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Automate · Connect AI to your tools

Connect AI to the tools you already use.

Stop copying the same information between email, spreadsheets and your CRM. We connect AI to your software so drafts, follow-ups and reports happen on their own, and your team checks them before anything goes out.

From $3,500 · Fixed price, agreed before we start. Small, well-defined projects can skip the audit.

Book a free 20-min call

Prefer to talk? Call +1 645 241 6547

Who it's for

For teams stuck in copy-paste

  • Your team pastes into ChatGPT, then pastes the answer back somewhere else, every day.
  • Quotes or follow-ups slip because nobody has time.
  • Someone spends hours each week building the same report.
  • Your spreadsheets have grown into something nobody fully trusts.

What's included

What an Automate project includes

  • A fixed-price proposal

    Before we start, you get a written scope: what we'll build, what we won't, and the price.

  • Connections to your tools

    Email, CRM, QuickBooks, Google Sheets or Excel, your scheduling software. We use official integrations where they exist.

  • AI where it helps

    Drafting, summarizing and sorting use AI. Simple steps, like moving data from A to B, use plain automation.

  • Approval steps

    A person checks quotes, emails and reports before they're sent, for as long as you want.

  • Testing on your real data

    We run it on your own past quotes, leads or reports before go-live.

  • Training and handover

    The people who'll use it get trained, and you get a short document explaining how it works.

Examples

Common Automate projects

Price

Fixed price, agreed up front

  • Automate project

    From

    $3,500

    Fixed price, agreed before we start. Small, well-defined projects can skip the audit.

    • One or more connected workflows
    • Approval steps where you want them
    • Testing on your real data
    • Training and handover

The price depends on how many tools we connect, how clean your data is, and how many steps need approval.

If you did the audit first, the $750 is credited in full toward your project.

Third-party costs, like automation platform or AI usage fees, are itemized in your proposal.

See full pricing

When Automate isn't enough

If the work depends on lots of your own files, complex price sheets or job history, a custom build may be the better fit. That's Build.

FAQ

Common questions

Do we have to change software?
No. We connect what you already have.
What if the AI gets something wrong?
Anything customer-facing can require approval. We test on your real data first, and anything the AI isn't sure about is flagged for a person.
What happens when one of our tools changes?
Integrations can break when software updates. Support covers fixing that. Without support, we quote fixes as they come up.
Can we start small?
Yes. Most teams start with one workflow, see it working, then add the next.

Other ways we help

Tell us what your team copies and pastes

Book a free 20-minute call. We'll tell you which tasks are worth automating first, and which aren't.

Book a free 20-min call

Prefer to talk? Call +1 645 241 6547