Skip to main content

For your teams: process automation

AI Automation Services, Built and Run for Your Team

If a task follows rules, happens often and moves data between tools, we can automate it. Here is what we automate most often, and how each one is built.

What we automate

Lead routing and CRM sync

Leads from every channel enriched, scored, de-duplicated and routed to the right owner.

Invoicing and finance ops

Invoices, payment reconciliation, overdue reminders, clean data in your accounting tool.

Reporting and data sync

Metrics pulled into one dashboard or recurring report, records kept in sync across systems.

Client and employee onboarding

Accounts, documents, e-signatures and welcome sequences triggered the moment someone is added.

Document and email processing

Data extracted from incoming PDFs and emails, each one classified, filed or acted on.

Support triage and escalation

Requests read, tagged and routed, first replies drafted, the ones that need a human escalated.

How each service is built

Each workflow gets the right approach: an AI agent, custom code, or deterministic steps, with LLM steps (classify, extract, draft, score) only where a step needs judgement. Monitored, with alerts and retries, and documented so you can see what runs and why. You own everything we build.

How your quote is built

  1. A free audit maps your repetitive processes and ranks them by hours saved and effort.
  2. We design the first workflow end to end: triggers, logic, AI steps, edge cases, success criteria.
  3. You get a fixed quote before any build: scope, delivery time and any monthly running cost.
  4. Most first automations go live in about two to three weeks.

Frequently asked questions

What AI automation services do you offer?
We automate repetitive processes that follow rules and move data between tools: lead routing and CRM sync, invoicing and finance operations, reporting, client and employee onboarding, document and email processing, and support triage. Each one starts with a free audit that ranks your processes by hours saved and effort, so the first build is the one that pays back first.
Which tools do you work with?
The ones your team already uses: your CRM, inboxes, spreadsheets, billing and internal tools. We pick the approach per workflow (an AI agent, custom code or deterministic steps) rather than forcing one platform, and everything runs on accounts you control, so you are never locked in.
Do we own the automations you build?
Yes. Every automation runs on your accounts and comes with a documented handover: each workflow diagrammed and explained. If you stop working with us, the workflows keep running. You can also ask us to keep operating and monitoring them for you.
Free auditMon-Fri · reply within 24 h

Let's talk about your project.

Book a free automation audit

Pick a slot that works for you. We'll map your repetitive processes and show you the highest-ROI automations, with no commitment.

Next available slots · live

Mon-Fri · reply within 24 h

How did you hear about us? (optional)