Automate the repetitive work that slows your team down
Copying data between tools, sorting emails, renaming files, sending the same weekly update. None of it is hard, but it adds up to days every month.
How we help
We map out how the work happens today, then automate the steps that follow clear rules. Where a step needs judgment, like reading an email and deciding what it is about, we use AI to handle it and flag anything unusual for a person.
This is for you if
- People on your team copy the same data between tools every day
- Incoming emails, invoices or forms are sorted by hand
- Weekly reports take hours to put together
- You are hiring just to keep up with admin work
What we build
Data entry and syncing
Move data between your CRM, spreadsheets, store and accounting tools without copy and paste.
Email and document sorting
Read incoming emails, invoices and forms, pull out the key details and route them to the right place.
Scheduled reports
Reports and summaries that build and send themselves on a schedule.
How the project runs
Short steps, weekly check-ins and a working result at the end.
Tools we use
Map the work
We sit with your team and write down each step of the process as it happens today.
Pick the wins
We start with the tasks that take the most time and are easiest to automate.
Build and test
We build the automation and run it side by side with the manual process until it matches.
Monitor
You get alerts when something fails, and we fix issues quickly.
Related work
GenAI document Q&A
DocuMind AI Document Assistant
Ask questions about contracts and reports in plain English and get answers with page references.
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Custom web app
FlowBoard Project App
A task board with sprint progress, team workload and an activity feed for small delivery teams.
See the projectQuestions about ai automation
Which tools can you connect?
Most tools with an API, including Google Workspace, Microsoft 365, Shopify, HubSpot, Slack and common accounting software.
What happens when the automation makes a mistake?
We build in checks, and anything unusual goes to a person for review instead of being processed automatically.
Do I need to change the tools I use?
Usually not. We work with the tools you already have.
Tell us what is slowing your team down
Book a free 30 minute call. We will look at your problem, tell you honestly whether AI or data work can help, and send a short written plan if it can.