AI Agents & Workflow Automation

Agents that take actions, not just chat: process invoices, update your CRM, and clear back-office admin.

What's included

20–40%

Reduction in
manual workflow load

Mid-market SaaS · 6–8 week deployment

What's included

The problem with
"messy" internal tools

Most teams start with simple zaps that quickly spiral into unmanageable spaghetti code. When an API changes or a token expires, business-critical processes break silently.

We treat automation as software engineering. Every workflow is mapped, error-handled, and documented, so your team isn’t dependent on a black box.

Our standard
Mapped from current processes
Integration points documented
Monitoring + error handling
Ownership + handoff plan

Deliverables

What's included

01
Strategy

Architectural alignment before implementation.

02
Build

Controlled deployment of automation infrastructure.

03
Handoff

Operational enablement and system ownership transfer.

04
Support

Ongoing performance governance and system optimization.

How we work

A process built for results

Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.

Step 01
Discovery & Success Criteria

We map your current workflows, identify bottlenecks, and define clear metrics for success.

Step 02
Map Workflows + Data Access

We document every step, identify bottlenecks, and determine what data and systems need to connect. No surprises down the road.

Step 03
Build + Test + Security Review

We build incrementally, test thoroughly, and review security at every stage. You see progress weekly and can give feedback early.

Step 04
Launch + Monitor + Iterate

Go live confidently. We monitor performance, catch issues, and optimize based on data.

Our stack

AI agents & internal tools examples

See what's possible

Real scenarios we’ve automated for teams like yours

Sales
CRM
Lead Intake & Enrichment
INPUTS
Lead Form / Email
AUTO
Enrich
Route
CRM
RESULT
Support
AI
Support Triage
INPUTS
Support message
AUTO
Analyze
Tag
Draft
RESULT
Finance
OPS
Invoice Processing
INPUTS
Invoice
AUTO
Extract
Match
ERP
RESULT

What clients say

FAQ

Common questions

Everything you need to know before we start working together.

Any repetitive task that moves data between systems or triggers actions based on a rule. Invoice processing, CRM updates, lead routing, and internal approvals are common starting points.

Zapier and n8n are the tools, not the workflow. We map your actual process first, build in error handling for when an API breaks, and document everything so it doesn’t turn into unmanageable spaghetti.

Every workflow ships with monitoring and alerting, so a broken API call gets flagged before it causes a downstream problem, not after.

It replaces the manual, repetitive part of a job so your team spends time on judgment calls instead of data entry. Most clients redirect the freed-up hours rather than cut headcount.

Most single-workflow projects run $8,000 to $25,000 depending on the number of systems involved, plus an optional monthly support retainer.

A single workflow typically ships in 3 to 5 weeks. Projects touching several systems take longer; you get a real timeline after the discovery call.

es. We build around HubSpot, Salesforce, Slack, and most systems with an API, rather than asking you to switch tools.

You do, with full documentation, or we do under a monthly support retainer if you’d rather not manage it in-house.

GET STARTED

Let's find your highest-ROI AI use case

Book a discovery call or send us a message.
We’ll get back to you within one business day.

A 30-minute call to find where AI pays off fastest for you. No pitch, no pressure, just a focused look at your workflows.

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