Email classification
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Inbox and CRMtoReview
Email and CRM automation.
Turn high-volume email and messy CRM admin into structured notes, tasks and reply drafts.
Built for operations
Inbox and CRM built around real business workflows.
Turn high-volume email and messy CRM admin into structured notes, tasks and reply drafts. Horizon AI scopes one visible business workflow, maps the software it touches, designs the AI step with a human review point, and ships a tested workflow inside your existing systems within 1–4 weeks.
The work below is a typical shape of what an engagement covers — outcomes and integrations are tailored to the specific workflow during scope.
- Inbox triage
- Task creation
- CRM notes
- Draft replies
workflow.liveLive
Current stackSource
AI layerReview gate
Team reviewAction
- AI Summary drafted review
- OK System update prepared queued
Integration stack
Works with the tools already in the business.
The exact integration path depends on permissions, subscriptions, APIs and security needs. We prioritise lightweight, maintainable connections before custom infrastructure.
What the work covers
The work, in concrete pieces.
Inbox and CRM engagements break down into discrete, reviewable workflows — each with a defined trigger, a human approval gate and a measurable change in how the team spends its week. Typical scoped builds run $5,000–$40,000 per workflow and ship within 1–4 weeks. Each card below is a real shape of work we'd scope as part of a build.
CRM contact matching
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Inbox and CRMtoReview
Task creation
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Inbox and CRMtoReview
Reply drafting
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Inbox and CRMtoReview
How we work
A narrow first workflow beats a broad AI transformation promise.
Discovery
Review the current process, software stack, data access points and manual handoffs.
Scope
Choose the first workflow, approval gates, implementation path, timeline and quote.
Deploy
Build, test and launch the workflow inside approved business systems with human review.
Expand
Turn the first useful workflow into a practical AI roadmap across the business.
Explore next
Related ways to deploy AI.
Most Australian businesses end up combining inbox and crm with at least one adjacent service — integration, implementation or workflow automation — within their first 12 months of AI work. The pages below cover the natural next steps after this engagement.
Common questions
Answers before we start.
What does Email CRM automation include?
Email CRM automation usually includes workflow discovery, software access review, AI strategy, implementation planning, integration design, testing and handover.
Can Horizon AI integrate with our current software?
Yes. We first map the CRM, inbox, documents, calendar, finance tools and industry software already in use, then choose the lightest integration path.
How is this different from a generic AI strategy deck?
The work is tied to implementation. The output should lead to a buildable workflow with clear data access, approval gates and operating notes.
Ready to start? Book a strategy session.
Tell us the workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.