AI Automation Retainer

Get hours back every week. Automations built properly and looked after.

For accountants, solicitors, clinics, trades and other UK firms of 2–50 people. We build secure n8n automations around the tools you already use, then keep them running.

Book a free 20-minute automation audit Estimate your savings

The problem

Busywork quietly eats your week

Chasing invoices, following up cold enquiries, copying details between the inbox, the spreadsheet and the practice software, pulling the Monday numbers together by hand. None of it is hard, but it eats time and things slip when you're busy. Hiring costs a lot, and one-off automation projects tend to break quietly a few months later with nobody to fix them.

How an automation works

Trigger → Think → Act → Report

1 · Trigger

Something happens

An enquiry lands, an invoice goes overdue, or it's 8am Monday.

2 · Think

Rules + AI decide

n8n checks the details and AI drafts a sensible, on-brand response.

3 · Act

Work gets done

Reply queued for approval, CRM updated, reminder sent, task created.

4 · Report

You stay in control

A summary lands in your inbox. Errors alert us, not you.

Three automations we often start with

Enquiry and lead follow-up

Every enquiry gets a personalised reply within minutes, with follow-ups after 2 and 5 days if no meeting is booked. Urgent ones alert you straight away. Typically 2–3 hours saved a week.

Invoice chasing (Xero or QuickBooks)

Each weekday morning, overdue invoices are checked and polite, escalating reminders go out. You get a daily summary. Typically 1–3 hours saved a week.

Inbox triage and Monday report

Your shared inbox is sorted and labelled, routine questions get draft replies for a human to approve, and you get a one-page Monday report. Typically 3–5 hours saved a week.

See it in action

See it in action: 3 demo workflows

Real n8n workflows, recorded running on our own test system with made-up demo data. No real clients, and nothing was sent.

n8n screenshot: output of the client document chaser demo

Demo 1 · Accountants, solicitors and HR consultancies

Client document chaser

Reads your list of clients with missing documents (self-assessment, VAT, payroll, HR or legal paperwork), writes a personalised reminder for each one, friendlier when the deadline is far off and firmer when it is close, and stops chasing as soon as everything is marked received. Reminders are queued as drafts for you to approve.

Sample output from the test run (demo data)
To: [email protected]
Subject: Action needed: 2 document(s) for your Quarterly VAT return (due in 10 days)

Hi Anil,
We're getting close to the deadline for your Quarterly VAT return and we're still waiting on:
  - Purchase receipts (Jul-Sep)
  - Bank statements (Jul-Sep)

Bloom Florists (November payroll): All documents received - chasing stopped
n8n screenshot: output of the enquiry triage demo

Demo 2 · Dental and physio clinics

Enquiry triage

A new website enquiry is picked up instantly, sorted into emergency, new patient, cosmetic, billing or other, given an urgency level, answered with a drafted reply and logged as a row in your enquiries sheet, so an emergency never sits unread in an inbox.

Sample output from the test run (demo data)
Enquiry: "I have terrible toothache and my jaw is swollen, can I be seen today please?"

category: emergency    urgency: high    confidence: 0.95
assigned_to: Duty dentist
reply_subject: Re: your emergency enquiry
reply_body: Hi Priya, sorry to hear you're in pain. We keep emergency slots free every day... We'll be in touch within the next hour.
status: New - reply drafted
n8n screenshot: output of the booking follow-up demo

Demo 3 · Plumbing, heating and other local trades

Booking follow-up

When a customer books a visit, the engineer gets a job-prep sheet with the appliance model, reported fault, access notes and a checklist, and the customer gets a confirmation plus a reminder the day before, all drafted automatically.

Sample output from the test run (demo data)
JOB PREP: Helen Carter - Boiler service
When: Tuesday 3 November at 09:00 (Europe/London)
Flags: Model: Worcester Bosch Greenstar 30i; Reported fault: pressure dropping - bring expansion vessel parts; Access: boiler in loft; Access: gate code to follow; Pet at home
Checklist: flue gas analysis, pressure & expansion vessel, condensate pipe, Gas Safe record

Confirmation draft: "Confirmed: your Boiler service on Tuesday 3 November at 09:00"
Reminder draft: scheduled 24 hours before the visit

Time-saved calculator

What could your team get back?

Move the sliders. This is a rough estimate only, not a promise: real savings depend on your processes and are confirmed in the free audit.

Formula: hours per week × hourly cost × 52 ÷ 12, minus the £695 monthly retainer. Setup (£1,450) is shown as a payback period. Ex VAT.

Hours back per year–
Estimated value of that time, per month–
Estimated net benefit per month after the retainer–
Estimated setup payback–

Pricing

Simple, fixed pricing

Setup

£1,450one-off, ex VAT

  • Discovery workshop
  • First 3 workflows designed, built and tested
  • Runbooks and handover
Start with an audit
The retainer

Monthly retainer

£695/monthex VAT · 3-month minimum

  • Hosting and monitoring with error alerts
  • Up to 5 workflows (one more each quarter)
  • Up to 3 hours of changes a month
  • Monthly 30-minute check-in and report
Book a free call

Extra work

£70/hourex VAT · always quoted up front

  • New workflows beyond the plan
  • Bigger changes or integrations
  • Add the AI chatbot from £79/month
Ask a question

What's included

  • Discovery and setup: 3 workflows designed, built and tested.
  • Room to grow: one more workflow each quarter at no extra charge, up to 5.
  • Hosting and monitoring on a UK/EU server or your own account, with error alerts.
  • Maintenance: API changes fixed and small tweaks, up to 3 hours a month.
  • Monthly 30-minute check-in and a one-page report.
  • Plain-English runbooks. You own the workflows and the data.
  • UK GDPR-aware design, with a human approving anything client-facing.

Fixed scope: up to 5 workflows (about 4 apps each), 3 hours of changes a month, response within 1 working day (Mon–Fri, 9–5). 3-month minimum, then rolling monthly with 30 days' notice.
Not included: software licences and AI usage (billed at cost), websites or bespoke apps outside n8n, data migration, out-of-hours support, regulated legal, tax or clinical advice.

The process

  1. 1

    Audit

    A free call, then a short review of your systems, processes and goals.

  2. 2

    Build

    Fixed scope and price in writing, then we design, build and test.

  3. 3

    Run

    Go-live, plain-English runbooks, monitoring and support.

  4. 4

    Improve

    Regular check-ins to refine what works and add what's next.

Questions

What is n8n?

A well-established workflow automation platform, like Zapier or Make but more flexible, and it can be hosted in the UK/EU.

Do we need to change our software?

No. We build around Microsoft 365, Google Workspace, Xero, QuickBooks, your CRM or booking system.

Will AI email our clients on its own?

Only if you want it to. By default AI drafts and a person approves anything client-facing.

Is our data safe?

We design with UK GDPR in mind: minimal data stored, encrypted credentials, UK/EU hosting or your own account.

What if something breaks?

Monitoring alerts us and fixing it is part of the retainer.

Who owns the workflows?

You do. Each one comes with a runbook and can be exported any time.

Can we cancel?

Yes. After the 3-month minimum it's rolling monthly with 30 days' notice.

How soon will we see results?

Most first workflows are live within 2–3 weeks of discovery.

Got 20 minutes?

Book a free, no-obligation call. We'll look at what's slowing you down, tell you honestly whether we can help, and follow up with a fixed quote.

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