Operations & Admin Automation
Take the repeat administration out of the back office.
Internal requests, handovers, approvals and scheduling create steady friction between sales and operations. Evans maps the handoffs and automates the predictable steps so work moves without chasing.
SchedulingTask creationInternal requestsFormsHandoverApprovalsRepeated back-office workflows
Signs there is an opportunity
- Work is chased by email and phone
- Handover information is incomplete
- Approvals stall in inboxes
- Nobody is sure who owns the next step
What stays human-led
- Approvals with financial or safety consequence
- Resource conflicts
- Customer commitments
- 01Order won
- 02Handover form completed
- 03Tasks created
- 04Approval requested
- 05Manager approvesHuman
- 06Schedule updated
- 07Customer informed
Illustrative workflow. Every implementation is designed around your own process, systems and approval points — and sometimes the right answer is to improve the process rather than automate it.
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 →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 →05AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Practical guidance
What Is AI Operations Automation?
Operational and admin work is often the least visible cost in a business, because it is spread thinly across many people rather than sitting in one obvious place.
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.
Operations & Admin Automation questions
No. The aim is to remove repetitive administration so capable people spend time on work that needs judgement.
Yes. Approval points are designed deliberately, and automation simply makes the request, reminder and record reliable.
Where integration is straightforward Evans implements it directly. Complex or legacy ERP integration is delivered with appropriate specialists, managed by Evans.
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