Automation and AI

Automation and AI

Give your team back the hours lost to admin

We connect your systems and automate repetitive work with n8n, Make, Zapier and Power Automate, and add practical AI where it genuinely helps. Start with a free 30-minute automation review.

Sound familiar?

Signs your team is doing work a computer could do.

Copying and pastingStaff move the same data between forms, spreadsheets, CRM and email.
Chasing by handReminders, renewals and follow-ups depend on someone remembering.
Inbox overloadEnquiries pile up and take hours to sort and route.
Reports take daysFigures are pulled together by hand every month.

What we automate

Practical automations that save time from the first week.

Workflow automation

Joined-up processes with n8n, Make, Zapier or Power Automate, from form to CRM to email.

Supporter and member journeys

Welcome series, renewal reminders and lapsed-donor follow-ups that run themselves, including CiviRules in CiviCRM.

AI assistants and triage

AI that sorts, summarises and routes enquiries and emails, so the right person sees them first.

AI data clean-up

Find duplicates, fix messy records and standardise data in your CRM.

Document processing

Pull details from forms, PDFs and emails straight into your CRM.

Live dashboards

Looker Studio and Power BI dashboards that update themselves.

How we help

A low-risk way to start: one small win first, then build from there.

Free reviewA 30-minute call to find two or three tasks that could run themselves.
Plan and quoteA clear plan and a fixed price for the first automation.
BuildWe build and test it with your real tools and data.
Launch and trainWe switch it on and show your team how it works.
GrowWe monitor it, keep it running and add more when you’re ready.

Connects with the tools you use

We work with the tools you already use, and keep your data safe.

n8nMakeZapierPower AutomateCiviCRMMicrosoft 365Google WorkspaceSlackTeamsXeroQuickBooksMailchimpLooker StudioPower BI
What our clients say
“
Mountev has been instrumental in helping us achieve our strategic goals.
Aristeidis KoliopoulosCTO, Centre for Economic Policy Research

Common questions

Which tool should we use?

It depends on your systems, budget and data. n8n is powerful and can be hosted on UK servers; Zapier and Make are quick to start; Power Automate suits Microsoft 365 organisations. We’ll recommend the best fit.

Is AI safe to use with our data?

We design every AI step with GDPR in mind: we keep personal data to a minimum, use UK or EU hosting where possible, and keep a person in the loop for important decisions.

We’re a small team. Is this worth it?

Often more so. Saving even a few hours a week makes a big difference to a small team, and we start with one small, fixed-price automation.

How much does it cost?

The first review is free. Each automation then gets a fixed-price quote, and ongoing support is £85/hour + VAT for clients on one of our plans.

Find out what you could automate

Book a free 30-minute automation review. We’ll find two or three tasks that could run themselves and give you a fixed-price quote.

Or email us at info@mountev.co.uk