AI & Workflow Automation
Multi-step workflows with an AI step where judgement is needed and a human approval where it matters.
- Lead qualification
- Document extraction
- Drafting & summarising
Automation, integration and WordPress for operations teams
The work between your systems, done by the systems.
WebGx Pro connects forms, websites, documents, business software and AI into workflows that carry information from input to outcome — validated, routed and approved without anyone re-typing it.
- Fixed-scope proposals
- Built in your accounts
- Remote delivery, UK, EU, US, CA, AU
Sound familiar?
Most of the manual work is moving information, not creating it
These are the tasks we are usually asked about first. Each one has a known, well-tested automation pattern.
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Copying information between systems
The same customer details typed into a form, a spreadsheet and the CRM.
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Preparing the same documents repeatedly
Quotes, contracts and letters assembled by hand from the same source data.
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Manually updating CRM records
Deals and contacts that are only as current as the last person who remembered.
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Moving data from forms to spreadsheets
Submissions exported, cleaned and pasted into a sheet every week.
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Repeated follow-up emails
Reminders, confirmations and chasers written from scratch each time.
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Disconnected software
Tools that each hold part of the picture and never talk to each other.
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Approval bottlenecks
Work waiting on a sign-off that nobody was told to give.
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Manual reporting
The monthly numbers compiled by hand from four exports.
What we build
Four capabilities, one connected system
Most projects combine two or three. The point is not the tool; it is that the information keeps moving without a person carrying it.
Automation
Workflows that move, transform and deliver information between the tools you already run.
- AI & workflow automation
- Make, Zapier, n8n
- Google Workspace & Apps Script
- CRM & business processes
Web
WordPress sites that do more than describe the business — they start its workflows.
- WordPress development
- Website workflows & intake
- Performance & accessibility
Forms & documents
Structured intake in, finished documents out — without the re-typing in between.
- Jotform & advanced forms
- PDF & Adobe Acrobat forms
- Document generation workflows
Integrations
Direct, reliable connections between systems, with error handling built in from the start.
- REST APIs & webhooks
- CRM, finance and operations tools
- Custom integrations
The WebGx Workflow Map
Every workflow we build follows the same four stages
Information comes in, gets processed by rules, is handled by the right kind of intelligence, and lands where the business needs it. Select an input to trace a typical route.
01
Inputs
Where information originates.
02
Processing
What happens to it, in order.
- Validate
- Extract
- Transform
- Calculate
- Route
- Approve
- Generate
03
Intelligence
Rules first. AI where judgement is needed.
- Rules
- APIs
- AI
- Automation
04
Output
Where the business needs it.
- CRM
- Document
- Dashboard
- Task
- Notification
- Database
- Report
Select an input above to highlight a typical route through the map.
- Input
- Processing step
- Decision point
- Human approval
- AI step
- Business output
Services
Eight services, delivered as working systems
Each service is scoped in writing, built in your accounts and handed over with documentation. Combine them as the process requires.
WordPress Development
Fast, maintainable sites built on native WordPress, with the forms and integrations wired in.
- Custom block themes
- Performance & accessibility
- Intake & booking flows
Jotform & Advanced Forms
Conditional logic, calculations, payments and prefill — designed so submissions arrive complete.
- Multi-step intake
- Validation & routing
- Prefilled and embedded forms
PDF & Document Automation
Fillable Acrobat forms, generated PDFs and document pipelines that end the copy-and-paste.
- Fillable PDF forms
- Templated generation
- Extraction from PDFs
API & System Integrations
Direct connections between systems through REST APIs and webhooks, with retries and alerts.
- REST & webhooks
- Data sync
- Custom middleware
Make / Zapier / n8n Automation
Scenarios built for reliability: error handling, logging and a clear owner for every step.
- Scenario design
- Migration between platforms
- Monitoring
Google Workspace Automation
Sheets, Apps Script, Gmail and Drive working as one system instead of four tabs.
- Google Sheets automation
- Apps Script
- Workspace add-ons
CRM & Business Process Automation
Pipelines, follow-ups and hand-offs that keep records current without anyone chasing.
- CRM setup & sync
- Approval workflows
- Operations dashboards
Automation stack
Built on the tools you already run
We choose the platform to fit the process, the volume and who will maintain it — and say so when a simpler option will do.
- WordPressSites, intake, content workflows
- JotformAdvanced forms, logic, payments
- Adobe AcrobatFillable forms, PDF pipelines
- MakeVisual scenarios, data routing
- ZapierBroad app connectivity
- n8nSelf-hostable workflows, code steps
- Google SheetsLightweight operational data
- Google Apps ScriptWorkspace automation and add-ons
- REST APIsDirect system-to-system links
- WebhooksEvent-driven triggers
- CRM platformsHubSpot, Zoho, Pipedrive and others
- AI platformsExtraction, classification, drafting
Product names belong to their owners and are listed to describe capability. They do not imply partnership, certification or endorsement.
Use cases
What a finished workflow looks like
Three common shapes. Each step is a real, named component — nothing here depends on a black box.
Form automation
Illustrative- Jotform
- Validation
- CRM
- Internal task
Example only — not a client case study.
Document automation
Illustrative- Data
- Rules
- Document generation
- Review
- Delivery
Example only — not a client case study.
Lead automation
Illustrative- Website
- Form
- Qualification
- CRM
- Notification
- Follow-up
Example only — not a client case study.
Before and after
A new client enquiry, two ways
The same outcome. The difference is how many times a person touches the information, and where errors can creep in.
Manual process7 touches
- Enquiry arrives by email or web form
- Details copied into the CRM
- Colleague asked to review by email
- Quote assembled from an old document
- Values entered into the tracking sheet
- Reply sent to the client
- Reminder set to follow up
Automated workflow1 approval
- Structured form validates the enquiry on entry
- CRM record created and enriched automatically
- Rules route it to the right person with a task
- Quote generated from CRM data as a PDFHuman approves
- Reply and quote sent; sheet and dashboard updated
- Follow-ups scheduled and stopped when the client replies
How the work is delivered
Five steps, each with something you can see
Remote delivery across time zones works when the process is explicit. This is ours.
Map
We document the current process with the people who run it: inputs, tools, hand-offs and where it breaks.
Free initial callScope
A written proposal with the workflow diagram, the tools, the deliverables and a fixed price.
You approve before work startsBuild
Built in your accounts in short stages, with a working demo at the end of each.
Test on real dataLaunch
Monitoring, error alerts and documentation in place before anything runs unattended.
Handover session includedSupport
Fixes, changes and improvements on request or under an agreed support arrangement.
No lock-in
OWNER CONTENT REQUIRED — the “Work” section is hidden on the live site until at least one case study is published under Work → Add case study. Never add invented clients or results.
Automation Opportunity Finder
Not sure what to automate first? Answer six questions.
Nothing is stored or sent anywhere. The result is a starting point for a conversation, not a technical assessment.
Questions
Things people ask before starting
Anything not covered here is a good reason to get in touch.
Which tools do you work with?
WordPress, Jotform, Adobe Acrobat, Make, Zapier, n8n, Google Workspace (Sheets, Apps Script, Gmail, Drive), common CRMs, REST APIs and webhooks, and current AI platforms. If your process runs on something else, an API or export is usually enough to connect it.
Do you build in our accounts or yours?
Yours. You keep ownership of every workflow, form, site and credential. We ask for the minimum access needed and document how to remove it at the end.
How is a project priced?
Fixed price against a written scope for defined projects. Ongoing changes and support are billed on a retainer or per request — whichever fits the volume.
We are not sure what should be automated first. Can you help decide?
Yes. The first call is a process mapping session, and the Automation Opportunity Finder on this page gives a preliminary direction before we speak.
Where does AI fit, and where does it not?
AI is used for steps that need judgement on unstructured input — reading documents, classifying, drafting. Everything deterministic stays on rules, and anything that leaves the business passes a human approval point.
What happens when a workflow fails at 2 a.m.?
Every workflow is launched with error handling, retries where safe, and alerts to a named person. Failed items are held, not lost, so they can be replayed.
Do you work with clients outside the UK?
Yes — delivery is fully remote, with overlap hours agreed for Europe, North America and Australia. Documentation and demos are asynchronous so time zones do not slow the project down.
Describe the process. We will map the workflow.
Send a short description of what takes too much manual time. You will get a reply within one business day with questions, an initial workflow sketch and a view on whether it is worth automating.