Workflow Automation
Workflow Automation That Removes the Repetitive Work Slowing Your Team Down
We build practical AI workflows that handle quoting, invoicing, email triage, document processing, and admin tasks — integrated with your existing systems, with clear human controls at every step.
Workflows We Automate
Each workflow is built around your existing processes and tools — not a generic template.
Quote Processing
Automate sales quote generation from enquiry to proposal. Extract requirements, match pricing, and produce formatted quotes in minutes instead of hours.
Invoice Matching
Match invoices to purchase orders and delivery notes automatically. Flag discrepancies, route approvals, and reduce manual reconciliation by up to 90%.
Email Triage
Classify inbound emails by intent, urgency, and department. Route to the right person with suggested responses, cutting response time and missed messages.
Document Classification
Automatically sort, tag, and extract data from contracts, forms, certificates, and correspondence. Eliminate manual filing and search time.
Reporting Automation
Pull data from multiple systems into consolidated operational reports. Delivered on schedule with no manual spreadsheet work.
Internal Admin Workflows
Automate onboarding checklists, approval chains, compliance checks, and recurring tasks that eat into your team's productive hours.
System Integrations
Connect your existing tools — ERP, CRM, accounting, email — so data flows between them without manual re-keying or copy-paste.
How a Workflow Automation Engagement Works
Workflow Review
We map the manual process, measure where time is lost, and identify what's automatable.
Prototype
We build a working prototype in 1–2 weeks, connected to your real data and systems.
Validate
Your team tests it in real operations. We measure accuracy and time savings before scaling.
Deploy & Monitor
We deploy to production with human checkpoints, monitoring, and ongoing support.
Not sure which workflow to tackle first? Rank your candidates with our free automation priority scorer, or estimate what manual work is costing you with the workflow savings calculator.
Client Results: Before and After
Every workflow we automate starts as a manual process that someone is quietly losing hours to. Here is what that transition actually looks like, using measured results from our own client projects.
Invoice Processing
Logistics company
8 hrs 10 min
processing time per 100 invoices
- Before
- Four operators manually keyed supplier invoices into the finance system. Processing 100 invoices took roughly 8 hours, with frequent duplications and incorrect values.
- After
- AI extracts invoice data, validates it against purchase orders, and routes only exceptions for human review. 90–95% of invoices are now processed with no manual touch.
- Result
- 100 invoices processed in about 10 minutes instead of 8 hours, and staffing reduced from four operators to one — with the remaining team member handling exceptions and oversight.
Lead Research & Response
B2B sales team
3–4 hrs 15 min
research time per inbound lead
- Before
- Each inbound enquiry required 3–4 hours of manual research before a salesperson could respond. Leads waited 24–48 hours for first contact.
- After
- An AI research workflow compiles company background, qualification signals, and talking points automatically the moment an enquiry arrives.
- Result
- Research time cut to 15 minutes per lead, first response inside 2 hours, and conversion rates up 37%.
What a Typical Automated Workflow Looks Like
Using email-based order handling as an example, a production workflow runs like this:
- 1
Email received
A customer order or enquiry lands in the shared inbox.
- 2
AI extracts the details
Products, quantities, delivery requirements, customer identity.
- 3
Your systems validate
Pricing, stock, and customer records checked against your ERP or CRM.
- 4
Human approves exceptions
Anything ambiguous or out of policy is routed to your team, not guessed at.
- 5
Response sent automatically
A quote, confirmation, or acknowledgement — logged with a full audit trail.
The pattern is always the same: AI handles the repetitive extraction and matching, your existing systems stay the source of truth, and people only touch the exceptions. That is why automation rates of 90%+ are realistic without giving up control.
Want to know what these numbers look like for your workflow?
Book Workflow ReviewWho's Behind Simara
Practical AI, Built Around Real Operations
Lana Korzhuk
Founder & AI Automation Consultant
With 20+ years progressing from senior developer to Chief Operating Officer, Lana brings deep expertise in IT systems, ERP implementation, and operational strategy. An MBA in Finance, an IT degree, and postgraduate qualifications in AI & Machine Learning from Caltech give her both the technical depth and the business lens to design automation that actually works.
She founded SIMARA AI to give SMEs the same operational advantages that large enterprises build with six-figure budgets — starting with one workflow, proving the value, and scaling only what the numbers justify.
“Most SME AI projects fail because they start with the tool instead of the workflow. We start with the manual bottleneck, measure the cost, and build only what can prove value.”
— Lana Korzhuk, Founder
Operations First
AI only works when the workflow, data, and people around it are understood. We start with how work actually happens.
No Rip-and-Replace Thinking
We design around existing systems where possible — ERP, CRM, spreadsheets — not expensive rebuilds.
Human Oversight by Design
AI workflows should flag uncertainty, route exceptions, and keep people in control of decisions that matter.
Measurable Before Scalable
We start with one workflow and prove whether the numbers justify scaling. No commitment beyond what's proven.
Workflow automation insights
Real-world guides on automating manual business processes for UK SMEs.
Intelligent Document Processing for UK SMEs: A Practical, ROI‑Driven Playbook for Turning Everyday Paperwork into Automated Workflows
A practical, ROI‑driven guide to intelligent document processing for UK SMEs. See which documents to automate first, what it really costs, and how to go from paper chaos to measurable savings in weeks.
Read the guide7 GDPR Micro‑Workflows UK SMEs Should Automate First
A practical, UK‑specific guide to automating 7 high‑risk GDPR micro‑workflows with AI so you enforce policy, maintain audit trails and cut manual risk admin.
Read the guideFrom Tick‑Box to Profit Shield: Designing AI‑Driven Compliance, Risk and Governance Into Your SME’s Daily Workflows
Most UK SMEs treat compliance as a tick‑box cost. The real opportunity is to turn AI‑driven governance into a profit shield built into everyday workflows—approvals, audit trails and policy checks that run automatically while your team works.
Read the guideAI Consultancy for SMEs: How to Turn ‘AI Interest’ into Measurable ROI in 90 Days
Most SMEs don’t need “AI transformation”. They need 1–3 workflows automated in the next 90 days. This guide shows how to use AI consultancy to get there – without wasting budget on experiments.
Read the guideFrequently Asked Questions
How much does workflow automation cost for a UK SME?▾
How long does it take to automate a workflow?▾
Will automation work with our existing systems?▾
Is our business data secure?▾
Which workflow should we automate first?▾
Related Services
AI Consulting
Opportunity assessments, readiness audits, and prioritised AI roadmaps for UK SMEs.
Learn moreAI Document Processing
Automated data extraction from invoices, contracts, and forms — straight into your systems.
Learn moreAI Training
Hands-on AI skills, governance, and adoption programmes for leadership and operations teams.
Learn moreNot Sure Which Workflow to Automate First?
Book a free 30-minute workflow review. We'll identify the manual process costing you the most time and show you what automation looks like.
Book Workflow Review