Stop copying data
between apps.
The average SMB employee spends 2–3 hours per day on manual data entry, copying information between tools that don't talk to each other. We map your processes, identify the biggest time leaks, and build automations that eliminate the repetitive work.
Practical AI automation. Not science fiction.
A note on what we mean by "AI automation"
We're not building machine learning models or training custom AI. We connect your existing tools using Make, Zapier, and n8n, and add Google Gemini AI at specific points where it adds real value — drafting emails, qualifying leads, categorizing data, summarizing documents. No hallucinations in your invoice pipeline. Real, tested, documented workflows.
Automations that save real hours.
Lead capture → CRM → Notification
A form on your website fires automatically: the contact goes into your CRM, the lead is scored by AI based on their responses, your sales rep gets a Slack notification with a summary. No manual entry. No missed leads.
Invoice creation from CRM data
When a deal closes in your CRM, a draft invoice is generated automatically with the correct line items, client info, and terms. Your team reviews and sends. No copying. No errors.
Document → AI Summary → CRM Note
Upload a signed contract, meeting notes, or PDF quote to a shared folder. AI extracts the key info and logs it as a structured note in your CRM. Never manually re-enter what's in a document.
Customer onboarding sequence
When a new client is tagged in your CRM, an automated sequence triggers: welcome email, onboarding checklist, calendar invite, team notification. Consistent for every client without a human manually managing it.
Inventory alert → Reorder request
When stock drops below a threshold in your inventory system, an alert fires, a reorder request is drafted, and your purchasing manager gets a WhatsApp or email notification to approve.
AI-drafted follow-up emails
After a sales call is logged in your CRM, AI drafts a personalized follow-up email based on the meeting notes. Your rep reviews, edits if needed, and sends in under 30 seconds.
Audit first. Build second.
Process Audit (Week 1)
We spend the first week mapping your current workflows — what tools you use, where data moves, where it gets stuck. We identify the 3–5 automations with the highest ROI. You get a written audit document regardless of whether we proceed.
Build & Test (Weeks 2–3)
We build each automation in Make, Zapier, or n8n — whichever fits your existing tool stack. Every automation is tested with real data, documented with a flowchart, and validated with your team before go-live.
Handover & Training (Weeks 3–4)
Your team gets a walkthrough of every automation. We document the logic in plain English — not just "it works" but "here's how it works and here's what to do if it breaks." You're not dependent on us to maintain it.
Built on tools you already know.
Our primary automation platform for complex, multi-step workflows
For simple, fast connections between popular apps
Open-source option for clients who want to self-host their automations
AI layer for text generation, classification, and summarization
We don't lock you into proprietary tools. Every automation is documented and transferable. If you want to bring it in-house or switch providers, you own the logic.
Scoped per project.
Automation projects are priced by complexity, not by hour. After the process audit, you get a fixed-price proposal. If the scope changes, we discuss it before we build it.
Simple (1–2 automations)
Typical: lead capture → CRM → notification. Includes audit, build, testing, documentation.
Standard (3–5 automations)
Typical: onboarding sequence, invoice generation, follow-up drafting. Multi-app integration.
Complex (custom AI integration)
Custom Gemini integration, multi-system data pipeline, or automation with significant AI-generated content (proposals, contracts, reports).
Request a Quote →
What automation can and can't do.
Automations don't fix broken processes.
If your CRM data is messy, an automation will spread messy data faster. If your sales process
has undefined steps, no automation can fill those gaps.
This is why we start with the audit — not to find what to automate, but to understand if your
process is ready to be automated. Sometimes the right answer is "fix the CRM first, automate
in 60 days." We'll tell you that.
How many hours a week does your team spend on manual data entry?
A 30-minute process audit call will tell you exactly what's costing you the most time — and what we can fix.
Book a Process Audit CallFree 30 minutes. Written audit summary included.