Automate
AI Automation
We build task-specific AI agents and automations around the tools you already use. People approve sensitive messages, commercial decisions, and anything that changes a live system.
Problems we solve
Slow lead follow-up
A strong inquiry sits untouched while someone copies details between forms, inboxes, and the CRM.
An incomplete CRM
Important context stays in spreadsheets and inboxes, so nobody has the full history.
Routine work on skilled time
The team repeats data entry, report assembly, and routing that follows predictable rules.
Misrouted customer requests
Slow triage creates longer response times and unclear ownership.
Automation that feels risky
A workflow that can publish, spend, call, or promise without approval creates more risk than it removes.
What we deliver
AI Agents
Build a task-specific agent for research, routing, or internal support using approved knowledge sources. Define the inputs, allowed tools, output format, escalation rule, and actions that always require a person.
Voice Agents
Set up an inbound or outbound call workflow with an approved script, business-hours rules, disclosure prompts, call routing, transcripts, and human handoff. The agent cannot make binding commitments or handle emergencies.
AI Sales Assistant
Qualify inbound leads against rules you approve, draft replies, update the CRM, and route good-fit opportunities. A person approves pricing, contracts, and material promises before they reach a prospect.
Marketing Operations
Connect forms, CRM records, email, calendars, and team alerts through n8n or Make. Publishing, audience changes, and ad-spend changes stay behind approval gates.
Reporting
Pull approved data into a scheduled report with source links, definitions, and exception flags. The system prepares the report; a person reviews the interpretation and recommendations.
Controls & Handoff
Document access, logs, failure alerts, fallback behavior, and ownership. Deliver a runbook, recorded walkthroughs, and two team training sessions.
Starting at
Audit & Plan
From $1,500 one-time
One-week workflow review, risk map, recommended architecture, and an implementation scope.
Agent Implementation
From $4,000 per project
Build and test the agreed agent, voice, sales, or operations workflow with its approval gates and handoff.
Operations Retainer
From $1,500/mo
Monitor live workflows, investigate failures, improve prompts and rules, and add agreed changes within 10-15 hours per month.
Supervised Content Operations
From $800/mo
Prepare and schedule approved content for one brand. A person reviews every public post before publication.
FAQ
Is this safe for customer data?+
We start by deciding what data the workflow needs and what it should never receive. We limit access, keep personal data out of logs where possible, and require approval before high-impact actions. Your legal and security requirements still govern the final setup.
Do you build fully autonomous agents?+
No. We automate defined tasks and route uncertain or sensitive cases to a person. Pricing, contracts, public claims, ad spend, and destructive changes require explicit approval.
What can a voice agent handle?+
A voice agent can answer approved questions, collect details, qualify a caller, book a meeting, or transfer the call. It should not handle emergencies, legal or medical advice, payment disputes, or commitments outside the approved script.
Which tools can you connect?+
Typical projects use a CRM, email, calendars, Slack, n8n, or Make. We confirm supported APIs, permissions, data location, and ongoing software costs during the audit before promising an integration.
Is AI Automation the right next move?
Tell us what you are trying to solve. We reply by email within one business day with what we notice and a recommended next step, and we say plainly when this is not the right service for you.