AI Automation & Workflow Integration

Your team should stop doing what software can handle.

Most small teams are running a full ops function on copy-paste — moving data between the CRM, the billing tool, the shared inbox, and a spreadsheet no one owns. We connect the tools, wire in the AI steps that matter, and hand back the hours.

10–20 hrs

of manual work eliminated per team, per week — the typical result of one focused automation build.

Proven

platforms first — Zapier, Make, n8n. We only go custom when off-the-shelf can't do it.

You own it

All flows documented and handed over. No black boxes, no vendor lock-in.

What's included

Automation that actually holds up in production.

Workflow Audit

We map where your team is copy-pasting between tools, chasing status updates, or triggering the same task twice. That's the automation backlog.

Platform-First Builds

Zapier, Make, n8n, and native integrations before custom code. Cheaper to run, easier for your team to maintain.

AI-Powered Steps

Classify inbound requests, extract data from PDFs, draft first responses, summarize long threads — LLMs plugged into the flows that need them.

CRM & Data Sync

Keep your CRM, billing, and support tools in sync automatically. Stop paying an ops hire to reconcile spreadsheets.

Error Handling & Alerts

Every flow has failure alerts, retries, and a log. When something breaks, you know before a customer does.

Documentation & Handover

Every automation ships with a written spec and video walkthrough. Your team can maintain or extend it without us.

The cost of doing nothing

Manual busywork is a hidden salary you're already paying.

30%+

Of the average ops role is spent moving data between systems that should already be connected. (Gartner)

$20k+

Annual loaded cost of one part-time ops seat doing work that a well-scoped automation can absorb in weeks.

1 in 4

Customer complaints in small businesses trace back to a dropped handoff between two tools — not a bad product.

Engagement tiers

Start small. Scale when it earns it.

Single Automation

$800 – $2,500

Best for: one high-value workflow — inbound triage, invoice sync, onboarding sequence. Delivered in 3–7 days.

Most popular

Automation Sprint

$4,000 – $10,000

Best for: a bundle of 4–8 connected flows across ops, sales, and support. Delivered in 2–3 weeks.

Retainer

$1,500 – $4,000 / month

Best for: ongoing automation backlog, monitoring, and new-flow requests as your ops evolve. Cancel anytime.

Who this is for

Built for teams whose stack has out-grown copy-paste.

Growing service businesses

You're closing more clients than your intake process can absorb. Automation buys you back the hours before the next hire does.

Ops & Revenue leaders

You know exactly which handoffs are broken. You just need someone senior to build the fix without babysitting a contractor.

E-commerce & DTC teams

Orders, fulfillment, refunds, reviews, and support are in five different tools. One automation layer keeps them honest.

Client-services teams

Onboarding, reporting, and QBRs eat 30% of the week. Templated automation gives that time back — and makes delivery more consistent.

How it works

From audit to live automation in days.

01

Intake

You fill the form. We reply within 1 business day with a shortlist of automations we'd start with.

02

Workflow audit

45 minutes. We map the current process, spot the highest-leverage flow, and lock scope.

03

Build & test

We build in your Zapier / Make workspace (or ours), test against real data, and stage before go-live.

04

Go-live

Automations turn on with monitoring and alerts. You get before/after metrics on the flow.

05

Handover

Written docs, video walkthrough, and admin access. Your team can maintain and extend it themselves.

FAQ

Common questions.

Do we need Zapier or Make accounts already?

No. We help you pick the right platform for your volume and budget, and set up the workspace. You'll own the account.

What tools do you integrate with?

Anything with an API or a supported connector on Zapier/Make/n8n — CRMs, billing, support tools, spreadsheets, email, LLMs, and hundreds more. If it's not connectable, we'll tell you upfront.

How is this different from hiring an ops person?

An ops hire runs the process. Automation replaces the parts a person shouldn't be doing at all. Most teams need both — automation just lowers how much of each you need.

What if a flow breaks?

Every automation ships with failure alerts and retries. On retainer, we monitor and fix. Off retainer, your team gets docs to fix it in minutes.

Can you plug in LLMs safely?

Yes. We use structured prompts, guardrails, and human-in-the-loop steps for anything customer-facing. No black-box AI in production.

Do you sign an NDA?

Yes — standard mutual NDA on request, before we see any live workflow data.

Start your project

Tell us what you want to automate.

Fill out the form below and we'll come back within 1 business day with a shortlist and a price.

No spam. No sales calls unless you want one. We'll respond by email within 1 business day.