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Automation & AI

Automate the work that repeats.Keep people responsible for the decisions.

LinkSlate does not add AI for the sake of it. Optional automation and AI are scoped around a clear business use case: save repetitive effort, improve follow-up or help a team find new opportunities.

Growth add-on

AI Prospecting

Research, verify and rank potential business prospects against agreed targeting criteria so your team spends less time manually finding and checking possible leads.

Best fit: B2B service businesses that actively prospect for new customers.

Efficiency add-on

Advanced Automation

Automate suitable repetitive work with schedules, limits and approval rules so routine admin can move without removing management control.

Best fit: businesses repeating the same reminders, checks or follow-up tasks every week.

Scoped configuration

Custom Workflows

For businesses with more specific processes, integrations or terminology, we can scope a tailored configuration rather than forcing a generic setup.

Best fit: operations with unusual permissions, handoffs, data flows or specialist requirements.

Set limits

Agree what can run, how often it can run and what cannot happen automatically.

Choose schedules

Control when repetitive work is allowed to happen rather than leaving it permanently active.

Keep approvals

Require a person before higher-impact actions so automation speeds work up without removing accountability.

What automation should actually do

Give managers fewer routine things to remember.

The strongest automation is usually not flashy. It removes repeated checking, prompting and chasing while still escalating the situations that need a person.

✓Flag work that is still unassigned before it becomes urgent
✓Prompt follow-up where a quote or customer action is still outstanding
✓Surface overdue operational tasks to a manager
✓Prepare recurring activity around an agreed schedule
✓Keep higher-impact actions behind a human approval step

Use it only where the economics work

If it does not save meaningful effort or support revenue, do not add it.

Optional AI, automation and custom services are separately scoped. Availability, output and pricing depend on the agreed workflow, volume and safeguards required. That lets us compare expected value against expected usage before you commit.

Compare plans and break-even →