Enquiries and quotes
Capture requests, organise details and make quote follow-ups easier to track.
For small businesses
Workflow
automation.
Connect the tools and tasks your business relies on. Use automation for repeatable work and AI where it can make information easier to handle.
A workflow, connected
New enquiry arrives
AI sorts key details
Team reviews and follows up
Live example: Northline Gas & Heating
A heating engineer’s website where quote requests sort themselves.
A heating engineer can’t read emails while fixing a boiler, so urgent calls get lost between routine quotes. On the Northline demo site, every quote request is now handled automatically in a few seconds.
- AI reads and sorts each request by job type and urgency, with a one-line summary for the engineer.
- A safety net raises anything mentioning gas, leaks or no heating to emergency, whatever the AI says.
- Every request is saved to a job list, even if the AI is unavailable, so nothing gets lost.
- Urgent jobs alert the engineer straight away, and customers who smell gas see the National Gas Emergency number.
Built withMakeAI
Try it with your own message or one of the examples.
EmergencyBoiler repair
Boiler stopped overnight, no heating or hot water, two small children at home.
- AI sorted the request in a few seconds
- Safety net confirmed: urgent keywords found
- Added to the job list as New
- Urgent alert sent to the engineer
- Confirmation prepared for the customer
How the Northline automation works
Automation handles the routine.
AI helps with the messy bits.
Every circle is one step of the real automation behind the Northline quote form. The purple step is AI. Everything else runs on clear, predictable rules. The whole flow is built and running in Make.
New quote requestThe customer fills in the website form
AI sorts itJob type, urgency and a one-line summary
Safety netGas, leak or no heating? Always urgent
Job listA new row in the engineer’s sheet
Instant replyThe website shows the result
Decide who needs to knowSends each request the right way
Urgent alertThe engineer gets an email at once
ConfirmationThe customer gets a reply
If the AI failsThe request is still saved and marked Check
- AI step
- Rule-based step
- Safety check
Keep improving
Automation
is a cycle,
not a one-off setup.
Once a workflow is in use, real feedback shows what can be simplified next. Plan, build, connect and refine the process as your business changes.
The everyday friction
Work should not get lost between steps.
When enquiries, files and updates live across inboxes, spreadsheets and separate apps, small admin tasks pile up. A connected workflow can move information to the right place, prompt the next action and keep your team aware of what needs attention.
AI can help with information-heavy steps, such as sorting incoming messages or extracting details from documents. Your team stays in control of decisions that need judgement.
Where it can help
Useful across the work you already do.
Documents and onboarding
Collect files, flag missing information and show each client what happens next.
Bookings and jobs
Coordinate confirmations, schedules and job updates in a clear process.
Reports and admin
Bring everyday records together so routine summaries take less manual effort.
Approvals and checks
Route requests, record decisions and remind the right person when action is due.
Orders and stock
Keep order information in sync and alert your team when stock needs attention.
A clear path from idea to launch
Start with the process, then choose the technology.
You do not need to know which AI model or integration to use. We begin with the real bottleneck and design a proportionate solution around it.
Map the work
We look at the handovers, repeated tasks and information gaps.
Choose what to improve
I suggest where simple rules are enough and where AI can actually help.
Build and review
You can try the working system and give feedback as it takes shape.
Launch and refine
We prepare the system for use and agree how future improvements work.
Make the next step clearer
Where does work slow down in your business?
Tell me about one repetitive task or messy handover. We can work out whether automation, AI or a simpler process is the right place to start.
Book a free consultation