Automation Starter
Pick one task that eats your week. We’ll make it run itself.
If you’re not ready to onboard all your data yet, you can still get value from AI. Start with a single process — we automate it, prove it works, and it becomes the first step toward the bigger picture. It’s the lowest-risk way to put AI to work in your business.
Tell us the one taskThe idea
One process. Real time back. No big commitment.
Most businesses have one task that quietly costs them days every month — re-keying data between two systems, chasing notes after every meeting, assembling a report nobody enjoys building, or sending out the same bills by hand. You don’t have to wait for a full data project to start fixing that. You need one automation, done right, running reliably — and someone watching it so it stays that way. And every automation we build is designed to fold into your larger data foundation as it comes together — so this first step moves you toward the bigger picture, never away from it.
How it works
Prove before you pay — on a single process.
Tell us the one process
The task you’d hand off first if you could. One sentence is enough to start — we’ll figure out the rest together on a short call.
We build it and prove it
You see the automation working on your real workflow before any commitment — so there’s no guessing whether it’ll actually help.
It runs — and we watch it
Monitored, not “set it and forget it and hope.” When something changes, someone’s accountable, and you get a simple readout of what it did and the time it saved.
Two ways to run it
Let us watch it, or own it yourself.
Recommended
Monitored
We host and watch the automation for you. You get the results, a simple monthly readout of what it did and the time it saved, and a real person to call when it needs attention — not a black box.
We’ve set these up for as little as $500 a month — often taking days out of the work month.
What you get
- The automation hosted and running in our stack
- Active monitoring — we catch it when it breaks
- A monthly readout of results and time saved
- A real point of contact, not a support ticket
Alternative
Build & own
Prefer to keep everything in-house? We build the automation in your stack and hand you the keys — a one-time setup, yours to run and maintain. No recurring cost, full independence.
Best for teams that want to own the tooling and have someone to keep it running.
What you get
- The automation built and tested in your own systems
- A clean handoff with documentation
- A walkthrough so your team can run it
- Optional check-ins if you want them later
What it might be
A few tasks worth handing off first.
These are common starting points — but the best one is whatever task is quietly costing you the most time.
- Meeting notes → CRM, automatically. Record the conversation with a pocket AI notetaker; the automation writes the summary, contact, and next steps straight into your CRM. No more “I’ll update it later.”
- Automate your billing. Utility bills, invoices, or recurring charges generated and sent on schedule — no manual run every month, no missed cycles.
- Never lose a lead — or a quote. Inquiries captured, routed, and followed up even on a weekend, and open quotes nudged automatically so nothing goes cold.
- Stop re-typing data between systems. Orders, invoices, or records synced from one place to another without the copy-paste.
- The report that builds itself. Your weekly or monthly numbers pulled together and formatted, on schedule, without anyone assembling it by hand.
What’s the one task you’d automate first?
Tell us in a sentence — we’ll take it from there and show you what’s possible before you commit a dime.
Start the conversation