AI & Workflow Automation

AI and workflow automation services that give your team its hours back.

We find the manual processes eating your team's week and rebuild them with business process automation and AI: inside HubSpot, Salesforce or Pipedrive, in Zapier, Make or n8n, or in custom code when those hit their limits.

Fixed-scope projects. No long retainers required.

What's included

Fixed scope

Quoted per project, ongoing support available

We start with where the time actually goes, then fix the processes that cost the most.

  • Ops diagnostic: where the hours are leaking
  • CRM cleanup, lead routing, pipeline automation
  • AI workflows: qualification, enrichment, reporting
  • Zapier, Make and n8n workflows, or custom code
  • Fixed-scope projects, no long retainers required

Sound familiar?

Leads wait for an owner

New leads sit in a shared inbox or a spreadsheet until someone assigns them by hand.

The same data gets typed twice

Reps copy details between the CRM, email and billing tools instead of selling.

Reports take a day to build

Someone exports, cleans and pastes numbers together every week before anyone can see them.

AI is a side tab, not the workflow

The team uses AI tools one by one. Nothing qualifies, enriches or summarizes automatically.

How it works

  1. 01

    Ops diagnostic

    We map where the hours are leaking before proposing anything.

  2. 02

    Fixed-scope proposal

    The processes worth automating, what each will take, and one price.

  3. 03

    Build and test

    Automations built on the tools you already run, tested against real records.

  4. 04

    Handover

    Documented and handed over, with ongoing support available if you want it.

What we automate

The business processes we rebuild most often, grouped by the team that feels the pain.

Sales

  • Lead routing and round-robin assignment
  • Enrichment from company domains
  • First-touch tasks and stale deal alerts

Finance

  • Invoices created from closed deals
  • Stripe or QuickBooks synced with your CRM
  • Payment reminders and failed-payment follow-ups

Operations

  • Client onboarding checklists
  • Approvals and handoffs between teams
  • Documents generated from CRM records

Support

  • Ticket triage and routing
  • AI summaries of long threads
  • Escalations when response times slip

Reporting

  • Weekly KPI snapshots
  • Pipeline and revenue reports without spreadsheets
  • Alerts when a number moves

AI workflows

  • Lead qualification and scoring
  • Data pulled from emails and PDFs
  • Draft replies queued for human review

Zapier, Make, n8n or custom code?

Where a workflow lives matters more than which tool is trendy. We pick per workflow, and often use more than one.

OptionBest forWatch out for

Your CRM's built-in automation

HubSpot workflows, Salesforce Flow, Pipedrive automations

Anything that starts and ends inside the CRMPlan tiers gate features, and each CRM has its own limits

Zapier

Hosted, thousands of app connections

Quick connections between common apps at modest volumeUsage-based pricing grows with volume; long multi-step Zaps get hard to maintain

Make

Hosted, visual scenario builder

Multi-step workflows with branching, filters and data mappingComplex scenarios need someone who owns them after launch

n8n

Self-hosted or cloud, with code steps

Workflows that need custom logic, or data that has to stay on your serversSelf-hosting means you run the updates, backups and uptime

Custom code

A small service on your own infrastructure

High volume, money or sensitive data, retries and audit logsMore upfront work, and it needs a clear owner

Want the full build order first? Our CRM automation guide covers what to automate first and when native automation isn't enough. Comparing tools? See our Zapier alternatives and n8n alternatives guides.

Results from automation projects

63%

faster patient onboarding for a healthcare technology client

92%

more qualified lead conversions for a B2B SaaS client

15+ hrs

saved per week for a sales team drowning in manual data entry

We were drowning in manual processes and data inconsistencies. Their team came in, audited everything, and built automation that saved us 15+ hours per week. Our sales team can now focus on selling instead of data entry. The ROI was immediate.

Shekhar Dokania · Senior Staff Software Engineer, Global Financial Software

Frequently Asked Questions

What it is, which tools, where to start, and how it differs from a sync audit.

Get your team's hours back

Start with a 15-minute call about where the time goes. Fixed-scope proposal after the diagnostic.

Book a 15-min call