entry
Workflow scan
Free
- Send one recurring manual workflow
- We identify if it is automation-worthy
- No implementation pitch if ROI is weak
AI workflows for service teams
Automatethe boringwork.
Send us one repetitive task — lead intake, reports, CRM updates, proposal drafts. We turn it into a small AI-assisted workflow in 7–14 days, with human approval where it matters.
lead intakereportscrm admin
What we do
Small AI systems for annoying business work.
Pick one recurring task. We connect the tools, add AI where it helps, keep human approval where it matters, and hand over a working workflow.
Capture
Extract leads, requests, notes, invoices, call details, or documents before they disappear.
Decide
Classify, score, summarize, route, flag risks, and show the next action.
Report
Turn messy CRM, calls, sheets, and project data into useful weekly visibility.
How it works
Map. Cut. Ship. Hand over.
One workflow at a time. Clear owner, real examples, fast pilot, simple handover.
01
Map
Current tools, owners, inputs, outputs, edge cases, and approval points.
02
Cut
Select the part AI can safely summarize, classify, draft, extract, or route.
03
Ship
Build the working loop using existing tools wherever possible.
04
Transfer
SOPs, test examples, fallback path, and human-review guardrails.
Example workflows
Three leaks inside one dealership.
The same business can leak revenue in multiple places: calls are not coached, leads are not entered into CRM, and showroom interest is invisible unless someone notices it manually.
AI becomes the missing operating layer.
Not a chatbot on the website. A workflow layer that listens to calls, catches missed leads, reads showroom activity, and turns the messy reality of sales into data the team can act on.
01 / CALLS
Sales coaching
Before: ~$5k/month manual review with less than 30% coverage. After: every call can be checked against scripts, qualification rules, and objection handling.
02 / CRM
Lead capture
Leads often never made it into the CRM. AI helps extract lead details from calls, forms, messages, or notes and creates the CRM record before the opportunity disappears.
03 / CAMERAS
Showroom analytics
Camera footage can reveal how many visitors entered, which zones they spent time in, what products they inspected, and what eventually converted into a purchase.
04 / MANAGER
Weekly visibility
The owner sees call quality, missed leads, visitor interest, conversion signals, and coaching priorities in one weekly report.
Workflow library
Every offer becomes a map.
Instead of selling vague automation, we show the exact movement of information: where data enters, how AI reads it, where humans approve, and what system gets updated.
InputCall / form / email
Raw business signal appears in the real world.
AI readsExtract + classify
Lead details, intent, objections, risks, next steps.
Human gateApprove / edit
Manager keeps control where judgment matters.
System updateCRM + report
The workflow writes clean data back into the business.
ActionFollow-up task
Sales rep gets the next best action before the lead cools.
VisibilityWeekly digest
Owner sees leaks, trends, coaching priorities, and ROI.
Commercial path
Start small. Prove fast.
Start with a free workflow scan. If the task is worth automating, we quote a small diagnostic or a fixed pilot sprint.
recommended
Paid diagnostic
$750–$1.5k
- Workflow map
- ROI and risk estimate
- Fixed-scope pilot plan
install
Pilot sprint
$3.5k–$7.5k
- One working AI-assisted workflow
- Tested with real examples
- SOP + handover in 7–14 days
Is your task worth automating?
Good candidates are repetitive, visible, and painful enough that fixing them saves time or protects revenue.
Good signals
- It happens every day or every week
- People copy-paste between tools
- Missed follow-up costs money
- A manager wants a clearer report
- A human can approve risky outputs
Bad signals
- No examples to test against
- No clear owner
- One-off task, not a workflow
- Legal or compliance risk is unclear
First move
Email one workflow your team repeats every week. We will tell you what can be automated, what should stay human, and what the smallest useful first version looks like.
Request workflow scan