AI Development & Workflow Automation
Most small businesses know exactly where the friction is: intake that gets messy, proposals that take too long, handoffs that fall through the cracks, and reporting that eats entire afternoons.
Our AI Development & Workflow Automation services turn those complex, multi-step jobs into a few clicks—using the tools you already rely on.
Services Overview
Built To Solve Your Problems
Who this is for
This is a great fit if:
- You run a 5–100 employee, service-driven business
- You have specific workflows that feel slow, error-prone, or too manual
- Most of your work runs through email, shared docs, spreadsheets, CRMs, or project tools
- You’ve said things like “Why are we still doing this by hand?” or “There has to be a better way”
- You want meaningful improvements without ripping out all your systems or hiring a full dev team
What we do
We design and build AI-powered tools and automations that plug into your existing systems and workflows, not replace them.
Together, we:
- Pick one or two high-impact workflows to start with
- Break each workflow down into clear steps: what happens, who’s involved, what tools are used
- Identify where AI, automation, or a small custom tool can remove friction
- Design simple, user-friendly solutions your team will actually use
- Build, test, and refine those solutions with real data and real users
Our focus is always the same: less manual work, fewer dropped balls, and faster turnaround on the things that matter most to your business.
Examples of what we can build
- Smarter intake & handoffs. Turn client emails, web forms, or PDFs into structured tasks, checklists, or project records, and automatically route work to the right person with the right context attached.
- Proposal & document helpers. Draft proposals, quotes, scopes, or repeatable documents using your past work, templates, and pricing, and standardize language and structure so everything looks and feels consistent.
- On-demand answers from your docs & SOPs. Create AI helpers that answer “how do we do this?” questions from your SOPs, templates, and internal docs, helping new hires and seasoned staff get quick answers without digging through folders.
- Automations between tools. Move information between email, spreadsheets, CRMs, and project tools with minimal copy-paste, keeping systems in sync so everyone sees the same, up-to-date information.
- Reporting & dashboards. Turn recurring reports into one-click or scheduled processes, and build simple dashboards that show workload, pipeline, status, or other key metrics at a glance.
You don’t need all of these at once. We start where the pain is biggest and expand from there.
How it works (time & format)
We keep projects focused, predictable, and respectful of your team’s time.
Typical length:
- Most projects run 4–12 weeks, depending on scope and number of workflows.
Process:
- Discovery & selection: We confirm the workflow(s) to focus on and define success.
- Design: We map the process, design the solution, and get your feedback.
- Build: We develop the tools and automations, using your real data and systems.
- Pilot: A small group on your team uses the new setup in real work.
- Refine & roll out: We adjust based on feedback and help roll it out more broadly.
Your team’s time:
- A few short working sessions for discovery and design
- Light involvement during testing and rollout
- Between sessions, we handle the building, wiring, and troubleshooting.
What this looks like in your business
After an AI Development & Workflow Automation project, you can expect:
- Hours of manual work removed from key workflows each week
- Teams spending less time hunting for information and more time doing real work
- Fewer mistakes and miscommunications caused by copy-paste and re-keying data
- Faster turnaround on proposals, onboarding, or reporting that used to drag
- A clearer picture of where to automate next, based on real results
Over time, each project builds on the last—giving you a set of tailored tools and automations that quietly support your team in the background.
