Webtasy / Integrations, automation & AI

Integrations, AI
and workflow
automation.

When a request arrives by email, someone still has to copy the details, check the records and chase the next step. Webtasy connects your business systems and builds automation and AI assistants around that work, with people in control of the decisions that need them.

Talk through a workflow Explore the services
Start with a task your team
knows too well.Build around the tools
you already use.

Services

Where does the work get stuck?

Show us what happens between a request coming in and the job being done. We look at the systems involved, the repeated steps and the decisions someone needs to make. That gives us a useful place to start.

01 / Connect the work between systems

Systems integration & workflow automation

Connect your CRM, inbox or operations software so the next step doesn't depend on someone copying a record. We build API integrations and workflows around your rules, including what should happen when data is missing or a connection fails.

What we can include

  • A map of the workflow, its systems and the source of each record
  • API connections and field mapping, with agreed access permissions
  • Triggers, approval steps and a route for failed or incomplete requests
  • Tests for duplicate events and failed connections, plus operating notes

A good fit forWork that stalls between tools, repeated data entry or a handoff that is easy to miss.

Discuss your integrations

02 / Give AI a defined job

AI assistants & agents

Build an assistant that can find answers in approved documents, prepare a reply or carry out a defined task in your tools. We agree what it can read and change, when it must ask for approval and how it hands uncertain requests to a person.

What we can include

  • A pilot using agreed sources and representative requests
  • Connections to relevant data and tools, within defined access limits
  • Output checks, approval rules and a handoff when it can't proceed

A good fit forTasks that involve reading or drafting, where you can check the result and define the next action.

Scope an AI task

03 / A place to review and act

Internal tools for the workflow

Sometimes the missing piece is a screen where someone can check a request, approve a change or retry a failed job. We build that tool around the connected workflow, rather than asking your team to manage another disconnected app.

What we can include

  • A review queue or internal app for the agreed task
  • Connections to the records your team needs, with role-based access
  • A history of actions and a way to handle exceptions
  • A walkthrough and instructions for the people using it

A good fit forA workflow that needs human oversight but has no clear place for someone to step in.

Discuss the missing tool

Example projects

What this could look like in your day

These are illustrative scopes, not client case studies. They show possible connections and review steps. The right approach depends on your tools, data and permissions.

Illustrative engagement / 01

An enquiry without the copy-paste

An email could create or update a CRM record, check for a duplicate and assign the request to an owner. If details are missing, it could go to a review queue. An AI-drafted reply would wait for approval before sending.

Inbox → CRM → review queue
Illustrative engagement / 02

Document details ready to check

A supplier document could arrive in a shared inbox. AI could extract the relevant fields and match them to an order record. A person would check the result against the source before an approved update reaches the operations system.

Document → review → record update
Illustrative engagement / 03

An answer with its source attached

A team member could ask an assistant about an internal process. It could search approved documents they are allowed to read and link to the source. If it can't find support for an answer, it would flag the gap for someone to resolve.

Approved knowledge → staff assistant

How we work

Start with one workflow, then test it

We agree the task and its boundaries before building. You review a working pilot with the people who use the process, including the awkward cases they already know about.

01

Walk through the work

Show us a typical request and one that went wrong. We map the tools involved, who owns each record and where someone has to make a decision.

02

Check access and scope

We check the available APIs and data, then agree the first workflow. Access limits, approval steps and what happens on failure are part of that scope.

03

Build a pilot and test it

Try it with representative requests. We test missing data, duplicate events and failed connections. For AI tasks, we also check unsupported answers and when it should stop.

04

Prepare to run it

Agree how to release and pause the workflow, who owns the accounts and who handles exceptions. The handover includes operating notes; ongoing support is a separate agreement.

About Webtasy

A studio for the work between your tools

Webtasy builds integrations, workflow automation and practical AI tools. We start with how your team handles a real task, then work out what software should take on and what needs to stay with a person. If a standard integration is enough, there's no reason to add an agent. If the workflow needs a small internal app, we can build that part too.

Project questions

Before we start

You don't need to choose an AI model or write a technical brief. Describe a repeated task, the tools involved and where the process gets frustrating.

Can you connect the tools we already use?

That's where we start. We check what each system allows through its API, available connectors or data exports. Access restrictions, subscription levels and data quality can affect the scope. If a connection isn't practical, we'll discuss that before committing to a build.

Does the workflow need AI?

Often it doesn't. A clear rule, an API connection or an approval step may be enough. AI is worth considering when the task involves interpreting documents, finding information or drafting text. We agree how to check its output before making it part of the workflow.

What can an AI agent do without approval?

Only the actions agreed for that workflow. We define what it can read, what it can change and which actions need a person's approval. Sending a message or changing a record can wait for review. We also define when it should stop and pass the task to someone.

How do you handle access to our data?

We identify which records the workflow needs and who is allowed to use them. Before a pilot, we agree account permissions, where data will be processed and retained, and which providers are involved. Don't include passwords or confidential records in your first email.

What will it cost, and how long will it take?

That depends on the systems, access available and the checks the workflow needs. Once we've agreed a scope, we can quote the work and propose a schedule. Paid tools, hosting, model usage and any ongoing support should be listed separately.

What happens if an integration stops working?

We plan how failed jobs are recorded, who needs to see them and when a retry is appropriate. Handover notes explain how to pause the workflow and handle exceptions. Ongoing monitoring, fixes and response arrangements need a separate support agreement.

Start with an email

Tell us which task keeps coming back.

Describe what starts the job, which tools you use and what someone has to do by hand. Include a budget or deadline if you have one. A short account of the problem is enough; keep passwords and confidential data out of the email.

Opens your email app. Nothing is sent until you send the email.
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