Let AI handlethe busywork.
Every business has tasks that eat hours every week. We map your processes and build custom AI workflows that handle them from start to finish, connected to the tools you already use.
Your busywork, handled by AI.
Copying data between tools, sorting emails, chasing paperwork, building the same report every Monday. These tasks add up to hours every week. With Custom AI Automation, we study how your business actually runs, then design and build AI workflows that do the work for you, accurately, around the clock, with your team in control.
- Built around your processWe don't sell a one-size-fits-all tool. Every workflow is designed for how your team works.
- Connects everythingYour CRM, email, calendar, documents, and databases finally talk to each other.
- You stay in controlAdd approval steps wherever you want a human to review before anything happens.
8 ways we automate your business
Process audit & automation roadmap
We map your daily operations, find the tasks costing you the most time, and prioritize the automations with the biggest payoff.
Custom AI agents & workflows
Multi-step workflows and AI agents built on proven platforms like n8n, Make, Zapier, and GoHighLevel, tailored to your business.
CRM & tool integrations
We connect your CRM, email, calendar, spreadsheets, accounting, and other tools through their APIs so data flows automatically.
Document & data processing
AI reads invoices, forms, contracts, and emails, pulls out the key details, and puts them exactly where they belong.
AI email & inbox triage
Incoming emails are sorted, labelled, summarized, and routed, with draft replies ready for common requests.
Automated reporting & dashboards
Reports that used to take hours are built and sent automatically, on schedule, with AI-written summaries.
Human-in-the-loop approvals
Sensitive steps pause for a quick approval from your team before anything is sent, paid, or changed.
Monitoring, logs & ongoing optimization
Every run is logged and monitored, and we keep improving your workflows as your business grows.
Built for businesses like yours.
Every industry has repetitive work. Here are a few of the ways businesses like yours use custom AI automation.
Turns job requests into quotes, schedules, and invoices automatically.
Automates intake forms, reminders, and post-treatment follow-ups.
Handles insurance details, recalls, and patient paperwork.
Processes referrals, forms, and appointment admin.
Syncs leads, listings, and transaction checklists.
Automates onboarding, billing reminders, and win-back campaigns.
Speeds up intake, document prep, and deadline tracking.
Automates inventory alerts, ordering, and review replies.
Handles rebooking, reminders, and stock reorders.
Turns inspections into estimates, follow-ups, and job updates.
Automates quote intake, renewals, and document collection.
Syncs inventory, leads, and service reminders.
Automates onboarding, scheduling, and client reporting.
Collects documents, updates CRMs, and tracks loan stages.
From time-wasting tasks to automated workflows.
We start by understanding your business, then build, test, and launch automations one by one, so you see results fast.
Find what to automateDiscovery & Process Mapping
We walk through your daily operations with your team and document every repetitive task and handoff.
Automation Roadmap
We rank opportunities by time saved and impact, and agree on what to build first.
Build & Integrate
We design the workflows and AI agents and connect them to your existing tools and data.
Test & Launch
We test with real data, add approval steps where needed, train your team, and go live.
Monitor & Improve
We track every run, fix issues fast, and keep adding automations as your business grows.
What custom AI automation does for you.
Repetitive tasks run on their own, freeing your team for real work.
No more copy-paste mistakes or forgotten follow-ups.
Handle more customers and orders with the team you already have.
Your systems finally share data automatically and in real time.
Choose the plan that fits.
Start with one high-impact workflow, or let us become your ongoing automation team.
Automation Sprint
For businesses that want to automate their single most time-consuming task.
- Process audit for 1 workflow
- 1 custom AI workflow built
- Up to 3 tool integrations
- Team training & documentation
- 30 days of support
Growth Automation
For growing teams ready to automate a full process from start to finish.
- Full process audit & roadmap
- Up to 4 custom AI workflows
- Unlimited tool integrations
- AI document & data processing
- Human approval steps
- 60 days of support & optimization
AI Operations Partner
For businesses that want an ongoing team building and running automations.
- New workflows built every month
- Custom AI agents
- Automated reporting & dashboards
- Monitoring, logs & maintenance
- Quarterly automation strategy review
- Dedicated automation engineer
Google Business Profile + Missed Call Text Back
- Google Business Profile setup & optimization
- Missed call text back, instantly
- Never lose a lead from a missed call
Platform and software subscription costs (like n8n, Make, or Zapier) are billed separately or at cost.
Automation questions, answered.
Still not sure? Send us a message and we'll get back to you within one business day.
Ask a questionAlmost any repetitive, rules-based work: data entry, lead routing, email sorting, document processing, invoicing, reporting, onboarding, reminders, and moving information between your tools.
No. We build around your existing CRM, email, calendar, spreadsheets, and software, and connect them so they work together.
We use proven automation platforms such as n8n, Make, Zapier, and GoHighLevel, plus direct API integrations and AI models, choosing what fits your needs and budget.
Only where you want it to. You can add approval steps to any workflow, so a person reviews important actions before they happen.
A single workflow is often live in one to two weeks. Larger, multi-workflow projects usually take three to six weeks.
Every workflow is monitored and logged. If a step fails, we are alerted and fix it, and support is included in every package.
We use secure, access-controlled connections, only give workflows the permissions they need, and keep your data within your own accounts and tools wherever possible.
That is what the process audit is for. We identify the tasks costing you the most time and show you the expected savings before we build anything.
Find out what you can automate.
Book a free strategy call and we'll identify the tasks in your business that AI can take off your plate first.