01
Data cleanup & workflow mapping
Audit spreadsheets, CRMs, forms, and reporting flows to find bottlenecks and define the clean operating model.
AI automation and data systems for UK SMEs
We fix your data. Then we automate repetitive work.
Clariana helps growing teams clean messy data, connect business tools, and deploy AI-powered workflows that save hours every week.
CRM sync complete
AI scored 42 leads
Clariana Ops System
Input
New enquiry
Website, email, CRM
Data layer
Clean and enrich
Duplicates removed
AI decision
Qualify and route
Priority score added
Action
Book and notify
Team gets context
Live impact
0 hours recovered per weekWhy Clariana
Automation only works when the data underneath it is trustworthy.
Many businesses try to automate broken processes and end up with faster chaos. Clariana starts by understanding your workflows, cleaning the data layer, and building practical systems around the tools your team already uses.
The result is a smarter operating model: fewer manual updates, clearer reporting, faster follow-ups, and a team that can focus on decisions instead of admin.
Interactive workflow visual
See what Clariana could automate first.
Choose a department and see the full automation blueprint — every step, every tool, every hour saved.
Sales Operations
Automates every step from lead capture to booked meeting, so your sales team only talks to warm, ready prospects.
12h
saved per week
0
manual steps
4×
faster response
Trigger
01
New lead submits form
Website, LinkedIn ad, or referral email lands in the system automatically.
HubSpotWebsiteLinkedIn
Data Layer
02
Clean and deduplicate
Removes duplicate contacts, fixes formatting, and fills in missing fields from enrichment sources.
Clearbitn8nCRM
Clariana AI
03
Score and qualify
AI reads company size, intent signals, and past behaviour to assign a priority score and suggest next action.
GPT-4oScoring rulesCRM
Auto Action
04
Send personalised outreach
Tailored follow-up email sent within minutes. Calendar link included for high-score leads.
GmailCalendlySlack alert
Outcome
05
Meeting booked, rep briefed
Sales rep receives a briefing card with lead history, score, and talking points before the call begins.
HubSpotNotionSlack
Services
AI automation and data solutions built around your business.
02
AI workflow automation
Automate repetitive admin, lead follow-ups, customer onboarding, ticket routing, document filing, and internal handoffs.
03
Dashboards & reporting
Turn scattered business data into clear dashboards that help leaders see performance, risk, and next actions faster.
04
Tool integrations
Connect CRMs, finance systems, email, calendars, Slack, Google Workspace, Microsoft 365, Make, Zapier, and n8n.
05
Voice & Chat AI Agents
Deploy conversational AI on WhatsApp, your website, or over the phone — handling enquiries, bookings, and support 24/7.
06
AI assistants & agents
Deploy assistants that answer internal questions, prepare summaries, draft responses, and support customer-facing workflows.
07
Optimisation & support
Monitor performance, improve automations, document systems, and keep your team confident after launch.
Integrations
We work with your tech stack
No rip and replace. Clariana builds AI automations that plug directly into the tools your team already uses, so everything works together.
Tools & platforms we work with
n8n
OpenAI GPT-4o
ElevenLabs
HubSpot
Supabase
Zapier
Make
WhatsApp API
Twilio
Google Workspace
Pinecone
Looker Studio
Shopify
Xero
Slack
Airtable
Microsoft 365
DocuSign
Automation ROI calculator
Estimate how much manual work Clariana could remove.
Adjust the numbers to model your team. The estimate updates instantly and gives prospects a concrete reason to book.
Hours saved weekly
38h
Estimated annual saving
GBP49,400
Sample ROI
1186%
How it works
From audit to automated system in a focused sprint.
A clear four-stage process — no jargon, no surprises, no wasted sprints.
01
Week 1
Diagnose
We spend time inside your business — mapping every system, data source, manual step, and decision point. You get a clear picture of where time is lost and where automation will have the fastest impact.
Deliverable: Automation opportunity map
02
Week 1–2
Design
We define the full workflow architecture — which tools connect, what logic governs each step, what safeguards protect data quality, and what your team will see and control. Nothing gets built until the design is signed off.
Deliverable: Workflow blueprint + ROI projection
03
Week 2–4
Deploy
We build, test, integrate, and launch. Every automation runs in a staging environment first. Your team gets hands-on documentation and a live walkthrough before anything touches production data.
Deliverable: Live automations + team handover pack
04
Ongoing
Optimise
We monitor performance, fix edge cases as they emerge, and improve the system as your business evolves. Monthly check-ins keep your automations sharp and your team confident.
Deliverable: Monthly performance report + improvements
Client proof
Practical automation, delivered with clarity.
★★★★★
"Really satisfied with the speed and quality of work delivered. The Instagram automation pipeline Zohaib built saved us hours every week. Would definitely recommend getting in touch to get repetitive tasks automated and have real time and cost savings."
A
★★★★★
"Clariana helped us with data visualisation projects, negating the need to develop and host this capacity in house. Responsive, practical and efficient. The dashboards they built gave our leadership team clarity they simply did not have before."
G
★★★★★
"The AI chatbot Zohaib built for our Shopify store transformed how we handle customer queries. It handles product questions, order tracking and FAQs around the clock — our support load dropped significantly within the first two weeks of going live."
P
★★★★★
"Zohaib built us an HR system that automated our onboarding, contract generation and staff record management. What used to take our HR team days now runs itself. The quality of the build and the handover documentation were both excellent."
S
★★★★★
"Clariana built automation workflows that connected our entire ops stack — CRM, project tracking, and client comms all flow together now without anyone manually pushing data between tools. Zohaib understood our business quickly and delivered exactly what we needed."
C
Packages
Start focused, then scale the systems that work.
Automation Starter
Best for small teams that need 1 or 2 high-impact workflows live quickly.
From GBP750- Workflow audit
- 1-2 tailored automations
- Team handover
- 30 days support
Most popular
Growth Systems
Best for growing businesses ready to connect CRM, reporting, finance, and customer workflows.
From GBP2,000- 3-6 synchronized workflows
- CRM and reporting integration
- Quarterly optimisation audit
- Priority support
Automation Partner
Best for teams that want continuous automation, monitoring, and strategic improvement.
Monthly- Ongoing workflow builds
- System monitoring
- Private support channel
- Automation roadmap
FAQ
Questions before you automate?
What can AI automation do for my business?
It can remove repetitive work such as data entry, reporting, lead follow-ups, scheduling, customer onboarding, and support routing.
Do we need to change all of our tools?
No. Clariana usually connects and improves the tools you already use, then only recommends new software where it has a clear business case.
How quickly can we see results?
Focused workflows can often be launched in weeks. Bigger automation systems are phased so you get value before the full roadmap is complete.
Do we need technical skills to manage it?
No. Every build includes documentation, handover, and practical guidance for your team.
How much does AI automation cost for a small business?
Clariana's Automation Starter package begins from £750 for one or two high-impact workflows. Most clients recover that cost within the first month through hours saved. We always provide an ROI projection before any work begins so you know what to expect.
What is the difference between AI automation and traditional software?
Traditional software requires humans to input, move, and interpret data. AI automation reads context, makes decisions, and takes action — so the work happens without anyone triggering it manually. It adapts to variation in your data rather than breaking when something looks different.
Can you automate WhatsApp and voice calls for customer enquiries?
Yes. Clariana builds AI agents that handle inbound WhatsApp messages, website chat, and phone calls — answering questions, qualifying leads, taking bookings, and escalating to a human when needed. These run 24 hours a day without staffing costs.
Is my business data safe when using AI automation?
Yes. Clariana designs systems with data privacy built in from the start. We work within GDPR-compliant architectures, avoid storing sensitive data unnecessarily, and use enterprise-grade platforms with appropriate access controls. We can walk you through the data flow for any build before it goes live.
How long does it take to build an automation system?
A focused single workflow — such as lead follow-up or invoice processing — typically takes one to two weeks from audit to live. Larger multi-system builds are phased across four to six weeks so you see results at each stage rather than waiting until everything is complete.
What industries do you work with?
Clariana works across professional services, finance, legal, HR, e-commerce, healthcare administration, and technology businesses. If your team does repetitive manual work with data, documents, or customer communications, automation will almost certainly apply.
Do you offer ongoing support after the automation goes live?
Yes. Our Automation Partner retainer includes system monitoring, improvements as your business changes, a private support channel, and a rolling automation roadmap. We also offer one-off post-launch support packs if you prefer a lighter arrangement.
Can AI automation integrate with the software we already use?
In most cases, yes. Clariana connects systems using native integrations, APIs, and tools like n8n, Make, and Zapier. We work with HubSpot, Salesforce, Xero, QuickBooks, Google Workspace, Microsoft 365, Shopify, Slack, and hundreds of other platforms without requiring you to change your existing stack.
Ready to see the system
Get a practical automation roadmap before you buy anything.
Book the Free AuditFree automation audit
Show us what slows your team down. We will map what to automate first.
Tell us about your manual workflows and we will identify the fastest route to cleaner data, better reporting, and practical AI automation.