AI Workflow & Commercial Automation
Remove the expensive manual work hiding inside your business.
Evans identifies repetitive commercial and operational processes that consume time, delay customers or restrict growth, then designs and implements practical AI and automation systems that return capacity to the business.
Not AI for the sake of AI.
Not another collection of disconnected software subscriptions.
Better workflows. Less administration. Faster commercial execution.
CRMEmailDocumentsReportingSalesEnquiriesResearchProposalsOperationsCustomer service
Who this is for
If capable people are repeatedly doing predictable work that software could handle safely, there may be an automation opportunity.
Evans starts with the commercial process, identifies where people, time and systems are being wasted, quantifies the cost, decides whether automation is genuinely appropriate, implements the simplest suitable system and measures what changed.
Not everything should be automated. Sometimes the correct recommendation is to improve the process rather than automate it.
Teams still manually…
- Moving information between systems
- Updating CRM records
- Responding to repetitive enquiries
- Creating quotations or proposals
- Producing recurring reports
- Researching prospects
- Extracting information from documents
- Handling repetitive customer service tasks
- Transferring information between email, spreadsheets, CRM and ERP systems
- Creating repetitive internal documents
- Routing enquiries or tasks
- Chasing follow-ups
- Consolidating management information
- Duplicating administrative work
Free diagnostic tools · no form required
Find your automation opportunity
Not sure where to start? Use our free diagnostic tools to identify repetitive processes that may be suitable for automation and estimate the commercial value of improving them.
AI Automation Opportunity Calculator
Estimate the annual time and capacity consumed by a repetitive process and the potential value that automation could release.
Calculate the opportunity →What Should My Business Automate?
Answer a short series of questions about how your business currently operates and identify which workflows may be suitable for automation, which require human oversight and which should simply be improved first.
Find what I should automate →How an engagement works
Diagnose, design, implement, then manage.
AI Workflow Audit
£1,495 + VAT
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile.
Book an AI Workflow Audit →Automation Blueprint
Scoped from the audit
Complex workflows are designed before they are built: triggers, systems, rules, AI and human decisions, approvals, exceptions and measurement.
See an example blueprint →AI Workflow Implementation
From £4,950 + VAT
Build the simplest suitable system — one focused workflow, a connected process, or a wider commercial automation system.
Explore implementation →Managed AI Automation
From £995 + VAT / month
Evans monitors, maintains and continuously improves implemented workflows, and measures what they change.
Explore Managed AI Automation →Stage 1 · £1,495 + VAT
The AI Workflow Audit
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile — before spending money building anything.
Start free, then go deeper
- 01Free diagnostic tool
- 02Identified opportunity
- 03AI Workflow Audit
- 04Automation Blueprint
- 05Implementation
- 06Managed AI Automation
What you receive
- Workflow map
- Current human effort
- Estimated annual cost
- Process weaknesses
- Automation suitability
- Risk and complexity
- Recommended solution
- Human approval points
- Implementation priorities
- Estimated commercial return
Stage 2 · Automation Blueprint
Complex workflows are designed before they are built.
A blueprint fixes exactly what the system does, what people still decide and what happens when something goes wrong. It is scoped from the audit rather than sold as a standalone product.
- 01Website enquiry
- 02AI classification
- 03CRM record
- 04Opportunity categorisation
- 05Sales notification
- 06Personalised acknowledgement
- 07Follow-up task
- 08Pipeline reporting
Every blueprint defines
TriggerInputsOutputsData sourcesSystemsIntegrationsBusiness rulesAI decisionsHuman decisionsApproval pointsException handlingPermissionsMeasurementFailure states
Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →04Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →05Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →06AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Workflow examples
What a practical workflow looks like.
- 01Website form
- 02AI classification
- 03CRM creation
- 04Company/account enrichment
- 05Salesperson assignment
- 06Acknowledgement
- 07Follow-up task
- 08Pipeline reporting
Removes the delay between an enquiry arriving and the right salesperson acting on it.
- 01CRM opportunity
- 02Customer information
- 03Pricing/product rules
- 04Proposal draft
- 05Human approvalHuman
- 06Send
- 07CRM update
- 08Follow-up
Speeds up proposals while pricing and final wording stay approved by a person.
- 01Signal
- 02Research
- 03QualificationHuman
- 04Decision-maker
- 05Evidence
- 06Suggested approachHuman
How the Evans Opportunity Engine combines AI-supported research with human qualification and judgement. It is not fully autonomous: people check relevance and decide the approach.
The last example is how the Evans Opportunity Engine works: AI-supported research augmenting human commercial judgement.
See all workflow examples →Human control
Automation should reduce work, not remove accountability.
Human approval where it matters
Pricing, commitments, customer-facing claims and anything with legal, financial or reputational consequence keep a named person in the approval step.
Commercial judgement stays human
Automation prepares, sorts and drafts. People decide who to prioritise, what to promise and when to walk away.
Not autonomous by default
Sensitive actions are not fully automated unless the risk has been assessed and the business has chosen that deliberately.
Less work, same accountability
Automation should remove administration, not remove ownership. Every workflow has a named owner and a way to see what it did.
Process first, where that is better
Sometimes the correct recommendation is to improve the process rather than automate it. Automating a broken process only makes it fail faster.
The simplest suitable solution
A reliable rule in an existing system often beats a complex new platform. Complexity is what stops systems being used.
Evans owns the commercial problem, workflow diagnosis, process design, implementation management and commercial measurement. Straightforward systems can be implemented directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is required, Evans can manage appropriate technical specialists as part of the engagement.
Relevant experience
Built around real operational pain, not technology demonstrations.
While Sales Director at Spitfire Doors, Tom Evans designed Spitfire Pulse — an AI-enabled sales and operations platform that brought company information and operational workflows into one place.
The starting question was not what could be built with AI, but where the business was losing time, information or commercial visibility. That principle shapes every Evans automation engagement.
Two different diagnostics
Growth problem or workflow problem?
How results will be recorded
Measured before and after — never estimated after the fact.
Every Evans automation engagement records the same evidence, so any future case study reports what actually changed. Case studies will be published here only once genuine, client-approved evidence exists.
Before
- Task
- People involved
- Hours
- Frequency
- Systems
- Cost
- Errors / rework
After
- Automated steps
- Retained human steps
- Hours
- Response speed
- Error reduction
- Adoption
- Actual annualised saving or capacity released
Automation Opportunity Calculator
Estimate the annual cost of a repetitive task and the capacity automation could return.
Open →What should my business automate?
A short diagnostic that classifies a task by automation suitability, and explains why.
Open →Workflow examples library
Visual workflow maps showing where automation and human review sit.
Open →Related service
Looking to improve how your business appears in Google, ChatGPT and AI-generated answers?
AI Workflow & Commercial Automation deals with internal commercial and operational processes. Search & AI Visibility measures and improves external discoverability.
Related service
Need the customer-facing infrastructure too?
Digital Infrastructure helps customers find, understand and engage with the business. AI Workflow & Commercial Automation improves what happens inside the business before, during and after that engagement.
Related service
Need Evans to own broader commercial growth rather than one workflow?
Practical guidance
What Should I Automate in My Business?
Not every repetitive task is worth automating. Here is how to work out which ones are.
How to Automate Business Processes with AI
AI business process automation only works once the underlying process is understood. Start with the process, not the tool.
How Much Does AI Automation Cost, and Is It Worth It?
AI automation cost varies with process complexity, and the return depends on hours saved and errors avoided being measured honestly, not assumed.
How Do You Implement AI Automation Safely?
Safe AI automation implementation means starting with the process, keeping people accountable for sensitive decisions, and testing before scaling.
What Are AI Agents for Business, and How Do They Work?
An AI agent is not a chatbot with a different name. It is a system that can carry out a sequence of steps towards a defined goal, with defined limits.
What Are Some Practical AI Automation Examples for Businesses?
AI automation examples span sales, service, documents and reporting, but the useful ones start from a wasted process, not a technology demo.
AI Workflow & Commercial Automation questions
No. Evans is a commercial consultancy. The work starts with the commercial process and the cost of manual work; AI and automation are used only where they are the simplest suitable answer.
The AI Workflow Audit is £1,495 + VAT fixed. Implementation starts from £4,950 + VAT for a focused workflow, with connected workflows and wider systems scoped individually. Managed AI Automation starts from £995 + VAT per month.
No. Sometimes the correct recommendation is to improve the process rather than automate it, and some work should stay human-led. The audit tells you which is which and why.
Rarely. Most improvements connect and make better use of systems you already have. New tools must earn their place.
Evans implements straightforward systems directly. Where specialist software engineering, enterprise integration, cybersecurity or regulated-data expertise is needed, Evans manages appropriate specialists as part of the engagement.
No. Search & AI Visibility improves how buyers find and understand your business in Google and AI answers. AI Workflow & Commercial Automation improves internal commercial and operational processes.
The Sprint asks where growth is being lost. The AI Workflow Audit asks where people, time and systems are being wasted. They answer different questions and can complement each other.
Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk