AI that reads your emails, classifies them by intent, routes them to the right person, and triggers approval workflows. Inboxes cleared. Approvals faster. No more manual sorting.
Connected to Gmail, Microsoft 365, Xero, CRM, and your business tools. Humans handle exceptions. AI handles volume.
Every business runs on email. Enquiries, invoices, support requests, supplier quotes, internal approvals, status updates. All landing in shared inboxes that someone has to read, sort, and act on. That someone is usually your most experienced staff, doing work that is important but entirely repetitive.
And approvals? They are worse. A request goes to a manager by email. The manager is in meetings until 3pm. The request sits. Someone chases. Another email. The thing that needed a 30-second decision took five days because the routing and visibility were broken.
AI email and approval workflows fix both problems. The AI reads, classifies, routes, and actions emails in seconds. Approvals hit the right person immediately, with a summary and recommendation. Low-risk items auto-approve per policy. Your team handles exceptions and decisions, not triage and chasing.
If your team is spending more time managing email than doing their actual job, you have a workflow problem, not a people problem.
Your shared inbox gets 150 emails a day. Enquiries, invoices, support requests, supplier quotes, internal approvals. All arriving in the same place. Staff spend the first hour of every day sorting, reading, and forwarding. Half the morning gone before any real work starts.
A purchase request sits in a manager's inbox for three days because it arrived between 40 other emails. The project waits. The supplier waits. Nobody knows where the approval is. When someone finally chases it, the answer is "I did not see it."
Someone reads each email, decides who should handle it, and forwards it to the right person. It is triage by human. Slow, inconsistent, and completely dependent on knowledge that lives in one or two people's heads.
A critical client complaint arrives at 2pm and sits unread until the next morning because it landed between a newsletter, three supplier confirmations, and a meeting invitation. Priority emails get the same treatment as junk.
Small purchases go to one manager. Big ones go to the director. But the thresholds are vague, the rules live in a policy document nobody has read since 2021, and different staff interpret them differently. Some approvals get skipped entirely.
An approval was requested four days ago. Is it approved? Pending? Lost? Nobody knows without sending a follow-up email, which creates another email that needs routing. The process has no dashboard, no status tracking, no accountability.
Tell us about your email volumes and approval bottlenecks. We will scope an automation that gives your team their time back.
Five automation types that cover most email and approval workflows. Most businesses start with triage and add approval routing.
AI that reads every incoming email, understands the content, and classifies it: support request, invoice, new enquiry, internal request, complaint, quote, or whatever categories matter to your business. Not keyword matching. Actual understanding of what the email is about.
"I need to change my Thursday appointment" is classified as a booking modification even though it does not contain the word "reschedule." The AI gets intent, not just words.
Each email is tagged, prioritised by urgency, and routed to the right person or team automatically. No human sits and sorts. Your support team sees support emails. Your accounts team sees invoices. Your sales team sees enquiries.
Approval requests routed intelligently based on content, value, risk, and your business policies. The AI reads the request, checks it against your approval rules, and sends it to the right approver, with a summary and recommendation.
A $500 office supply order? Auto-approved and logged. A $15,000 contractor engagement? Routed to the operations director with the AI's policy assessment. A request that matches two approval categories? Flagged for the right person with an explanation of why.
Escalation rules built in. If an approval is not actioned within 24 hours, it escalates. If the primary approver is on leave, it redirects. No approvals stuck in someone's inbox for days.
For emails that follow patterns (booking confirmations, standard enquiries, order acknowledgements), the AI drafts a response, optionally sends it automatically, or queues it for one-click human approval.
"What are your opening hours?" "Do you deliver to Brisbane?" "Can I get a copy of my invoice?" The AI answers from your business data immediately. The customer gets a response in seconds instead of hours.
For complex emails, the AI summarises the content into a structured brief: who sent it, what they want, what action is needed, and suggested next steps. Your team reads a 3-line summary instead of a 3-paragraph email.
Emails that trigger business actions, not just routing. An invoice email arrives. The AI extracts the attachment, reads it, pulls out vendor, amount, and line items, and creates a record in Xero or MYOB. No human touches it unless the AI is uncertain.
A support email arrives. The AI classifies the issue, creates a ticket in Zendesk or Freshdesk, assigns priority, and notifies the team. A new enquiry? Lead created in HubSpot or Salesforce with the email content as context.
The email is not just sorted. It is actioned. Data flows into the right system. Tasks get created. Records get updated. The email was the trigger; the workflow does the work.
The AI checks every approval against your documented policies. Spending limits, delegation authorities, segregation of duties, mandatory approvers for specific categories. All enforced automatically.
When an approval violates policy (wrong approver, exceeded delegation, missing documentation), the AI flags it before it gets processed. No more relying on people to remember the rules.
Full audit trail. Every approval logged with who requested, who approved, what policy applied, and how long it took. Compliance and finance teams get a dashboard view of approval activity, policy adherence, and bottlenecks.
We integrated Xero with a mobile workforce platform. Automated invoicing, job costing and time tracking. Data entry dropped by 90%.
Read the full case studyNot basic email rules. AI that reads content, understands intent, and takes action across your systems.
The AI reads email content like a person, understanding intent, urgency, and context. Not keyword matching. Actual comprehension of what the sender is asking for.
Emails trigger actions in Xero, MYOB, HubSpot, Salesforce, Zendesk, Teams, SharePoint, and your custom systems. Data flows from inbox to system without manual steps.
Approvals that are not actioned within your timeframe escalate automatically. Out-of-office redirects. Urgent items get immediate notification.
Every email classified, every approval routed, every action taken. All logged. Who, what, when, and why. Dashboard for compliance and operations visibility.
Low-confidence classifications go to a human for review. Complex approvals get AI recommendations but require human sign-off. Your team stays in control of anything that needs judgement.
Enterprise-grade security. Email content processed in your environment. No data leaves your systems. Compliant with Australian privacy requirements.
Your admin or operations staff spend 1-2 hours a day reading, sorting, and forwarding emails. That is 250-500 hours a year on email triage alone, for a single person.
AI triage handles the sorting in seconds. Emails arrive, get classified, and route to the right person or trigger the right workflow. Your team opens their inbox and finds only the emails that actually need their attention.
One logistics company reclaimed 15 hours a week across four staff by automating email classification and routing. That is not a marginal improvement. That is nearly half a full-time role freed up from email management.
Manual approval workflows average 3-5 business days. Not because the decision is hard. The request sits in someone's inbox waiting to be seen. The bottleneck is routing and visibility, not decision-making.
AI-routed approvals reach the right person immediately, with a summary and recommendation. The approver clicks approve or reject from their phone. Low-risk items are auto-approved per policy. Average approval time drops to under 4 hours.
No more chasing. No more "did you see my email?" Status is visible in a dashboard. Overdue approvals escalate automatically. Your finance and procurement teams love this.
Manual email routing depends on whoever is sorting the inbox that day. Different people classify differently. Emails go to the wrong team. Action gets delayed. Customers wait longer than they should.
AI classifies consistently. The same type of email gets the same classification and routing every time, whether it arrives at 9am Monday or 4pm Friday. No variation based on who is working.
Mis-routed emails drop to near zero. Your team stops getting emails that are not for them. Customers get faster responses because their emails reach the right person the first time.
Right now, tracking the status of an approval means sending another email. "Did you see my request?" "Has the quote been approved?" "Where is the PO?" Every status check generates more email.
With AI workflow automation, every item has a status: received, classified, routed, pending approval, approved, actioned. Visible in a dashboard. Searchable. Filterable. No chasing required.
Operations managers can see approval bottlenecks in real time. Finance can see pending approvals by value. Compliance can see policy adherence rates. The process is transparent end to end.
Any team drowning in email or waiting on approvals benefits. These are the most common starting points.
Invoice emails triaged, attachments extracted, data pulled into Xero or MYOB, approval routed by value and category. 15 minutes of manual work per invoice becomes 30 seconds.
Support emails classified by issue type and urgency, routed to the right team, tickets created in Zendesk or Freshdesk automatically. Simple queries get AI-drafted responses for one-click send.
Purchase requests routed to the correct approver based on value, category, and budget. Policy compliance checked before routing. Approved POs created in your procurement system.
Leave requests, expense claims, and policy sign-offs routed to the correct manager. AI checks leave balances, policy eligibility, and team coverage before routing.
New enquiry emails classified, key details extracted (service needed, budget, timeline), and leads created in HubSpot or Salesforce. Hot leads trigger immediate alerts to the sales team.
Contract requests, compliance submissions, and regulatory correspondence automatically classified and routed to the right reviewer with AI-flagged items requiring attention.
A structured approach to automating your email triage and approval processes.
The workflow plugs into your existing tools. No migration. No platform change.
Connects to your email platform. Reads incoming emails in real time. Works with shared mailboxes, distribution lists, and individual accounts.
Email-sourced leads created in your CRM with full context. Sales enquiries classified, scored, and routed straight to your pipeline.
Invoice emails processed end-to-end. Attachment extracted, data read, approval routed, and record created in your accounting system.
Support emails auto-classified and ticketed. Priority assigned. Team notified. Simple queries resolved with AI-drafted responses.
Approval notifications in Teams or Slack. Approve/reject with one click. Escalation alerts and status updates delivered where your team already works.
Connect to any system with an API. Custom business software, ERP, project management, document storage. If it has an API, the workflow can reach it.
Our shared inbox was getting 200 emails a day. Two people spent the first two hours of every morning sorting them. The AI handles it all now. Invoices go to accounts, support goes to the team, enquiries go to sales. Our staff actually start their day doing real work.
We write the code, design the interface, deploy the systems, and support them long-term. No subcontracting, no offshore handoffs.
You get a clear price before we start. No hourly billing that spirals, no surprise invoices at the end of the month.
We understand BAS, super, award rates, Australian privacy law, and the tools local businesses actually use: Xero, MYOB, ServiceM8, Tradify.
You talk to the people building your software. No account managers, no project managers relaying messages, no ticket queues.
You own everything: the code, the data, the hosting. No lock-in. No proprietary platforms you cannot leave.
Email rules match keywords and senders: "if subject contains INVOICE, move to Accounts." AI triage reads the email content and understands intent. An email that says "please find attached our payment schedule for Q3" gets classified as an invoice even though it does not contain the word "invoice." The AI handles the cases that rules miss.
Yes. We connect to Gmail, Microsoft 365, and Exchange via API. Works with shared mailboxes, distribution groups, and individual accounts. Your team keeps using their email as normal. The AI works behind the scenes.
For well-defined categories, typically 90-95% accuracy. Emails that fall below the confidence threshold are flagged for human review rather than misclassified. Accuracy improves over time as the AI learns from corrections. We monitor accuracy weekly during the first month.
Yes. Multi-step approvals, parallel approvals, conditional routing, and sequential sign-offs. A contract might need legal review, then budget approval, then director sign-off. Each step routed automatically when the previous one completes.
We provide a fixed-price quote after scoping. A focused email triage and routing system sits at the lower end of project size. A comprehensive solution with approval workflows, auto-responses, system integrations and compliance checking is larger. Ongoing costs are scoped during the build.
A focused email triage system takes 3 to 6 weeks. A comprehensive email + approval workflow takes 6 to 10 weeks. We deploy incrementally. Email classification goes live first, then approval routing, then auto-responses.
Yes. Email processing happens in a secure Australian-hosted environment. We do not store email content beyond what is needed for processing. All data handling complies with Australian privacy legislation. Role-based access controls on all admin tools.
Yes. Ongoing monitoring, classification accuracy reviews, and workflow optimisation. We improve the system based on real usage: adding new categories, refining routing rules, and tuning auto-response quality. Monthly reports on email volumes, classification accuracy, and approval turnaround times.
Tell us about your email volumes and approval processes. We will scope a workflow that handles the routine and gives your team their time back.
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How many emails hit your shared inbox daily? Which approvals take too long? What systems do you use? We will scope a practical automation plan.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
