AI Automation

Automate the work your team keeps doing twice.

We audit where the hours actually go, then wire your tools together so the repetitive parts run themselves — lead routing, onboarding, reporting, inbox triage, and the copy-paste between systems nobody wants to own.

Manual todayAutomated
  • Copy lead details into the CRM

    Synced the moment the form submits

  • Chase missing onboarding info by hand

    Sequenced reminders until complete

  • Summarise calls into notes each evening

    Transcribed, summarised, filed

  • Rebuild the same report every Monday

    Delivered to Slack at 8am

  • Triage the shared inbox all morning

    Routed, tagged, and drafted

n8nZapierMakeHubSpotSlackNotionAirtable

Definition

AI automation connects the tools a business already uses so that a defined sequence of steps runs without a person triggering each one — with a language model handling the parts that need reading, writing, classifying, or summarising. It differs from a traditional integration in that the steps involving unstructured text, which used to require a human, can now run reliably too.

We start with an audit, not a tool. One session mapping where the week actually goes usually surfaces three or four workflows that eat a disproportionate number of hours and are trivially automatable. We ship those first. The rest gets prioritised by hours saved against effort to build, and you see that list before anything is committed.

What we automate

  • Lead flow — capture, enrich, score, route to the right owner, and follow up until someone replies. Nothing sits in an inbox over a weekend.
  • Client onboarding— contracts, kickoff forms, folder creation, channel setup, and reminders for whatever the client still hasn't sent.
  • Reporting — pulling numbers from ads, analytics, and the CRM into one summary that lands in Slack before the Monday call.
  • Inbox and ticket triage — classification, tagging, routing, and drafted replies for the messages that follow a predictable shape.
  • Document work — meeting notes, proposal drafts, invoice extraction, and keeping two systems agreeing on the same record.

Built to be handed over

Automations built by an agency and understood by nobody are a liability. Every workflow we ship is documented, named clearly, alerting on failure, and running in your accounts rather than ours. We do a walkthrough call at handoff so someone on your side can read the flow and change it. If you would rather we keep owning it, that is a retainer — not a lock-in.

Where automation stops and agents start

If the steps are the same every time, automation is the right answer: cheaper, faster, more predictable. When the task needs a judgement call — deciding which of six things to do next, or reasoning over a messy document — that is where an AI agent earns its cost. Most engagements end up as mostly automation with an agent doing the one hard step in the middle, and we will always recommend the cheaper of the two when it does the job.

Keep reading

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Frequently asked

Quick answers before you reach out

Automation runs a defined path: when this happens, do these steps, in this order. An agent decides the path itself. Automation is cheaper, faster to build, and easier to trust — so we always automate what can be automated and only reach for an agent when the task genuinely requires judgement. Most teams need far more of the first than the second.

Automation engagements run $3,000 to $12,000 depending on how many workflows are in scope and how messy the systems are. Running costs are usually $50 to $300 per month in platform and API fees. We scope after a workflow audit, so the number you get is based on your actual processes rather than a guess.

The first working automation is usually live within a week of the audit. A full set of five workflows takes one to three weeks. We deliberately ship the highest-friction workflow first so the team feels the difference before the rest is finished.

n8n, Zapier, and Make for orchestration, plus direct API work where a platform would get in the way. On the business side: HubSpot, Salesforce, Pipedrive, Slack, Gmail and Outlook, Notion, Airtable, Google Sheets, Stripe, Calendly, and most things with an API. If a tool has no API we will tell you honestly rather than build something fragile around it.

Every workflow we build has error handling and alerting, so a failure surfaces in Slack rather than silently dropping a lead. You get documentation for each workflow and a walkthrough call. Teams that want us to own upkeep can put automation maintenance on a retainer; teams with technical staff usually take it in-house.

In practice it replaces the parts of their week they resent. The teams that get the most out of this are the ones drowning in copy-paste work with no bandwidth for the strategic work they were hired for. We are happy to tell you when a process should be fixed or deleted rather than automated — automating a bad process just makes it fail faster.

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