Business automation that takes admin off your team
Quotes, invoices, reminders and data entry handled inside the tools you already use, with your approval where it matters.
Updated October 2026Industrial AI provides business automation and AI workflow automation for New Zealand businesses, working with the email, CRM, accounting and calendar tools you already use. We start with the task that costs you the most time, prove the saving, then move to the next.
- Works with your current software
- One task at a time, with the time saved measured
- Your approval on anything important
- Every run logged, and problems flagged
- Your team shown how to run it
The same quote, with far fewer manual steps
- 01Enquiry lands in the inbox
- 02Details copied into a spreadsheet
- 03Re-typed into the quoting tool
- 04Quote saved and emailed
- 05Reminder set to follow up
- 01 Enquiry arrivesForm, email or call
- 02 Details picked upRead from the request
- 03 Quote builtFrom your price list
- You approveIf you choose to
- 05 Sent and loggedFollow-up scheduled
The admin worth handing over first
Quotes and invoices
Created from a call, form or email, sent on time and followed up.
Inbox and replies
Email sorted as it arrives, replies drafted and urgent messages flagged.
Scheduling and reminders
Bookings confirmed and reminders sent, so fewer customers miss appointments.
Follow-up
Quotes chased, new leads answered and past customers invited back.
Data entry
Information moved between your CRM, accounts and spreadsheets without re-typing.
Weekly reports
Your key numbers summarised in a short, readable report each week.
One task at a time, measured as we go
- 01
Audit
We list your repetitive tasks and rank them by the time they cost.
- 02
Build
Set up in your existing tools and tested before it goes live.
- 03
Measure
We check the hours saved and the mistakes avoided.
- 04
Add the next
Your team learns to run it, and we move on to the next task.
Repeat for the next task
Signs a task is worth automating
If you answer yes to three or more, it’s usually a good place to start.
- Does it happen often? Daily or weekly.
- Does it follow the same steps most of the time? Odd cases can still go to a person.
- Does it move information between systems? Such as inbox to spreadsheet, or CRM to accounts.
- Do mistakes cost you? Missed follow-ups, wrong prices, double bookings.
- Does it eat into staff time? Hours each week, not minutes.
Built around the tools you already use
These are common examples. Other systems can be checked on request.
- Xero & MYOB
- HubSpot & Pipedrive
- Google Workspace
- Microsoft 365
- ServiceM8
- Slack & Teams
- Spreadsheets & forms
Useful for any business with repetitive admin
Trades, clinics, property managers, professional services and online retailers all have tasks that repeat every week. For manufacturing paperwork and shift reports, see AI for plant operations.
When automation is the right fit
Automation suits processes that run the same way each time. Requests that vary and need judgement suit an AI agent, and phone calls suit the AI voice agent. To read more, see how to automate your business and AI agents vs chatbots.
To plan first or train your team, see AI strategy and AI workshops.
Frequently asked questions
What is business automation?
What can you automate?
Do we have to replace our current software?
Where should we start?
What’s the difference between automation and an AI agent?
What if the automation gets something wrong?
How is it priced?
More on automation
Find out what’s worth automating
An audit of your weekly admin, with each task ranked by the time it would save.