AI & Automation Solutions
Automation that removes busywork — not adds tools.
We design simple systems and AI-assisted workflows that reduce manual work, cut errors, and make operations easier to run.
Discuss Your WorkflowsWhat We Automate
Admin & Operations
Scheduling, email routing, data entry, and project handoffs. The invisible glue that holds your business together.
Reporting & Data
Automated KPI dashboards, financial summaries, and operational health checks. Stop copy-pasting from Excel.
Compliance & Credentialing
Expiry tracking, document collection portals, and audit trails. Never miss a renewal date again.
Use Cases We'll Actually Ship
No sci-fi. Just high-volume, repetitive tasks that drain your team's energy.
- Client intake & smart routing
- Document collection & validation
- Automated reminders & follow-ups
- Approval loops & handoffs
- Real-time dashboards & KPI reporting
Read our guides on this:
New Client Form Submitted
Trigger: Typeform / Webhook
Analyze & Categorize
Action: OpenAI Assistant
Create Project & Notify Team
Action: ClickUp + Slack
Risk & Governance
We work with compliance-sensitive industries. We don't just "turn on AI" and hope for the best.
No "Black Boxes"
We log every AI decision. You can audit exactly why an action was taken.
Human Review Queues
Low-confidence outputs are routed to a human, not sent to the client.
Our Process
1. Diagnose
Map the friction.
2. Simplify
Cut the waste.
3. Automate
Build the engine.
4. Make it Stick
Train & document.
Ready to stop doing it the hard way?
Let's build systems that work for you, not the other way around.