AI Automations
Connect your tools. Delete the busywork.
We connect your CRM, forms, inboxes, and business tools with AI-assisted workflows, including error handling, alerts, and a documented handoff.
Connect the work between your tools, from form intake to CRM updates and follow-up. We assess available integrations and define each trigger, action, and approval. AI can summarize, categorize, or draft within the flow, while agreed checks, retries, and alerts handle known failure cases.
Delivering this for an agency client? Submit a client project
- When
- Website form submitted
- Then
- Scored, routed, followed up
Fictional workflow example
See a lead get routed automatically
A form comes in. The workflow enriches it, lets AI score it, and branches: hot leads go straight to sales, the rest get a follow-up sequence.
This interactive example illustrates a possible workflow. It is not a live client system or a promise of results.
- Website formNew quote request
- HTTPEnrich the company
- AIScore & summarize
- IFScore ≥ 70?
- HubSpotCreate a dealtrue
- EmailStart nurture sequencefalse
- SlackAlert sales
Execution log
Output
Press Run to watch it work. Click any node to see what it does.
What we build and configure
The capabilities below guide scoping. Your proposal defines the included deliverables, integrations, acceptance criteria, and software costs. The account owner pays third-party subscriptions and usage directly.
Supported tools, connected
We verify APIs, permissions, and platform limits before connecting forms, CRMs, spreadsheets, calendars, or payment tools within the agreed scope.
AI in the loop
AI can assist with categorizing requests or drafting replies. We define which outputs need validation or a person’s approval before the next action.
Failure handling by design
We agree retry limits, duplicate checks, and alert recipients. Tests cover known failure paths, with a recovery plan for work that cannot complete.
Runs on a trigger or a clock
Kick off on an event, like a new lead, a payment, or a form, or on a schedule you control.
Outcomes we define together
Goals to measure after launch, not guaranteed results.
Less manual data transfer between supported systems
Exceptions routed to the people responsible for review
A workflow tested against the agreed volume and platform limits
A good fit for
Operations that live in spreadsheets and manual handoffs between five different apps.
What we handle and what we need from you
These apply to every project. The questions below cover what this service needs in particular.
We handle
- Workflow mapping and a written scope
- Tool configuration and supported integrations
- Prompts, knowledge sources, and conversation or call flows
- Testing, including failure paths and human handoff
- Documentation, handoff, and optional ongoing care
You provide and decide
- Account ownership and authorized access
- Approved business information, policies, and tone
- Decisions on consent, disclosure, and messaging rules
- A person for escalations and launch approval
- Provider subscriptions and usage charges
From first conversation to approved handoff
Share the workflow
Tell us what you want to hand off: the current process, the tools involved, and the outcome you need. Agencies can submit a client brief instead.
Agree scope and delivery
We review feasibility, dependencies, deliverables, and acceptance criteria. You receive a written proposal and quote before work starts.
Build, test, and approve
We configure and build the agreed system, then test the workflow, failure paths, and human handoffs. You approve the launch.
Hand off or add care
You receive the agreed documentation and account handoff. Add an optional care plan for monitoring, fixes, and agreed improvements.
Questions, answered
Straight answers to what people ask before they start. Something else on your mind? Ask us.
Do you use n8n, Zapier, or custom code?
Whatever fits the job. We often build on n8n because it's maintainable, and write custom code when a workflow needs it. We'll explain the trade-offs before we choose.
What happens if one of our apps changes or goes down?
We define bounded retries, duplicate checks, and alerts for known failure cases. Your team assigns an alert owner and a recovery procedure. Platform changes may need a repair or revised scope; monitoring and maintenance coverage are agreed separately.
Where does AI make decisions, and can a person review them?
AI can score, classify, summarize, or draft in agreed steps. We define validation and approval points before actions with consequences. An approval step is designed and tested during scoping, rather than assumed to work with every integration.
How much of our team's time does setup take?
Your team explains the current workflow, provides tool access and sample inputs, and reviews acceptance. We agree review milestones and the people needed before work starts. Time commitments depend on the scope and the state of your systems.
How is it priced, and can we change it later?
Setup is quoted after requirements and dependencies are reviewed. The proposal defines milestones, deliverables, and how changes are approved. Ongoing care is separate, and your business pays software subscriptions and usage.
What do we need to provide?
Bring your current workflow, sample inputs and expected outputs, tool accounts, access approvals, and the people who review exceptions. We agree volumes, permissions, and acceptance cases before building. Do not send passwords or sensitive customer records by email or through an inquiry form.
What does handoff cover, and who handles later changes?
The agreed handoff includes a workflow map, configuration notes, acceptance results, and recovery instructions. Your business owns the tool accounts and assigns an alert owner. Monitoring, provider changes, and new workflow steps are covered only by the agreed care or change scope; software and usage remain your costs.
Also in Custom AI systems
- AI AgentsCustom agents for research, triage, and data entry across approved tools, with defined permissions and review points.
- AI ChatbotsCustomer-facing chatbots built around your approved content, lead capture, and a defined handoff to a person.
- AI Voice AgentsAI voice agents for agreed inbound or outbound call flows, with lead qualification, supported booking, and human handoff.
- AI EmailAI-assisted inbox triage, reply drafts, and approved follow-up sequences, with sending rules and review steps.
- Custom Business SolutionsInternal tools, dashboards, portals, and AI features scoped around your workflow and supported integrations.
Let’s scope AI Automations for your business
Tell us about the workflow and the tools you use. We will review the fit and propose a scope before any work starts. Agencies can submit a client project for this service.