Spend less time copying
the same details around.
Connect the steps between a request, a job record and an invoice.
When the same details need to move from a form to a customer record or an invoice, we check what your existing tools can do. Where a connection is missing, we build and test it. Your team knows which results need a review.
What we automate
A repeated handoff is a good place to start. We agree the exact work and review points before quoting a build.
Scheduling & appointments
Keep booking details, confirmations and changes together. Agree which exceptions go back to a person.
CRM & client management
Move approved form details into the right record and show your team what needs review.
Follow-up sequences
Prepare follow-ups from agreed triggers, with a review step where your team needs one.
Data entry & processing
Reduce re-entry between forms, emails, job records and invoices when the source data is clear.
Document generation
Draft a proposal, billing packet or report from approved information for a person to check.
Customer communication
Route common inquiries and collect the details staff need for the next conversation.
From one handoff to a working system
We begin with the work your team does today and agree how to tell whether the new workflow helps.
Step 1 · Scope
Trace the work
Show us one job from first request to final handoff. We record where information is copied or lost.
Step 2 · Feasibility
Check your tools
We check native features and available connections, then agree what people should still approve.
Step 3 · Quote
Agree the build
You get a fixed scope, price, delivery plan and a baseline for checking whether the work improved.
Step 4 · Delivery
Test and hand off
We test normal cases and exceptions with your team, then leave instructions for running the workflow.
After launch, compare actual results with the starting baseline. Further changes and monitoring can be scoped separately.
What a scoped build includes
The exact connections depend on your tools. The agreed scope names the deliverables and review steps.
Price depends on integrations and complexity. Every project gets a fixed quote before work begins.
Project pricing
We price the work after checking the systems and approvals involved, then agree the fixed scope before building.
Agent Sprint
One scoped agent, tested with your team and handed off.
- Agreed workflow and review steps
- Agent build for the scoped task
- Connection and exception tests
- Team walkthrough and runbook
Workflow System
Connected handoffs across tools, with optional care after delivery.
- 2–3 connected automations
- Process map and agreed connections
- Exception handling and documentation
- Optional care scoped after handoff
Care after launch is optional and scoped separately.
Who this is for
We work with small teams whose information moves between forms, records, inboxes and billing tools.
Real Estate
Legal Services
Healthcare
Retail / E-Comm
Hospitality
Contractors
Frequently asked questions
Common questions about AI workflow automation for small businesses.
Agent sprints are listed at $3,500–$8,000 and multi-step workflow systems at $5,000–$15,000. The quote depends on the systems, access and review steps involved. We agree the fixed scope and price before work begins. Care after launch is optional.
The schedule is part of the written scope. We first check tool access and the handoffs involved, then set time for building, testing with your team and training.
We assess the tools already in use, including forms, email, calendars, CRMs and billing software. Native features may cover the job. Where a connection is needed, we verify access and feasibility before including it in the quote.
We start with the job and the tools you have. The recommendation may use a native feature, configuration or a custom connection. A build includes the agreed tests and a documented handoff.
We document how to spot and handle exceptions, and agree the post-launch fix window in the project scope. Ongoing monitoring and changes can be scoped separately.
Your team needs to show us the current work and review test cases. We provide a walkthrough and handoff instructions for the workflow we build.
See related client work
See the electrical contractor exampleWhere does your team enter the same information twice?
Describe the handoff and the tools involved. We'll identify what to check before quoting a project.
Or explore: Fit audit + roadmap · Marketing automations