Custom AI Workflows

A 24/7

Sales Rep

Marketer

Admin

Service Rep

Accountant

Who

Follows Up

Makes Content

Manages Tasks

Responds

Reconciles

And Always

Delivers

Learns

Streamlines

Communicates

Improves

Automate email, data entry, and follows up 24/7—freeing up your team to focus on growth

Integrate With Your Favorite Tools

Delegate entire workflows in under 30 days

Automate critical workflows, eliminate repetitive tasks, and empower your team to focus on growth.

Sales & Marketing

Turn traffic into revenue—hands-free.

  1. Lead Capture: Qualify site visitors and push hot leads to your CRM.
  2. Drip Nurture: Send personalized emails from first touch to post-purchase.
  3. Demo Booking: Fill your calendar automatically via Calendly.

Customer Service

Reply faster, delight customers 24/7.

  1. Instant Answers: Draft context-aware replies in chat and email.
  2. Smart Routing: Tag and escalate high-priority tickets to humans.
  3. Voice of Customer: Summarize issues and surface product insights.

Operations & Analytics

Dashboards update themselves, alerts fire on time.

  1. Data Sync: Pipe metrics from every tool into one source of truth.
  2. Report Push: Email weekly KPIs—no spreadsheets needed.
  3. Slack Alerts: Ping the team the moment numbers drift off target.

HR & Admin

Onboard, remind, and document—automatically.

  1. Hiring Flow: Screen resumes and schedule interviews in your ATS.
  2. Onboarding Kit: Auto-create accounts and send welcome packs.
  3. Compliance Track: Log policy sign-offs and training deadlines.

Tackle Your Biggest Bottlenecks—Whatever Your Industry

Select a workflow that resonates or tell us your pain point. We’ll tailor the exact automation to solve it.

More law, less logistics

Automate intake, document prep, and follow-ups—without risking compliance.

  1. Instant Intake: Web form pushes contact + matter data to Clio, opens a Slack thread, and schedules a consult in Calendly—zero manual entry.
  2. Auto Retainer Draft: GPT-filled retainer template pulls client details from Clio, sends for e-signature via PandaDoc, then files the PDF back to the matter.
  3. Deadline Guardrails: Court-date emails in Gmail trigger Asana tasks and SMS nudges to paralegal 7 & 1 day out, slashing missed filings.

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Optimize Processes

Spend time on strategy, not spreadsheets. Automate data collection, reporting, and client reminders.


  1. Doc Chase Bot: Engagement letter signed in Ignition fires a weekly HubSpot sequence that auto-reminds clients for missing 1099s until received.
  2. Zero-Touch Bookkeeping: Bank feed in QuickBooks posts to Airtable, runs OpenAI categorization, then reconciles entries nightly—alerts only on anomalies.
  3. Quarterly Tax Packets: Last-day-of-quarter trigger compiles P&L + balance sheet PDFs, packages them in Dropbox, emails branded summary to client.
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Enhance Capabilities

Scale without adding headcount. Automate order management, customer comms, and inventory updates.


  1. Damage-Detect & One-Click RMA: Customer uploads a photo in a Gorgias form → OpenAI Vision flags the damage → Shopify Flow instantly opens a Loop return, generates a prepaid ShipStation label, and creates a zero-cost replacement order—your agent only clicks Approve.
  2. Auto-Social Launchpad: New product publish triggers Airtable webhook → OpenAI writes three on-brand captions + alt text → Buffer schedules Instagram, Facebook, and Pinterest posts; first ten tagged UGC images auto-populate a shoppable gallery on the PDP—social content on autopilot.
  3. Self-Service Support Bot: AI chatbot (Gorgias + fine-tuned GPT) pulls live Shopify order data and Klaviyo tags to answer “Where’s my order?”, size exchanges, and refund status 24/7, escalating edge cases only—cuts live-ticket volume by ~40 %.
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Automate your brokerage

Grow your team, not your overhead. Automate lead routing, agent onboarding, and performance tracking—so your office runs without micromanagement.


  1. Lead Heat-Map: New Zillow or Realtor.com inquiries flow into Follow Up Boss, score on price range + time frame, then round-robin text to agents.
  2. Contract-to-Close Tracker: Signed DocuSign deal creates a Trello card pre-filled with milestones—inspection, appraisal, escrow—and auto-pings parties as each step clears.
  3. MLS Sync & Boost: Price-change in MLS pushes update to website listing, Facebook catalog, and Mailchimp “hot buyers” segment within 3 minutes.
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Eliminate any repetitive task or role

Workflow automation works across all industries. Speak to an AI expert today to find ideas on how to automate for your industry


  1. Auto-qualify leads from web forms and route to sales
  2. Drip campaigns triggered by user behavior
  3. Sync new contacts from ads to your CRM
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15+

Years of Automation

955

Automations Delivered

2000+

Hours Saved Daily

2105

Annual Espresso Shots
Meet

Building Efficiency Engines for Growing Teams Since 2009

When time and resources run thin, we step in—after years of building automation systems, we now harness AI to take on full roles and unlock even greater efficiency.

Automation

Automate intake, document prep, and follow-ups—without risking compliance.

Project Management

Build reporting features into your system to see exactly where your team’s time is going.

Data Migration

Streamline your data flows to automatically run in the background, freeing up your data to run faster.

Consulting

Streamline operations, automate processes, and boost productivity—without sacrificing compliance.

Schedule a Consultation

Start With One Critical Process—See ROI in Weeks

Optimize tasks and elevate customer service with bespoke AI, tailored to the tools you already use.

Your exact workflow, rebuilt as precise automation

Critical processes are mapped end-to-end into a clear, step-by-step automation plan—ensuring seamless AI integration from day one.

Seamlessly integrated into your existing tools

Connectors link existing tools and data automatically, eliminating manual imports, exports, and costly errors.

Continuous monitoring for performance

Performance is monitored and triggers adjusted for peak demand or seasonal shifts, with ongoing improvements that boost reliability and ROI.

AI Agent & Automation FAQs

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