Custom AI agents &
workflow automation
We design and build systems — not install a product.
Agents and automations for scheduling, follow-ups, CRM, intake and ops — built around how your team already works. Project-scoped, delivered with a handoff.
What we automate
If your team does it more than once, we can probably automate it. These are the workflows we build most.
Scheduling & appointments
Booking systems that handle availability, confirmations, reminders and rescheduling — no human needed.
CRM & client management
Automatic lead capture, contact updates, deal stage tracking and activity logging across your CRM.
Follow-up sequences
Personalized email and SMS follow-ups triggered by client actions — sent at the right time, every time.
Data entry & processing
AI reads, categorizes and enters data from forms, invoices, emails and documents into your systems.
Document generation
Proposals, invoices, contracts and reports generated from templates using your live business data.
Customer communication
Chatbots and voicebots that answer common questions, route inquiries and collect information 24/7.
How we build your automation
We use the OODA Loop — a military decision-making framework adapted for AI implementation. It keeps us fast, systematic and focused on ROI.
Step 1 · Week 1
Observe
We audit your operations end to end. Every process, tool and manual task documented — and where time is wasted.
Step 2 · Week 1
Orient
We analyse your industry, competitors, tools and constraints to find the highest-ROI opportunities.
Step 3 · Week 1–2
Decide
A prioritized roadmap with exact costs, expected savings and timeline for each workflow.
Step 4 · Week 2–4
Act
We build, test, deploy and optimize. You get working automations, training and documentation.
Then we loop — monitoring and improving as the business evolves.
What's included in every build
A complete, production-ready system — not a half-baked prototype. Here is exactly what ships.
Price depends on integrations and complexity. Every project gets a fixed quote before work begins.
Transparent, predictable pricing
No hidden fees, no surprise invoices. You know what you are paying before we write a single line of code.
Agent Sprint
One mission-critical agent, live and handed off.
- Workflow design & success metrics
- Custom agent build (not a template)
- Integrations, testing & training
- Runbook handoff — no monthly required
Workflow System
Multi-step automations across tools, optional care after.
- 2–3 connected automations
- Process map & architecture
- Error handling & documentation
- Optional care plan after go-live
Monthly is never required to start.
Who this is for
Any small business with repetitive processes can benefit. These are the industries we serve most.
Real Estate
Legal Services
Healthcare
Retail / E-Comm
Hospitality
Contractors
Frequently asked questions
Common questions about AI workflow automation for small businesses.
Most agent sprints run $3,500–$8,000 fixed scope. Multi-step workflow systems typically run $5,000–$15,000 as a project. Price depends on integrations and complexity. Every engagement gets a fixed quote before work begins. Monthly care is optional after go-live — never required to start.
Many first agents ship in a focused multi-day sprint once scope and access are clear. Larger multi-agent systems take longer and are priced as a project. We use the OODA Loop (Observe → Orient → Decide → Act) so every build starts with the highest-ROI workflow.
We integrate with the tools you already use: Google Workspace, Microsoft 365, HubSpot, Salesforce, GoHighLevel, Calendly, Acuity, QuickBooks, Slack, Twilio, and many more. If your tool has an API, we can connect it. No need to switch platforms.
Custom build. We design and create automations and agents around your real workflows — not a one-size product install. You get systems built for how your team works, with a documented handoff.
Every project includes a short post-launch window for fixes. Optional care plans cover monitoring, updates, and small changes if you want us to stay on. You can also run the system yourself with the runbook we leave behind.
Zero. We handle the entire build and train your team. Every system ships with documentation and walkthroughs. If your team can use email and a browser, they can use what we build.
Ready for a custom agent or automation?
Tell us the workflow that burns the most time. We'll scope a fixed project — or start with a free 15-minute fit audit.
Or explore: Fit audit + roadmap · Marketing automations