify what's worth featuring. Instead of researching every event manually, the publishing process starts with a more useful collection of information ready for review.
The research and import workflow gathers event information from relevant local sources, including dates, venues, source links, and draft newsletter blurbs. Those details enter a review queue so the publisher can check the information and decide what belongs in the newsletter.
The newsletter builder brings selected, approved events into an issue draft. This connects research, review, and preparation, reducing repeated copying and organizing while keeping editorial choices with the publisher. It does not publish researched events automatically.
Public event listings. The research and review workflow happens behind the scenes.
Independently developed and operated Redigo product.
Read the case study for Cap City BuzzWORKFLOWS / KNOWLEDGE / TOOLS
What we can help with
These are examples of the work we can build. We start with your current process and tools, then choose the parts that make sense for your business.
Lead intake & customer communication
Help your team respond without copying the same details into several places.
- Forms, CRM & routing
- Send website inquiries to the right person, create a record in your CRM, and notify the team with the information they need.
- Follow-ups & draft replies
- Create reminders or prepare draft messages when an inquiry needs a response. Your team can review the message before sending it.
- Inquiry tracking
- Bring requests and their status into one view so staff can see who is handling a conversation and what still needs attention.
Administrative workflows
Connect the small jobs that otherwise depend on someone remembering.
- Meeting notes & tasks
- Turn notes or transcripts into draft summaries and action items, then create tasks for review and assignment.
- Documents, spreadsheets & databases
- Extract agreed information from documents and move it into a spreadsheet or database, with checks for missing or unexpected values.
- Reports & status updates
- Gather information from connected tools for a recurring report, or update a task when a defined event happens.
AI assistants & business knowledge
Make useful information easier to find without expecting people to memorize every document.
- Internal knowledge assistants
- Help staff ask questions against approved documents, with access chosen for the people using the assistant.
- Product & service guidance
- Help customers or staff find relevant product information and supporting resources. Osmo is our developed example for technical water and solvent systems.
- Support & communication drafts
- Prepare answers or content from relevant business information. Keep a route to a person for questions that need judgment or information the system cannot verify.
Custom tools & integrations
Work with the systems you have and build around the gaps between them.
- Connect existing platforms
- Review the connections your CRM, email, spreadsheets, and other tools support before deciding how to move information between them.
- Dashboards & working screens
- Build a view around a specific job, such as checking requests, reviewing extracted information, or assigning work, rather than making staff switch between several tools.
- Data movement & duplicate entry
- Copy or update agreed fields when a record changes. Plan for duplicates, failed updates, and exceptions so someone can check what happened.
OUR APPROACH TO AI
People still make the business work
Use technology where it helps your people.
Your team brings experience, judgment, and relationships that software can't take over. We look for ways to reduce repeated administration so they have more time for customers, colleagues, and growing the business.
We work with your existing systems whenever practical. Sometimes the answer is an integration or a small custom tool. When AI is useful, we agree what information it can access, where a person reviews the work, and how it will be tested and maintained.
For larger internal tools, see our custom applications service. For forms and customer journeys, see website strategy and development.
FROM THE FIRST WALKTHROUGH
How we work
Understand the work
Walk through the current process, who takes part, and the tools they use. Start with a real example.
Find what can improve
Look for repeated entry, unnecessary handoffs, and places where existing tools could work together.
Build & test
Build the agreed workflow, try normal and difficult cases, and review the results with your team.
Keep people in control
Document the workflow, agree who reviews exceptions, and decide what ongoing support it will need.
THE WORK YOU RECEIVE
What a project might include
Start with a process you want to improve.
A small integration needs different work from a document-based assistant. We'll agree which deliverables your project needs, the information and access required, and who will manage it afterward.
- Workflow review & recommendations
- A review of one or more processes, with practical recommendations for what to change.
- A process map
- A shared picture of who handles each task, which systems are involved, and what happens when something goes wrong.
- Integrations & automations
- The connections, rules, and automated tasks included in your project.
- An AI assistant, where useful
- An assistant built around agreed information, access rules, and a defined job.
- Testing & documentation
- Checks using realistic examples, plus instructions for operating and checking the workflow.
- Team handover
- A walkthrough so the people using the system know what it does, what they need to review, and how to handle exceptions.
- Monitoring & improvements
- An agreed plan for checking the workflow and updating it as your software or business changes. Ongoing support is a separate choice.
BEFORE WE CONNECT ANYTHING
Questions about automation
Do we need to change the software we already use?
Often, no. We start by looking at your existing tools and the connections they support. If a limitation prevents the workflow you want, we'll explain the options before suggesting a different tool.
Does every automation project require AI?
No. Moving a form submission into a CRM or setting a follow-up reminder may need only a straightforward integration. AI can help with tasks such as summarizing notes or answering questions from documents, but it adds its own testing and review needs.
Can you work with our existing CRM, email, and spreadsheets?
We can review them and check what's possible. It depends on the software, account permissions, available integrations, and provider limits. We confirm those details before committing to a connection.
How do you handle sensitive business information?
We first agree what information the workflow needs, who should have access, and which services would process it. We review storage, permissions, and provider settings for the project. Information your business cannot share may need to stay out of the workflow.
Can our team review or approve automated actions?
Yes, review points can be part of the design. For example, a system can prepare a reply for approval or flag an incomplete record instead of updating it automatically. We decide which actions can run on their own and which need a person.
Can we start with one small process?
Yes. A single recurring task is often a useful place to start. We can work through it, test the result, and decide whether further changes are worth making.
What happens when an automation needs updating?
Changes to your software, business rules, or source documents can affect the workflow. We'll agree who maintains it, how problems are reported, and whether you want ongoing monitoring and support.
A RECURRING TASK
Discuss your workflow
What's taking up too much of your team's time?
Tell us about a process you'd like to improve. We'll help determine whether automation, AI, or a simpler change makes sense.