AI Automation
AI Automation Solutions
Give your team back the hours lost to busywork.
We find the repetitive, rules-heavy work slowing your team down and replace it with reliable AI-powered workflows that plug into the tools you already use.
The problem
Your best people are stuck doing copy-paste work
Most growing businesses run on a patchwork of spreadsheets, inboxes and SaaS tools held together by manual effort. Every handoff is a chance for delay or error, and hiring more people to keep up only scales the problem.
- Data re-typed between CRM, invoicing and spreadsheets
- Reports assembled by hand every week
- Leads and requests sitting in inboxes for hours
- Documents read and summarized manually
What we deliver
Everything you need to ship
Automation audit & roadmap
A ranked list of workflows to automate, with effort, risk and expected time saved for each.
Production workflows
Robust automations built in n8n, Make or custom code, with retries, logging and alerting.
AI document processing
Extraction, classification and summarization of invoices, contracts, emails and forms.
Integrations
Connections between your CRM, ERP, helpdesk, accounting and internal databases.
Dashboards & alerts
Visibility into what ran, what failed and how much time the system is saving.
Documentation & training
Runbooks and a recorded walkthrough so your team owns the system.
Use cases
Where it pays off fastest
- 01
Lead intake & enrichment
Capture leads from forms and email, enrich them, score them and route them to the right rep in seconds.
- 02
Invoice & receipt processing
Pull line items from PDFs, match them to purchase orders and post them to your accounting tool.
- 03
Automated reporting
Weekly KPI reports generated from live data and delivered to Slack or email with an AI-written summary.
- 04
Customer onboarding
Contracts, account setup, welcome sequences and task creation triggered by a single signed deal.
Process
How the engagement runs
Step 1
Audit
Shadow the workflow, map every step and measure its cost.
Step 2
Prototype
Automate one high-value flow end to end within the first two weeks.
Step 3
Harden
Add error handling, human review queues and monitoring.
Step 4
Roll out
Expand to adjacent workflows and train the team.
Related work
See it in practice
FAQ
AI Automation FAQ
What kinds of tasks can AI automation handle?
Anything repetitive with clear inputs and outputs: data entry between systems, document extraction, email triage, report generation, lead routing and approvals. We start with tasks that are frequent, rules-based and costly when done by hand.
Do we need to replace our existing software?
No. We integrate with the tools you already use, such as HubSpot, Salesforce, QuickBooks, Google Workspace, Slack and most platforms with an API. Replacing software is rarely necessary.
How long does an automation project take?
A first production workflow typically ships in two to four weeks. Broader programs covering several departments run in phases over two to three months.
What happens when the AI gets something wrong?
We design for it. Low-confidence results are routed to a human review queue, every run is logged, and alerts fire on failures, so mistakes are caught before they reach customers.
Is our data safe?
We use providers with enterprise data agreements that do not train on your data, keep credentials in managed secret stores, and limit each automation to the minimum access it needs.
Ready to put AI Automation to work?
Tell us about the workflow, product or idea. You'll get a clear plan, timeline and fixed quote within two business days.