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AI workflow automation

We audit your workflows, then build AI to run them

A free workflow audit finds the repetitive work eating your team's week. Then we build and run AI workflows that take it off their plate, inside the tools you already use.

Book a free workflow auditSee client results
workflow auditAI agentsautomationsintegrationshuman review
WORKFLOW AUDIT · EXAMPLE
14 hrsa week of repeat work found
Workflows mapped23
Ready to automate9
Keep with a human6
Free
workflow audit before you commit to a build
Your tools
Slack, CRM, Google Workspace, helpdesk, and more
1 team
audits, builds, and runs every workflow
What the audit gives you

Every recurring task, sorted by what AI should do with it

We sit with your team, map the work they repeat every week, and sort each task by how safely and how much AI can take over. Example audit for a 20-person services company.

Automate now9
SALESResearch and enrich new leadsAbout 4 hrs a week across the team
OPSTurn meeting notes into tasksEvery client call, every week
FINANCEMatch invoices to paymentsMonth-end, about 6 hrs
Automate with review8
SUPPORTDraft replies to common ticketsAgent approves before sending
MARKETINGMonthly client reportsData pulled and written, then checked
SALESFollow-up emails after demosDrafted for the rep to send
Keep human6
LEADERSHIPPricing and contract callsJudgment, not repetition
SUPPORTEscalations and upset customersAI flags them, people handle them

Example audit output. Your audit is built from your own team's walkthroughs.

Example workflow

Inbound leads, before and after

One workflow from a typical audit: what happens when a new lead fills out your form.

METRICToday (manual)With an AI workflow
First replyHours later, when someone sees itMinutes, drafted for a rep to send
Lead researchA rep searches the company by handCompany, size, and fit added to the CRM
RoutingForwarded around the teamSent to the right rep by fit and territory
Follow-upWhen someone remembersScheduled, with a draft ready to approve
ReportingSpreadsheet at month-endLive in Slack and the CRM
Hours backevery week for the sales team (example)
Example workflow

Monthly reporting that writes itself

We run this kind of workflow for our own clients: data comes in from every source, AI writes the first draft, and a person signs off.

Pulls from
Google Search Console
Google Analytics
Your CRM
Slack threads
AI workflow
Runs on a schedule
pulls the datawrites the summaryflags anything oddwaits for approval
Delivers
Report deck
Slack alert on big changes
Client email, drafted

Example based on the reporting system we run for our own clients.

What is included

What you get

It starts with a free audit call. If there is a build worth doing, we quote it from the audit.

Book a free workflow audit
01Workflow auditWalkthroughs with your team to map every recurring task, who does it, and how long it takes.
02Automation mapEach task sorted into automate now, automate with review, or keep human, ranked by hours saved.
03Workflow buildsAI workflows and agents built inside the tools your team already uses, not a new app to learn.
04Human checkpointsApproval steps wherever judgment matters, so nothing goes out without the right person seeing it.
05Training and docsShort walkthroughs for the people who use each workflow, and docs for whoever owns it.
06Monitoring and upkeepWe watch every workflow, fix what breaks, and add the next ones from the map.
What makes it work

Why some automations stick and others get switched off

The difference between an AI workflow your team relies on and one they quietly stop using.

Picking the right workFrequent, repetitive tasks with clear rules come first. That is what the audit is for.FIRST
Clean access to dataWorkflows connect to the systems where the data actually lives.CORE
A human in the loopReview steps where mistakes would cost you, so the team trusts the output.CORE
Fits how people workResults show up in Slack, email, or the CRM, where people already are.KEY
Someone owns itWe monitor and maintain every workflow, so it keeps working as your tools change.KEY
How it works

How it works

1FREE CALL

Workflow audit

We walk through how your team works and spot the biggest time sinks.

2WEEK 1-2

Automation map

Every recurring task sorted and ranked, with a quote for the first builds.

3WEEK 2-6

Build

The first workflows built, tested on real work, and rolled out with your team.

4ONGOING

Run and expand

We monitor what is live and work down the map, one workflow at a time.

Proof

Built by a team that runs on its own automations

Our agency runs on AI workflows: our free SEO audit researches and writes itself, and client reports draft themselves for review. For SellYourAIData we built a daily AI news scan that finds new deals and queues them for a person to approve.

169
deals found by an AI scan, approved by a person
Daily
runs without anyone starting it
AI DATA MARKETPLACE169deals found by an AI scan, approved by a personSELLYOURAIDATAMarketplace for licensing business data to AI companiesDaily AI news scanHuman review queueAI chat assistantVIEW CASE STUDY →
FAQ

AI workflow questions, answered

Ask us directly
We ask how your team spends its week, look at the tasks that repeat, and point out where AI can take over and where it should not. You leave with a short list of the best candidates, whether or not you hire us to build them.
No. We build inside what you already use, like Slack, your CRM, Google Workspace, Microsoft 365, and your helpdesk. Your team keeps working where they work today.
Whichever model fits the task, including Claude, ChatGPT, and Gemini, and we can run it under your own accounts. Simple steps use fast, low-cost models; harder writing and reasoning use stronger ones.
Anything that goes to a customer or touches money gets a human approval step. Workflows also check their own output and flag anything that looks off instead of guessing.
Workflows only get access to the data they need, run under accounts you control, and use AI providers' business settings that do not train on your data.
Workflow automation takes specific, repetitive jobs off your team's plate. AI implementation gets your whole team using AI well, with training, internal assistants, and AI inside your existing tools. Many companies start with one and add the other.
Free consultation

Find the hours hiding in your team's week

Book a free workflow audit call. We walk through how your team works and show you where AI can take over.

Book a free workflow auditView case studies