AI & workflow automation
Automate the busywork. Keep people in charge.
Navelo Software is an AI automation agency that helps businesses remove repetitive work from operations, sales, support and finance. We map how work really flows, automate the predictable steps with workflow tools and AI, and route the judgement calls to the right person, so processes run faster without losing control or quality.
At a glance
- Engagement
- Fixed-scope projects or ongoing product teams
- Cadence
- Live demo and working build every week
- Clients
- Startups and businesses worldwide
- You own
- 100% of the code, designs and accounts
Overview
Not every process needs an agent. Most automation wins come from connecting the tools you already pay for, removing copy-paste and data re-entry, and using AI for the specific steps that need reading or writing: classifying an email, extracting fields from a document, drafting a reply.
We pick the simplest approach that works, whether that is a workflow platform such as n8n, Zapier or Make, a custom service, or an AI agent, and we measure the result in hours saved and errors avoided.
What you get
What’s included. End to end.
01
Process discovery
Workshops and system walkthroughs that map each step, its volume, its cost and its failure points.
02
Automation roadmap
A ranked list of opportunities by effort, return and risk, starting with quick wins.
03
Integrations across your stack
CRM, helpdesk, accounting, e-commerce, spreadsheets, email and messaging connected reliably, with retries and alerts.
04
AI steps where they help
Classification, extraction, summarisation and drafting, each with confidence thresholds and fallbacks.
05
Human approval points
Review queues for anything high-value or uncertain, so people sign off where it matters.
06
Monitoring and ROI reporting
Run history, error alerts and a simple report of time saved and volumes handled.
- Process mapping
- Workflow automation
- Document extraction
- Email & ticket triage
- CRM & lead automation
- Finance operations
- Approval workflows
- ROI tracking
Typical technology
- n8n, Zapier & Make
- Custom Node.js & Python services
- OpenAI, Anthropic & Google models
- REST & webhook APIs
- Queues & schedulers
- Google Workspace & Microsoft 365
Indicative only: we choose the stack per project, around your team, budget and existing systems. See how we work.
What it means for you
01
Hours back every week
Repetitive data entry and routing handled automatically, so teams spend time on customers and decisions.
02
Fewer errors
Consistent rules and validation instead of manual copy-paste between systems.
03
Faster response times
Leads, tickets and documents are processed the moment they arrive, around the clock.
Related work
Built by our team. Open the details.
These are Navelo Software concept builds, not client projects. They show automation in finance (invoice processing), sales (lead qualification), support (ticket triage) and operations (multi-step workflows).
DocuviaAI · Document Automation · Web · ConceptAI that reads invoices, checks them and posts them.
ProspectaAI · Sales Automation · Web · ConceptAn AI sales assistant that qualifies, briefs and drafts in seconds.
ResolvoAI · Customer Support · Web · ConceptAn AI support agent that knows when to ask a human.
AgentryAI · Agent Orchestration · Web · ConceptBuild, run and govern multi-agent workflows.
Process
How we work. Week by week.
- 1
Map
We document the current process with the people who run it, including the workarounds.
- 2
Prioritise
Opportunities are scored and the first automation is chosen for fast, measurable value.
- 3
Build
Automations are built, tested on real data and documented for your team.
- 4
Roll out
We run old and new side by side, train the team and switch over in stages.
- 5
Measure and extend
Results are reported against the baseline, and the next workflow begins.
Pricing
Every product is different. So is every quote.
We don’t sell packages. We scope ai automation & workflows around your goals and send a fixed quote you can plan around.
- Step 1
Tell us about it
A few lines on the product, users and timing.
- Step 2
Scoping call
Goals, must-haves and constraints — a conversation, not a pitch.
- Step 3
Fixed quote
A written scope, timeline and price. Yours to keep.
Why Navelo Software
Why teams choose us.
- We recommend the simplest tool that works, including off-the-shelf platforms.
- Every automation has an owner, monitoring and a documented fallback.
- AI is used for specific steps with confidence thresholds, not everywhere.
- Results are measured against a baseline you agree with.
- Engineers who can build custom integrations when no-code tools hit their limits.
FAQ
Common questions.
Which business processes should we automate first?
Start with high-volume, rules-heavy work where errors are costly and the inputs are digital: lead routing, invoice processing, ticket triage, reporting and onboarding. Our guide on which processes to automate with AI has a scoring method.
Do you use no-code tools like n8n, Zapier or Make?
Yes, when they fit. They are quick to build and easy for your team to adjust. For high volume, complex logic or strict data rules, we build custom services instead. See our comparison of n8n vs Zapier vs Make.
How do you measure the return on automation?
We record the baseline first: volume, time per item, error rate and cost. After launch we report the same numbers. Our guide to measuring AI automation ROI explains the method.
Will automation replace our team?
Our projects are designed to remove repetitive steps, not judgement. People stay responsible for approvals, exceptions and customer relationships, with more time to spend on them.
How much does AI automation cost?
Every product is different, so we don't publish fixed prices. After a short discovery conversation about your goals, users and must-have features, Navelo Software sends a written scope with a fixed quote and timeline. Get a quote and you'll hear back within one working day.
Do I own the code and designs?
Yes. Everything we create for your project — source code, designs, documentation and accounts — belongs to you and is delivered into repositories and accounts in your name.
Do you work with clients in other countries and time zones?
Yes. Navelo Software works with founders and product teams worldwide. We run projects asynchronously with written updates, shared boards and a weekly live demo scheduled at a time that suits your team.
Related services
- Custom AI agents that use your tools and data to complete multi-step work, with guardrails built in.AI Agent Development
- Custom CRM, ERP, admin panels, dashboards and portals that replace spreadsheets.CRM, ERP & Business Software
- Secure backends, APIs, integrations and cloud infrastructure that scale with you.Backend, APIs & Cloud
Guides from the Journal
- AI Automation · 9 minAI Automation for Business: The Complete 2026 Guide
- AI Automation · 5 minWhich Business Processes Should You Automate With AI? A Scoring Framework
- AI Automation · 6 minThe 90-Day AI Automation Roadmap: From First Workflow to a Governed Program
- AI Automation · 5 minHow to Measure AI Automation ROI: Baselines, Formulas and a Worksheet
- AI Tools · 6 minn8n vs Zapier vs Make for AI Automation: Pricing, Agents and Fit
Work with us
Planning ai automation & workflows? Let’s scope it.
Tell us what you're building. We reply within 24 hours, and once the scope is clear you get a written plan, timeline and fixed quote — no obligation.