Catalog05 of 08

Automation

AI-driven workflows that remove repetitive human work — lead handling, data entry, reporting, ops. Sold on hard ROI: hours saved, headcount freed.

FormCRMQueueRulesNotifyReport
128
runs today
14h
saved / wk
0
errors
05
Stack
Python · APIs
Surface
Internal + Public
Track
AI Systems
Timeline
3–5 Wks
01 / Overview

Overview

Automation is the AI service with the clearest ROI — every hour of repetitive work removed is a real number. We find the high-volume, high-friction loops in your operation, build pipelines that handle them, and report on what they saved you. Sold on outcomes (hours saved, headcount freed), not on the cleverness of the stack.

What it covers
  • 01Lead Routing & Qualification
  • 02Reporting & Data Pipelines
  • 03Process Orchestration
02 / Who this is for

Who this is for

  • 01

    Your team spends hours a week on manual data entry, lead routing, or reporting

  • 02

    Leads sit unrouted for hours before anyone follows up

  • 03

    Someone compiles the same report by hand from three different tools, every week

  • 04

    Your CRM, spreadsheets, and ops tools don't talk to each other

03 / What we deliver

What we deliver

Everything that ships when we automate your workflow.

In view
00/ 06
Confirmed
01
Module 01
Process audit — the loops worth automating, ranked by ROI
02
Module 02
Pipeline build — Python services, queues, webhooks, integrations
03
Module 03
Lead routing & qualification with CRM sync
04
Module 04
Reporting automation — scheduled, branded, in-inbox
05
Module 05
Operational dashboards — visibility into the runs and the savings
06
Module 06
Error handling, retries, and human-escalation paths
04 / How we work

How we work

01 · 04
01

Map the loops

Two days walking your team's workflows. We come back with the top 3 candidates by ROI.

02

Scope & price

Per-pipeline scope — what it does, what it costs, what it saves.

03

Build & integrate

Pipelines built against staging credentials, then promoted. Logs and monitoring from day one.

04

Measure

Monthly report on hours saved and runs handled. The retainer pays for itself in math.

05 / Scope & pricing

Scope & pricing

  • 01

    Single loop

    One repetitive workflow, automated end to end.

    • Process audit for the highest-ROI candidate
    • Pipeline build with error handling
    • Monthly report on hours saved
    Timeline1–2 Wks
  • Recommended

    Operations

    Two or three connected workflows across your core tools.

    • Lead routing & qualification with CRM sync
    • Scheduled, branded reporting
    • Operational dashboard for visibility
    Timeline3–5 Wks
  • 03

    Orchestration

    A full pipeline across systems, monitored end to end.

    • CRM / Sheets / Notion unified
    • Retries and human-escalation paths
    • Ongoing monitoring and tuning
    Timeline5–8 Wks

Every engagement gets a fixed price in writing, confirmed within 48 hours of a scoping call.

Start a conversation
06 / Questions, answered

Questions, answered

A short process audit — we rank the loops in your operation by ROI and come back with the top 3 candidates.

05 · Automation

What's the loop costing you?

Tell us the repetitive task that drains the most hours. We'll come back with an automation scope and a payback estimate.

Start a conversation
Pairs well with

Pair automation with a knowledge layer so it doesn't just move data — it understands it.

RAG & Knowledge
Signal / Newsletter

Field notes from the build.

Practical write-ups on the services above — architecture calls, trade-offs, and what they cost in practice.

One email a month. Unsubscribe in a click.