AI-Driven Agents & Workflow Automation

Automate more.
Achieve more.

AI-Efficacy builds done-for-you workflow automation for growing businesses, so the work that eats your week runs itself and your time goes back into clients, strategy and growth.

Save time
Reduce costs
Improve productivity
Drive growth
What We Do

Workflow automation, done for you

We design, build and run the automated workflows your business needs, using AI agents and smart integrations that work with the tools you already have. Tap a category to see what's included.

Client Onboarding Automation

New clients move from signed to started without you lifting a finger: welcome sequences, information gathering, account setup and kickoff scheduling, all automated by service type.

Contract-to-Payment Flow

Proposals, contracts, invoices and payment reminders connected into one flow, so nothing stalls between yes and money in the bank. Contract generation, payment chasing and status updates run themselves.

Data Bridges & CRM Integration

Your CRM, project management, calendar and finance tools finally talking to each other. Data is entered once and synced everywhere, with no more copy-paste between systems.

Reporting & Business Intelligence

Client updates and real-time dashboards generated and sent automatically: pipeline health, campaign performance and operational metrics, accurate, on-brand and on time.

AI Lead Generation

AI cold email and SDR agents that identify prospects, qualify replies, handle objections and book calls, working around the clock without manual effort.

Lead Follow-Up & Nurture

Every enquiry answered fast, qualified consistently and nurtured until it is ready. Automated sequences stop warm leads going cold in your inbox.

Automated Booking & Follow-Up

Appointments auto-confirmed, reminders sent, no-shows followed up and cold leads re-engaged automatically, so your calendar fills itself and stays full.

AI Chatbot & Voice Agent

Answer FAQs, capture enquiries and qualify inbound leads on your website or by phone, around the clock, in your brand voice.

Email & Newsletter Campaigns

AI-crafted nurture sequences and newsletters that keep your audience engaged and your pipeline warm, produced and scheduled without the weekly scramble.

AI Agents & Assistants

Intelligent agents that handle repetitive knowledge work: triaging messages, drafting responses and preparing documents, under your rules and your review.

Revenue Growth Consulting

A strategic AI roadmap from a founder with 17 years of enterprise experience at Oracle, aligned to your specific growth targets.

Complex Biz Problems

We love to solve complex business challenges. If your process doesn't fit a neat category, tell us where it breaks down. That's usually where automation makes the biggest difference.

Who It's For

Built for growing SMBs

If your business runs on manual processes and disconnected tools, there's almost certainly time and margin to reclaim. We work with founder-led businesses that are ready to scale without adding headcount.

Service businesses

Consultancies, professional services and client-facing firms drowning in onboarding, scheduling, reporting and admin, where every new client adds hours of manual work.

Founder-led teams

Businesses of 1–50 people where the founder is still the operations department, and the business can't grow past the hours in their day.

Practices & firms

Accountancies, agencies and specialist practices with deadline-driven workloads, repeat processes and client communication that follows a pattern: perfect ground for automation.

How We Work

A four-step engagement

Structured, transparent, and built around your existing tools. Not a rip-and-replace.

STEP 01

Discovery & Mapping

We map how your business actually runs: workflows, tools and handoffs, and find where time and margin are leaking.

STEP 02

Design & Build

We design your automation blueprint and build the workflows, integrated with the tools you already use.

STEP 03

Optimise & Scale

We monitor what's live, refine the flows, and extend automation into new corners of the business as you grow.

STEP 04

Ongoing Support

A genuine partner, not a handover-and-vanish vendor. Your systems evolve as your business does.

About

Who's behind AI-Efficacy

 

TS

Tejneet Selhi

Founder, AI-Efficacy

Previously spent 17 years at Oracle consulting CMOs and leading global technical teams. She knows what great operations look like at scale, and what it takes to build them.

Now she uses that experience helping founders solve problems and get their time back: finding where a business is leaking hours, then building the automated systems that fix it.

Questions

Common questions

 

Almost never. We build around the tools you already use (your CRM, project management, finance and communication platforms) and connect them properly. Where a tool is genuinely costing you money or duplicating another, we'll tell you, but rip-and-replace is not the starting point.

The first conversation is a free call, usually available within the week. From there, discovery and mapping typically starts within days, and the first working automations are normally live within the first month of an engagement.

Engagements are structured as a one-off setup plus a monthly partnership, scoped to the size of your operation. We'll give you exact figures after discovery, when we know what's actually involved.

Done right, it's the opposite. Automation handles the mechanical steps (the chasing, the copying, the scheduling) so the human moments of strategy, advice and relationships get more of your attention, not less. Everything client-facing is written in your voice and approved by you.

Against concrete, agreed deliverables: workflows built and live, hours of manual work removed, response times cut, systems connected. You'll see exactly what was promised, what's been delivered, and what it's saving you, measured in your numbers rather than vanity metrics.

Get In Touch

Send Us a Message

Ready to get your time back? Fill out the form below and we'll get back to you within 24 hours.

Ready to get your time back?

Book a free 30-minute call. We'll talk through how your business runs today, and where automation could give you your week back.

Book a Free Call