Give the routine to a supervised system.
Copying data between systems, processing the inbox, chasing documents, updating records: repetitive operational work that scales headcount instead of output. We turn those processes into reliable automated workflows (n8n, Make or custom) with AI handling the reading, classifying and drafting, and your team approving what matters.
Idempotent, logged and monitored · approval gates on anything sensitive · exceptions to a person.
Your processes run on copy-paste and memory.
Orders retyped from email, records synced by hand, documents chased, statuses updated — work that scales headcount instead of output.
Hours lost to repetition
The same reading, retyping and routing, every single day.
Processes that live in people
When the person is out, the process is out with them.
Errors in the boring parts
Fatigue mistakes in data entry cost real money downstream.
Exceptions handled ad hoc
Edge cases bounce around the inbox until someone improvises.
Fragile chains of Zaps
Automations that fail silently and cost more each month.
No one can see the flow
Status lives in inboxes, so nobody knows where anything is.
Map it, automate it, supervise it, run it
The honest version of process automation: exceptions designed for, approvals where they matter, and reliability engineered in.
Map the process honestly
We document how the work actually flows today (systems, hand-offs, exceptions, the undocumented rules in someone's head) and identify what should be automated, what needs AI, and what should stay human.
- Process discovery and documentation
- Automation versus AI versus human, decided per step
- Exceptions designed for, not ignored
- A build order by value
Automate the flow
Deterministic workflows for the steps that must run identically every time, AI steps where judgment is needed: reading an email, extracting order details from a PDF, classifying a request, drafting the response.
- n8n, Make and custom workflows
- AI reading, extraction and classification
- ERP, CRM and accounting integrations
- Slack and Teams status updates
Keep humans on the decisions
Sensitive actions pause for approval, low-confidence cases queue for review, and nothing customer-facing or financial happens unattended, so the automation earns trust instead of demanding it.
- Approval gates where they matter
- Review queues for unclear cases
- Full audit trail of every action
- Escalation paths for exceptions
Run it like production
Retries that cannot double-process an order, duplicate prevention, failure alerts and run logs, because an automation your operations depend on has to be engineered, not improvised.
- Idempotency and duplicate prevention
- Automatic retries and recovery
- Failure alerts and run history
- Documentation and handover
What changes when the process is a system
The work runs identically every time, the exceptions reach a person, and the audit trail writes itself.
The flow runs itself
Intake to output without the manual relay race.
AI on the judgment steps
Reading, extracting, classifying and drafting, validated before use.
People approve, not perform
Sensitive steps pause for a person; the rest just runs.
Failures are loud
Retries, logs and alerts — nothing breaks silently.
Volume without headcount
Busy weeks are absorbed by the workflow, not the team.
Status always visible
Every item's state, in Slack or the dashboard, at any moment.
Solutions built for your industry
Every industry has different challenges. We build data, reporting, automation and AI solutions that fit the way your business operates.
Marketing Agencies
Automate client reporting, prove attribution and monitor every account without the manual grind.
- Multi-client reporting automation
- Cross-channel attribution
- Tracking QA across the book
- AI-drafted client commentary
Ecommerce & DTC
Connect store, marketplace, ad and finance data to see true profitability and reliable tracking.
- Contribution margin by SKU
- Server-side conversion tracking
- Marketing tied to revenue
- AI margin and stock alerts
Retail
Bring together sell-through, margins, locations and marketing across every channel.
- Sell-through by channel
- Product and category margins
- Retail and wholesale in one view
- AI demand forecasting
Franchise
Compare every location on consistent numbers, with AI reading the weekly review.
- Location scorecards
- Standardized KPIs
- Roll-up and drill-down
- Underperformance alerts
SaaS
Connect product, marketing, sales and billing into clear growth metrics, plus custom AI features.
- MRR and ARR reporting
- Activation and churn analytics
- CAC against LTV
- AI agents and internal tools
Professional Services
Automate intake to invoice and make the firm's knowledge searchable, with approvals throughout.
- Intake and proposal automation
- Utilization and pipeline reporting
- AI speed-to-lead follow-up
- Knowledge assistants with sources
Legal Services
Document intelligence, intake automation and clean matter reporting, handled confidentially.
- Document classification and extraction
- Client intake automation
- Matter and revenue reporting
- Assistants grounded in your precedents
Healthcare
Operational reporting and careful automation for clinics and multi-site practices.
- Booking and utilization reporting
- Multi-site scorecards
- Payroll automation with approvals
- Patient acquisition ROI
A simple, low-risk way to get started
Three clear steps to working together, backed by commitments that keep the risk on us, not you.
- Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
- Step 2 We build it, and prove it works Tracking, dashboards, automation or AI, built to fit your business.
- Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
We remove the risk of getting started so the decision is easy. Here is our commitment to you:
- Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
- Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
- You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
- No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.