AI workflow automation for document-heavy businesses.
We automate repetitive work across documents, emails and business systems — helping teams spend less time on administration and more time on high-value decisions.
One specific workflow · No sales deck · Straight answers
Built for teams drowning in structured chaos.
We focus on operationally complex businesses where the same document-driven work repeats hundreds of times a month — and where a mistake, miss or delay actually costs money. Each industry page describes the specific workflow, the systems it touches and the human review points.
Mortgage brokers
Document chasing, missing-information detection, applicant follow-up and case progression — without the manual admin.
Explore mortgage automation →Commercial insurance brokers
Renewal preparation, document collection from insureds, quotation coordination and exception handling across markets.
Explore insurance automation →Accounting & tax firms
Client document collection, bookkeeping exception follow-ups and preparation workflows across your practice.
Explore accounting automation →Construction & engineering
Tender document processing, supplier RFQs, quotation comparison and tender-readiness checks for bid teams.
Explore construction automation →Recruitment agencies
Candidate matching, re-engagement, applicant communications and CRM administration between consultant touchpoints.
Explore recruitment automation →A document-heavy workflow of your own
If your team spends more than 15 hours a week moving documents, chasing information or re-keying data between systems, there's probably a workflow here.
Book a 30-minute call →One workflow, end to end.
Every Tola engagement starts with a single, specific workflow — not a platform. We follow the information through your existing systems and only automate the parts that are repetitive, well-defined and safe to accelerate.
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Information is retrieved from your existing systems
Cases, applications, candidates, renewals or projects are pulled from your CRM, practice management system or application platform via supported APIs.
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Documents are collected from email, portals and stores
Inbox attachments, upload portals, SharePoint or OneDrive folders and shared drives are monitored for new documents against each case.
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Documents are classified and matched
Each document is identified and matched against your requirements checklist for that case — payslips, bank statements, insurance schedules, tender attachments, candidate credentials.
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Missing information and inconsistencies are flagged
Gaps, incomplete periods, mismatched names, expired dates and other exceptions are surfaced for the human reviewer with context, not just alerts.
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Follow-up messages are drafted for approval
Applicant, client, candidate or supplier follow-ups are prepared in your voice, grouped by case, waiting for an adviser or consultant to approve before sending.
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Case status updates flow back into your systems
Approved outcomes — status changes, received documents, notes — are written back to your CRM or application platform through supported integrations.
The expert stays accountable. Tola handles the admin.
We don't automate judgement. Mortgage advisers, insurance brokers, accountants, bid managers and recruitment consultants remain responsible for every regulated, commercial or client-facing decision. Tola prepares the work; your team decides.
What stays human
Every workflow is scoped around specific review points. Tola never sends regulated advice, commits to pricing, submits applications, or communicates with your end client without an approved human touchpoint.
- Regulated advice, lending decisions and final submissions remain with licensed advisers and brokers.
- Client-facing emails are drafted but not sent until a human approves them in a review queue.
- Document classification confidence is surfaced; low-confidence items are routed to a reviewer rather than auto-processed.
- Writing data back to your systems is gated on approval rules you define per workflow.
- A full audit trail records who approved what, when, and what Tola saw at the time.
Built for teams that handle regulated client data.
Mortgage, insurance and accounting workflows involve sensitive personal and financial information. Our controls are deliberate rather than decorative. Full security details →
Our controls are designed around the reality of regulated client data — not retrofitted. For firms with specific IT, risk or compliance requirements, we work through them directly with your team.
Before we work together.
How is this different from a general AI agency or no-code consultant?
We don't build on top of a workflow builder you then have to maintain. We take ownership of a specific operational workflow — document chase in a mortgage firm, renewal prep for an insurance broker — and run it. Our pricing is monthly, our scope is narrow, and our measure of success is a business number you can see move.
What systems can Tola actually integrate with?
Microsoft 365 (Graph), Google Workspace (Gmail, Drive), SharePoint and OneDrive, and CRMs or practice systems that expose APIs or webhooks. For portals without APIs, we can run authorised browser automation under credentials you control. Each industry page lists integration surfaces specific to that sector. We don't claim a working production integration unless we've built it — if we haven't, we'll say so during scoping.
Will AI make decisions on behalf of our clients?
No. AI classifies documents, drafts messages, flags exceptions and prepares updates. Humans — your advisers, brokers, accountants or consultants — approve anything that leaves your systems or affects a client. The audit log records who approved what and when.
How does pricing work?
Monthly, based on the volume of work covered by the automated workflow. Fixed scope, fixed price — no per-seat sprawl and no "contact us for pricing" after signing. Commercials are agreed up front and reviewed as scope expands.
Can we see a demo before committing?
Yes. Book a 30-minute call and we'll walk through a workflow relevant to your sector — the review queue, the exception handling, the human approval points. Where screens are illustrative rather than live production systems, we label them that way.
Pick one workflow. We'll show you what it looks like automated.
Bring one process that eats your team's time. In 30 minutes we'll walk through how it would run on Tola, what we'd need from your systems, and the business number it would move.