Workflow Automation

Workflow Automation That Removes the Repetitive Work Slowing Your Team Down

We build practical AI workflows that handle quoting, invoicing, email triage, document processing, and admin tasks — integrated with your existing systems, with clear human controls at every step.

Workflows We Automate

Each workflow is built around your existing processes and tools — not a generic template.

Quote Processing

Automate sales quote generation from enquiry to proposal. Extract requirements, match pricing, and produce formatted quotes in minutes instead of hours.

Invoice Matching

Match invoices to purchase orders and delivery notes automatically. Flag discrepancies, route approvals, and reduce manual reconciliation by up to 90%.

Email Triage

Classify inbound emails by intent, urgency, and department. Route to the right person with suggested responses, cutting response time and missed messages.

Document Classification

Automatically sort, tag, and extract data from contracts, forms, certificates, and correspondence. Eliminate manual filing and search time.

Reporting Automation

Pull data from multiple systems into consolidated operational reports. Delivered on schedule with no manual spreadsheet work.

Internal Admin Workflows

Automate onboarding checklists, approval chains, compliance checks, and recurring tasks that eat into your team's productive hours.

System Integrations

Connect your existing tools — ERP, CRM, accounting, email — so data flows between them without manual re-keying or copy-paste.

How a Workflow Automation Engagement Works

1

Workflow Review

We map the manual process, measure where time is lost, and identify what's automatable.

2

Prototype

We build a working prototype in 1–2 weeks, connected to your real data and systems.

3

Validate

Your team tests it in real operations. We measure accuracy and time savings before scaling.

4

Deploy & Monitor

We deploy to production with human checkpoints, monitoring, and ongoing support.

Not sure which workflow to tackle first? Rank your candidates with our free automation priority scorer, or estimate what manual work is costing you with the workflow savings calculator.

Who's Behind Simara

Practical AI, Built Around Real Operations

Lana Korzhuk

Founder & AI Automation Consultant

With 20+ years progressing from senior developer to Chief Operating Officer, Lana brings deep expertise in IT systems, ERP implementation, and operational strategy. An MBA in Finance, an IT degree, and postgraduate qualifications in AI & Machine Learning from Caltech give her both the technical depth and the business lens to design automation that actually works.

She founded SIMARA AI to give SMEs the same operational advantages that large enterprises build with six-figure budgets — starting with one workflow, proving the value, and scaling only what the numbers justify.

“Most SME AI projects fail because they start with the tool instead of the workflow. We start with the manual bottleneck, measure the cost, and build only what can prove value.”

— Lana Korzhuk, Founder
Caltech AI/MLMBA Finance20+ Years in OperationsERP & Process Expert

Operations First

AI only works when the workflow, data, and people around it are understood. We start with how work actually happens.

No Rip-and-Replace Thinking

We design around existing systems where possible — ERP, CRM, spreadsheets — not expensive rebuilds.

Human Oversight by Design

AI workflows should flag uncertainty, route exceptions, and keep people in control of decisions that matter.

Measurable Before Scalable

We start with one workflow and prove whether the numbers justify scaling. No commitment beyond what's proven.

Frequently Asked Questions

How much does workflow automation cost for a UK SME?
Most projects start with a fixed-fee prototype built in 1–2 weeks, so you see the automation working on your real data before committing further. We quote everything up front after a free 30-minute workflow review, and we prioritise workflows where the automation pays for itself within months.
How long does it take to automate a workflow?
A working prototype typically takes 1–2 weeks. After your team validates it in real operations, production rollout with monitoring and human checkpoints usually completes within 4–8 weeks of kick-off, depending on how many systems we integrate with.
Will automation work with our existing systems?
Yes. We build around the tools you already use — ERP, CRM, accounting software like Xero or QuickBooks, and email — rather than asking you to replace them. Data flows between systems without manual re-keying or copy-paste.
Is our business data secure?
Yes. We work under NDA and comply with UK GDPR. Automations run with clear human controls at every step, your data stays within your systems wherever possible, and every automated action is logged with an audit trail.
Which workflow should we automate first?
Start with a high-volume, rule-based process where time is measurably lost — quoting, invoice matching, and email triage are common first wins. A free 30-minute workflow review will identify the process costing you the most and what automating it looks like.

Not Sure Which Workflow to Automate First?

Book a free 30-minute workflow review. We'll identify the manual process costing you the most time and show you what automation looks like.

Book Workflow Review