AI Automation & AI Agents for UK SMEs

We build AI agents that automate your entire pipeline.

Purbeck AI helps growing teams clean messy data, connect the business tools they already use, and deploy AI-powered workflows that save hours every week.

★★★★★ Rated 5.0 by clients ✓ Results in weeks, not months ✓ UK-based team
200+
Workflows built
48hrs
Avg. time to first result
£100K+
Saved for clients
10+
UK businesses automated
5.0★
Average client rating
Why Purbeck AI

Automation only works when the data underneath it is trustworthy.

Many businesses try to automate broken processes and end up with faster chaos. We start by understanding your workflows, cleaning the data layer, and building practical systems around the tools your team already uses.

✓Fewer manual updates and less copy-paste between tools
✓Clearer reporting leaders can actually act on
✓Faster follow-ups that never slip through the cracks
✓A team focused on decisions instead of admin
Before Purbeck

Sales reps manually chase every lead, copy data between tools, and lose hot prospects in the inbox.

After Purbeck

Every lead is scored and followed up within minutes. Reps only pick up the phone when a meeting is already booked.

Interactive workflow visual

See what Purbeck could automate first.

Choose a department and see the full automation blueprint — every step, every tool, every hour saved.

Services

AI automation and data solutions built around your business.

Trained on your systems, connected to your stack, and put to work across the tasks that eat your team's time.

01

Data cleanup & workflow mapping

We audit spreadsheets, CRMs, forms and reporting flows to find bottlenecks and define a clean operating model.

02

AI workflow automation

Automate repetitive admin, lead follow-ups, customer onboarding, ticket routing, document filing and internal handoffs.

03

Dashboards & reporting

Turn scattered business data into clear dashboards that help leaders see performance, risk and next actions faster.

04

Tool integrations

Connect CRMs, finance systems, email, calendars, Slack, Google Workspace, Microsoft 365, Make, Zapier and n8n.

05

Voice & chat AI agents

Deploy conversational AI on WhatsApp, your website or over the phone — handling enquiries, bookings and support 24/7.

06

AI assistants & agents

Deploy assistants that answer internal questions, prepare summaries, draft responses and support customer-facing workflows.

07

Optimisation & support

Monitor performance, improve automations, document systems and keep your team confident long after launch.

Integrations

We work with your tech stack.

No rip and replace. We build AI automations that plug directly into the tools your team already uses, so everything works together.

n8nMetaHubSpot QuickBooksWhatsAppGmail DriveSlackShopify
Tools & platforms we work with
n8nOpenAI GPT-4oElevenLabs HubSpotSupabaseZapier MakeWhatsApp APITwilio Google WorkspacePineconeLooker Studio ShopifyXeroSlack AirtableMicrosoft 365DocuSign QuickBooksSalesforce
Automation ROI calculator

Estimate how much manual work we could remove.

Adjust the numbers to model your team. The estimate updates instantly — a conservative, illustrative guide, not a guarantee.

We assume a conservative 75% of identified manual work can be automated. Your actual results depend on workflow complexity and adoption.

Estimated annual saving
£49,400
38h
Hours saved weekly
1,976h
Hours saved yearly
Get my automation audit

Illustrative estimate only. Hours saved = team size × manual hours × 75% automation rate. Annual saving = weekly hours saved × 52 × your hourly rate. Real results vary and are never guaranteed.

How it works

From audit to automated system in a focused sprint.

A clear four-stage process — no jargon, no surprises, no wasted sprints.

01 DiagnoseWeek 1

Diagnose

We map every system, data source, manual step and decision point — and show you where time is lost and where automation lands fastest.

Deliverable: Automation opportunity map
02 DesignWeek 1–2

Design

We define the full workflow architecture — which tools connect, the logic for each step, the safeguards, and what your team controls. Nothing gets built until it's signed off.

Deliverable: Workflow blueprint + ROI projection
03 DeployWeek 2–4

Deploy

We build, test, integrate and launch. Every automation runs in staging first, and your team gets documentation and a live walkthrough before anything touches production.

Deliverable: Live automations + handover pack
04 OptimiseOngoing

Optimise

We monitor performance, fix edge cases as they emerge, and improve the system as your business evolves. Monthly check-ins keep everything sharp.

Deliverable: Monthly performance report
Client proof

Practical automation, delivered with clarity.

★★★★★
"The automation pipeline they built saved us hours every week. I'd recommend anyone with repetitive tasks get in touch — real time and cost savings, fast."
FBFounder & CEOFashion brand · Small business
★★★★★
"They helped us with data visualisation, negating the need to build and host it in house. Responsive, practical and efficient — the dashboards gave our leadership clarity they simply didn't have before."
CEChief ExecutiveCharity sector
★★★★★
"The AI chatbot built for our Shopify store transformed how we handle customer queries — product questions, order tracking and FAQs around the clock. Support load dropped within two weeks of going live."
ECEcommerce OwnerOnline retail · Small business
Packages

Start focused, then scale the systems that work.

Project-based to begin, with an ongoing option once the wins are proven.

Automation Starter

Best for small teams that need one or two high-impact workflows live quickly.

from £750
  • Workflow audit
  • 1–2 tailored automations
  • Team handover
  • 30 days support
Get started
Most popular

Growth Systems

Best for growing businesses ready to connect CRM, reporting, finance and customer workflows.

from £2,000
  • 3–6 synchronised workflows
  • CRM & reporting integration
  • Quarterly optimisation audit
  • Priority support
Book free audit

Automation Partner

Best for teams that want continuous automation, monitoring and strategic improvement.

Monthly
  • Ongoing workflow builds
  • System monitoring
  • Private support channel
  • Automation roadmap
Talk to us

Every engagement starts with an ROI projection, so you know what to expect before any work begins. Ask about a custom scope →

FAQ

Questions before you automate?

It removes repetitive work such as data entry, reporting, lead follow-ups, scheduling, customer onboarding and support routing — freeing your team to focus on decisions instead of admin.

No. We usually connect and improve the tools you already use, and only recommend new software where there's a clear business case.

Focused workflows can often be launched in weeks. Bigger systems are phased so you get value before the full roadmap is complete.

No. Every build includes documentation, handover and practical guidance for your team.

Our Automation Starter package begins from £750 for one or two high-impact workflows. Most clients recover that cost within the first month through hours saved. We always provide an ROI projection before any work begins.

Yes. We build AI agents that handle inbound WhatsApp messages, website chat and phone calls — answering questions, qualifying leads, taking bookings and escalating to a human when needed, 24 hours a day without staffing costs.

Yes. We design systems with data privacy built in — GDPR-compliant architectures, minimal storage of sensitive data and enterprise-grade platforms with appropriate access controls. We'll walk you through the data flow for any build before it goes live.

A focused single workflow typically takes one to two weeks from audit to live. Larger multi-system builds are phased across four to six weeks so you see results at each stage.

Professional services, finance, legal, HR, e-commerce, healthcare administration and technology businesses. If your team does repetitive manual work with data, documents or customer communications, automation will almost certainly apply.

In most cases, yes. We connect systems using native integrations, APIs and tools like n8n, Make and Zapier — working with HubSpot, Salesforce, Xero, QuickBooks, Google Workspace, Microsoft 365, Shopify, Slack and hundreds of other platforms without requiring you to change your stack.

N

A note from Nigel

Founder, Purbeck AI

I started Purbeck AI because I kept seeing the same thing: teams investing in growth, then losing hours every week to manual admin, messy data and tools that don't talk to each other.

We fix that. No hype, no overselling — we audit honestly, tell you what automation can and can't do for your business, and only take on work where we're confident it'll pay for itself. If that sounds like the kind of partner you want, book a free audit and let's talk.

Free automation audit

Show us what slows your team down.

Tell us about your manual workflows and we'll identify the fastest route to cleaner data, better reporting and practical AI automation.

Prefer to talk? Book on Calendly →

Ready to automate?

Get a practical automation roadmap before you buy anything.

Book a free 30-minute audit and walk away with a clear picture of what to automate first — and what it's worth to your business.

UK-based support every step of the way.