The automations worth building.
Each one comes with the architecture, the tools, the realistic math, and a build path you can hand to a partner or run yourself. No theoretical garbage — what actually works in production.
Accounts payable automation
Captures vendor invoices, extracts line items, routes for approval, and pushes to your accounting system.
AI customer service chatbot
Answers common customer questions 24/7 from your site, deflecting tickets your team would otherwise handle manually.
AI voice agent for inbound calls
Answers your phone, handles bookings and common questions, routes complex calls to the right person.
AI voice agent for outbound follow-up
Calls leads after they submit a form, qualifies them by phone, and books real meetings — without a sales rep dialing.
Appointment scheduling
Customers book themselves. Your calendar stays clean. Techs and staff get routed work, not booking requests.
Compliance audit trail
Generates audit-ready compliance trails automatically — every action logged, every doc retained, every change tracked.
Contract intake parsing
Every incoming contract — from clients, vendors, partners — parsed into structured fields with key terms flagged for legal review.
Customer health & churn monitor
Scores every customer's health weekly using usage, support tickets, and engagement — flags churn risk before it's too late.
Customer onboarding sequence
Every new customer gets the same clean first 30 days — welcome, kickoff, milestone checks — without you remembering to send anything.
Data entry migration
Legacy spreadsheets, PDFs, and email threads ingested into your system cleanly — with an audit trail and edge-case flags for human review.
Email triage & classification
AI reads incoming email, classifies by urgency and topic, drafts replies, routes to the right person.
Employee onboarding paperwork
Triggers the full new-hire paperwork flow — offer letter, I-9, W-4, NDAs, handbook acknowledgment — automatically.
Expense report automation
Captures receipts via photo, auto-categorizes spend, routes for approval, syncs to accounting.
Field dispatch optimization
Service calls routed to the right tech, in the right order, with the right parts. 15–30% reduction in drive time.
First-touch sequence
New leads get a personalized first message inside 5 minutes — the window where contact rate triples.
Internal knowledge base AI
AI search across all your internal docs, SOPs, and Slack history — your team finds answers instead of re-asking.
Interview scheduling coordinator
Coordinates interview availability across panels and candidates, books rooms, sends prep, and handles reschedules.
Inventory sync
Stock levels stay accurate across every platform — storefront, marketplaces, warehouse — without anyone maintaining spreadsheets.
Invoice and AR follow-up
Invoices sent the day work completes, reminders on schedule, past-due escalations that protect relationships.
Lead intake to CRM
Every lead — web form, voicemail, text — lands structured in your CRM with the right first-touch fired inside 5 minutes.
Meeting notes & action items
AI captures every meeting, surfaces the decisions and action items, assigns owners, and tracks completion.
Paid ads reporting dashboard
Unified dashboard pulling Meta, Google, TikTok, LinkedIn ad data, with AI-generated weekly client reports.
Post-purchase nurture
Every customer who buys gets the right next-message — fulfillment updates, upsell at the right moment, win-back if they churn.
Proposal & RFP response generation
Drafts custom proposals and RFP responses using your past wins, pricing, and pre-approved language.
Quote generation
Field-ready, margin-protected quotes produced in minutes, not hours — from voice notes, photos, or intake forms.
Recurring billing orchestration
Subscription billing, proration, dunning, and revenue recognition — handled cleanly. No more month-end manual cleanup.
Reporting dashboards
Leadership gets the numbers they need every Monday — unified from your tools, no spreadsheet maintenance, no delay.
Resume screening pipeline
Auto-scores incoming resumes against your job criteria, ranks candidates, and pushes top matches to your hiring system.
Review collection
Structured review asks after every closed job. No manual outreach. Your Google Business Profile fills up on autopilot.
SEO content pipeline
AI-powered content engine that researches keywords, drafts articles, and publishes through your CMS on a schedule.
Social media scheduling engine
AI generates platform-specific social posts from your content, schedules across channels, monitors mentions.
Support ticket routing
Inbound tickets classified, prioritized, and routed to the right person. Customers hear back faster. Your team handles fewer wrong-department escalations.
Vendor onboarding & COI tracking
Onboards new vendors automatically — collects W-9s, COIs, agreements — and chases expirations before they bite.