AI & Automation

Agent-led execution.
Human-led strategy.

AI isn’t magic - it’s leverage. We help you find the right use cases, deploy the right tools, and build the workflows that free your people to do their best work. Organisations who adopt AI early can achieve a competitive edge; helping them grow and capture market share. The equation is simple, ambition and AI = Better.

AI Agents & Co-pilots

Purpose-built agents alongside your team.

Intelligent Automation

Eliminate bottlenecks with automated workflows.

Data & Analytics

Turn your data into real-time business decisions.

AI Readiness & Adoption

Practical roadmap to get your business AI-ready.

01
Augmented Workforce

AI Agents & Co-pilots.

Purpose-built AI agents that handle repetitive tasks, answer questions, and work alongside your team — not instead of them.

Custom AI Agents

Bespoke AI agents built to automate specific workflows in your business.

Purpose-built AI agents tailored to your business processes. From customer service automation to internal operations, we design, build, and deploy agents that deliver measurable productivity gains.

  • Bespoke agent design and build
  • Integration with existing systems
  • Removal of repetitive input tasks with end-to-end automation
  • Continuous agent learning and development
  • Natural language interfaces
  • Ongoing support and iteration

Microsoft Copilot

Copilot deployment, configuration, and adoption across your Microsoft 365 environment.

End-to-end Microsoft Copilot deployment across your organisation. From licensing and data readiness through configuration, security review, and user adoption programmes.

  • Copilot readiness assessment
  • Use case identification workshops
  • Licensing and deployment
  • User training and adoption
  • Data security and governance
  • ROI measurement and reporting

Knowledge Assistants

AI-powered internal knowledge bases that give your team instant answers from your own data.

AI-powered knowledge assistants that surface answers from your documents, policies, and data. Reduce time spent searching and ensure consistent, accurate responses across your organisation.

  • Document and data ingestion
  • Natural language Q&A interface
  • Role-based and user level access controls
  • Integration with Teams and SharePoint
  • Citation and source tracking
  • Continuous knowledge updates
02
Eliminate Manual Work

Intelligent Automation.

Eliminate manual bottlenecks. We design and build automated workflows that connect your systems, reduce errors, and give your team hours back every week.

Process Automation

End-to-end workflow automation using Microsoft and custom agents along with API integrations.

Workflow automation that connects your systems, eliminates manual handoffs, and reduces errors. Using Microsoft and custom agents, we build for you; your processes, your priorities, your business.

  • Process mapping and optimisation
  • Microsoft & Custom agents
  • Custom API integrations
  • Error handling and alerting
  • Workflow monitoring dashboards
  • Continuous improvement cycles

Document Processing

AI-powered extraction, classification, and routing of documents and forms.

Intelligent document processing that extracts data from invoices, forms, contracts, and emails automatically. AI classification and routing to the right people and systems.

  • Invoice and PO processing
  • Form data extraction
  • Contract analysis and extraction
  • Email classification and routing
  • Validation and exception handling
  • Integration with finance systems

Robotic Process Automation

Software robots that handle repetitive tasks across your legacy and modern systems.

RPA bots that automate repetitive, rule-based tasks across any application — including legacy systems with no API. Free your team from copy-paste work and manual data entry.

  • Bot design and development
  • Legacy system automation
  • Attended and unattended bots
  • Exception handling workflows
  • Bot performance monitoring
  • Scalable bot infrastructure
03
Insight & Intelligence

Data & Analytics.

Turn your data into decisions. We build dashboards, models, and pipelines that give you real-time visibility into what’s happening across your business.

Business Intelligence

Bespoke dashboards and reports that turn raw data into actionable insight.

Custom dashboards and automated reports that give your leadership team real-time visibility into KPIs, trends, and operational performance across your business.

  • Power BI dashboard design
  • Automated report generation
  • Data source integration
  • KPI tracking and alerting
  • Self-service analytics for teams
  • Executive summary views

Data Integration

Connect your siloed systems into a single source of data insight for reporting and analysis.

Data integration and pipeline development that connects your disparate systems into a unified data platform. Clean, reliable data ready for analysis and AI workloads.

  • Data pipeline development
  • ETL and data transformation
  • Data quality and cleansing
  • Real-time and batch processing
  • Cloud data warehouse setup
  • Data governance frameworks

Predictive Analytics

Machine learning models that forecast demand, identify risks, and spot opportunities.

Machine learning models tailored to your business challenges. Demand forecasting, churn prediction, anomaly detection, and opportunity identification built on your own data.

  • Custom ML model development
  • Demand and revenue forecasting
  • Churn and risk prediction
  • Anomaly detection systems
  • Model monitoring and retraining
  • Explainable AI for stakeholders
04
Strategy & Enablement

AI Readiness & Adoption.

Not sure where to start with AI? We assess your data, your processes, and your people — then build a practical roadmap to get you there.

AI Readiness Assessment

A structured evaluation of your data, infrastructure, and culture to identify where AI will deliver the most value.

Comprehensive assessment of your organisation's AI readiness across data maturity, technical infrastructure, skills, and culture. Delivered as a prioritised roadmap with quick wins and strategic initiatives.

  • Data maturity assessment
  • Infrastructure readiness review
  • Skills and culture evaluation
  • Use case identification and scoring
  • Prioritised AI roadmap
  • Business case development

Change Management

Helping your people embrace AI through training, communication, and hands-on enablement.

Structured change management programmes that ensure AI adoption sticks. Communication plans, training programmes, and champion networks that bring your people along on the journey.

  • Stakeholder engagement planning
  • AI training programmes
  • Champion network development
  • Communication strategy
  • Adoption measurement
  • Resistance management

AI Governance

Policies, ethics frameworks, and oversight structures for responsible AI use.

Responsible AI governance frameworks covering ethics, data privacy, bias mitigation, and regulatory compliance. Policies and oversight structures that let you innovate with confidence.

  • AI ethics framework
  • Data privacy and compliance
  • Bias detection and mitigation
  • Model risk management
  • Regulatory alignment
  • Board-level AI reporting
Why Workflo

Why businesses choose Workflo for AI & Automation.

Practical, Not Theoretical

We deploy AI that delivers measurable ROI, not science projects.

Microsoft Experts

Deep expertise across Copilot Studio & partner agents.

Industry Experience

AI solutions for legal, finance, construction, and professional services sectors.

Data-First Approach

We fix your data foundations before layering on AI. We get it right from the very start.

Change Management Built In

Technology adoption fails without people. We plan for both.

Responsible AI

Ethics, governance, and compliance baked into every deployment.

Ready to transform your AI & Automation?

Get in Touch

Privacy Policy

At Workflo, we are committed to protecting your privacy and ensuring the security of your personal data. This privacy policy outlines how we collect, use, disclose, and protect your personal information as a data controller. By engaging our services, you acknowledge and consent to the practices described in this policy.

Information We Collect

We may collect and process the following types of personal data:

  • Contact information, including your name, address, phone number, and email address.
  • Financial information, such as billing details and payment records.
  • Information necessary to provide our services, including project details and relevant documentation.
  • Communication records and correspondence with you.
  • Any other information you provide to us voluntarily.

Purpose and Legal Basis for Processing

We process personal data for the following purposes:

  • Your consent given at the time of engaging our services.
  • The processing is necessary for the performance of our contract with you.
  • Compliance with legal obligations.

Please note that providing us with certain personal data is a requirement of our contract with you. If you fail to provide the requested information, we may be unable to provide our services effectively.

Disclosure of Personal Data

We may share your personal data with the following parties:

  • HM Revenue and Customs (HMRC) for tax compliance purposes.
  • Professional indemnity insurers for insurance coverage.
  • Debt collection service providers for recovering outstanding payments.
  • Product manufacturers, if necessary for warranty claims or technical support.

Additionally, we may disclose personal data if required or permitted by law, including:

  • Law enforcement agencies, upon their lawful request.
  • Courts and tribunals in connection with legal proceedings.
  • The Information Commissioner's Office (ICO) as required by data protection regulations.

Should you request us not to share your personal data with the above parties, we may need to cease our services.

Third-Party Service Providers

We may engage third-party service providers, including service agents, debt recovery agents, field tracing agents, and subcontractors, to assist in delivering our services and fulfilling our legitimate interests. These providers are bound by contractual obligations to handle your personal data securely and only process it for the specified purposes.

Subject Access Requests (SARs)

You have the right to request access to the personal data we hold about you, subject to applicable laws. To submit a subject access request, please send a written request to the address provided below. To expedite the process, include relevant details to verify your identity and locate the requested information, such as your name, address, work address, date of work, and relevant invoice numbers.

We are committed to responding to SARs promptly, within one month of receipt, as required by the Data Protection Act 2018 (DPA 2018). However, there may be circumstances where we are permitted to refuse access, such as when there has been little or no change to the data since a previous request.

You may authorise someone else, such as a friend, relative, or solicitor, to request information on your behalf. To grant such authorisation, please sign a letter stating your consent and the authorised person's details.

Rectification of Personal Data

If you believe that any personal data we hold about you is inaccurate or incomplete, please notify us promptly. We will take reasonable steps to rectify and update the information as necessary.

Withdrawal of Consent

If you have provided consent for the processing of your personal data, you have the right to withdraw that consent at any time. To withdraw your consent, please inform us promptly. Please note that the withdrawal of consent does not affect the lawfulness of processing prior to the withdrawal, and we may still have a legal basis to process your data in certain circumstances.

Marketing Activities and Data Usage

At Workflo, we may use your personal data for limited marketing activities, subject to your consent where required by applicable laws.

  • Consent: We will obtain your explicit consent before using your personal data for direct marketing purposes, where required by applicable data protection laws.
  • Marketing Communications: With your consent, we may send you marketing communications via email, phone calls, or other means of communication.
  • Opt-out: You have the right to opt-out of receiving marketing communications from us at any time.
  • Data Sharing: We will not share your personal data with third parties for their direct marketing purposes without obtaining your consent.
  • Data Retention: We will retain your personal data for marketing purposes only as long as your consent is valid or as required by applicable laws.

Marketing, Contact Form and Data Usage

We may use personal data you submit via our website forms for the purposes of responding to your enquiry, providing you with the correct information, product, or service you have requested, and, with your consent, sending you marketing information related to our services.

  • Consent: When completing a form on our website, you will be asked to confirm your consent for Workflo to process your personal data in accordance with this Privacy Policy.
  • Opt-out: You can withdraw your consent and opt out of marketing communications at any time by following the unsubscribe link in our emails or contacting us.
  • Data Sharing: We will never share your personal data with third parties for their direct marketing purposes without your consent.

Automated Decision-Making

We do not engage in automated decision-making processes that significantly impact you or involve sensitive personal data.

Use of CCTV

In order to ensure the security and safety of our premises, we utilise Closed-Circuit Television (CCTV) surveillance systems. The primary purpose is to prevent and detect unlawful activities, protect the security of our premises, assets, and personnel, and enhance the safety of individuals within the premises.

Data Security

We take data security seriously and implement appropriate technical and organisational measures to protect personal data from unauthorised access, loss, alteration, or disclosure. These measures include encryption, access controls, regular security assessments, and employee training on data protection.

Data Breach Notification

In the event of a data breach that poses a risk to the rights and freedoms of individuals, we will promptly notify the relevant authorities and affected individuals, as required by applicable data protection laws.

Cookies and Tracking Technologies

Our website may use cookies or other tracking technologies to enhance user experience. For more information on our use of cookies, please review our Cookie Policy.

Third-Party Links/Websites

Our website may contain links to third-party websites or services. Please note that our privacy policy does not apply to those external sites, and we encourage you to review the privacy policies of those sites.

Children's Privacy

Our services are not intended for children under a certain age. We do not knowingly collect personal data from children.

Changes to the Privacy Policy

We may update this privacy policy from time to time to reflect changes to our data handling practices or legal requirements. The most current version of the policy will be available on our website.

Contact Information

For any questions or concerns related to data protection or this privacy policy, please contact:

Kirsty Cole
privacy@workflo.solutions
Workflo
Workflo House Unit 16 Shairps Business Park
Houston Ind Estate, Livingston
West Lothian EH54 5FD
Phone: 0330 055 9435

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