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Scoro logo ScoroCRM and pipeline software

AI automation inside Scoro.

Keep Scoro. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Productive logoProductiveNotion logoNotionExcel logoExcelPipedrive logoPipedriveOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

AI automation for Scoro means reviewed AI agents working inside Scoro: filing documents to the right client, raising the task and drafting the reply. It works through Scoro's own Clients, Projects and Time. Your data stays in Scoro.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Scoro and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Project margin and delivery exception summaries✓
Sales pipeline follow-up drafts from Scoro records✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
ScoroDone
OutlookDone
ProductiveConnected
NotionConnected
ExcelConnected
PipedriveConnected
Explore connected software
First workflows

First workflows worth automating in Scoro.

Each one has a trigger inside Scoro, a reviewed AI step, and a person on the approval.

  • 01 Project margin and delivery exception summaries
  • 02 Sales pipeline follow-up drafts from Scoro records
  • 03 Team utilisation and capacity alerts
  • 04 Client report preparation from approved project data
  • 05 Quote-to-project handover task creation
Product-specific AI

AI workflows that speak Scoro's language.

A professional services team can combine project, capacity, time and billing data into a delivery brief and route only the exceptions that need action.

Access first

Scoro supports account API keys or user tokens. User-token operations remain constrained by that user's Scoro permissions. Check the official integration documentation.

Scoro modules we work inside
ClientsProjectsTimeBillingUser tokens
Often paired with

Software we build Scoro workflows alongside.

Productive logoProductive AI automationNotion logoNotion AI automationExcel logoExcel AI automationPipedrive logoPipedrive AI automationAsana logoAsana AI automation
Where to next

Scoro sits at the centre of crm and pipeline teams.

Industry

AI automation for professional services firms

The full crm and pipeline stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Scoro AI automation, answered.

Can AI handle project margin and delivery exception summaries in Scoro?
Yes - this is one of the first Scoro workflows Horizon AI builds. An AI agent watches for the trigger inside Scoro, drafts the project margin and delivery exception summaries, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Scoro features like Clients and Projects?
It works alongside them. Horizon AI builds against Scoro's own capabilities - Clients, Projects, Time, Billing - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Scoro?
Scoro supports account API keys or user tokens. User-token operations remain constrained by that user's Scoro permissions.
Does Horizon AI replace Scoro?
No. Scoro stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Scoro.
Which crm and pipeline workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.
The audit costs nothing

Put AI to work inside Scoro.

Tell us the Scoro job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.