AI automation services
AI automation for the work nobody should do by hand.
Copying data between systems, chasing status updates, building the same report every Monday. I automate the repetitive work across your tools, with AI handling the parts that used to need a person's judgment.
The problem
Where automation usually stalls.
01
Zapier got you halfway
Simple triggers work fine. The moment a step needs judgment, like reading an email, a PDF or a messy form, the automation stops and a person takes over.
02
Your people are the integration
Two systems that don't talk, connected by someone copying and pasting between them every day.
03
Automations break silently
Someone changed a field name six weeks ago. Nobody noticed the workflow stopped.
What I build
What I automate.
Cross-system workflows
CRM, email, calendar, EMR or ERP, spreadsheets. Data moves where it needs to go without anyone touching it.
Document processing
PDFs, forms, invoices and reports turned into structured data your systems can use.
Reports that build themselves
The Monday report is waiting in your inbox before you are.
Follow-up that never drops
Reminders, nudges and status checks by email or text, logged back to the record.
Data cleanup and sync
Duplicates merged, records matched, fields standardized, so the automations downstream can trust what they read.
Monitoring and alerts
If a workflow fails, I know about it. You don't find out from a customer.
Running now
Proof, not promises.
Multi-clinic physical therapy group
Every clinic
Authorizations and visit caps that track themselves
Read the case →Home inspection data platform (my own venture)
740K findings
98,000 inspection reports, structured and searchable
Read the case →Wealth management firm
One system
Outbound, content and replies on one system
Read the case →How it works
Map. Build. Run.
Map
Find where AI pays
One call, then a short audit. I look at where time and money leak: the manual work, the dropped handoffs, the pipeline gaps. You get a ranked list of what to build first and what to leave alone.
Build
Inside the tools you already run
I build into your CRM, your inbox, Slack, your EMR or ERP. Most first systems go live in weeks, not quarters, and you see it working before we talk about the next one.
Run
Owned, watched, improved
Systems break when nobody owns them. I monitor, fix and improve what I build, and add the next system once the first one is paying for itself.
Questions
What people ask before we start.
What's the difference between AI automation and regular automation?
Regular automation follows fixed rules: if this, then that. AI automation handles the steps that used to need a person, like reading an email to decide what it's about or pulling the right numbers out of a PDF.
Which tools do you work with?
Most CRMs, Google Workspace, Microsoft 365, Slack, Monday, HubSpot, EMRs and a long tail of industry software. If it has an API, I can work with it.
What if my software doesn't have an API?
Often still solvable. If a person can log in and read it, an agent usually can too. I'll tell you honestly on the first call if it can't.
Can you fix automations someone else built?
Yes. A lot of engagements start with a pile of half-working Zaps. I keep what works, replace what doesn't, and document all of it.
Who maintains it after launch?
I do, for as long as you want. You also own everything I build, so you're never locked in.
Next step
What's the task your team hates most?
That's usually the first thing worth automating. Thirty minutes and you'll know if it can be.