How we work with your team
Process automation
We audit how a key process runs today (quotes, onboarding, reporting, reconciliation) and design the automated equivalent with the triggers, validations, and checkpoints needed to run without daily intervention.
Companies repeating the same manual work several times a week that want to recover team hours.
- Client onboarding with auto-generated documents
- Payment reconciliation across Stripe, bank, and accounting
- Weekly reports that compile themselves and land in the CEO's inbox
- Live sync between CRM, billing, and support
n8n · Make · Zapier · custom APIs · Python · Node
Application integration
We build custom integrations between your CRM, ERP, marketing, and operations stacks. When a native integration doesn't exist or falls short, we write the connector your business actually needs.
Teams with 5+ tools where someone is still copy-pasting between tabs.
- HubSpot ↔ Notion ↔ Slack with contextual triggers
- Shopify → ERP with real-time inventory handling
- Calendly → CRM → Slack with data enrichment
- Two-way webhooks between legacy systems and modern SaaS
REST · GraphQL · Webhooks · OAuth · n8n · Zapier · custom code
AI lead qualification
Every lead entering your pipeline is enriched, evaluated by a model (Claude or GPT) against your ICP and priority criteria, and lands in your inbox with a summary and recommended approach. You validate, adjust, and trigger personalized outreach.
Sales teams handling more leads than they can work well, needing to prioritize without losing contact quality.
- Automated lead scoring with explainable reasoning
- First-message drafts generated with lead context
- Automatic routing to the right SDR by industry and size
- Real-time Slack alerts for high-priority leads
Claude · GPT · Apollo · Clay · HubSpot · Pipedrive · Slack
AI knowledge assistant
We build an assistant trained on your internal documentation (Notion, Drive, Confluence, PDFs, contracts, transcripts). It answers team questions, helps customers, and handles tier-1 support, always with citations back to the source so you can verify.
Teams losing hours answering the same internal questions, or businesses wanting support that knows their product deeply.
- Internal support: "how do I approve an expense?", "what does my contract say?"
- Customer-facing support bot with deep product knowledge
- Legal or HR assistant for company policies
- Semantic search across contracts, proposals, or historical reports
Claude · OpenAI · Pinecone · Supabase pgvector · LangChain · n8n
Automated reports and dashboards
ETL pipeline between your sources (CRM, billing, analytics, ads, product), storage in Postgres or BigQuery, and connected dashboards (Looker Studio, Metabase, Tableau). Weekly or monthly reports that compile themselves and land in your inbox by Monday morning.
Leadership teams making decisions from data split across six places, stitching Excels by hand every Monday.
- Executive dashboard with real-time KPIs
- Automated financial reporting (revenue, spend, runway)
- Anomaly alerts (conversion drops, irregular churn)
- Operational observability (SLA, tickets, latency)
BigQuery · Postgres · Looker Studio · Metabase · dbt · n8n · Python
Conversational automation
We design and ship chatbots on WhatsApp Business API or a web widget, with AI flows that understand context, qualify, schedule, and escalate to your team when the conversation calls for it. Every conversation, handoff, and conversion is measured.
Businesses serving customers on WhatsApp that want faster responses without sacrificing quality, or teams wanting a 24/7 conversational sales channel.
- Conversational quote builder that drafts a basic proposal in chat
- 24/7 support with human escalation for complex cases
- Automated reminders and confirmations (appointments, payments, deliveries)
- WhatsApp-ad lead capture with instant qualification
WhatsApp Business API · Twilio · Claude · OpenAI · n8n · Make
Document automation
We connect your CRM, ERP, or database to smart templates so every document (quote, contract, proposal, invoice, monthly report) is generated automatically with the right data, signature included, and delivered without anyone copy-pasting fields.
Companies where someone still opens a Word doc, pulls fields from the CRM, and edits 30 placeholders for each new quote or contract.
- Sales proposal auto-generated from call notes
- Contract and terms generated when a deal closes in the CRM
- Recurring invoicing with per-client personalization
- Monthly client reports tailored per account
DocuSign · Google Docs API · Templated · PDFKit · n8n · Notion
Every week you wait leaves revenue on the table.
In 30 minutes I'll show you what to automate first, what it costs, and when it pays back. Free.