Which tools can you automate?

We start with the tools you already use, such as Monday.com, HubSpot, Meta and Google Ads, email, forms and spreadsheets, and use their native automations first. Where tools don't connect natively, we use an integration platform or custom code. The proposal says which and why before anything is built.

How do you keep AI automations accurate?

We use AI for steps where a good draft or classification saves time, and keep a person in the loop for anything customer-facing or costly to get wrong. Automations are tested on real examples before launch, and failures raise an alert instead of failing silently.

Automation

AI & workflow automation

Automations that take the repetitive work off your team's plate

We connect your tools and automate the handoffs, data entry and follow-ups your team does by hand, then add AI where it helps: sorting inquiries, enriching leads, drafting replies and summarizing calls.

Map my automations What’s included

Pricing

Custom quote

Quoted per workflow after a discovery call.

Free strategy call first
Written quote before any work starts
Your accounts, your data, your assets

Overview

What this service does for you

Most teams lose hours every week copying data between tools, chasing approvals and sending the same updates. We map those workflows, decide what should be automated and what should stay with a person, and build the automations across Monday.com, HubSpot, your ad platforms, email, forms and the other tools you already use.

Where it adds real value, we add AI steps: classifying and routing inbound requests, enriching and summarizing leads, extracting data from documents and emails, drafting replies for review, and turning call notes into CRM updates. Every automation is documented, monitored, and built with a human check where mistakes would be costly.

Hours back every week from repetitive admin
Faster responses to leads and requests
Fewer errors from copying data by hand

Signs you need this

Problems we fix

“The same data gets typed into three different tools”
“Inquiries wait in a shared inbox until someone has time to sort them”
“Follow-ups and status updates depend on someone remembering”
“You've tried AI tools, but nothing is wired into how work actually gets done”

Deliverables

What’s included

1Workflow audit: where time goes and what is worth automating
2Cross-tool automations and integrations between your existing systems
3AI steps for triage, enrichment, summaries and drafting, with human review where needed
4Error alerts and run logs so failures don't go unnoticed
5Documentation and handover training for every automation

How we work

Clear scope first. Then we build.

1Free · 30 minutes
Strategy call
We look at what you're running today, where it breaks, and whether we're the right team to fix it.
An honest read on your biggest gaps, even if we're not the right fit.
2Fixed fee
Audit & blueprint
We review your accounts and tracking, then hand you written findings and a prioritized plan. Yours to keep.
Written findings, a prioritized plan and a quote for the build.
3Fixed scope
Build & launch
We build and connect what the plan calls for (boards, CRM workflows, automations, dashboards, tracking, campaigns), then train your team.
A connected, documented system your team knows how to use.
4Monthly
Run & improve
We run your ads and keep improving the system, and report on pipeline and revenue in plain English.
A monthly review of cost per qualified opportunity, pipeline and revenue.

Get a free strategy call

No long commitment to start: the call is free and the audit is a one-off, fixed fee.

FAQ