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copperfire

AI and agentic workflows

Practical AI, built into the way your business already runs.

We audit how your business runs, set a clear direction on where AI should be used, then build agents and automations on systems and data they can trust.

  • OpenAI
  • Anthropic

Not sure where to start with AI?

You know you should be using AI, but the landscape changes so quickly that it’s hard to know what to tackle first. We partner with you to set realistic goals and a phased path for AI success.

Common mistakes

  • Starting with a tool instead of a business problem.
  • Choosing a pilot that looks impressive but isn’t tied to a measurable outcome.
  • Skipping the data work, so AI is built on messy, scattered information.
  • Trying to automate everything at once instead of proving one workflow first.
  • Using AI without guardrails, so no one knows what it is allowed to do or who reviews its work.
  • Treating a demo as the finish line, with no plan for running it in production.

Phased AI development.

We work in three phases, so you see value early and keep the risk low.

  • AI audit and strategy

    We analyse where AI will pay back before we build anything.

    • Walk-through of how your business runs today
    • Highest-payoff processes, ranked by return
    • AI roadmap tied to commercial goals
    • Guardrails: data handling, human review, permissions
    • Build, buy or leave-alone recommendations
  • Preparation

    We prepare your existing systems and data so that AI can act on them.

    • CRM, finance and operations tools connected
    • One clean source of truth for customers and orders
    • Data clean-up and deduplication
    • Secure APIs AI can read from and write back to
    • Documentation your team can maintain
  • Build and iteration

    We build production-ready systems and workflows.

    • AI agents and agentic workflows
    • Workflow automation in n8n, Zapier or custom code
    • Agents connected to your systems over MCP
    • Human sign-off on anything sensitive
    • Monitoring, logging and alerts from day one

What you can expect.

Each phase is scoped and priced before work starts, and every system ships with documentation.

  • Hours of manual work removed from the week
  • Fewer errors and faster handoffs between teams
  • AI your team trusts and actually uses
  • Clear ownership, with every result measured against the goal

Typical use cases solved with AI and automation.

  • Lead routing and qualification

    New enquiries are enriched, scored and assigned to the right person within minutes.

  • Document generation

    Proposals, contracts and onboarding packs drafted from CRM data and sent for e-signature.

  • Finance reconciliation

    Payments matched to invoices in finance systems, with exceptions flagged for review.

  • Inbox and ticket triage

    AI reads, classifies and drafts replies. Your team approves before anything is sent.

Recent case studies

Strive logo

Strive: An operating platform for over 500 B2B clients

Strive needed one platform to run sales, onboarding, finance and compliance for over 500 B2B clients. We designed and built a bespoke CRM-powered operating platform, integrating Pipedrive, PandaDoc, Microsoft 365 and Xero so data is entered once and stays consistent everywhere. Repetitive work across sales, finance and compliance is now automated, and the team has a single view of every client. We also delivered AI work on the platform: AI tools that speed up financial reporting and prepare quarterly business reviews for account managers, plus multiple AI-based workflows that automate key areas of the system.

Questions we’re often asked.

Which AI models do you use?

We choose per task, including frontier models from Anthropic and OpenAI, and other models where they suit the task better on specialism, speed or cost.

Will AI make decisions without us?

Only where you agree it should. For anything that needs judgement, AI prepares the work and a person approves it. This is known as human-in-the-loop, and we build it into many mission-critical and sensitive systems.

How do you measure success?

We agree a measurable outcome before building, such as hours saved or response time, and report against it after launch. We keep monitoring it, so the workflow improves over time.

Is our data safe, and does it get used to train AI models?

Your data stays in your own accounts, and each agent gets only the access it needs. We use providers that don’t train their models on your data, and we only send data to them where you have agreed.

Will AI replace our team?

Our focus is taking repetitive work off people so they can spend time on the work that needs a person. We design workflows with people reviewing anything important, and we measure success in hours returned and errors avoided.

What happens when the AI gets something wrong?

Workflows include review steps, logging and alerts, so mistakes are caught before they reach a customer and every action can be traced. We start with low-risk tasks and widen the scope as the results prove out.

Do we need technical staff to run it?

No. We hand over every system with documentation and training, set up in your own accounts, and we can support and tune it as the business changes.

Not sure where AI will pay back?

Raj Karwal

A 30-minute call with Raj to find the first process worth automating. Just bring a rough idea of where your time goes, and let’s see what we can save.

Book a discovery call