AI automation consulting services that give your team hours back every week

We find the repetitive, manual work slowing your business down, then design and build AI powered systems that handle it for you. Less busywork, fewer dropped tasks, more time for the work that actually grows the business.

Works with Gmail, Slack, HubSpot, QuickBooks, and 20+ other tools you already use.

35+ hrssaved per team, per month
4 to 6 wksto first working automation
20+tools we connect and automate
The Basics

What is AI automation consulting, in plain English?

AI automation consulting is simple at its core. We look at the repetitive tasks that eat up your team's time, then design AI powered systems that do them instead. That might mean an AI agent that answers routine customer questions, a workflow that updates your CRM without anyone typing a thing, or a script that turns a stack of invoices into a finished report on its own.

It's business process automation and workflow automation, built around how your company actually works, not a generic template. As your AI automation consultant, our job is to find where automation pays off fastest, build it properly, and make sure your team trusts and uses it.

The result: your business runs on fewer manual steps, fewer errors, and less overtime, and your people get to spend their day on work that needs a human.

Talk to an automation consultant
01

Manual data entry

Someone on your team retypes the same information into three different tools, every day.

02

Slow response times

Customers and leads wait hours for answers a well built system could give in seconds.

03

Disconnected tools

Your CRM, inbox, and spreadsheets don't talk to each other, so someone has to be the bridge.

04

Work that doesn't scale

Every new customer or order means more manual work, instead of the system just handling it.

See It Work

Watch a real workflow automate itself

This is a simplified version of a lead follow up automation we build for clients. In the real world it runs in seconds, without anyone lifting a finger.

Automation running
Trigger: New lead submitted
Lead comes in
AI reads and qualifies
CRM updated
Team notified
Follow up sent
Get an automation like this built for you
What We Do

Our AI automation consulting services

Every engagement is built around your business, your tools, and your team, not an off the shelf package. Here's what we typically build.

01

Workflow automation

We connect the tools you already use, email, CRM, spreadsheets, project software, so information moves between them on its own.

02

AI agents and chatbots

Custom AI assistants that answer customer questions, qualify leads, or handle internal requests, trained on your business.

03

Data and reporting automation

Reports and dashboards that build and update themselves from your real data, on a schedule you set.

04

CRM and sales automation

Leads get logged, tagged, and followed up on automatically, so nothing slips through the cracks.

05

Document and admin automation

Contracts, invoices, and forms that fill themselves in, route to the right person, and get filed.

06

Custom AI tools

When off the shelf software isn't enough, we design and build a tool that fits how your business actually operates.

See which service fits your business
Why Us

What makes our automation consulting different

Plenty of agencies can wire up a tool. Here's what we do differently as your automation partner.

Built around your workflow

No templates. We map your actual process before we design anything.

Plain English, always

You'll always understand what we built and why, no jargon required.

Fast, focused delivery

Most first automations go live in four to six weeks, not six months.

We stay after launch

Every project includes support, so systems keep working as your business changes.

Ask us anything before you commit
Our Process

How our automation consulting process works

Five steps, in order, from first conversation to a system your team actually relies on.

01

Audit

We map how your team actually works today, and pinpoint where time and money are being lost to manual tasks.

02

Strategy

We show you what to automate first, in what order, and what kind of return to expect, explained in plain language.

03

Build

We design, build, and test the automation using AI tools suited to your business, not a one size fits all template.

04

Launch and train

We roll the system out carefully, and walk your team through it so they trust it from day one.

05

Support and improve

We keep an eye on how it performs and refine it as your business and needs change.

Start with a free audit
Tools We Connect

Automation built on the tools you already run

We don't ask you to switch software. We connect and automate what your team already uses every day.

GmailOutlookMicrosoft 365Google Workspace SlackMicrosoft TeamsDiscordZoomCalendly HubSpotSalesforcePipedriveZoho CRMCloseGoHighLevelActiveCampaignMailchimpKlaviyo NotionAirtableMonday.comAsanaClickUpTrelloJiraConfluenceBasecamp Google SheetsExcelSmartsheetCodaTypeformJotformGoogle FormsDocuSignDropbox Sign QuickBooksXeroFreshBooksSageStripePayPalSquareWise ShopifyWooCommerceBigCommerceAmazon Seller CentraleBayEtsy ZendeskIntercomFreshdeskHelp ScoutTidioTwilioWhatsApp BusinessTelegram Google DriveDropboxOneDriveBoxSharePoint WordPressWebflowSquarespaceWixGhost ZapierMaken8nPower AutomateWorkatoTray.ioIFTTT OpenAIClaudeGeminiPerplexityPineconeSupabaseFirebase PostgreSQLMySQLMongoDBSnowflakeBigQueryLooker StudioPower BITableau GitHubGitLabAWSGoogle CloudMicrosoft AzureCloudflareCustom APIsWebhooks
Don't see your tool? Ask us
Why It Pays Off

What businesses typically see after automation

Time reclaimed35+ hrssaved per team, every month
Greater accuracy70%fewer manual data entry errors
Faster service2xfaster response time to customers
Speed to value4 to 6 wksto a working first automation

Figures are typical ranges based on client engagements and will vary by business size, tools in use, and scope of work.

See what this could look like for you
Who We Help

Built for busy, growing teams

Our automation consulting services work well for any business with repeatable processes and a small team doing the work of a much bigger one.

E-commerce Professional services Healthcare admin Real estate SaaS & startups Marketing agencies Finance & accounting Logistics
Not sure we fit your industry? Ask us
Client Results

What clients say about working with us

"We stopped losing leads to slow follow up. The automation logs and routes them the second they come in."

Dana WhitfieldOperations Lead, home services company

"Our reporting used to take a full day every month. Now it's ready before I sit down to look at it."

Marcus OdellFinance Manager, e-commerce brand

"They explained everything in plain terms and never made us feel behind for not being technical."

Priya ChandranFounder, professional services firm
Become our next result
Engagement Options

Simple, transparent ways to work together

Every project starts with an audit, so you know exactly what you're getting before committing to anything bigger.

Start here

Automation Audit

A focused review of your current processes, with a clear, prioritized plan.

  • Full workflow mapping
  • Top automation opportunities, ranked by impact
  • Written report with estimated time and cost savings
Book the audit
Ongoing

Automation Partner

We stay on as your ongoing AI automation consultant as your business grows.

  • New automations built each quarter
  • Monitoring, fixes, and improvements
  • Priority access for new requests
Talk to us
Our Promise

If it doesn't save you time, we keep working until it does

Every audit and sprint comes with a plain guarantee: if the automation we build doesn't measurably reduce manual work within 60 days, we'll revise it at no extra cost until it does.

Book a Free Automation Audit
Questions

Frequently asked questions about AI automation consulting

We study how your team gets work done today, find the repetitive parts that don't need a human, and design AI powered systems to handle them. That covers strategy, building, testing, and training your team on the finished system.

A new hire still needs training, still makes mistakes, and still costs a salary every month. A well built automation runs the same repeatable task correctly, every time, without needing days off. It's not a replacement for your team, it's meant to free them up for work that needs human judgment.

No. That's the point of hiring an automation consultant. We handle the technical build and explain everything in plain language, without needing you to write a line of code.

Most clients see their first working automation within four to six weeks of starting. Simple workflows move faster, more complex, multi step systems take longer to design and test properly.

Yes. We only connect to the tools and data needed for the specific automation we're building, use secure, permissioned access wherever possible, and can sign a confidentiality agreement before any work begins.

It depends on the scope, a single workflow costs less than a custom AI agent built from scratch. Every engagement starts with an audit, so you get a clear, itemized plan and price before agreeing to anything further.

Get Started

Let's automate the busywork out of your business

Book a free, no pressure automation audit. We'll show you exactly where your team is losing time, and what it would take to get it back.

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