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Automation

Remove repetitive work. Keep control.

Automation does not mean everything happens fully on its own. It means the repetitive steps stop wasting skilled time: collecting context, preparing drafts, updating systems, routing work, checking data, and producing reports. Humans still approve the decisions that matter.

What We Mean By Automation

Powerful tools that make people faster, not invisible machinery you blindly trust.

Humans stay in control

Automation should prepare, route, check, and update. It should not quietly make high-risk decisions with money, customers, or production systems.

The boring steps disappear

Data gathering, copying, formatting, status updates, reminders, reports, and first-pass drafts are where most time gets wasted.

The system is observable

Every useful workflow needs logs, review points, error handling, and a way to see what happened when something looks wrong.

Live on our own stack

We run this on ourselves — every day.

Not slides. The agents below operate Revitt in real time through MCPlexer — our policy-aware MCP gateway. Ad creative ships, ROAS calculates as conversions land, AR rolls up across systems, customer portal stays in sync, production gets debugged. Every irreversible action waits for a human; every read leaves an audit trail. If we recommend a workflow, it is because we already trust it with our own business.

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Live ad ops & ROAS

Across Meta, Reddit, and Google: agents research audiences, draft creative, ship test variants, and calculate ROAS in real time as conversions land. Kill / scale moves are surfaced for review — never auto-spent.

Cash & AR cockpit

“Who owes us, how much, since when, and what was the last contact?” — pulled from your accounting system and customer portal in seconds. Reminders drafted; sending stays manual.

Customer portal orchestration

Invoices, projects, RFQs, tickets, monthly maintenance reports, and documents stay aligned across accounting, source control, project management, and the portal — without anyone copy-pasting between them.

Production debugging on demand

When something looks wrong, agents pull logs, query safe DB views, search the codebase, and prepare a plain-English brief before an engineer starts digging.

Lead intake & follow-up

New enquiries get researched and drafted; meeting notes turn into proposals; pipeline state stays in sync across CRM, tasks, and calendar.

Security triage

Vulnerability scanner findings come in, get grouped by severity and repo area, and fix tasks land in your issue tracker with owners attached — the same loop we sell as a service.

Meets you where you work

Alerts, drafts, approvals, and reports land in whatever channel your team already lives in — Slack, Microsoft Teams, Google Chat, Telegram, WhatsApp, Discord, SMS, email, or any webhook. No new app to learn, no inbox you forgot to check.

Useful Workflows

Start with a repeatable loop. Then remove the waste.

These are common starting points. Each one is scoped around the same idea: less manual handling, better context, cleaner updates, and clearer review points.

AI Lead Responder

Flagship

Researches new enquiries, prepares a personalised response, and routes it for review or sending. Fast follow-up without pretending sales should run unsupervised.

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Lead Intake & Routing

Normalise website forms, quiz answers, CRM records, and spreadsheet rows into one clean intake flow with ownership, next steps, and alerts.

Support Ticket Triage

Classify incoming requests, attach the right context, suggest a reply, and route the ticket to the right person with an audit trail.

Task & Project Admin

New

Create tasks, update statuses, add comments, link dependencies, and produce progress notes across your project tools from a controlled workflow.

Production Support Console

New

Pull logs, query safe admin endpoints, inspect incidents, and produce a plain-English support brief before an engineer starts digging.

Customer Portal Sync

New

Keep project status, invoices, tickets, documents, RFQs, and open needs up to date from the systems your team already uses.

Security Triage Queue

New

Collect scanner findings, group them by severity and repo area, create fix tasks, and track what has been accepted, deferred, or resolved.

Live Ad Ops & Marketing Orchestration

Flagship

Real-time across Meta, Reddit, and Google: agents research audiences, draft creative, ship variants, calculate ROAS as it lands, and surface kill / scale moves — every irreversible spend waits for human approval. Same loop covers brand monitoring, content calendars, and outbound sequences.

Cash & AR Cockpit

One question — “who owes us, how much, since when, and what was the last contact?” — answered in seconds. Agents pull from your accounting system and customer portal, draft polite reminders, and queue escalation tasks. Sending stays under your hand.

AP / Bill Pay Workbench

Extract invoice data, route approvals, prepare payments, and reconcile outcomes. The risky bit stays reviewed; the repetitive bit disappears.

Document & Invoice Parser

Extract amounts, dates, names, order numbers, and line items from PDFs or emails, then push structured data into the right system.

Meeting Follow-Up & Actions

Turn call notes into decisions, action items, owners, project updates, and customer summaries while the context is still fresh.

Weekly KPI Report

Pull the numbers that matter, highlight movement, flag anomalies, and send a short report people will actually read.

Customer Onboarding

Create the repeatable setup path: welcome comms, project workspace, required documents, first tasks, and handover checklist.

Proposal / Quote Generator

Use CRM data, call notes, pricing rules, and templates to prepare a draft proposal for review instead of starting from a blank page.

By Department

The same loops, packaged for the teams that need them

Each pattern below is a productised version of the live workflows we operate ourselves — scoped to the team that benefits, with the right approval gates, audit trail, and review cadence.

Project Operations Cockpit

Ops

A controlled layer over task tools: create work, update progress, summarize blockers, and keep stakeholders aligned without tab-hopping.

Production Health Desk

Support

A support workflow that reads logs, safe database views, scheduler health, tool errors, and recent activity before drafting an incident note.

Security & Compliance Triage

Security

Bring vulnerability scanner output, code ownership, risk notes, and remediation tasks into one weekly review loop.

Live Ad Ops Loop

Marketing

Agents draft creative, ship test variants across Meta, Reddit, and Google, calculate ROAS in real time as conversions land, and recommend kill / scale moves for review. The company card never leaves your hand.

Customer Care Workspace

Customer Success

Sync invoices, open tickets, project needs, care events, and documents into a customer-facing portal with a clean internal audit trail.

Finance Operations Loop

Finance

Live AR snapshot, invoice chasing, AP approvals, and cash reports — without anyone copying numbers between accounting, spreadsheets, the customer portal, and chat. Reads broadly; writes go through review.

Engineering Runbook Automation

Engineering

Start known diagnostics, collect service status, run load tests, and prepare operator summaries for complex technical systems.

Custom Integrations

Need something most agencies can not do?

We do not just connect Slack to Google Sheets. We build the awkward glue between enterprise procurement portals, legacy accounting systems, databases, internal tools, and supply chain EDI networks.

TRADACOMS EDI Invoicing

Invoice generation in the UK retail supply chain standard. Transmitted via Lobster/TrueCommerce to major UK builders merchants. COBOL-style implied decimals, GS1 GLNs, strict segment ordering.

Mears eProcurement

SOAP/XML purchase orders, BASDA-compliant invoicing, and SFTP delivery. Full order-to-cash pipeline between suppliers and a large UK contractor.

Sage 50 Accounting

Bidirectional sync between Sage 50 and procurement portals via Zynk XML workflows. Legacy accounting meets modern automation.

SAP / ADP / Workday

Payroll output reconciliation with AI classification. Every line item checked across multiple payroll systems.

Companies House

Bulk processing millions of iXBRL filings. Identifies fast-growing UK companies from employee count changes.

Inflow Inventory

Rate-limited API proxy, real-time webhooks, and order management integration. Infrastructure-level automation.

How it works

Three steps to a useful tool

01

Find the wasted loop

We map the recurring task: who starts it, what data is needed, what decisions are safe, and where a human must approve.

02

Build the tool around it

We connect APIs, databases, documents, task systems, MCP servers, dashboards, and scripts. n8n is useful when it fits; code takes over when it does not.

03

Run it with guardrails

The result is reviewed, observable, and owned by you. The system drafts, routes, checks, updates, and reports; people keep control of judgment and irreversible actions.

Managed Hosting & Support

We can run it for you

Optional — take the keys and drive it yourself, or let us keep it running. Either way, the workflow is documented, observable, and owned by you.

Managed Hosting

Server, SSL, backups, updates

Monitoring & Alerts

Uptime, error alerts, weekly reports

Full Support

Above + unlimited tweaks, discounted new builds

Why Revitt

Why us?

Software engineers, not no-code hobbyists

We write Go, TypeScript, and Python. We understand APIs, protocols, and data. When the workflow tool hits a wall, we go around it.

You own the operating layer

Workflows, code, runbooks, access rules, and dashboards are documented and handed over. We avoid black boxes where the business process disappears into someone else's SaaS.

We use this ourselves

Our own systems use controlled tool calls for tasks, reports, customer updates, support checks, deployment visibility, and lead follow-up. The pitch is grounded in work we actually run.

We have done the hard stuff

TRADACOMS EDI. SOAP procurement portals. Sage 50. SAP/ADP/Workday payroll reconciliation. If it has an API, we automate it. If it does not, we probably still can.

FAQ

Common questions

Does automation mean everything happens on its own?

No. Good automation removes repetitive handling, not accountability. We usually automate data gathering, drafting, routing, checking, reporting, and state updates. Human review stays where judgment, money, customer trust, or production risk is involved.

What tools do you use?

Whatever the workflow needs: APIs, SQL, queues, dashboards, MCP servers, n8n, scripts, custom Go or TypeScript services, and existing SaaS tools. The tool is secondary to making the process reliable.

Do I need to keep paying you?

No. You own the workflows, code, and server. We offer optional System Care — our monthly managed service that handles hosting, patching, security, and on-call — but you can take everything and run it yourself.

Can my team edit the workflows?

Yes, where that is useful. Some workflows are visual and editable; others are code because correctness matters. We document the difference and train your team on the parts they should control.

What if I need something not on the menu?

We build custom integrations. TRADACOMS EDI, SOAP procurement portals, Sage 50, SFTP systems — we have done the hard stuff.

How fast can you deploy?

Scoped workflow tools: 1-5 business days. Custom integrations: depends on complexity.

Where does my data live?

Usually on infrastructure you control. For some workflows that means your own server; for others it means your existing SaaS tools plus a small controlled service in the middle. We avoid unnecessary data copies.

How does pricing work?

Every engagement is scoped to your business. We share a fixed-scope proposal with a timeline before work begins — no hidden fees, no surprises. Send us a brief and we will come back with a plan.

Ready to cut the repetitive work?

Tell us the workflow that keeps stealing time. We will turn it into a controlled, observable tool your team can actually trust.