Reduce costs and boost productivity

AI Workflow Automation for Real Operations

I design and implement workflow automation that connects systems, reduces manual work and gives teams a clearer, more reliable way to operate.

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AI Workflow Automation
Frazer Lewis - Salesforce Professional

Frazer Lewis

Salesforce and AI Automation Consultant

What is AI Workflow Automation?

AI Workflow Automation

AI workflow automation is not about adding AI for the sake of it. It is about improving how work moves through your organisation.

That can mean routing information automatically, syncing data between systems, generating documents, summarising activity, triggering follow-up actions, or helping teams make decisions faster with the right information at the right time.

The technology matters, but the outcome matters more. The aim is to create workflows that are more efficient, more consistent and easier to trust.

My Tech Stack

  • Salesforce for core process management, structured data and automation
  • APIs for connecting systems and moving information reliably
  • N8N or Make for workflow orchestration 
  • Knowledge of Boomi for Enterprise grade work
  • ChatGPT, Claude and Perplexity for summarisation, classification, content generation and decision support
  • Titan DXP for portals, Docgen and eSign
  • Third-party apps where they simplify delivery and improve results

Example Use Cases

Cross-system Workflow Automation

Connect Salesforce and other business systems so information flows automatically instead of being copied manually.

Reporting and Analytics

Reduce the time spent assembling updates and dashboards by automating data collection, transformation and delivery.

Approvals and Handoffs

Create clearer processes for reviews, approvals and next steps, with less chasing and less ambiguity.

Document Automation

Generate documents, emails or notifications automatically based on data and process events.

Operational Notifications

Surface relevant updates, send automated communications and summarise activity to support faster decision-making.

Process Consistency at Scale

Build workflows that reduce reliance on memory, workarounds and inconsistent manual handling.

Improvements Delivered

Responsive Customer Service

Fewer Errors

Better Data Quality

Quicker Order to Cash

Clearer Ownership and Handoffs

Better Visibility for Managers and Teams

“We reached out to Rephrase to help us with some management information automation. What was once a 3-day manual task is now completed in 2 hours.”

John Slator
Head of Data and Insights, Concern: the mental health and wellbeing group

“Rephrase stood out from the competition in terms of being able to demonstrate that they talked our language and understood our business and our salesforce requirements.”

Nick Spencer
Managing Director

“Rephrase were instrumental in our implementation of Salesforce. We went from a manual to a digitised process, whereby all our key sales documents are now produced via Conga Composer in Salesforce.”

Fraser MacKay
Commercial Director, FEC Heliports Worldwide Ltd

My Salesforce Certifications

Salesforce Certified Adminstrator
Salesforce Certified Advanced-Administrator
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Platform App Builder