Home
Our Work
About
Contact
Book a Free Call
Case Studies

Real work. Real results.

Client details anonymised at their request. References available — we're happy to connect you with existing clients in your sector.

7
Case studies across compliance and automation
18hrs
Average monthly time saving per automation client
100%
Compliance audits and client due diligence checks passed
2wks
Average automation build to go-live
Automation
AI Call Handling
Independent Plumber · South West England

A sole trader stops losing jobs to missed calls — and gets his evenings back.

The problem

A one-man plumbing business was spending money on Google Ads and Checkatrade to get calls — then missing them while on jobs. Evenings were spent returning calls to people who had already booked someone else. An estimate suggested 6–8 leads lost per month at an average job value of £280.

What we built

AI call handler via Bland.ai: answers every call 24/7, qualifies the enquiry (job type, urgency, location), confirms a callback time, and sends a WhatsApp summary to the client's phone. Integrated with Google Calendar for availability context. No new apps — just a forwarded number.

0
Missed enquiries after go-live
£1.7k
Est. monthly revenue protected
2wks
Scoping to live
Automation
Annual Reminders & Upsell
Independent Plumber · South West England

Gas certificate and boiler service reminders — turning one-time jobs into annual recurring revenue.

What we built

A Google Sheets-based customer log captures job dates and service types at completion. An n8n workflow triggers personalised WhatsApp and email reminders at 11 months (boiler service due), 10.5 months (gas certificate renewal), and a follow-up 7 days later if no response. Each message is personalised with the customer's name, property address, and last service date.

34%
Rebooking rate from reminder sequence
£4.2k
Recurring annual revenue added in year one
"I didn't realise how much repeat work I was leaving on the table. People want to rebook — they just forget. Now the reminder goes out automatically and half of them just say yes straight away."
Sole trader plumber
South West England
Automation
Timesheet Automation
Electrical Contractor · M&E · South West England

Four hours of Friday admin eliminated. Engineers changed nothing about how they work.

The problem

An electrical contractor with a team of field engineers was spending every Friday afternoon chasing timesheets by phone and WhatsApp, manually entering hours into a spreadsheet, and reconciling discrepancies before payroll. The office manager estimated 3–4 hours lost every week, with payroll errors creating additional rework.

What we built

WhatsApp-triggered n8n workflow: engineers message their hours in any format — the Claude API parses the message and extracts structured data. Automatically logged to a Google Sheet. Non-responders receive a WhatsApp chase at Friday midday. A payroll-ready summary emails to the office manager by 4pm without human input.

4hrs
Saved every Friday
0
Missed timesheets since go-live
Automation
Job Scheduling & Email Triage
Electrical Contractor · M&E · South West England

Inbound job enquiries triaged, logged, and responded to automatically — without the office manager touching them.

What we built

Gmail-triggered n8n workflow: when a job enquiry email arrives, the Claude API extracts client name, job type, location, and urgency. A structured row is written to the jobs Google Sheet. An acknowledgement email is sent automatically. High-urgency jobs trigger an instant WhatsApp notification to the office manager. Weekly digest of open enquiries vs booked jobs sent every Monday morning.

100%
Enquiries acknowledged within 5 minutes
6hrs
Office admin saved per week
"The jobs sheet used to be out of date by Wednesday every week. Now it's live. Everything that comes in is already logged by the time I look at it."
Office manager
M&E contractor, South West England
Automation
Patient Journey Automation
Orthodontic Practice · East of England

Treatment plan follow-ups and appointment reminders automated across a 24-month patient journey.

The problem

An orthodontic practice with patients on 12–24 month treatment plans was relying on the front desk to manually send appointment reminders, follow up lapsed treatment plans, and request reviews after brace removal. With 200+ active patients and a small admin team, things were falling through — no-show rates were at 18% and review collection was inconsistent.

What we built

A multi-stage patient journey workflow triggered from their Google Sheets patient tracker: appointment reminders via WhatsApp at 48hrs and 24hrs, automatic treatment plan check-in messages at monthly intervals, re-engagement sequences for patients who missed appointments, and a timed review request 2 weeks after brace removal — routed to Google Reviews.

18→6%
No-show rate reduction
5hrs
Admin saved per week
4.9
Google rating (up from 4.2)
Automation
Orthodontic Practice · East of England
"Our no-show rate has more than halved and the review requests just go out automatically after debond appointments. The thing I appreciated most was that it all runs off our existing spreadsheet — we didn't have to change our whole system to get it."
Practice manager
Orthodontic practice, East of England
What was automated
  • Appointment reminders (48hr + 24hr)
  • Monthly treatment plan check-ins
  • Missed appointment re-engagement
  • Post-debond review requests
Compliance
AI Compliance Assessment
Recruitment Agency · Financial Services Sector · London

Six compliance gaps closed in three weeks. Client AI audit passed on first submission.

The problem

A mid-size recruitment agency placing into financial services received an AI due diligence questionnaire from a major institutional client. Their AI-assisted CV screening and automated candidate ranking tools — in daily use — fell squarely into the EU AI Act's high-risk category. They had no documentation, no risk register, and no policy framework. The client deadline was four weeks away.

What we delivered

Full AI system inventory and EU AI Act risk classification. Gap analysis against ICO automated decision-making guidance and Data Use and Access Act 2025. Risk-rated findings report. AI governance policy, candidate transparency notice, supplier due diligence questionnaire, and a prioritised remediation roadmap — all delivered within three weeks.

6
Compliance gaps identified and closed
3wks
Zero to compliant
Client audit passed first time
Compliance
Recruitment Agency · London
"We had four weeks and zero documentation. The assessment identified exactly what we needed, explained why it mattered in plain English, and gave us everything required to pass the audit. The candidate transparency notice alone took a question off the table that would have held us up for weeks."
Managing Director
Recruitment agency, financial services sector
Deliverables
  • AI system inventory & risk classification
  • Gap analysis against DUA Act 2025 & ICO guidance
  • AI governance policy & candidate transparency notice
  • Supplier due diligence questionnaire
Automation
Candidate Screening Automation
Recruitment Agency · Engineering & Technical · Midlands

CV screening time cut by 70%. Consultants back on the phone instead of in their inbox.

The problem

A technical recruitment agency was receiving 80–120 CVs per role, with consultants spending 3–4 hours per vacancy on initial screening before a single call was made. Roles with tight deadlines were being lost to faster competitors. The MD wanted consultants doing what they were hired to do — building relationships — not manually triaging applications.

What we built

An n8n workflow with Claude API integration: inbound CVs via email are parsed automatically, scored against a role brief, and ranked with a plain-English summary for each candidate — skills match, experience gaps, and a recommended next action. A shortlist of the top 5 candidates is emailed to the consultant within minutes of the application arriving. Human review retained at every decision point.

70%
Reduction in initial screening time
3.5hrs
Saved per vacancy
+22%
Shortlist-to-placement conversion
Automation
Recruitment Agency · Midlands
"The screening used to eat half the day on a busy vacancy. Now the shortlist is ready before I've finished my morning coffee. The summaries are good — they actually flag the things I'd have flagged myself. I still make the call on who to put forward, but the groundwork is done."
Senior Consultant
Technical recruitment agency, Midlands
Note on compliance

This build was delivered with full EU AI Act compliance documentation — human oversight at every decision point, candidate transparency notices, and a risk register. Compliant by design, not retrofitted.

Automation
Operations Automation
Independent Care Home · Single-site, Private Pay · South West England

15 hours a week back for a registered manager. Three workflows. Zero new software.

The problem

A registered manager at a 28-bed private care home was spending her evenings on family enquiry responses, chasing rota gaps, and manually pulling together CQC documentation before inspections. She estimated 14–16 hours per week on admin that didn't require her clinical judgment. Staff retention was also suffering — bank staff weren't being contacted promptly when gaps appeared.

What we built

Three connected workflows: (1) Family enquiry triage — inbound emails and web form submissions are summarised and categorised, with standard enquiries acknowledged automatically and complex ones flagged for personal response. (2) Rota gap alerts — gaps in the Google Sheets rota trigger WhatsApp messages to the relevant bank staff pool, with availability confirmation logged automatically. (3) CQC document workflow — on-demand generation of a structured evidence pack from existing logs and records, ready for inspection.

15hrs
Weekly admin time freed
Faster rota gap coverage
CQC inspection passed post-build
Automation
Independent Care Home · South West England
"I was doing this job and then doing three hours of admin on top of it every evening. The rota workflow alone changed my week — gaps get covered faster and I'm not the one making every call. The CQC pack used to take me two days to pull together. Now it takes twenty minutes."
Registered Manager
28-bed private care home, South West England
Built on existing tools

All three workflows connect to tools already in use — Gmail, WhatsApp, and Google Sheets. No new software subscriptions. No system migration. The manager and her team changed nothing about how they work.

Start a project

Your sector, your problem — let's scope it.

A free 30-minute call. Tell us what's costing your team time or what compliance obligation you've been putting off. We'll tell you honestly whether we can help and what it would cost.

hello@rojaf.co.uk · References available on request