OTB AI & Automation

Less manual work.
More business moving.

OTB helps businesses use AI and automation to remove repetitive tasks, connect disconnected systems and make everyday operations more efficient.

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AI Workflows · CRM · Integrations · Reporting · Process Automation

Automation with a purpose

You don't need more tools. You need less friction.

Most businesses already have plenty of software.

The problem is the manual work happening between them — copying information, following up leads, building reports, updating systems and repeating the same tasks every day.

OTB looks at how the work actually happens, then uses AI and automation where it genuinely makes sense.

Save time

Reduce repetitive work your team shouldn't be doing manually.

Connect systems

Help the tools you already use work better together.

Create capacity

Give your team more time for work that actually needs people.

What we can help with

Automate the repetitive. Keep humans where they matter.

Sales & Leads

  • Lead capture
  • CRM updates
  • Lead routing
  • Follow-ups
  • Pipeline workflows

Marketing

  • Email workflows
  • Customer journeys
  • Content processes
  • Campaign reporting
  • Database segmentation

Operations

  • Approvals
  • Notifications
  • Task creation
  • Data movement
  • Internal workflows

Reporting & AI

  • Automated reports
  • Dashboards
  • AI-assisted workflows
  • Document processing
  • Internal knowledge support

Show Us Your Process

Practical, not theoretical

AI should make the business simpler — not more complicated.

We don't start by asking which new AI tool you should buy. We start with the bottleneck — then design the simplest solution that makes sense for the business.

The questions we ask first

  • What is taking too long?
  • What gets repeated?
  • Where does information get lost?
  • What depends on someone remembering?

Fix the process first.
Automate what comes next.

How it works

Find the friction. Build the better way.

Step one

Map

We look at the current workflow, systems and manual steps.

Step two

Identify

We find the areas where AI or automation can have the biggest practical impact.

Step three

Build

We design, connect and test the workflow.

Step four

Improve

We monitor how it performs and refine it as the business changes.

Talk About Your Workflow

Where to start

One workflow or a bigger system.

Automation Projects

For a specific process, integration or workflow that needs to be fixed.

Examples could include lead management, reporting, CRM workflows, customer communication or internal administration.

Discuss What You Need

Automation & AI Partner

For businesses that want to continuously identify, build and improve automation opportunities across the organisation.

Discuss What You Need

Good to know

A few things you might be wondering.

What does OTB AI & Automation do?

OTB helps businesses use AI, workflow automation and system integrations to reduce manual work, improve processes and connect the tools they already use.

What kinds of processes can be automated?

Common opportunities include lead handling, CRM updates, customer follow-ups, reporting, email workflows, task creation, approvals, data entry and internal administration.

Do we need to replace our existing software?

Usually, no. We first look at whether your existing systems can be connected or used more effectively before recommending additional tools.

Can OTB add AI to our existing workflows?

Yes. Where it adds practical value, AI can be incorporated into workflows for tasks such as processing information, drafting, categorisation, summarisation and internal support.

Is automation only suitable for large businesses?

No. Smaller businesses can often benefit significantly because repetitive administration takes up a larger proportion of a small team's time.

Can you automate our entire business?

Not everything should be automated. We focus on processes where automation can improve speed, consistency or capacity while keeping human judgement where it matters.

How much does AI and automation cost?

Pricing depends on the complexity of the workflow, systems involved and level of implementation required. We'll scope the opportunity first and provide clear pricing before development begins.

Ready to work smarter?

Your team has better things to do than repetitive work.

Show us what's slowing the business down. We'll help you work out what can be simplified, connected or automated.

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