What is business process automation?
Business process automation uses software to run the repeatable steps of a workflow without a person doing them by hand. AI handles the parts that need judgment, like sorting requests or drafting replies. Your team reviews the exceptions.
What we automate
- Intake. Capture new requests, sort them, and route them to the right person.
- Scheduling. Book appointments, send reminders, and keep calendars in sync.
- Follow-up. Draft and send the next message so nothing goes cold.
- Data entry. Move information between forms, your CRM, billing, spreadsheets, and email.
- Reporting. Summaries of what came in and what happened, delivered on a schedule.
Tools we connect
CRMs like HubSpot, Google Workspace, email, calendars, web forms, phone systems, and spreadsheets. We use workflow platforms like n8n to tie them together, and we build custom connections when a tool has no ready-made one.
People stay in control
Every automation has a human checkpoint where it matters. You can review or pause any automation, and we report what each one did every month.
How an engagement works
- 01
Intro call
Thirty minutes with the founders. We look for an expensive, measurable problem worth solving. If there isn’t one, we tell you.
- 02
Discovery
We map how the work moves through your business today and measure the starting point, so results are judged against your own numbers.
- 03
Blueprint
A ranked list of opportunities in hours and dollars, a 90-day plan, and the plan that fits. Yours to keep either way.
- 04
Build and run
Month one builds and launches the first systems. After that we run them, improve them, and report results every month.
Common questions
What tasks can AI automate in a business?
Anything that follows the same steps each time: intake, scheduling, follow-up messages, data entry between systems, and recurring reports. People keep the work that needs judgment and relationships.
How fast can automations go live?
Month one of every plan builds and launches the first systems. Your blueprint sets the order.
What happens when something breaks?
Every plan includes hosting, maintenance, and updates. We monitor the automations and fix them.