Case Studies
What we've helped achieve
Examples of AI tools and automations in action. They show what's possible.
4 hrs
saved weekly
The situation
A London agency with 12 people was manually creating invoices in Word, saving as PDF, attaching to emails, and tracking who'd been sent what.
What we did
Built a one-click invoice generator connected to their client database. Invoices are created, saved, and drafted in an email ready to send.
The result
4 hours saved per week. That's around 20 working days per year.
"I can't believe we used to do it the old way."
4 hrs
saved weekly
The situation
At an Edinburgh firm, the sales team were juggling calls while trying to remember product specs, pricing, and company policies. Information was scattered across documents.
What we did
Set up real-time Zoom transcription linked to their sales handbook and product documents. The AI listens and suggests relevant answers during calls.
The result
Faster, more confident calls. Less "I'll get back to you on that."
"We sort of knew about AI, but Nick took us further than we expected. Love it!"
60%
calls reduced
The situation
At a London dental practice, reception staff spent hours answering calls just to book, reschedule, or confirm appointments. It pulled them away from patients in the practice.
What we did
Implemented an AI phone system that handles appointment booking, sends confirmation emails, and updates the calendar automatically.
The result
Routine calls reduced by 60%. Reception can focus on patients, not the phone.
"It handles all the routine calls, it's fantastic."
3 hrs
saved weekly
The situation
At a Bristol practice, an accountant spent 3+ hours every Friday pulling data from multiple systems and compiling client reports in Excel.
What we did
Automated data extraction from Xero and practice management software. Reports compiled and formatted in Excel, ready for review.
The result
3 hours saved every week. Friday afternoons are now free for client work.
"Friday afternoons used to be a write-off. Not anymore."
5 hrs
saved weekly
The situation
A Birmingham consultancy with 6 people was posting to LinkedIn, Instagram, and X manually for themselves and three clients. Someone had to log into each platform, copy-paste content, upload images, and hit publish. They often forgot to post or missed optimal times.
What we did
Built a content workflow connecting Canva templates to Buffer via Zapier. Clients approve posts in a shared Airtable dashboard before they go live.
The result
5 hours saved per week. Posts go out consistently, at the right times, with no last-minute scrambling.
"Social media finally feels simple."
4 hrs
saved weekly
The situation
At a Manchester firm, consultants were forgetting to follow up with candidates and clients. Leads were going cold. Nothing was tracked consistently.
What we did
Built automated email sequences triggered by CRM status changes. Follow-ups happen automatically, with personalisation pulled from client records.
The result
No more forgotten follow-ups. Consultants focus on conversations, not admin.
"It's like having an extra team member who never forgets."
What's the one task you'd love to automate?
Every business has processes that could be more efficient. Would you like to explore yours?
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