Consulting & Building

AI & Automation Services

AI works best when it solves a real problem. We assess your workflows, pinpoint what is slowing execution, and build the right automations or custom systems to deliver measurable outcomes.

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Brands we work with

What We Do

Our Services

Choose your starting point. We’ll meet you there and build forward. Scroll to see more details on each service.

AI Audits

We meet with your team to document workflows and pain points, then deliver a prioritized AI + Automation roadmap.

Simple Automations

We build lightweight automations that reduce manual work and improve speed, accuracy, and execution.

Custom Builds

We build custom systems that connect your workflows end to end, including RAG, agentic automation, and more.

AI Audits

This audit framework was built through real client work and refined over months to produce clear, actionable outputs.

Best For

  • Companies that want to use AI and automation, but don’t know where to start.
  • Teams ready to standardize how work gets done and scale output without adding headcount.
  • Leaders who want a clear, prioritized roadmap before investing in tools or builds.

Our Process

We run a structured, interview-based audit to capture workflows, identify opportunities, and turn them into a clear plan. We typically run a three-meeting process, speaking directly with the people doing the work. For SMBs, that’s usually with leadership. For mid-size and enterprise teams, we repeat the process by department.
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Session 1: Baseline overview of how the team operates and what tools are in play.
Session 2: Deeper workflow mapping, including pain points, wishlist, and where time is spent.
Session 3: Validation and gap fill so the final deliverables are accurate and actionable.

Most audits run 4–6 weeks, depending on team size and availability.

Audit Deliverables

Here’s exactly what you get at the end of the audit, organized so your team can execute. Your deliverables are designed to answer what to fix, what to automate, and how to move forward.
Top Automatable Workflows
A ranked list of your most automatable workflows, scored for impact and effort, and organized by journey stage and overarching activity type.
Quick Wins & Priority Points
A clear set of pain points and wishlist items paired with AI solutions, plus quick wins you can implement fast to prove value and build momentum.
Recommendations & Roadmap
A leadership-ready summary of what we found, plus recommended tools and a practical roadmap with time + cost estimates for next steps.

Sample Findings

Here are a few anonymized examples of what we often find during audits:
  • Communications getting lost across email and messages, and key follow-ups were slipping through the cracks.
  • Internal information scattered across tools and folders, making it hard to find the right answer quickly.
  • Employees manually copying details from forms/excel into the CRM, which created errors and slowed response times.
After the Audit: You’ll leave with a clear plan. Many teams move next into Simple Automations or Custom Builds, and we’re happy to lead that work, but you’ll have everything you need to implement on your own if you prefer.

Simple Automations

Lightweight automations and AI agents that connect your tools, reduce manual steps, and tighten execution.

Best For

  • Teams with repeatable tasks that eat time across email, CRM, scheduling, and more.
  • Leaders who want measurable wins fast before committing to larger builds.
  • Businesses juggling too many tools and tabs, with work falling through the cracks.

Our Process

If you’ve completed an AI Audit, we use your quick wins, workflows, and priority points as a guide to help you decide what to automate first. If you haven’t, we’ll start with a conversation to capture your ideas, confirm the workflow, triggers, and tools, then build from there.
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We build these “Simple Automations” primarily in n8n: a workflow automation tool that connects your apps and moves data between them. We deploy inside your environment so you own it long-term, then handle handoff with basic documentation, access setup, and a simple monitor checklist so your team can run it confidently.

Most simple automations ship in 1–3 weeks. Larger bundles or multi-tool flows typically take 4–6 weeks, depending on scope and approvals.

Common Automations

Real automations teams use every day to move faster and stay aligned.
  • 📲 Content Repurposing
    Turns one blog/newsletter into platform-ready posts. Generates scripts, creates short videos, writes captions, and schedules or drafts them across different social media channels.
  • 🤖‍ Lead Manager
    Identifies sales-ready leads, assigns the correct rep based on workload, syncs updates to the CRM, and notifies the new owner in Slack.
  • 💻 Meeting Prep
    Automatically researches both person and company as soon as a new meeting is booked. Sends a quick internal brief to remove the need for manual prep.
  • 📑 Batch Documenting
    Receives long-form content (contracts, intake forms, case files), and extracts key fields into a structured summary, flags missing items, and highlights anything that needs human attention.
  • 📞 Voice Agent
    Calls vendors/providers to confirm lead times and pricing, handles the back-and-forth, then updates the tracker and shares the outcome internally.
After the Implementation: Automations run in the background with monitoring, logging, and clear ownership. Changes, refinements, and new automations can be added over time as priorities evolve. For deeper systems beyond lightweight automation, Custom Builds come next.

Custom Builds

When off-the-shelf tools and simple automations aren’t enough, we build the missing layer that reduces busywork, prevents drop-offs, and scales with your team.

Best For

  • Companies with unique workflows that need a purpose-built solution, not just the basics.
  • Leaders ready to invest in a secure build that scales with the business (access, logging, reliability).
  • Businesses that have proven AI value in a few areas and are ready to make high impact changes.

Our Process

We start by defining the problem, success metrics, constraints, and the data and tools the system must connect to. From there, we deliver a clear proposal that outlines the recommended approach, integrations, hardware requirements, scope, and milestones.
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Once approved, we execute through clear checkpoints with regular demos, testing, and documentation, so progress shows up early. Work is remote by default, with onsite meetings when it meaningfully speeds up rollout or alignment.

Most custom builds take a few months, with timelines depending on scope, integrations, and complexity.

Popular Custom Builds

Familiar build types, implemented as unique systems that match the business, the data, and the environment.
RAG Knowledge Bases
Transforms internal files into a searchable knowledge system. Answers come directly from company documents, with access controls and source-backed responses.
Agentic Workflow Systems
A system of AI operators that run multi-step work across tools. They act like digital teammates that execute tasks and keep workflows moving.
Custom Data Pipelines
Moves data reliably between systems that don't talk to each other, including API connections, scheduled syncs, and data cleanup.
After the Build: Custom Builds ship with documentation, clear ownership, and a handoff plan for ongoing use. Support can stay lightweight with monitoring and small refinements, or expand into new features and additional builds as needs grow.
We're ready when you are.
Start with a single audit, a set of automations, or a custom build.
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