Follow up leads and move data automatically

Give repetitive work a reliable path from start to finish. We build connected workflows with clear rules, useful AI and your team in control.

A USEFUL OUTCOME

Turn a sequence of manual tasks into one connected workflow

Who it’s for

Teams repeating the same multi-step work across email, documents, spreadsheets and business tools.

01

Lead to next step

Capture a new enquiry, collect the details and prepare a follow-up in your CRM.

02

Documents to useful data

Extract fields, flag missing information and send structured data for review.

03

A quieter operations inbox

Route requests, draft routine replies and make exceptions visible.

EXPLORE THE DELIVERABLES

Explore related projects
See the workflow before you commit

realestate.demo.keaitec.com · planned
Harbor & Pine RealtyIn build

Screenshots available after deployment

Project preview coming after deployment
Enquiry → viewing
AI agent · Lead to viewingDemo

Harbor & Pine Lead Agent

A property enquiry journey designed to qualify buyers, find suitable listings and organise viewing requests in a CRM.

  • Next.js
  • Tool calling
  • Supabase
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accounting.demo.keaitec.com · planned
Ledgerly BookkeepingIn build

Screenshots available after deployment

Project preview coming after deployment
Extract → review → chase
AI workflow · DocumentsDemo

Ledgerly Document Workflow

A document workflow designed to extract sample invoice details, flag missing information and prepare requests for human approval.

  • Vision AI
  • PDF extraction
  • Supabase
  • Review queue
legal.demo.keaitec.com · planned
Carter & Lowe LegalIn build

Screenshots available after deployment

Project preview coming after deployment
Enquiry → consultation
AI assistant · Client intakeDemo

Carter & Lowe Client Intake

An intake experience planned to organise sample enquiries, retrieve approved firm information and prepare a consultation handover.

  • AI SDK
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KeAitec featured builds are original portfolio projects. Concept demos use fictional businesses and sample data. Live and source links are labelled separately.

BEFORE WE BUILD

Scope your first release
Agree the requirements before build

01Which workflow takes the most time?
02Where does the information live?
03Which actions need a human decision?

An agent is only as useful as its data and integrations. We agree permissions, approval steps and exception handling before connecting production systems.

AI agents & automation: common questions

What does the 14-day pilot include?

One focused workflow, agreed tool connections, approval steps and a working review. Complex migrations or extra workflows receive their own timeline.

Can you use our existing tools?

We check the integrations and permissions your tools support, then include agreed connections in the fixed quote.

Will an agent make important decisions on its own?

You approve important steps. AI can make mistakes; we design fallbacks, review queues and human handoff.

Are model and integration fees included?

Third-party subscriptions and AI usage are quoted separately. You see the expected costs before production access is enabled.

FREE 30-MINUTE STRATEGY CALL

Plan your ai agents & automation project

We’ll review your goals, recommend a starting scope and explain the next steps.

Book a free strategy call