Human approval
Consequential actions keep a named person in control.
AI automation · workflow automation · integrations
AI automation and connected business systems
Keystone connects the tools your business already uses, automates repetitive work and adds AI where it improves a defined part of the process.
Built with human controls, visible failure handling and evidence of what actually happened.
Designed around the tools already in the businessExplore platform guidance →
- HubSpot
- n8n
- Zapier
- Make
- Google Workspace
- OpenAI
- Claude
- Gemini
AI where judgement helps. Automation where repeatability matters.
Start from the business problem, the system you already use or the workflow that needs attention.
AI solutions
AI agents
Tool-using workflows with defined permissions, approvals and per-action checks.
Voice agents
Bounded call journeys for lookup, booking and honest human escalation.
AI automation
Classification, extraction and drafting inside controlled operational workflows.
Knowledge and RAG
Permissioned answers grounded in approved internal sources.
Automation & systems
Workflow automation
Remove repeated admin, handoffs and status chasing.
CRM automation
Route enquiries, ownership, follow-up and next actions reliably.
SaaS and API integration
Connect systems that currently depend on manual copying.
Platform migration
Move justified workflows with parity, cutover and rollback controls.
HubSpot enquiry workflow, exercised end to end
A marked synthetic enquiry was projected into HubSpot contact and deal records, read back, protected against exact replay and removed after the test.
- Capture the event
Enquiry context is copied by hand and the next action depends on someone noticing it.
- Resolve context
Form → validate → identify → CRM projection → provider read-back → human review
- Apply the rule
No customer-facing message or booking occurs without the agreed human review rule.
- Human control
A named person reviews ambiguity or consequential action for crm enquiry follow-up automation.
- Verify the effect
Read back the important state, record exceptions and confirm the next owner.
Verified 2026-08-12Inspect technical evidence →
Recognisable systems, not abstract capability claims.
01Explore →02Explore →03Explore →04Explore →05Explore →
CRM enquiry automation
Enquiry → qualification → CRM → owner → follow-up decision
Systems: HubSpot · website · email
Human control: Human owns qualification and the next customer-facing action.
AI phone agent
Call → approved knowledge → system lookup → booking or escalation
Systems: Voice provider · CRM · calendar
Human control: Uncertainty, emergencies and unsupported requests reach a person.
Automation migration
Inventory → mapping → rebuild → parity test → controlled cutover
Systems: Zapier · Make · n8n
Human control: The source remains authoritative until the target passes agreed gates.
Broken automation recovery
Contain → inspect runs → reproduce → repair → regression test
Systems: n8n · Zapier · Make
Human control: Consequential steps are not blindly retried.
Internal knowledge assistant
Question → permission check → retrieval → grounded answer → escalation
Systems: Approved sources · model · access layer
Human control: Weak support produces an honest no-answer or human handoff.
From the current process to an owned system.
Technical depth appears when it helps a decision. The first step is understanding the work.
How we work →- 01
Understand
Map what happens today, who owns it and where it breaks.
- 02
Design
Choose the smallest useful change and define its authority.
- 03
Prototype
Prove the critical path before wider implementation.
- 04
Validate
Test normal, duplicate, failure and recovery scenarios.
- 05
Deploy
Connect production systems with access and rollback clear.
- 06
Improve
Monitor real behaviour and extend only where evidence supports it.
Where is repetitive work happening in your company?
Choose the department first. The service and platform can come later.
SalesLeads and opportunities rely on manual copying, memory and inconsistent stages.Every active opportunity has an owner, current state and useful next action.Marketing workflow solutionsWork is scattered across briefs, channels and reporting with unclear approval and attribution.Campaign work moves through owned states and qualified responses reach the right commercial route.Customer serviceMessages arrive across channels and customers repeat context while ownership stays unclear.Each accepted request has one case, an owner, priority and visible next action.OperationsWork arrives through messages and spreadsheets with no reliable queue or exception state.Accepted work has an owner, due state, dependency and recovery route.Finance workflow solutionsInvoices, approvals and reconciliations move through inboxes and manual trackers.Financial work follows explicit approval and reconciliation states without granting AI financial authority.Management workflow solutionsReporting arrives late, combines incompatible facts or does not identify a decision owner.The right evidence reaches the responsible person with a clear decision or next action.
Automation migration
Outgrown your automation platform?
Audit the current workflows, map integrations and dependencies, rebuild the justified scope, test parity and plan a controlled cutover.
Automation should not become another system nobody understands.
Keystone defines the operating boundary before the workflow is trusted with important work.
Failure handling
Partial success, retries and provider uncertainty have an owned route.
Visible state
Important effects are read back instead of assumed from a request.
Manual override
Operators can pause, correct or reverse the agreed steps.
Start at the level of certainty you already have.
Defined project
Solve one known workflow with a scoped build and handover.
Prototype
Validate the critical system before a larger implementation.
Migration or repair
Move or recover an existing automation with evidence and controls.
Ongoing improvement
Maintain and extend an owned backlog of useful changes.
Show us the process that keeps getting stuck.
We’ll identify what is worth automating, what should remain human and the smallest useful system to consider first.
Discuss your workflow