Automation and AI agents

Business process automation and AI agents that give hours back

Reports, data entry, inboxes, calls and handoffs that run on their own, monitored so a person hears about it when something breaks.

Get a free automation planTry the order-intake demo

Free, usually one page, usually back within 2 business days. No call needed.

fields read from one scanned form
46
Thai Reinsurance
addresses checked in the first production run
602
Email Verifier
required fields checked on every order row
5
A manufacturing and automation prospect

Built for

  • Accel Automation
  • A team working county court records
  • An ads-ops team
  • Thai Reinsurance
  • A manufacturing and automation prospect
  • A trade-intelligence publisher

19 automation projects

Use cases

What we automate

Case studies

Automation case studies

See all case studies
Explore 3 more case studies

Payback estimator

What the repeat work costs you now

Your numbers, not ours. Move the sliders and see the yearly cost beside the price of a sprint.

12 hours a week in all, over 46 working weeks: 552 hours a year.

On your numbers

$8,280 a year goes on work that follows rules

  • The task, every year$16,560
  • The part that follows rules$8,280
  • Automation sprint, once$1.5K to $3.5K

At $1.5K to $3.5K, the sprint pays for itself in 9 to 20 weeks.

An automation takes over the rules-based part of the work, not all of it. The plan says which part before anything is quoted.

Turn this into a plan

Your numbers stay out of the web address and out of analytics.

Offers and prices

Automation sprints, priced up front

  1. FreeFree automation plan
  2. Priced up frontAn automation sprint
  3. Optional, monthlyMonitored care plan

The smallest priced step. $1K buys the Monday report: the weekly report built automatically from the systems the numbers already live in, and in your inbox before anyone asks for it.

  • Before-you-hire automation sprint

    Automate the repeatable part of an open ops, admin, marketing, or support role before filling the whole seat.

    $1.5K to $3.5K, usually fixed-price · optional care plan afterwards

    2 to 3 weeks

    Get a quote for this

  • The Monday report

    The weekly report builds itself, out of the systems the numbers already live in, and lands before anyone asks for it.

    $1K to $2.5K, usually fixed-price

    1 to 2 weeks

    Get a quote for this

  • System-to-system sync

    Data entered once. Your CRM and accounting stop needing a person to copy between them, and it keeps running after we are gone.

    $1.5K to $3K, usually fixed-price

    1 to 2 weeks

    Get a quote for this

  • Intake and inbox agent

    Every inbound form, email and quote request answered and routed the same hour, with anything it cannot judge escalated to a person visibly.

    $1.5K to $3K, usually fixed-price

    2 to 3 weeks

    Get a quote for this

  • Voice and chat agent pilot

    An AI agent on web chat, WhatsApp or the phone, in English or Arabic, that answers, books and writes the outcome back to your system. A time-boxed pilot with the success measures agreed first.

    Quoted after the free plan

    Get a quote for this

Before the build

Scoping samples

What a proposal looks like before a price is agreed: the phases, the components, a timeline and the price as proposed. Three decks, excerpted. None of them is a delivered case.

Scoping sample, November 2025: a proposal, not a delivered case

AI guest-service automation on WhatsApp

Prepared for Sataya Resort

A standalone, multilingual guest-service system proposed for a resort that routed every guest request through reception by phone.

The problem and the proposal

Guest requests came in by in-room phone and were routed by hand through reception: delays, miscommunication between departments, missed requests, inconsistent service and no tracking or accountability.

Proposed: one WhatsApp number for every guest request, reached by QR codes around the resort; an AI intent engine that detects the request and routes it to the right department; a digital ticket for every request; bilingual Arabic and English staff dashboards; management KPIs; and a standalone cloud deployment that needs no property-system integration.

Eight components
  • WhatsApp interface: a single number for all guest requests, via QR codes
  • AI intent engine: detects and routes each request
  • Department agents: housekeeping, maintenance, food and beverage, guest services, spa and activities, each trained on its own requests
  • Digital ticketing: open, in progress, resolved or escalated, with room verification, priority, SLA timers, overdue reminders, staff notes, attachments and audit logs
  • Staff dashboard: department queues with an Arabic and English toggle, on mobile, tablet and desktop
  • Management dashboard: response and resolution times, volume trends, department and staff performance, exports
  • QR access points throughout the resort
  • Cloud deployment, independent of existing systems
Timeline: a 14-week plan
WeeksPhaseWhat happens
1 to 2DiscoveryRequirements, workflow mapping and architecture with every department
3 to 4DesignUI mockups, data models and the multilingual workflow
5 to 7AI developmentThe intent engine, the department agents and the translation layer
8 to 10BackendTicketing, the SLA engine, APIs and notifications
10 to 11DashboardsStaff and management interfaces on the backend
11 to 12WhatsAppCloud API integration, QR codes and end-to-end testing
12 to 13TestingQA, acceptance testing with staff, load testing and refinements
13 to 14LaunchStaff training, a pilot and the resort-wide rollout

A structure-only scoping sample, not a delivered system. Pricing and commercial terms are omitted.

Scoping sample, November 2025: a proposal, not a delivered case

An AI automation and outreach system

Prepared for The Pivotal Group

Outreach at scale, an AI inbox, follow-ups, content and a voice agent, proposed as five phases orchestrated in n8n around an existing CRM.

The ask

Scale client acquisition without losing personalized engagement, where manual outreach capped both growth and response quality.

Proposed: one integrated platform that runs outreach campaigns, classifies and drafts replies, handles follow-ups, generates Meta content and books meetings through a voice agent, all orchestrated in n8n around the existing Go High Level CRM.

Five phases
PhaseWhat it coversBuilt on
1. Email outreach at scaleLead import and validation from CSV or the CRM; personalization by name, company, role and industry; rate limiting and throttling; bounce handling and suppression lists; domain warm-upn8n and the GHL API
2. AI inbox intelligenceReplies read over IMAP, the Gmail API or GHL webhooks; intent classified (interested, not now, not interested, more info, referral, generic); a drafted reply; optional human approval before sending; everything logged to the CRMAn LLM behind n8n
3. Follow-up engineAfter a set number of days without a reply, a tailored follow-up from the thread and the lead profile; typically 4 touches; stops on reply, unsubscribe, bounce or conversionThe n8n scheduler with CRM status
4. Meta contentPosts and ad-copy variants for Facebook and Instagram, creative briefs for designers or image tools, optional Meta Ads API integration, publishing through GHL or n8nAn LLM and Meta Business Manager
5. AI voice lead handlingInbound calls from campaign leads answered at once, qualified (name, intent, timeline), booked into the GHL calendar and confirmed by SMS and emailRetell.ai with CRM sync
Timeline: 7 to 9 weeks
WeeksMilestoneWhat happens
1Foundation and integrationsAccess, domain authentication, n8n configuration, API connectivity
2 to 3Email automationThe outreach engine, lead validation, throttling, bounce handling
3 to 5AI intelligenceThe inbox assistant, intent classification, reply drafts, the follow-up engine
5 to 7Content and voiceMeta content generation, the voice agent, calendar integration
7 to 9Testing and launchSystem and load testing, optimization, documentation, go-live

A structure-only scoping sample, not a delivered system. Pricing, volume targets and commercial terms are omitted.

Walkthrough

A Thai insurance-form prototype extracted 46 named fields after OCR fell short. SAP entry through GUI scripting was designed as the next stage, not delivered.

A trimmed walkthrough will appear here once the approved upload is available.

Try it

Run the order-intake demo

Paste an order email and watch it become order lines. It runs in your browser on sample data, and nothing is sent anywhere.

How it works

A plan first, a price up front, and it's all yours

  1. Free written plan

    What to build first, the price range and the timeline, usually within 2 business days.

  2. A build priced up front

    The price is usually agreed before work starts.

  3. Run it, or take it

    Keep us on a capped monthly plan, or walk away with everything.

What you own

  • Your repository. Code lands in your repo from the first commit.
  • Your accounts. It runs on your cloud, your tools and your domains.
  • A written handover. Documentation, so it keeps running without us.
See our code handover

Reviews

What clients say

  • Amazing, thanks. We're looking forward to starting the RDP app once we can confirm the RDP is working.

    Selenium Groupon the remote-desktop proof of concept, August 2025

  • 11 jobs completed on Upwork

    Client reviews on Upwork, from a first contract in August 2023.

Questions

Automation and AI agents: common questions

What can you automate?

Work that follows rules: reports, data entry, inbox triage, order intake, document extraction, calls and chats, and handoffs between tools. Judgment stays with a person, and the free plan says which part is which.

What does an automation cost?

Sprints usually start at $1K for the Monday report, and the before-you-hire sprint is $1.5K to $3.5K. A voice or chat agent pilot is quoted after the free plan. Monitoring after launch is an optional care plan.

Can an AI agent be trusted with customers?

An agent handles what it can judge and hands the rest to a person, visibly. Every automation we ship is monitored, so a failure raises an alert the same day.

Do we need new software?

Usually not. We connect the systems you already run. If a tool is missing, the plan names it and what it costs.

What if nothing is worth automating?

Then the free plan says so, in writing. A tolerated annoyance is sometimes cheaper than a system.

Next step

Start with a free automation plan

Name the process eating the most hours. The plan says what to automate, the hours it returns and the price.

Get a free automation planTry the order-intake demoEstimate your hours saved

We usually reply within 2 business days with a free plan for what to do first. No call needed.

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