AI Automation
We fix the foundation first, then add the AI.
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What we automate
We automate the repetitive, multi-step work your team does by hand: moving data between apps, sending the follow-up, updating the record, kicking off the next task. Built on n8n, Make, Zapier, Airtable, and Softr.
The busywork runs on its own, so your team spends its hours on the work that actually needs a person.
We put AI inside those automations at the points that used to need judgment: pulling fields out of messy documents, sorting incoming email, drafting the first version, deciding where something goes next.
AI does the reading and the sorting; your team makes the calls.
We connect the tools you already pay for, from HubSpot to DocuSign to your accounting software, so they talk to each other and to your business operating system instead of living in separate silos.
Your data moves between tools on its own.
The business operating system
Every system is built on the same foundation, and each layer depends on the one below it.
We map how your business really works and document the processes your team and your tools can both follow.
One system your whole team runs on: the custom tools, connected data, and automations that replace the manual work.
Intelligence that works because it has something clean to operate on. Workflow automation and AI layered on everything below.
How it works
A few working sessions and access to your tools. We document how your business actually runs today, not how the org chart says it does.
We design and build your operating system layer by layer, reviewing with you as we go. Nothing gets built that you haven’t seen.
We hand it over and train your people. Most clients are fully working from the new system within weeks, not quarters.
We can stay on as your system administrators, watch how it runs day to day, and keep improving it as your business grows and changes.
FAQ
We build automations with Make, n8n, and Zapier, and for the steps that need AI we use Anthropic's Claude and OpenAI's GPT models, chosen by task. For anything custom we write it in Python. We pick the tool that fits the job, not the one that's trending.
Usually, yes. Automation and AI both amplify whatever they run on. If your data is messy or your process isn't written down, you'll just automate the mess faster. This is why AI implementation works best once the foundation is in place, so we assess what's ready and shore up the gaps first.
Plain automation follows fixed rules: when this happens, do that. AI automation adds judgment to the steps that used to need a person, like reading a document, sorting a request, or drafting a reply. Most systems we build use both, rules for the predictable parts and AI for the fuzzy ones.
Simple automations, like a hand-off between two tools or an AI-drafted summary, can be live in days to a couple of weeks. Builds that span several tools take four to eight weeks. We ship the highest-value automations first, so you feel it before the whole thing is done.
Let’s get to work
Right now your business runs on a stack of tools that don’t talk to each other. That’s the problem we solve. Tell us what’s slowing you down and we’ll show you what one system would look like for your firm.
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