AI Setup & Automation

AI tools that handle the work your team shouldn't have to

We set up automations that sort emails, follow up on leads, update your CRM, and handle repetitive admin so your team can focus on real work.

Projects from $3,500

Start with a free 30-minute conversation. Written scope and price before work begins.

What We Automate

The pain vs. the fix

Email Triage & Routing

Staff manually sorting dozens of emails daily, forwarding to the wrong people.

AI categorizes, prioritizes, and routes each email to the right person or system instantly.

Lead Follow-Up

Leads go cold because no one followed up within the first hour.

Automated sequences respond, qualify, and schedule calls within minutes, not days.

Intake & Onboarding

Manually collecting info across calls, PDFs, and spreadsheets. Things get missed.

Smart forms collect, verify, and push data straight into your CRM automatically.

Scheduling & Reminders

No-shows and double bookings because reminders are inconsistent.

Automated confirmations, reminders, and rescheduling, with no human in the loop.

Document Processing

Hours spent reading, summarizing, and filing documents manually.

AI extracts key data, generates summaries, and organizes files on its own.

CRM & System Updates

Data lives in three places. None of them match. Nobody knows which is current.

Changes in one system sync everywhere automatically, with no copy-paste.

Our Toolkit

Tools we help you set up

These are real, proven AI tools that businesses are using right now. We help you choose the right ones, set them up, and make them work for your business.

n8n logo

n8n

Workflows connecting forms, CRM, email, and AI services, with defined rules and review steps.

Make logo

Make

Visual automation across apps, with filters, routing, and error handling.

Zapier logo

Zapier

Connections between business tools for intake, alerts, and record updates.

ElevenLabs logo

ElevenLabs

AI voice and conversational agents configured around approved content and human handoff.

Manus

Manus

Research and multi-step tasks with permissions and review suited to the work.

Gamma logo

Gamma

Presentations and documents from notes, with brand and content review.

Descript logo

Descript

Audio and video editing through text, transcription, and production tools.

Lovable logo

Lovable

AI-assisted prototypes and web apps, with testing before production use.

Trainual logo

Trainual

Processes, playbooks, and training organized for your team.

HireAlli

HireAlli

Reception and follow-up for service businesses, evaluated against your workflow and volume.

ChatGPT logo

ChatGPT

OpenAI assistance for writing, analysis, and business tasks with team training.

Claude logo

Claude

Anthropic assistance for document analysis, writing, and workflows.

Connects to the tools you already use

Google Workspace
Microsoft 365
Slack
HubSpot
Salesforce
QuickBooks
Zapier
Notion
Airtable

FAQ

Frequently asked questions

How much does AI setup and automation cost?

Projects start at $3,500. The exact price depends on how many workflows you automate and which tools we connect. We scope it in a free consult so you get a fixed number before any work begins.

How long does a typical automation project take?

Most setups go from kickoff to live in about 4 weeks: roughly one week to map your workflows, two to build and integrate, and one to test and train your team.

Do I need technical staff or developers on my team?

No. We handle the setup, integration, and technical side end to end. Your team only needs to tell us how the work happens today; we build around your existing tools.

Will the automations work with the tools we already use?

Yes. We connect proven AI tools to the systems you already run (your CRM, email, calendar, and spreadsheets) so nothing lives in a silo.

What if the automation doesn't work for our business?

We scope every project around real workflows before building, test with your team before launch, and include post-launch support to tune anything that needs adjusting. You approve the plan before we build.

Ready for your business

Book a 30-minute consult. We'll assess your readiness and recommend clear next steps. No pitch deck required.

Need deeper integrations, workflow orchestration, or AI governance? We support advanced implementations for teams that need a more technical approach.

Trusted by businesses in insurance, healthcare, logistics, and professional services.