Leads wait too long
Every quiet hour makes the next reply less likely to convert.
Skip to contentB2Shift AI agents and workflow automation
B2SHIFT — AI AUTOMATION STUDIO
AI agents and workflow automation
built for real business.
We build chat and voice assistants, CRM and email automations, RAG knowledge bases and document workflows that respond, update systems and hand sensitive decisions to your team.
GDPR-FIRSTHUMAN-IN-THE-LOOP2–4 WEEKS TO MVP
LIVE WORKFLOW RUNNING
01New lead
02AI qualifies
03CRM updated
04Meeting booked
05Report sent
DECISION LOG14:32:08
intentbuyer enquiry
confidence0.93
approvalnot required
WORKS WITH THE TOOLS YOU ALREADY USE
WhatsAppHubSpotPipedriveGmailSlackn8nMakeOpenAI
01 — THE PROBLEM
Your team is not slow.
Your processes are overloaded.
Manual work hides in the gaps between good tools. That is where response time, accuracy and attention disappear.
Data gets copied twice
Teams spend their best hours moving information between tools.
Support repeats itself
The same questions consume attention that belongs on harder work.
Documents queue up
Invoices, PDFs and forms still depend on manual reading and routing.
Managers fly blind
Updates arrive late, in different formats, across too many channels.
AI stays a demo
Experiments fail to reach production, ownership or measurable outcomes.
WHAT AUTOMATION SHOULD IMPROVE
FasterLead response
LessAdmin time
24 / 7Routine coverage
1 sourceDecision history
02 — WHAT WE BUILD
Three ways we make
AI useful.
Hire an AI employee
A digital colleague that answers, qualifies, schedules and follows up — with clear escalation.
- Enquiry handling
- Lead follow-up
- Support & scheduling
03 — LIVE EXAMPLE
See what an automation
actually does.
Pick a workflow. Each one starts with a real trigger, makes a bounded decision, takes an action and leaves a trace.
01TRIGGERInbound lead
02AI REASONINGQualify intent
03TOOL ACTIONScore opportunity
04CONTROLCreate CRM deal
05LOG & REPORTNotify owner
04 — INDUSTRIES
Built around how
your team works.
Specific workflows, tools and controls for the operating reality of each industry.
04 — CONTROL LAYER
AI your team
can control.
Automation earns trust through constraints. Every action follows permissions, escalation rules and a visible decision history.
GDPR-AWAREEU DATA OPTIONSAUDITABLE
POLICY ROUTE / 001
01User request
02AI agent
03Policy rules
04Approval gate
05Business system
Sensitive actions pause hereOwner notified
05 — PROOF, NOT PROMISES
Demo workflows with
honest benchmarks.
05 — DELIVERY
From messy process to
working automation.
Free AI audit
Fit check + opportunity shortlist
Day 1Workflow map
Process, risks + success metric
Week 1Working MVP
Testable end-to-end workflow
Weeks 2–3Controlled launch
Integration, training + monitoring
Week 406 — STARTING POINTS
Clear scope.
No mystery quote.
06 — GOOD QUESTIONS
Before you
automate.
No black boxes. No forced transformation programme. Start with the questions that make or break a useful system.
01What can AI automate?+
Repetitive, rules-based work involving messages, documents, decisions and data movement is usually the best place to start.
02How fast can we launch?+
A focused MVP typically goes live in 2–4 weeks. Larger or regulated workflows are split into controlled stages.
03Will AI replace employees?+
Our default is augmentation: remove repetitive steps, keep judgment with your team and make escalation explicit.
04Is our data safe?+
We design around least-privilege access, audit logs, approved data regions and human gates for sensitive actions.
05Can it work with our CRM?+
Usually, yes. We integrate modern CRMs and business tools through their APIs, n8n, Make or a custom connector.
FREE AI AUDIT
Find the first workflow
worth automating.
Send us the process that wastes your team’s time. We’ll reply with 1–3 practical opportunities, an honest feasibility check and the risks to avoid.
No obligation Human reply 1–3 opportunities