AI Business Automation
Put the busywork on autopilot.
We design and build custom automations and AI tools that connect the systems you already use, so your team stops re-typing data, building reports by hand and chasing paperwork.
Example workflow
Order arrives by email
PDF attached, every format different
AI reads and extracts the details
Customer, items, quantities, dates
Your team approves anything unusual
One click, right from Teams or email
Entered into your system automatically
No copy-paste, no typos
Sound familiar?
If your team spends hours on any of these every week, there's a good chance we can automate it.
Re-typing the same dataCopying information from emails, PDFs and spreadsheets into another system.
Reports built by handPulling numbers from three places every Monday to build the same report.
Requests lost in the inboxOrders, questions and approvals buried in a shared mailbox, sorted one by one.
Systems that don't talkYour accounting, CRM and operations tools each hold part of the picture.
What we build
Automation that fits how you already work
Document & invoice processing
AI reads invoices, orders, forms and receipts, pulls out what matters and files it where it belongs.
Request intake & triage
Incoming emails and form submissions are read, categorized and routed to the right person automatically.
Reporting & dashboards
Live dashboards that pull from all your systems, replacing the weekly spreadsheet scramble.
Microsoft 365 workflows
Approvals, onboarding checklists and notifications built on the Microsoft 365, Teams and SharePoint you already pay for.
AI assistants on your knowledge
A private assistant that answers staff questions from your own policies, procedures and documents.
Custom integrations & portals
We connect systems that don't talk to each other, and build simple web portals when off-the-shelf software doesn't fit.
Why Bay Technologies
Built with brilliance. Backed by the support team you already trust.
The same trusted help desk that supports your day-to-day IT is ready to support your highly tailored business automation. We already know your systems, so everything we build is secure, documented and looked after for the long run.
Secure by default
Built inside your own Microsoft 365 or Azure environment wherever possible, with access limited to who needs it.
You stay in control
Every automation is designed with a human in the loop. Anything important, like payments or unusual orders, waits for your approval. AI handles the routine; you make the judgment calls.
Support from the start
Our help desk is involved from day one, not handed the keys after launch. Your automation is monitored like the rest of your IT, and when a vendor changes a form or an API, we fix it.
How it works
From idea to working automation
01
Discover
A free assessment where we map your manual processes and find the ones worth automating first.
02
Prototype
You see a working prototype on your real data before committing to the full build.
03
Build & launch
We build it, test it with your team and roll it out, with training and documentation included.
04
Support & improve
We monitor it, keep it running and look for the next process to take off your plate.
Common questions
Do we have to replace our current software?
Almost never. Your existing line-of-business applications can very likely stay. We bring new automation, and new life, to the software your team already knows, along with Microsoft 365, Google Workspace and your accounting system. If there's a way to connect it, we'll find it!
Is our data safe with AI?
We use business-grade AI services configured so your data stays private and isn't used to train public models, and we keep sensitive steps behind human approval.
Do we need to be a managed IT client?
Yes, and you wouldn't want it any other way. Automation and AI systems need access to your most sensitive business data. That calls for a trusted IT partner who keeps those systems secure and monitored every step of the way. Be wary of any company or software that doesn't make security part of the conversation.
What does it cost?
It depends on what you need, and every organization is different, so we scope each project after a free assessment. All of our services come with predictable monthly pricing. For a limited time, we're waiving onboarding project fees for qualifying projects!