AI automation
AI automation for the work nobody should be retyping
Most automation fails at the messy parts: the free-text email, the PDF that changes layout, the customer who answers a different question. That is the part we build for.
The short answer
AI automation uses language models to handle the judgment steps a rules-based tool cannot, like reading an email or classifying a request, then passes clean data to your existing software. It works best on high-volume, repetitive tasks with a clear definition of done.
What this stops
- Copying the same details from email into three systems
- Reading PDFs and retyping the numbers
- Chasing people for the same status update
- Sorting a shared inbox by hand every morning
What we build
What this looks like in practice
- Inbox and request routing
- A model reads each message, sorts it into your categories, and sends it to the right person with a summary. One of ours sorts a shared mailbox into eight categories.
- Document extraction
- Invoices, estimates, and forms become structured records, with anything low-confidence held for review.
- Multi-step workflows
- Triggers, queues, and retries that survive a vendor outage instead of silently dropping work.
- Scheduled reports
- The numbers you assemble by hand every Monday, delivered before you sit down.
The rule on this one
Anything that spends money, messages a customer, or changes a record of truth gets a confidence threshold and a person in the loop until it has earned its way out.
CF-04 · Case file
What an unattended agent is not allowed to do is enforced by the database, not by asking nicely
A portfolio operator.
- 15 min
- dispatch cycle
- 6:45
- daily briefing
- 1
- switch to halt everything
Questions
What people ask us
Often built alongside
What should a small business automate first?
Pick the task with the highest volume and the lowest cost of a mistake. Inbox triage, lead follow-up, and report assembly are usually the best first projects because errors are cheap to catch and the hours come back immediately.
Why not just use Zapier or Make?
Use them when the steps are simple and the data is clean. We often do. Custom automation earns its cost when a step needs judgment, when volume makes per-task pricing painful, or when a failure has to be caught instead of skipped.
How long does a first automation take?
A single workflow usually takes two to four weeks from signed scope to live. Most of that time goes to connecting your systems and testing against your real data, not to writing prompts.
Tell us what is eating your week
A free discovery call with a solutions architect, or a blueprint in about a minute.