Connect your everyday tools
Move information between your forms, inbox, CRM and business apps. We check the available connections before choosing the approach.
Illustrative interfaceLess repetitive work. More room to grow.Connect your tools.
Connect your tools.
Let work flow.
Turn requests and documents into clear next steps. We build AI workflows around your tools, your team and the way your business works.
- Your existing tools
- Human review built in
- Start with a pilot
ORYX / Connected workflowsIllustrative preview
Sales enquiries
From enquiry to follow-up
AI prepares. People decide.
✳What we build
One workflow. All the right connections.
Useful automation combines connected tools, clear rules and AI where it can help.
Illustrative interfaceAct on the right signals
A request arrives, a deadline approaches or an approval is needed. Give each event an agreed next step.
Illustrative interfacePut AI inside the process
Read requests, extract details and prepare useful drafts, with a review point where judgement matters.
Illustrative interfaceKeep the handoff connected
Send the result to the right person and system, with ownership and exception handling defined.
Illustrative interfaceSee it in action
What could your team stop doing manually?
Choose an example to see the workflow and what changes for your team.
Turn a new enquiry into a clear next action.
Less copying. A clearer handover. Enquiries with someone responsible for the next step.
- AI assistance
- Read the request, extract the requirements and prepare a short brief for your sales team.
- The automated step
- Create a CRM record, assign an owner using agreed rules and schedule a follow-up task.
Your sales team checks the brief and approves the customer response.
Move from an invoice attachment to a review-ready record.
Less retyping, visible exceptions and a consistent review process.
- AI assistance
- Extract proposed fields from the document and flag missing or unclear information.
- The automated step
- Check required fields and potential duplicates, then send a draft record to the approval queue.
Finance approves the values before posting. Payment remains a separate authorised action.
Give your team a head start on each support request.
Less time sorting requests. More context when the right person picks them up.
- AI assistance
- Summarise the issue, suggest a category and draft a response from approved support material.
- The automated step
- Open a ticket, route it to the right queue and escalate requests that need specialist attention.
An agent checks the suggested response. Sensitive requests go to a person.
Help people find answers in the documents you trust.
Less searching and fewer repeated questions, with a source the reader can check.
- AI assistance
- Find relevant passages in approved documents and draft an answer with links to the sources.
- The automated step
- Respect the user’s document permissions and route unanswered questions to the content owner.
Readers can check the source. Missing or conflicting information is flagged instead of guessed.
✳Connected to your business
Work with the tools you already know.
Connect Odoo, Microsoft, Slack, Google Sheets, your CRM and more. We check APIs, licences and permissions before choosing which tools fit your workflow.
✳Our process
From a recurring task to a working workflow.
Start small, test the details and build confidence before rolling out more widely. Explore each stage of an Oryx automation project.
Talk through your processMap the handoffsSet a baseline
Choose the right starting point
Walk through a repetitive process with the people who do it. Agree the outcome before choosing a tool.
Map the handoffs
Understand inputs, owners and exceptions.
Set a baseline
Choose what to compare before and after the pilot.
Before we begin
A few practical questions.
Clear scope, clear responsibilities. Let’s talk through what your first workflow needs.
Do we need to replace our systems?
Not necessarily. We review your existing tools and available integrations first. A pilot can connect selected steps without replacing the whole process.
Does every workflow need AI?
No. Clear, predictable steps often work well with rules. AI is useful where a task involves interpreting text, finding relevant information or preparing a draft.
What determines the cost and timeline?
The systems involved, access to data, review requirements and expected volume. We agree the pilot scope and discuss ongoing platform costs before implementation.
✳Your next step
Give repetitive work a better way forward.
Tell us what your team repeats, where the handoffs slow down and what you want to change. We’ll help you choose a practical first workflow.
Start the conversation