Inbox triage, CRM updates, follow-ups, reporting, document chasing — the repetitive operational work that quietly eats your team’s week, rebuilt as AI workflows in the tools you already use.
We wire your inbox, CRM, calendar, and apps together with AI in the middle — so a new lead gets enriched, routed, and followed up automatically; deals move stages from email signals; reports write themselves; and the small recurring tasks that eat hours simply stop needing a human. Built on Zapier, Make, or n8n with OpenAI/Claude doing the thinking. No platform you can’t take with you.
AI drafts replies, tags by priority, and chases non-responders — you approve the high-stakes ones.
Auto-creates contacts, moves deal stages from email signals, dedupes and enriches records.
Multi-step nurture that pauses the moment a human replies. No lead falls through the cracks.
Weekly performance summaries and internal updates generated and delivered automatically.
Payment reminders, contract follow-ups, and intake nudges sent on schedule — no nagging required.
Keep CRM, sheets, Slack, and billing perfectly in sync without copy-paste.
We map your current ops end-to-end and pick the 3 highest-leverage automations. Written blueprint in 48h.
Architect the workflows in your existing tools, define triggers, actions, and approval gates.
Automations connected, AI prompts written, edge cases handled. You review against real cases.
Workflows run against real traffic. Loom walkthroughs and SOPs handed over. Weekly tuning.
Inbox triage, CRM updates, and follow-ups were eating the founder’s mornings. We automated all three — replies draft themselves, deals update from signals, follow-ups run on rails. ROI in month one.
Client onboarding, reporting, retainer ops, internal task triggers.
Order updates, cart recovery, support routing, review collection.
Quote intake, project status, invoice chasing, client portals.
Trial nurture, onboarding sequences, churn-signal alerts, usage digests.
One workflow
Full ops stack
Multi-department
Whatever you already use — Zapier or Make for orchestration, OpenAI/Claude for the AI steps, your existing CRM and inbox. We avoid proprietary lock-in.
Not without sign-off. High-stakes messages queue for human approval; only low-stakes actions auto-send after extensive QA.
We’ll recommend and set one up — HubSpot Free, Pipedrive, or a Notion pipeline all work great with automation.
Most clients hit ROI within 60 days. The Starter package often pays back in week 3 — one freed-up workflow is one less hire.
Book the audit. In 30 minutes we’ll show you exactly which 3 workflows to automate first, and send a written blueprint within 48 hours.