Stop typing the same thing twice.
Most small businesses run on a handful of apps that don't talk to each other. I connect them, so a new lead, order or job flows where it needs to go on its own.
Common automations
Leads to your phone
Website and Facebook inquiries land in one list and text you the moment they arrive.
Jobs to invoices
A finished job creates the invoice in QuickBooks or Square without retyping.
Reminders & follow-ups
Appointment reminders, "how did we do?" messages and review requests go out on schedule.
Forms to spreadsheets
Order forms, applications and sign-ups fill a tidy sheet you can sort and search.
Weekly summaries
A Monday email with last week's leads, sales and open jobs.
Paperwork drafts
Contracts, work orders and letters filled in from your records, ready to sign.
How it works
We start by mapping one process from start to finish, like "a customer asks for a quote." I look for the steps where someone copies information from one place to another, then connect those tools using services like Zapier, Make or the apps' own built-in connections. Where AI helps, such as reading an email and pulling out the details, I add it.
Every automation is tested with real examples, written down in plain English, and built in accounts you own.
Good fits
If you find yourself saying "every time X happens, I have to go do Y," that's an automation. The best first projects are small, happen often, and annoy you every time.
Not sure where to start?
Book an AI audit. In 90 minutes you'll know exactly where AI fits in your business, and where it doesn't.