CRM and lead workflows
Connect incoming enquiries to customer records, pipeline stages and the next task. Define duplicate handling and ownership so automation does not create more cleanup work.
Shenox engineering services
AI Workflow Automation Services
Move enquiries, records and follow-ups through the tools your team already uses. Shenox builds business process automation with clear rules, AI where judgment is useful, and a person in control of important decisions.
Scope and deliverables
What we can build with you
Research and document processing
Collect information, extract the fields a team needs and prepare a reviewable output. Low-confidence results and missing information can go to a person instead of silently entering a business record.
API integrations and background jobs
Connect supported APIs and databases, separate long-running work into jobs, and design retries and activity records around the actual failure cases of the process.
Choosing the approach
When does a workflow need AI?
Fixed rules are usually a better fit for calculations, required fields and predictable routing. AI can help with unstructured messages, summaries and classification. A useful automation often combines both. If an existing tool already solves the problem, we can assess that option before proposing a custom application.
Implementation examples
Relevant work to explore
These write-ups describe the implementation and scope of each build.
Automation platform
LeadGen AI
A prospecting workspace for business discovery, website analysis, lead enrichment and reviewed outreach.
Read the project Platform buildLeadFlow AI
An AI receptionist and CRM that brings leads, customer conversations, appointments and follow-ups into one workspace.
Read the projectFrom brief to release
How the work takes shape
- Map the trigger, inputs, decisions and final record with the person doing the work.
- Build one workflow against sample records and confirm the approval points.
- Test duplicates, unavailable providers, incomplete inputs and failed actions.
- Release in stages with activity visibility and an agreed way to review exceptions.
What affects the scope and cost?
The quote depends on the number of systems, available API access, workflow branches and review requirements. Model usage, messaging providers and hosting may have separate running costs. We identify those dependencies while scoping the first release.
Before you start
Common questions
Can you automate our existing CRM and business tools?
We first check the APIs, account permissions and data formats of your tools. Where access is available, the workflow can connect to existing systems instead of requiring a replacement CRM.
Can we approve messages or changes before they happen?
Yes. A workflow can prepare a draft or proposed change and pause for review. The approval step and the actions an automation is allowed to take are part of the agreed scope.
Do we need an AI agent or a simple automation?
A fixed sequence is often enough when the steps are predictable. An agent is worth considering when it must interpret changing inputs or select tools. We scope the smallest approach that can be tested against your process.
What happens when a connected service fails?
The design should specify which actions can be retried, how duplicate actions are prevented and who reviews a failed job. Those behaviors are tested alongside the successful workflow.
Your next step
Tell us what needs to work
Share the steps you repeat, the apps involved, a redacted example input and the result you need. Include roughly how often the process runs and which actions must remain subject to approval.