AI Automation Consultant
As an AI automation consultant I wire AI into the workflows you already run. Not a one-off prompt or a flashy demo. The boring, useful stuff: an AI step that drafts the first version of every proposal, a workflow that turns a meeting transcript into next actions, a system that watches your inbox and pulls out what your team actually needs to act on.
Most of my work is with service businesses doing between £500k and £10m a year. Coaches, agencies, consultancies, training companies, and professional services. Teams who want AI doing real work in the background, not sitting in another browser tab.
What an AI automation consultant actually does
The job isn’t to make you AI-ready or run a workshop on what AI is. It’s to take the workflow that’s costing your team an hour a day and rebuild it with an AI step in the middle that does most of the lifting. As your AI automation consultant I focus on four areas.
AI workflow design
I look at the workflows you actually run, not the ones an org chart says you run. Sales follow-up, client onboarding, project handover, reporting, support triage. Then I work out which steps AI is genuinely good at today, which ones it isn’t, and where an automation tool plus an AI call together get you the result you want.
AI automation tool selection
There are too many AI tools. I help you pick the right combination for your stack and then wire them in. That usually means an automation tool (Make, Zapier, n8n) calling a model (Claude, GPT, Gemini) with the right context from your CRM, your project tool, or your knowledge base. The output lands back where your team already works.
Team training and adoption
A workflow nobody trusts gets switched off within a month. I run live training tailored to the workflows we’ve built, document the prompts and the fallbacks, and set up a way for your team to flag when the AI gets it wrong so it can be tuned.
Ongoing AI support
Models change every few months and so do the tools around them. On a light retainer I watch what’s coming, swap in better models when they show up, and build the next workflow when the team’s ready for it.
Who this is for
This page is the right fit if you’re:
– A service business owner with a team of 3 to 30
– Already using a CRM, project tool, and knowledge base that you want AI to plug into
– Spending real money on people doing repetitive admin that AI could do most of
– Cautious about AI in the right ways: worried about quality, accuracy, and security, and looking for someone who’ll actually engineer for those concerns rather than wave them away
If you want a generic AI strategy deck or a chatbot on your website, that’s not the work I do and I’ll point you to someone better suited on our first call. If you need more complex, autonomous AI systems, see our AI Agent Consulting services →“
How I work with you
A simple four-step process. No surprises and no long tie-ins.
1. Free consultation. A 30-minute call to look at where AI would actually move the needle in your business. If there’s no obvious fit yet, I’ll tell you on the call and not invent one.
2. Strategy and planning. I map two or three workflows that are the best candidates, write up what each would look like with AI in it, and price the build. You sign off the plan before anything is built.
3. Implementation and setup. I build the workflows in your stack. Automation tool, model, integrations, fallbacks for when the AI gets something wrong. Typically two to six weeks depending on how many workflows you greenlight.
4. Training and handover. Live team training, recorded sessions, and written documentation for every workflow. Then a 30-day bedding-in period where I tune anything the team flags.
AI and your Business Operating System
AI works best when it’s plumbed into the rest of the system, not bolted on the side.
A Business Operating System is the framework I use to think about this. Five layers: Pipeline, Delivery, Reporting, Finance, and Knowledge. AI doesn’t sit in its own layer. It sits inside each of the existing layers, doing a job that used to need a human, or doing a job nobody had time for at all.
In Pipeline, AI drafts proposal language and qualifies inbound leads. In Delivery, it turns meeting notes into project tasks and writes first-draft client updates. In Reporting, it summarises what changed week-on-week so the team isn’t reading raw dashboards. In Finance, it categorises transactions and flags the ones that look off. In Knowledge, it answers internal questions from your own documentation.
Read What Is a Business Operating System? for the full picture, or jump to the layer that’s most painful for you right now.
AI Automation Consultant FAQs
What is AI automation consulting?
I help service businesses wire AI into the workflows they already run. That usually means an automation tool calling an AI model with the right context from your CRM, project tool, or knowledge base, then putting the output back where your team works. The aim is to take real work off your team’s plate, not to add another tool they have to log into.
How do I know if an AI automation consultant is right for me?
The simplest way is to take the free 30-minute discovery call and walk through one workflow you’d love to be running differently. By the end of the call you’ll know whether AI is realistic for it today and roughly what a build would look like. Click here to book a call.
Do you offer ongoing AI support?
Do you only work with established companies?
How long does an AI workflow take to build?
A first AI workflow usually goes live in two to three weeks. A multi-workflow programme runs six to ten weeks. The variables are:
- How many workflows are in scope
- How clean the inputs are today
- How many integrations are needed
- How sensitive the data is
- The availability of you and your team
Do you work with businesses outside your time zone?
My consulting is designed for remote collaboration, with flexible meeting times and asynchronous communication when needed.
We've already tried AI and it didn't work. What's different here?
Most failed AI pilots fail at the workflow level, not the model level. The model was usually fine. What was missing was the integration, the right context being passed in, or a fallback for when the AI got it wrong. The work I do is mostly that engineering, not the model itself, which is why these workflows tend to stick.
Can AI integrate with our existing CRM and project tools?
- Pipedrive, HubSpot, and other CRMs
- Notion, Asana, Airtable, and other project tools
- Google Workspace and Microsoft 365
- Make, Zapier, and n8n as the automation glue
The AI step plugs into what’s already there, not the other way round.
Ready to put AI to work?
Most service businesses don’t need an AI strategy deck. They need one or two workflows quietly running in the background, doing real work, every day. If you want AI doing the boring useful stuff so your team can do the rest, let’s talk.
Want to see typical project costs first? View the AI consultant pricing
Next steps:
1. Book a free consultation. A 30-minute call about your workflows and where AI would actually help.
2. Get a detailed proposal. Clear scope, timeline, and pricing.
3. Start your build. Workflows live in two to three weeks.
Does Claude work with Notion and do they play nicely together ?
I use Notion as the operating system for my business. Everything lives there: client projects, task lists, content pipelines, SOPs, revenue tracking. So when I started experimenting with AI agents, the obvious question was: can Claude plug into this system and actually do useful work?
Notion Custom AI Agents – practical workflows, use cases, and pricing questions
If you use Notion every day, the biggest shift with Notion AI Custom Agents is simple: you stop having to ask for help. Instead, an agent can run your instructions automatically on a schedule, or when something happens in a database.
Why I’m building a one-person business
I used to think “the goal” was building something big. A big team. A big office. A big brand. I also used to think that if I did not keep expanding, I was somehow going backwards. Then I remembered something I learned the hard way. In the 90’s and 00’s I managed around 250 people.
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