AI automation for the work nobody should do by hand
Approvals that wait on one inbox. Data typed from one system into another. Follow-ups that happen if someone remembers. We build AI automation that takes those tasks off your team and measures the result in hours returned and revenue that stopped leaking.
Automation that starts with the process, not the tool
Most automation projects fail because they automate the wrong thing well. We map the workflow first.
Book a strategy session ($350)A good fit if you
- Have a team spending hours a week on approvals, data entry, or status chasing
- Run several systems that don't talk to each other
- Lose leads or orders in hand-offs between departments
- Want fewer mistakes without hiring more people to check for them
- Need the process to keep running after hours and in three languages
AI automation is the discipline of letting software handle the parts of your operation that follow a pattern: the intake form that becomes a ticket, the invoice that needs three approvals, the customer update that goes out when a job status changes. The pattern is what makes it automatable. The judgment calls stay with people.
We start by sitting with the people who do the work and mapping what actually happens, including the workarounds nobody wrote down. Then we automate the steps that are rules, add AI where a step needs reading or classification rather than a fixed rule, and keep a human in the loop wherever a mistake would cost real money. That combination is what separates automation that lasts from a bot that gets switched off after a month.
Everything we build connects to the systems you already run: your CRM, your scheduling tool, your accounting software, your inbox, your WhatsApp line. You don't migrate to a new platform to get automation. It comes to you.
What we automate
Every item below is something we build to run inside your systems, with logging on every action and a person notified when something needs a decision.
Tools and stack we work in
- Make
- Zapier
- n8n
- Power Automate
- OpenAI
- Twilio
- WhatsApp Business API
- HubSpot
- Salesforce
- QuickBooks
- Google Workspace
- Microsoft 365
We pick the orchestration layer that fits your existing tools and your team's ability to maintain it. We don't sell a platform; we build on the ones you already pay for where we can.
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Approval workflows
Purchase orders, quotes, time off, change requests. Routed by rule, escalated by exception, and closed without a chase.
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Intake and ticket routing
Forms, emails, and messages classified by AI and sent to the right person with the right context already attached.
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Cross-system data sync
When a record changes in one tool, it changes everywhere. No more retyping between CRM, accounting, and scheduling.
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Customer status communication
Automatic updates by email, SMS, or WhatsApp when a job, order, or claim moves stage, in the customer's language.
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Document processing
Invoices, contracts, and forms read by AI, key fields extracted, and pushed into your system of record.
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Follow-up sequences
Quotes that get chased, invoices that get reminded, and reviews that get requested, on a schedule you set.
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Reporting and alerts
Daily or weekly summaries assembled automatically, with alerts when a number crosses a threshold you care about.
Where automation pays off first
These are the workflows where we most often find the fastest return, drawn from the industries we already serve.
Home services and trades
Job booked to crew dispatched to invoice sent to review requested, without a dispatcher touching four screens.
Insurance agencies
Application intake, document collection, carrier submission, and renewal reminders on a compliance-safe schedule.
Medical and aesthetic practices
Intake forms, appointment confirmations, no-show follow-ups, and post-visit sequences that run in Spanish and English.
Real estate
Lead routing to the right agent by area and price, showing confirmations, and document collection through closing.
Legal and professional services
Conflict checks, intake questionnaires, engagement letters, and billing reminders that don't depend on a paralegal's inbox.
E-commerce
Order exceptions, returns, and inventory alerts routed and resolved before a customer has to write in.
Why a marketing agency builds automation
Because we kept finding the same problem.
We would run a campaign that produced leads, and then watch the leads sit. A form submission that nobody saw for six hours. A quote that never got followed up. A customer who called twice and got a voicemail both times. Doubling the ad budget on a leaking operation only doubles the leak, so we started fixing the operation.
That's the difference between automation from us and automation from a software vendor. We measure it against the number that matters to you: leads that turned into booked jobs, invoices paid faster, hours your team got back. If an automation doesn't move one of those, we tell you, and we don't build it.
How we work
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Discovery and data audit
We learn how the business makes money, where the decision or the workflow actually breaks, and what data exists to fix it. If the data isn't there yet, that becomes step one.
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Roadmap and architecture
One plan that names the outcome, the integrations, the guardrails, and the budget. Sequenced so the fastest win funds the longer build.
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Build and integrate
We build inside your systems and your accounts, connect to the tools you already run, and test against real data before anything touches a customer.
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Measure and improve
Monthly reviews on the business number the system was built to move, not on model accuracy in isolation. We keep tuning after launch.
The same standards as everything else we do
You own the code and the data
Source, models, prompts, pipelines, and accounts are yours. If we ever part ways, everything we built stays with you.
Revenue model first
We ask how the company makes money before we ask which model to use. AI that doesn't move a business number is a science project. It's how we work on everything.
No hidden fees
Scope is written before it's priced. Cloud and API costs are passed through at cost, not marked up.
Senior people, always
The engineer who scopes your system is the one who builds it. No handoff to a junior pod after the contract.
Guardrails by default
Human review where decisions carry risk, logging on every automated action, and a kill switch you control.
Three languages
Systems that read, write, and talk in English, Spanish, and Portuguese, because your customers do. See where we operate.
Related services
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Custom AI Agent Development
Agents that run multi-step work across your systems
Get Started Custom AI Agent Development -
Data Engineering & Management
Pipelines and warehouses that make AI possible
Get Started Data Engineering & Management -
AI Customer Engagement
Chatbots and conversational AI that book, not just chat
Get Started AI Customer Engagement -
AI Inbound Intake
Instant lead capture and qualification
Get Started AI Inbound Intake -
AI Task Manager
Project and team coordination that keeps moving
Get Started AI Task Manager -
Business Consulting
A fractional strategic partner for growth
Get Started Business Consulting
Questions we get asked
Regular automation follows fixed rules: if this field equals that value, do this. AI automation adds steps that need reading or judgment, like classifying an email, extracting the total from an invoice, or deciding which of three teams should handle a request. We use plain rules wherever a rule is enough and AI only where it earns its place.
No. We build on top of the tools you already run. The goal is to connect your CRM, scheduling, accounting, and communication tools so they act like one system, not to replace them.
Every action is logged, and any step where a mistake would cost money has a human checkpoint. You get a kill switch, and we set thresholds so unusual cases are routed to a person instead of processed blindly.
A single workflow, like quote follow-up or intake routing, typically ships in two to four weeks. A connected set of workflows across departments is a phased project, and we sequence it so the first phase pays for the second.
You do. The accounts, the workflows, the prompts, and the documentation are yours. If we ever part ways, everything keeps running and you keep the keys.
Yes. Classification, extraction, and customer communication all run in English, Spanish, and Portuguese. In South Florida that isn't a feature, it's a requirement.
AI Task Manager coordinates people: it tracks who owes what, nudges, and keeps a project moving. AI Automation removes the task altogether by having software do it. They pair well. Automation handles the routine steps, and the task manager handles what still needs a person.
Stop doing by hand what software should do.
Thirty minutes to map the workflow that's costing you the most. You'll leave knowing whether it's automatable and roughly what it would take, whether or not we build it.
Book a strategy session ($350)
