Workflow & Operations Automation

Connect your CRM, ERP, Slack, and email systems using AI to eliminate manual data entry, automate routing, and free your team for high-value work.

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Workflow Automation

Automated Lead Routing

Leads from any source — web forms, ads, LinkedIn — are automatically scored, enriched, and routed to the right sales rep with full context. No more manual CRM updates.

Invoice & Document Processing

AI extracts data from invoices, contracts, and forms and automatically populates your ERP or accounting system — eliminating hours of manual data entry.

Meeting & Scheduling Automation

AI handles the back-and-forth of scheduling — syncing calendars, sending reminders, and even preparing pre-meeting briefs from CRM data.

Inventory Forecasting

Predictive AI models analyze historical sales, seasonality, and market signals to automatically generate purchase orders and restock alerts.

$3,000 – $10,000 per workflow

Project-based pricing. Most clients start with one high-impact workflow, prove ROI, then expand to 3–5 workflows within 6 months.

  • No recurring fees on project work
  • 30-day delivery on standard workflows
  • Full documentation and training
  • 90-day post-launch support
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20+
Avg. Hours Saved Per Week
95%
Data Entry Error Reduction
45 days
Avg. Payback Period
100%
Workflows Delivered On Time
$
Not Ready to Commit?Risk-Reversal Pilot

Start with a $3,500 Pilot Workflow

Not sure which workflow to automate first? Our $3,500 Pilot delivers a single, high-impact automation in 30 days — enough to prove ROI before you commit to a full project. If you move forward with a full workflow build within 60 days, the entire $3,500 is credited toward your project cost.