Sales, billing, HR, scheduling, compliance, reporting, documents — if a human is doing it on repeat, we can automate it. Tell us where you’re stuck and get an instant proposal ranked by impact and ROI.
Every line below is a workflow we ship. The timestamps roll forward in real time. Your office runs on Excel and inboxes today — it could run on this in 30 days.
Sample log content is illustrative — no real client, project, or personnel data shown.
// Pattern density above is illustrative. Your real density depends on what you actually run.
Your office manager is reconstructing last week's status from 9 different email threads, three Excel files, and a stack of paper.
This is what every Monday morning looks like.
Three short steps: basic business info, check the back-office pain points that apply, pick a budget range. Takes about 3 minutes. No account, no sales call required.
Your answers get matched instantly against our library of 65+ battle-tested automation patterns — every one drawn from real operating businesses we've shipped this for.
Instant on-page results plus a branded 9-page PDF proposal: current-state workflow map, ranked opportunities, hours & dollars saved, phased delivery plan, pricing tiers.
Sales, billing, HR, scheduling, compliance, reporting, documents, vendor management, field ops — here’s a sample of what goes in your proposal.
Every inbound lead (form, email, call transcript) is captured in seconds, qualified against your rules, written to your CRM, and routed to the right rep with an SMS ping. Speed-to-lead goes from hours to seconds and conversion rates jump.
When work is marked complete in your system, an invoice is drafted automatically, sent for approval, and fired off to the client. No more completed jobs sitting uninvoiced.
Resumes go into a structured database, get scored against the job description, and advance automatically. Interview scheduling, status updates, and rejection letters are all automated.
Daily script pulls data from each of your systems (sales, ops, finance) and publishes a consolidated dashboard or digest email. Leadership finally has one place to look.
An LLM reads each inbound email, classifies it, and routes it to the right person or folder with a priority tag. Urgent goes to the top, marketing to a separate queue, spam vanishes.
Every contract is tracked for expiration with escalating alerts 90 / 60 / 30 days out. No more silent auto-renewals or surprise lapses.
Two-way sync between systems that should share data but don't (CRM <-> accounting, email <-> project mgmt, etc). Ends the triple data entry that eats hours a day.
Every month-end task gets tracked, assigned, and the system runs the repeatable ones for you: account reconciliations, journal entries, accruals. Close days drop from 10 to 3.
Tracks every license, insurance policy, bond, and certification. Alerts 60 / 30 / 7 days before expiration with a link to the renewal process.
After a positive interaction (job completion, happy CSAT, repeat purchase), an automated text or email asks for a Google or Yelp review. Review volume and star ratings go up.
Vendor invoices are matched against POs and receiving records automatically. Matches auto-approve, exceptions flag for review. AP processing time drops by half or more.
A script gathers photos, permits, and inspection docs from each completed job folder, runs a checklist audit, and assembles a branded closeout PDF. Unlocks stuck AR from jobs waiting on closeout.
...and 53+ more. The discovery form covers every domain above.
Cover page, executive summary, a full current-state workflow map, ranked automation opportunities with direct quotes from your own intake, a first-year ROI projection, phased delivery plan, and three pricing tiers. Delivered the moment you finish the assessment.
No scheduling. No sales pitch. No credit card. Check a few boxes about where your business is stuck and walk away with an automation roadmap.