Claude Automation is an AI automation consultancy. We build AI workflows on Claude that handle sales calls, CRM updates, follow-ups and routine admin — so your people spend their time on the work only they can do.
01 · CALL ENDS
Sales call recorded and transcribed
02 · CLAUDE LISTENS
Summarises needs, objections and next steps
03 · YOU APPROVE
Rep reviews the drafted follow-up in one click
04 · CRM UPDATED
Deal stage, contacts and tasks synced to your CRM
Works across the tools you already run
From the first conversation about where time goes, to agents running in production with monitoring and training for your team.
We map where hours go, rank the processes Claude can take on, and estimate effort and value for each.
Multi-step Claude agents that read documents, call your systems and hand decisions to the right person.
Secure connectors to CRM, ERP, email, chat and file stores, so Claude works where your data lives.
Proposals, contracts, call notes and reports turned into structured data your CRM and systems can use.
Drafted replies, lead research and follow-ups prepared by Claude and sent by your team.
Hands-on training, prompt libraries and usage policies so every team gets value from Claude day one.
How we work
Interviews and shadowing with the people who do the work. We find the repetitive, rules-heavy, document-heavy tasks.
Each process drawn step by step: what Claude does, what a person approves, what systems it touches.
We build the workflow on Claude with your real data, test it against past cases, and tune it until it is right.
A supervised rollout with your team in the loop, clear dashboards and a simple way to correct Claude.
Monthly reviews of accuracy, time returned and new opportunities — then on to the next process.
Example workflow
Claude researches the company, scores fit against your ideal customer, writes a tailored first email and queues it for a rep to approve with one click.
Talk about your sales process →TRIGGER
Website, event list or inbound email
CLAUDE
Public site, CRM history, fit criteria
CLAUDE
In your voice, referencing real context
PERSON
CRM updated, meeting link included
Case studies
How we have used Claude — from Slack and Microsoft 365 to custom-built applications — to save time in real estate, legal, EdTech and social intelligence. See all case studies →
Claude now reads every property enquiry, matches it to available homes, drafts the reply and books site visits — so the sales team spends its day with buyers, not spreadsheets.
7 min to answer a new enquiry, down from over 4 hours
An operations assistant that knows every client account, deadline and team commitment — and tells the COO what needs attention before it becomes a problem.
25 min to prepare the Monday operations review, down from 6 hours
Claude prepares the first pass on contracts, due diligence and matter intake against the firm’s own playbook. Lawyers review, decide and sign off — every time.
12 min first-pass review of a standard NDA, down from 75
From practice questions and grading feedback to parent updates and website changes, Claude now prepares the routine work so teachers can focus on teaching.
4× faster to create a new practice question set
Custom applications
When off-the-shelf tools are not enough, we build your own application with Claude inside — and host the application, its database and your files entirely in the region your customers, contracts or regulators require.
For Indian businesses and customers, aligned with the Digital Personal Data Protection Act.
For US customers, students and partners who need their data kept in the US.
For UK organisations working under UK GDPR and client contracts that require UK hosting.
For EU customers and data covered by the GDPR, hosted entirely within the EU.
Leadership team
35 years
35 years of experience building SMEs and businesses
Our leadership has spent three and a half decades starting, running and scaling small and mid-sized businesses. That experience sets the direction of every engagement: we start with where your business makes and loses time and money, and only then decide what Claude should do about it.
A solid bench of engineers who ship inside your business
Embedded with your team
They sit with the people who do the work, learn your systems and build alongside you — not from a slide deck.
Production-grade from day one
Integrations, evaluations, access controls and monitoring are part of the build, not a later phase.
Accountable for outcomes
The same engineers who build a workflow measure it, tune it and support it after launch.
Claude prepares, people decide. Approval steps are designed in from the start, not bolted on.
Least-privilege access, logged actions and deployments that fit your security and compliance needs.
Every workflow ships with a baseline and a dashboard, so you see exactly what changed.
A 45-minute call. You describe the work; we show what Claude could take on.