AI WORKFLOW AUTOMATION
Automate the Work. Unlock the Growth.
We design and build custom AI automation systems that save time, cut costs, and scale your operations—so you can focus on what matters most. We combine traditional automation (Zapier, Make, Pipedream) with cutting-edge AI (GPT-4, LangChain, custom agents) to streamline your processes end-to-end.
🔁 Lead-to-Close Sales Automation
Automate every step from inbound lead capture to CRM updates and proposal generation.
Includes:
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Auto-capture and enrich leads from forms, emails, or LinkedIn
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Instant follow-ups and scheduling
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CRM data syncing and pipeline updates
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AI-generated proposals and contracts
Tools: Zapier, Make, Apollo, Pipedrive, OpenAI
🧑💼 Client Onboarding & Offboarding
Streamline how you onboard and offboard clients with coordinated automations across your tools.
Includes:
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Triggered onboarding checklists
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Account and folder setup across tools (Slack, Notion, Google Drive, etc.)
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Welcome emails and AI-generated SOPs
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Final handoffs and data exports for offboarding
Tools: Make, Airtable, Notion, Slack, Google Workspace
📥 Inbox & Ticket Workflow Automation
Reduce response times and manual triage with smart AI and automated support routing.
Includes:
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Auto-categorize and triage incoming emails or tickets
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Assign to right team or escalate based on sentiment or urgency
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AI-generated replies and follow-ups
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Slack or CRM integration for faster resolutions
Tools: Gmail, Front, HelpScout, Zapier, GPT-4, Slack