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S01  /  Clearkin · AI workflow systems

AI workflow systems for small & mid-sized business.

Find the one bottleneck worth fixing, then build the system that fixes it safely, with a human on every decision that matters.

S02  /  Services

What you get.

01

Agentic Workflow Design

Your team stops losing hours to repetitive manual work. We map your exact bottleneck and design an AI system around it, not the other way around.

02

Implementation & Deployment

The system is live, tested, and your people know how to use it, built around your existing tools, with a human in the loop wherever it counts.

03

Audit & Strategy

You leave with a clear picture of where AI can move the needle in your business, prioritised, sequenced, and grounded in what's actually buildable today.

S03  /  How it works

Four steps, one throughline.

  1. Discovery call

    A focused 30-minute conversation. We listen for the one constraint costing your team the most time, and decide together whether AI is the right fix.

  2. Design the system

    We map the workflow in detail, define the human sign-off points, choose the right tools, and give you a clear spec before a line of code is written.

  3. Build & deploy

    We build, test against real scenarios, train your team, and hand over something that works on day one, with no year-long implementation and no black box.

  4. Iterate

    The first win proves the pattern. We measure what changed, tighten what matters, and identify the next bottleneck worth fixing together.

S04  /  Case studies

Case studies.

A few examples of what AI workflows can do across different sectors. Every build is shaped to the business it runs in: the AI works from skills and context files that capture how your firm actually operates, so it follows your process, not a generic script.

Property

A Gulf-region property brokerage

Identified
Client follow-ups and post-sale outreach were handled by hand over email, and it was hard to keep track of where each client and each deal stood.
Built
An email follow-up and CRM workflow. When a unit sells, CRM connectors (such as a Salesforce MCP) find comparable listings and draft outreach to those owners: we have just sold a similar unit, and yours could command a comparable price.
Result
Owners of comparable properties hear about a sale while it still matters, the agent always knows where each client is in the process, and every draft is reviewed before it sends.

Recruitment

A specialist recruitment agency

Identified
Consultants spent hours screening inbound CVs and writing near-identical candidate summaries.
Built
An automated screening and shortlisting workflow that parses applications against role criteria and drafts structured candidate summaries.
Result
Shortlists ready for human review in minutes, not hours; consultants approve and send, never start from scratch.

Accounting

A mid-sized accountancy practice

Identified
Routine client document chasing and data entry created a recurring bottleneck around reporting deadlines.
Built
A workflow that requests, ingests, and pre-sorts client documents, then flags exceptions for a human to check.
Result
Clean, pre-organised inputs land on the accountant's desk; irreversible actions stay under human sign-off.

Legal

A boutique legal services firm

Identified
Fee-earners lost billable time to first-draft document preparation and repetitive client intake.
Built
An intake and drafting-assistant workflow that gathers matter details and produces structured first drafts for review.
Result
Faster, more consistent intake; fee-earners review and refine rather than draft cold, with a human approving everything client-facing.

“Different industries, same pattern: find the repetitive work, automate it safely, keep a human on every decision that matters.”

S05  /  About

Built on rigour, not hype.

  • Independent AI consultant specialising in AI workflows for small and mid-sized companies.
  • Quantitative finance background, with experience developing trading models and workflows for hedge funds.
  • I define the billable hours your team loses to repetitive tasks.
  • I recommend dynamic workflows that use AI and the tools you already work with.
  • I execute the build and provide continuous calibration as your business changes.
  • From AI advice to custom workflow builds.

S06  /  Book a Call

Thirty minutes.
One bottleneck. Let's find it.

Book a free 30-minute intro call. We'll look at where your team loses the most time and whether AI is the right fix. No pitch, no commitment.

Book a 30-min call

S07  /  Contact

Not ready to book? Get in touch.