01
Inquiries and sales follow-up
Log contacts, assign owners and get reminded of next steps.
Process automation and AI integration
Less busywork. More time for your business.
We connect your tools and automate the processes that slow your team down—from inquiries and follow-ups to documents and reporting.
Custom-built · English & Spanish · Your existing tools
Flow: incoming inquiry
- 1Inquiry receivedAutomated
Via email, web form or message
- 2Data organizedAutomated
Contact, company and request, in your sheet or CRM
- 3Reply draftedAI
Draft based on your usual answers
- 4Team reviewHuman
A person approves, edits or reassigns
- 5Follow-up scheduledAutomated
Reminder for the next step
Example diagram. Every workflow is designed around your process and your tools.
Your tools. Working together.
EmailFormsSpreadsheetsCRMAPIs
01 / What we can automate
The tasks that come back every single week.
We start with what your team already does by hand and turn it into a clear workflow—with people in charge of anything that needs judgment.
02
Operations and admin
Move information between tools and stop entering the same data twice.
03
Documents and data
Extract information, organize files and prepare documents for review.
04
Reporting
Pull data together and send recurring reports.
05
Customer support
Sort incoming requests and draft answers to common questions, with handoff to a person.
06
Custom integrations
Connect forms, email, spreadsheets, CRMs and other tools, depending on what each one supports.
Whether a tool can be connected depends on the integrations it offers. We check this with you before proposing a solution.
02 / Automation in action
See the work move forward.
Choose a process and run a step-by-step demonstration with sample data.
01 / Input
New website inquiry
Hi, I’m Alex at Example Studio. We receive requests by email and copy each one into our CRM. Can you help connect the two?
02 / Workflow
- 1Read inquiry
- 2Extract contact & request
- 3Prepare CRM record
- 4Draft follow-up
03 / Output
Run the example to reveal the result.
Prepared for review
- Contact
- Alex · Example Studio
- Request
- Email → CRM integration
- Next step
- Team reviews the record and reply
01 / Input
Sample supplier invoice
INVOICE DEMO-104 Supplier: Example Supplies Total: USD 240.00 Due date: not provided
02 / Workflow
- 1Read document
- 2Extract invoice fields
- 3Check required fields
- 4Flag exception
03 / Output
Run the example to reveal the result.
Review needed
- Invoice
- DEMO-104
- Total
- USD 240.00
- Missing field
- Due date — confirm before processing
01 / Input
Sample weekly activity
Website inquiries: 8 Email inquiries: 4 Calls booked: 3 Proposals sent: 2
02 / Workflow
- 1Read source data
- 2Combine inquiries
- 3Prepare summary
- 4Queue for approval
03 / Output
Run the example to reveal the result.
Draft weekly report
- Total inquiries
- 12 (8 website + 4 email)
- Sales activity
- 3 calls booked · 2 proposals sent
- Draft summary
- 12 inquiries received; review follow-up status.
Illustrative browser simulation. No live AI, connected accounts or messages sent. These are not client results.
03 / How we work
A clear process, from first conversation to launch.
We get to know the process and the problem
We look at how your team works today, which tools you use and where the time goes.
You receive
Process map- Input → tasks → outcome
- Bottlenecks identified
- Automation priorities
We agree on scope, tools and budget
We define what gets automated, what’s out of scope, what we deliver and what it costs—before any work starts.
You receive
Project scope- Tools and connections
- Acceptance criteria
- Budget and deliverables
We build and test it with you
We build the workflow and test it against real cases from your operation until it works the way you expect.
You receive
Tested workflow- Normal cases and exceptions
- Review with your team
- Test record
We launch and agree on support
We switch it on, hand over the documentation and decide together what ongoing support makes sense.
You receive
Handover & operation- Usage guide and owners
- Alerts and recovery
- Agreed support
Built around the way you work.
Start with a single workflow. Keep control of the decisions that matter.
Why work with us
Concrete commitments, from day one.
We work closely with your team, with clear rules about what gets done, how it’s delivered and who stays in control.
Scope agreed before we start
You know exactly what we’ll deliver and what’s not included.
We use the tools you already have
Whenever possible, we build on what your team already knows.
Documentation you can follow
Each workflow comes with a plain-language explanation of how it works.
Access limited to what’s needed
We only ask for the permissions the project requires.
Human review where it matters
Sensitive steps go through a person before anything moves forward.
Support agreed up front
Maintenance is defined in writing, with no surprises.
How we price
Fixed-scope projects, quoted for your needs.
Ongoing maintenance is optional and depends on the process. Third-party licenses and usage costs are listed separately in every proposal.
04 / FAQ
Questions we often hear.
How do I know what can be automated?
A good place to start is any task that repeats with similar steps: copying data, answering similar questions, or putting together the same document or report. On the discovery call we review your process and tell you what’s worth automating, what isn’t, and where to begin.
Do I need to change my tools?
Usually not. We start by working with what you already use. If a tool doesn’t integrate well, we’ll explain why and look at alternatives together.
Do all automations use AI?
No. Many run on simple rules and don’t need AI at all. We add it when it’s genuinely useful—for example, to classify text or draft replies—with human review where appropriate.
How long does a project take?
It depends on the scope, the tools involved and how quickly access can be set up. After the discovery call, we give you a concrete estimate for your case. Starting with a single process is usually the fastest way in.
How is the budget calculated?
Based on the agreed scope: number of steps, tools to connect, complexity of the rules and whether AI is involved. Third-party licenses and usage costs are listed separately in the proposal.
What happens if an integration breaks?
We design workflows so errors are logged and a person is notified. Connected tools change over time, so automations need monitoring and occasional adjustments. Support and maintenance are agreed explicitly.
Can you work in English and Spanish?
Yes. We can work, write documentation and communicate in English or Spanish—whatever suits your team.
Contact
Start with one task.
Tell us what you do manually, which tools you use, and what you’d like to change. We’ll discuss whether automation makes sense and define the next step together.
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