enquiries & follow-ups
Capture requests, organise lead details, route enquiries and prepare the next follow-up.
fewer missed handoffs
helixworks - simplifying the complex
AI workflow automation for your business
We connect the tools you already use and automate repetitive work, from enquiries and documents to customer support and internal updates.
01 / less manual work
what we automate
Different industries. Familiar bottlenecks. Start with the work your team repeats every week.
documents & data
Extract information from documents, check fields and move data into the right systems.
less copying between tools
customer support
Sort incoming questions, find relevant knowledge and draft replies for your team to review.
more time for complex requests
internal operations
Connect approvals, reminders, status updates and onboarding across your existing tools.
clearer ownership at every step
02 / in action
one request. everything in motion.
From a message to organised data, assigned work and a reply. You stay in control.
-
receivemessage arrives
-
understandextract key details
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organisecreate and link data
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draftprepare a reply
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reviewyou stay in control
the incoming message
Hi, we copy website enquiries into our CRM and follow up by hand. Can you connect the two? Alex
received through the website form
request identifiedwebsite + CRM connection
contact organised
- name
- alex
- source
- website enquiry
- added to
- CRM
- status
- new
follow-up assigned
- team
- sales team
- task
- review and reply
- priority
- normal
- due
- today
the reply draft
Hi Alex, which website form and CRM do you use? We can then scope a small pilot with your team.
awaiting your review
Illustrative outcomes. No tools are connected and nothing is sent.
03 / start small
one workflow. a clear plan.
A focused pilot gives you something to evaluate before committing to a wider rollout.
-
understand the work
Map the tools, people and handoffs. Find where time is spent and what can go wrong.
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scope the pilot
Agree the boundaries, budget and success measures before building.
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build & test
Connect the tools, add review points and test normal requests as well as exceptions.
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launch & measure
Check the results against the baseline. Improve the workflow before expanding it.
04 / the helixworks approach
practical automation. people in control.
HelixWorks focuses on the gaps between the tools your business already uses. The starting point is the process, not a promise to replace your whole stack.
- Use AI where interpretation helps. Use clear rules where consistency matters.
- Keep review and escalation where the impact calls for it.
- Measure against your own baseline, not generic savings claims.
05 / before you start
good questions. straight answers.
Do we need to replace our current tools?
Usually the starting point is connecting what you already use: email, forms, spreadsheets, CRM and other systems. What is possible depends on their APIs, permissions and data access.
How much does a project cost?
The scope, integrations and review requirements determine the cost. A pilot proposal should separate the build cost from ongoing hosting, AI and support costs before you decide.
How long does it take?
A narrow workflow is easier to deliver than a multi-system rollout. Timing depends on access, complexity and testing. The schedule is agreed after the initial assessment, not guessed in advance.
Can a person approve the output?
Yes. Approval, correction and escalation can be part of the workflow, especially for customer-facing messages, sensitive decisions and actions that are difficult to undo.
What happens to our data?
Before a build, agree which data is needed, where it travels, who can access it and how long it is kept. Provider and hosting choices must fit your requirements; do not send sensitive records in the initial enquiry.
What happens after launch?
Handover, access, ownership and ongoing support should be agreed in the project scope. Monitoring and maintenance matter because connected tools and business processes can change.
06 / your next step
what does your team still do manually?
Tell us about one repetitive process, the tools involved and where it gets stuck. That is enough to start a useful conversation.
No need for a finished brief. Please leave out passwords and sensitive customer data.
Sellena is an automated assistant. Contact details you share are saved with your enquiry and sent to our team for follow-up. Please do not share passwords or sensitive information.