Most businesses don’t need an “AI transformation.” They need the form submissions to land in the CRM, the intake emails to stop falling through cracks, and the weekly report to write itself. Automation should reduce operational drag, not become a science project.
What this covers
- Intake automation: from form or inbox to organized, actionable records
- CRM, form, and email integrations
- Notion workflows
- Reporting workflows
- Agentic inboxes: AI that triages and drafts, with a human deciding
- AI voice tools for service businesses: calls answered, triaged, and logged
- Team knowledge bases (“company second brain”): your documents, searchable and useful, with AI on top
- AI tooling setup for small teams, including Claude Code and similar assistants, configured for how your business actually works
- Automation specs you can hand to any developer
- AI workflow planning
Who it’s for
Small teams drowning in repetitive admin around their website and operations, and anyone who’s been pitched “AI solutions” and wants someone who’ll say what’s actually worth automating.