Illustrative examples

Examples of the workflows we could build.

These examples show the kind of workflows we build. They are illustrative, not client stories: we won't publish a client story until the client has agreed to it.

Zoho CRM to NetSuite Automation
Zoho CRM → NetSuite

Zoho CRM to NetSuite Automation

Won deals and accepted quotes in Zoho CRM automatically create estimates, customers and product records in NetSuite, potentially reducing admin time and speeding up order processing.

Potential benefits

  • Reduced manual entry
  • Faster order turnaround
  • Fewer errors
  • Improved visibility
  • Managed monthly service
Engineering Timesheet & Utilisation Platform
Engineering platform

Engineering Timesheet & Utilisation Platform

An operational platform could bring together engineers’ timesheets, resource utilisation, workflow tracking and management reporting.

Potential benefits

  • Clearer utilisation visibility
  • Faster timesheet capture
  • Cleaner workflow tracking
  • Better management reporting
AI Presales Assistant
AI presales

AI Presales Assistant

An AI assistant could use approved internal sales and technical knowledge to support qualification and prepare draft proposals for a person to review.

Potential benefits

  • Faster response times
  • Consistent proposals
  • Less senior time on qualification
  • Reduced presales bottlenecks

Before you decide

What you can check before you work with us

PlatformWorks AI is new, so we won't show you made-up testimonials. Here is what you can see for yourself instead.

  • Try the agents yourself

    Every agent on this site has an interactive demo. See exactly what it does and what your team would see, before you talk to us.

    Try a demo
  • Operators, not an agency

    We have run sales teams, integrated acquisitions and built the CRM and ERP systems behind UK telecoms and managed IT businesses. We know the work because we have done it.

  • We use what we build

    ProjectControl, our own operations app for timesheets, costing and applications for payment, was built with the same AI tools we use for clients, and it runs today.

  • A low-risk first step

    Start with a free 30-minute call, then a workshop or assessment at a price agreed before anything is booked. If AI won't pay back for you, we'll say so.

  • Working with early clients

    We're taking on a small number of telecoms and MSP clients now. You work directly with our founders, and when it goes well, we'll ask whether we can share your story here.

Free initial conversation

Talk to us about where AI could help.