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Solutions · AI Agents: Productivity

AI agents that do the busywork for you

Custom AI agents that read inboxes, update your CRM, prepare documents and move data between your tools, automating the repetitive admin that quietly eats your team’s day.

Productivity workflow
Trigger
New email, form or record
AI Agent
Reads, decides, drafts
Action
Updates CRM · pings Slack
(01)   Why Apex

Give every team an extra pair of hands.

We build agents around your actual processes, not generic templates, so the time you save is real.

Inbox & email triage

Agents read, categorise, draft replies and flag what needs a human, clearing the inbox before you open it.

Document drafting

Proposals, summaries, reports and meeting notes generated from your data, in your format.

CRM & data entry

Records created, updated and de-duplicated automatically across your systems.

Scheduling & reminders

Bookings, confirmations and internal reminders handled end to end.

Cross-app workflows

Move data between Slack, ClickUp, Sheets, Apex CRM and more with reliable automation pipelines.

Reporting

Recurring reports compiled and delivered to your inbox on schedule.

(02)   How it works

Find the time-sink, automate it.

01

Map

We audit where your hours actually go.

02

Build

We design and build the agent and workflows.

03

Connect

We wire it into your tools.

04

Optimise

We monitor, harden and expand over time.

(03)   Connects to

Built on tools you already trust.

SlackClickUpGoogle WorkspaceApex CRMPostgresSales AgentsHubSpotSalesforceCalendly
10+
Hours saved / wk
0
Copy-paste
24/7
Always running
FAQ   Common questions

Questions, answered.

What kinds of tasks can a productivity agent handle?+
Anything rules-based and repetitive: email triage, data entry, document drafting, scheduling, reporting and moving data between apps. If a person does it the same way each time, an agent can usually do it.
Do I need technical knowledge to use it?+
No. We build, host and maintain the agents and workflows. You just see the results in the tools you already use.
Is my data secure?+
Yes. Workflows run on infrastructure we control, with access scoped to only what each task needs, configured to your UK GDPR requirements.
What if my process changes?+
We monitor and adjust the agents as your business evolves, that’s part of the ongoing service.
How is this priced?+
Productivity automation is scoped per project and usually bundled into a monthly retainer. Talk to us via the demo and we’ll size it.
More leads. Better clients. Less chaos.

Reclaim the hours you lose to admin.

Book a demo and we’ll map one workflow we could automate this month.

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