AI-Powered Process Automation for Your Business

Eliminate repetitive tasks and streamline workflows with AI-powered automation tailored to your business.

Getting started

We start with a discovery call to review your intake form, clarify pain points, and identify the top 3-5 processes to evaluate. We then shadow your current workflows, build process maps, and score each opportunity for automation potential before proposing a solution.

What's included

Process observation and step-by-step workflow mapping

Time and cost audit with automation feasibility scoring

Custom automation development (cron, n8n, Make, Python scripts, AI agents)

Error handling, monitoring dashboards, and alerting systems

User acceptance testing with parallel-run validation

30-day post-launch hypercare and performance optimization

How we deliver

A structured, phase-gated process. Every phase includes formal sign-off before proceeding to the next.

01

Discovery & Process Mapping

1–2 weeks

We shadow your current workflows, document every step as flowcharts, calculate time and cost baselines, and score each process for automation potential.

What we do

  • Kickoff call to review pain points and identify top processes
  • Screen-share observation of current manual workflows
  • Process map creation with decision gates and dependencies
  • Time and cost audit per process
  • Automation feasibility matrix with priority ranking

What you get

  • Visual process map diagrams
  • Time/cost audit report
  • Scored automation feasibility matrix
  • Discovery summary with recommendations
02

Solution Design & Architecture

1–2 weeks

We select the best tools for each automation, design the full pipeline architecture, and deliver a detailed Statement of Work.

What we do

  • Tool selection per process (cron, n8n/Make, Python, AI agents)
  • Architecture design with triggers, data flows, and error handling
  • AI agent scoping with decision boundaries and escalation rules
  • Integration mapping of all API connections and data schemas

What you get

  • Automation architecture diagram
  • Tool and platform recommendations
  • Integration specification
  • Statement of Work with milestones and pricing
03

Build & Configure

1–3 weeks

We build each automation per the design spec, configure AI agents with guardrails, and run full QA testing.

What we do

  • Environment setup and version control
  • Automation development per architecture spec
  • AI agent configuration with prompts and escalation logic
  • Error handling, logging, and notification systems
  • End-to-end QA testing with synthetic and real data

What you get

  • Working automation suite deployed on your infrastructure
  • Agent configuration files and decision trees
  • QA test report with resolved issues log
  • Monitoring dashboard for automation health
04

Testing, Training & Launch

1–3 weeks

Your team runs the automations with real data, we iterate on feedback, deploy to production, and train your staff.

What we do

  • Client user acceptance testing with real scenarios
  • Feedback collection and workflow refinement
  • Go-live deployment with rollback plan
  • Optional parallel run alongside manual process
  • Hands-on staff training session

What you get

  • Signed UAT acceptance document
  • Operational runbook and SOP
  • Training materials and recorded walkthrough
  • Go-live confirmation with rollback instructions
05

Post-Launch Support & Optimization

30 days

30 days of dedicated support, a performance review against your baseline metrics, and optimization tuning.

What we do

  • 30-day hypercare window for bug fixes and adjustments
  • Performance review measuring actual savings vs. baseline
  • Optimization pass on AI agents and scheduling
  • Retainer transition for ongoing maintenance

What you get

  • 30-day before/after performance report
  • Optimization summary with projected improvements
  • Maintenance retainer proposal

Frequently Asked Questions

Almost any repetitive, rule-based task — data entry, report generation, email workflows, invoice processing, CRM updates, file management, and customer onboarding. We start by mapping your workflows and scoring each for automation potential vs. effort.

A focused automation project typically takes 4-8 weeks end-to-end: 1-2 weeks for discovery, 1-2 weeks for design, 1-3 weeks for build, and 1-3 weeks for testing and launch. Simple single-tool automations can be much faster.

No. We build automations that are robust and self-maintaining, with monitoring dashboards and alerts built in. We train your team during the launch phase and provide a full operational runbook. For complex systems, we offer ongoing support retainers.

Most clients see ROI within the first month. Common results include 10-40 hours saved per week, 60-90% reduction in manual data entry errors, and significant cost savings. We measure actual results against your baseline during the 30-day hypercare period.

We use the right tool for each job: cron schedulers, n8n, Make, custom Python scripts, and AI agents. We choose based on your needs, existing tools, and budget. For complex requirements, we build custom integrations using APIs.

See It in Action

Real-world examples of how businesses use this service to drive results.

View all use cases
Operations

AI Document Processing and Data Extraction: Stop Drowning in Paperwork

Businesses lose thousands of hours each year manually processing invoices, contracts, and applications. AI document processing extracts data, cross-checks rules, and routes work automatically — cutting processing times by 50% or more.

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Operations

AI Accounts Payable and Expense Management Automation

Manual invoice processing is slow, error-prone, and expensive. AI extracts data from invoices in any format, matches to POs, routes for approval, and flags duplicates — reducing processing time 60-80% and eliminating duplicate payments.

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Productivity

AI Email Triage and Response Drafting for Business Owners: Recover 1-2 Hours Every Day

Business owners spend 2-3 hours daily drowning in email. AI email triage classifies messages by urgency, drafts context-aware responses, and surfaces what actually needs your attention — recovering 1-2 hours every day.

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Manufacturing

AI Production Scheduling for Small Manufacturers

Manual production scheduling leaves money on the table. AI evaluates machine capacity, materials, labor, and order priorities to generate optimized sequences — reducing idle time 15-25% and improving on-time delivery.

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Operations

AI-Powered HR Onboarding: How Small Businesses Can Scale Their Teams Without Scaling Their HR Department

When your entire HR department is one overwhelmed person, onboarding new hires feels impossible. AI agents are changing that by automating paperwork, answering policy questions, and building personalized learning paths.

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Restaurants & Hospitality

AI Smart Scheduling and Labor Optimization for Restaurants

Labor is a restaurant's biggest controllable cost, and manual scheduling leaves money on the table. AI connects POS data, reservations, weather, and events to predict hourly demand and auto-generate optimized schedules — reducing over-scheduling waste 10-15%.

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Ready to Get Started with Process Automation?

Book a free consultation to discuss your needs and see how we can help.