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PRACTICE · 02

AI Workflow Automation

We build automation pipelines that eliminate the manual, repeatable work your team does every day. The workflow connects your existing tools without requiring you to swap out your stack. Every engagement ships with a full handover: documented runbook, source repo, and live training for the team that runs it.

Capabilities under this practice

SALES LEAD GEN

Missed-Call Responder

Captures missed inbound calls, fires a personalized SMS within 90 seconds, and routes the lead to your CRM. Works on overflow, after-hours, and weekends. No staff required. Pairs with Voice Receptionist for full call coverage.

SALES LEAD GEN

Review Responder

Watches Google, Yelp, and Facebook for new reviews. Drafts brand-voice replies, routes 1-to-3-star reviews to team chat for human sign-off before posting, and keeps your average response time under four hours without touching your calendar.

SALES LEAD GEN

Meeting Scheduler Agent

Reads inbound scheduling requests, checks your real availability, proposes times in plain language, and confirms the meeting over email or SMS. No Calendly link required. Handles reschedules and no-shows with a follow-up cadence.

SALES LEAD GEN

Appointment Scheduler

Embeds a qualification-aware booking flow on your site. Routes by service type, provider, and availability. Sends confirmation and prep instructions automatically. Handles cancellations and fires rebook nudges.

SALES LEAD GEN

Lead Intake

Captures leads from web forms, email, and SMS. Runs your qualification questions, scores each lead against your customer criteria, and writes the record to your CRM with tags and an owner assigned. Hot leads ping team chat in real time.

SALES LEAD GEN

FAQ Chatbot

Site chatbot grounded in your own content. Cites its sources. Captures intent and pings hot leads to team chat or SMS within seconds.

SALES LEAD GEN

Referral Tracker

Captures the referral source the moment a lead comes in, ties the won business back to the person who sent it, and fires a thank-you plus reward when the lead converts. Owner gets a monthly referral-ROI report with a top-referrer leaderboard.

SALES LEAD GEN

SMS Concierge

Runs a full two-way SMS conversation from first contact through booking confirmation. Handles FAQs, price questions, availability, and appointment requests in your brand voice, and hands edge cases to a human on demand.

SALES LEAD GEN

Proposal Generator

Takes discovery call notes or a completed intake form and produces a branded proposal with scope, pricing, timeline, and e-sign. Cuts proposal turnaround from days to hours. Plugs into the CRM deal stage on send.

SALES LEAD GEN

Cold Outbound Engine

Pulls target accounts from a list or Clay/Apollo, researches each company, writes a personalized first email, and queues it in your sending tool. Tracks replies, hands warm threads to a human, and feeds pipeline into CRM.

SALES LEAD GEN

Quote Builder

Client fills a structured intake; the agent applies your pricing rules and generates a line-item quote PDF with your branding. Handles material costs, labor rates, and margin floors. Sends for approval and tracks status.

SALES LEAD GEN

Voice Receptionist

Answers inbound calls in real time with a natural-sounding voice agent. Qualifies callers, answers FAQs, and books appointments straight into your calendar. Hands off to a human on escalation triggers, and covers overflow and after-hours.

OPS BACK OFFICE

Competitor Watch

Monitors competitor websites, Google Ads, and review profiles on a schedule. Detects pricing changes, new service pages, and review volume shifts. Delivers a weekly digest to team chat or email with the changes that matter highlighted.

OPS BACK OFFICE

Meeting Notetaker

Joins video calls, transcribes, extracts decisions and action items, and pushes them to your CRM and task manager. Sends a structured summary to attendees within minutes of the call ending. Works with Zoom, Meet, and video meeting.

OPS BACK OFFICE

KPI Snapshot

Pulls metrics from your CRM, accounting tool, and ops systems on a schedule. Formats a concise owner brief with trend lines and anomaly highlights. Delivers to team chat, email, or both. No dashboard login required.

OPS BACK OFFICE

Expense Categorizer

Ingests receipts from email, SMS, or upload. Uses your chart of accounts to classify each line item and writes the entry directly to QuickBooks or Xero. Flags uncategorized items and ambiguous vendors for one-click review.

OPS BACK OFFICE

Inbox Zero Bot

Reads your inbox, labels and prioritizes threads, drafts replies in your voice for review, and unsubscribes from noise. Works as a daily digest or a continuous background process. Owner approves before anything sends.

OPS BACK OFFICE

Knowledge Onboarding

Indexes your SOPs, Drive, knowledge workspace, and team chat into a retrieval store. New hires ask questions in plain English and get cited answers. Ramp goes from months to weeks.

OPS BACK OFFICE

Invoice Chaser

Monitors your accounting system for overdue invoices. Sends escalating reminder messages by email and SMS in your brand voice. Stops automatically on payment. Logs every touchpoint and reports DSO trend to the owner weekly.

OPS BACK OFFICE

Multi-System Sync

Maps fields across your CRM, EHR, PM system, and accounting tool. When a record changes in one place, the agent reconciles the delta and writes it everywhere else. Kills duplicate data entry and catches sync failures before they compound.

OPS BACK OFFICE

Admin Assistant

Handles scheduling, document drafting, internal Q&A, and routine staff requests in team chat or email. Routes tasks to the right person, follows up on blockers, and keeps the owner out of the busywork. Self-hosted path available for data-sensitive clients.

OPS BACK OFFICE

Contract Redliner

Reads inbound MSAs, SOWs, and NDAs against your playbook. Flags non-standard clauses, suggests fallback language, and produces a clean redline for attorney review. Cuts first-pass contract review time by 60-80%.

OPS BACK OFFICE

Compliance Binder

Monitors policy versions, tracks employee acknowledgments, and assembles compliance evidence packages on demand. Sends renewal alerts before deadlines. Generates audit-ready binders for SOC 2, HIPAA, and state licensing requirements.

How clients engage with this practice

Implementation engagements start from your defined scope — either from a prior Strategy & Roadmap engagement or a scoped intake call. We prototype in week one, connect your live systems in week two, and spend the final days on testing, documentation, and handover.

At handover you get the source repo, the runbook, and the trained team. From there an optional monthly retainer covers ongoing monitoring, prompt and integration tuning as your tools change, and incremental automation of adjacent workflows. No retainer required — you can take the build and run it yourself.

DMV cities served

Workflow Automation engagements available across the Washington–Maryland–Virginia metro. Each city page outlines local context, common buyers, and the shape of a typical local engagement.

READY TO START

Every engagement begins with an audit.

A 60-minute scoped intake that maps your workflows, identifies the highest-leverage automation opportunity, and tells you exactly what it would cost to build.

Start with an audit →