For teams with too many manual steps
AI Workflow Automation
Stop retyping the same information and chasing the same follow-ups. We automate the manual steps between the tools you already use, and a person still approves anything that matters.
Tell us one process. We reply within one business day and tell you honestly which steps can be automated.
Which one do I need?
- Your process has too many manual steps. You're here: AI Workflow Automation.
- You want AI to handle a whole task and decide what to do next. See AI Agent Development.
- You want AI features inside software you already run. See LLM Integration.
- You're typing data out of invoices, forms, or PDFs. See Document Processing.
Not sure? Tell us the problem and we'll point you to the right one, or tell you none of them fits.
Where the hours go
Every day, someone on your team copies the same details from one system into another, checks on jobs that should have moved, and sends follow-ups that could have gone out on their own. Simple automation tools handle the easy steps. The messy ones, like an email that doesn't follow a template, still land on a person. Each of those steps is a place where work stalls, gets typed wrong, or gets forgotten.
Rules where it must be exact, AI where it's messy
We start by watching where your team's time actually goes. Then we automate the steps that follow a pattern. Fixed rules handle anything that has to be exact, like amounts and dates. AI handles the messy parts, like reading a customer email that's written a different way every time. Clean results go to your systems, or to a person to approve.
Three steps, one process at a time
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Show us one process. We map every step with the people who do it and pick the ones that take the most time.
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We build it on the tools you already use. A person approves anything with real consequences, like money or a message to a customer.
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We keep it running. We watch it, fix the odd cases that come up, and check in with you every month. When it's working, we move to the next process.
Your team handles the exceptions, not the routine
New requests move to the next step without someone pushing them. Your team spends its time on the jobs that need a person, not on copying and chasing. And there's a record of every step the automation took, so you can check its work any time.
Software we built and run
We run this kind of automation every day
We built ProBook, a quoting and invoicing platform for small contractors, and we run it on private hosting we manage. When a customer calls, AI answers, takes down their name, address, what they need, and how urgent it is, and turns the call into a quote. Customers can sign the quote on their phone and pay a deposit online. Six small businesses use it, including Oax Construction in Kalamazoo. Its owner puts it this way: "The invoicing features, like recording deposits and duplicating estimates, save me a ton of hassle."
Adelfo Garcia, Oax Construction LLC, Kalamazoo, MI · ProBook customer
See ProBook (opens in a new tab)Why teams trust it
- The steps that take the most time get automated first
- Works with the tools you already pay for, no new software to learn
- A person approves anything involving money or customers
- A record of every step, so you can check its work
- Watched and maintained after launch by a CISSP-led security practice
- You own what we build. No per-seat fees.
Questions, answered
What kind of work can realistically be automated?
Anything with a predictable shape: copying data between systems, sending status updates, routing requests, generating standard documents, following up on stalled items. If your team can describe the steps, we can usually automate most of them. If the manual work is reading invoices, forms, or PDFs, that's our document processing service.
How much does automation cost?
Our workflow automation consulting starts with a free workflow assessment, and we price per process after it, because the cost tracks what's being automated. Simple rule-based steps cost the least; steps that need AI to read messy inputs cost more but replace the most manual time. Projects start at $4,999, professional services are $250 an hour, and nonprofits and first-time clients get 20% off automatically. Ongoing monitoring is a monthly plan quoted to fit.
Do we have to switch to new software?
No. We connect the tools you already use. If your workflow runs on email, spreadsheets, and a CRM, we automate across those. Switching platforms is a separate decision, not a requirement for automation.
What if the automation makes a mistake?
Anything with real consequences waits for a person to approve it, and every step is recorded. When something goes wrong, we see it in the logs and tell you, instead of you finding it months later.
How is this different from an AI agent?
Automation follows the steps you already have and does them for you. An AI agent is given a goal and decides some of the steps itself. Most businesses start with automation because it's easier to check. If you need something that decides, see our AI agent development page.
Show us one process that eats your week
We'll reply within one business day with which steps can be automated, what it would take, and a rough price. If automation isn't worth it for this process, we'll say so.