Lead Qualification & Follow-Up
Enquiry → AI qualification → CRM → personalised follow-up → task/reminder.
SRINIKA AI AUTOMATION
Automate repetitive work with practical AI.
AI agents and workflow automation for Australian businesses — designed to reduce manual admin, improve response times and connect everyday systems.
WHAT WE AUTOMATE
Start with a business problem — not an AI buzzword.
We identify repetitive, rules-based and information-heavy work, then design a secure workflow using the right mix of AI, APIs and automation tools.
01
AI Lead & Customer Automation
Capture enquiries, qualify intent, update CRM records, route leads and trigger personalised follow-up across email, forms and supported messaging channels.
From A$1.5k*
02
AI Business Operations Automation
Automate document intake, extraction, validation, approvals, reporting, reminders and repetitive operational workflows.
From A$2.5k*
03
Microsoft 365 AI Automation
Connect Outlook, Teams, SharePoint, Power Automate, Power Platform and approved AI services to streamline Microsoft-heavy business processes.
From A$2.5k*
*Indicative starter pricing only. Final scope and pricing depend on integrations, data/security requirements, usage volumes and support needs.
DEMO CONCEPTS
See the workflow before you invest.
These short concept demos illustrate the types of automations Srinika can design. They are demonstration flows, not representations of live client deployments.
Document Processing
Inbox/upload → extraction → validation → approval → system update and audit trail.
Microsoft 365 Workflow
Outlook/Teams/SharePoint event → AI understanding → Power Automate action → stakeholder update.
IDEAL USE CASES
Where AI automation can create immediate operating leverage.
Recruitment
Candidate intake, screening support, interview scheduling and follow-ups.
Property & Mortgage
Lead qualification, document checklists, reminders and CRM updates.
Professional Services
Client onboarding, inbox triage, document processing and status updates.
Finance & Accounting
Invoice capture, reconciliation support, approval routing and reporting.
Customer Support
Ticket classification, knowledge retrieval, response drafting and escalation.
Sales Operations
Enquiry routing, CRM hygiene, follow-up sequencing and pipeline reporting.
Microsoft 365 Admin
SharePoint/Teams/Outlook workflows and repetitive business approvals.
Data & Reporting
Scheduled summaries, anomaly alerts, operational reporting and hand-offs.
HOW WE DELIVER
Small pilot first. Scale only when it works.
01 DiscoverMap the manual process, pain points and expected outcome.
02 DesignDefine workflow, systems, data, controls and human approvals.
03 PilotBuild a narrow working automation with measurable success criteria.
04 DeployHarden integrations, security, monitoring and handover.
05 ImproveMeasure usage and ROI, then expand where justified.
TECHNOLOGY
Microsoft-first, integration-friendly.
Microsoft
Azure AI, Microsoft 365, Power Automate, Power Platform, Fabric and approved Azure services.
AI & Agents
LLMs, RAG, agentic workflows, prompt design, structured outputs and human-in-the-loop controls.
Integration
REST APIs, webhooks, CRM, forms, email, databases and cloud services.
Data & Governance
Data quality, access controls, PII awareness, logging, auditability and governed data foundations.
START SMALL
Bring us one repetitive business process.
We’ll assess whether automation is practical, what systems are involved and what a sensible pilot would look like.
Best first projectOne process • one owner • measurable outcome
EngagementPilot → implementation → optional ongoing support