The admin work finishes itself.You approve before it sends.
If a job means copying the same customer data between tabs, chasing open quotes by hand, or matching invoices to payments every Friday, an AI workflow can prepare the work from your written business rules. Built by a 19-year senior engineer on the tools you already pay for, with a human approval gate wherever money or promises move.
Start with the repetitive loop that costs your team the most hours.
01 · Unsold quote & estimate chasing
Open quotes stop dying in email folders. The workflow tracks open estimates, drafts follow-up check-ins on Day 2, Day 5 and Day 14 during business hours, and halts the instant the customer replies, books or opts out.
02 · Inbox triage & CRM record entry
Inbound leads, attachments and web forms are parsed against your business brain, matched to existing customer records in HubSpot, Jobber, ServiceTitan, Airtable or Shopify, and queued with a ready-to-send reply draft.
03 · Invoice-to-payment reconciliation
Line items from vendor bills, purchase orders and Stripe or QuickBooks payouts are cross-checked automatically. Clean matches are logged; discrepancies or overcharges are flagged for your review before a dollar moves.
04 · Weekly owner scorecard & exception digest
Before you open your laptop on Monday morning, the workflow pulls your real numbers across calls, leads, open quotes, orders and support volume into one plain-English brief.
One Business Brain, then one workflow at a time.
Pricing: $500 assessment · $9,000 + $1,250/mo Brain + First Hire · $2,000 + $400/mo each added workflow.
- Connected directly to your existing inbox, calendar, CRM, store or accounting software
- Grounded in your written Business Brain so the agent never invents prices or policies
- Human-in-the-loop approval step before any external message, quote or payment action executes
- Tested against your real historical records before launch, followed by 30 days of tuning
- Weekly report with counts so you can verify the workflow pays for itself before adding the next one
Builds are paid half when you sign and half at launch. Monthly care starts at launch, runs 3 months minimum, then month to month with 30 days notice. Phone minutes, AI usage and software are billed at what they cost me.
From assessment to a running workflow in weeks, not six months.
- Step 01
Start with the $500 AI Staff Assessment
We walk through the jobs that eat your week on a 60-minute call. The same day, you get my written assessment naming the highest-ROI workflow to automate first, what stays with a person, and the exact fixed price.
- Step 02
Write the Business Brain & connect your existing tools
No rip-and-replace. I document your pricing rules, policies and edge cases in plain words and connect the workflow to the CRM, inbox, spreadsheet and accounting tools you already pay for.
- Step 03
Test against real historical records & add approval gates
Before anything runs live, we replay real past emails, forms and invoices through the agent to verify accuracy. Anything that spends money, changes a price or sends an external promise waits for your one-tap OK.
- Step 04
30 days of tuning & weekly proof reports
After launch I watch the workflow, fix edge cases as they surface, and send a weekly report with exact counts of tasks drafted, approved and hours saved.
How is agentic workflow automation different from basic Zapier automations?
Linear Zapier rules break the moment a customer writes an unstructured email, attaches a messy PDF or asks two questions at once. An agentic workflow reads the unstructured input against your written business brain, prepares the record update or reply draft, and stops at a human approval gate when something looks unusual.
How much does AI workflow automation cost?
We start with the $500 AI Staff Assessment. Your Business Brain plus your first automated workflow hire is $9,000 to set up and $1,250 a month. Once your Business Brain is in place, each additional workflow hire is $2,000 setup and $400 a month.
Will the automation send emails or move money without my permission?
No. Every workflow is built with explicit human-in-the-loop approval gates where it matters: the system drafts the reply, quote follow-up or record change, you approve it, and only then does it go out.
Do I have to replace my current CRM or spreadsheets?
No. Each workflow connects to the tools you already run today — your inbox, calendar, HubSpot, Airtable, Shopify, QuickBooks or field-service software — and your existing spreadsheets keep working until you decide to retire them.
Who owns the data and accounts?
Your data and your accounts stay yours. The contract spells out the rest.
Need custom Model Context Protocol (MCP) connectors into your internal database or CRM? See MCP & tool integration. Want to see the written record every workflow reads first? See the Company Business Brain.
Tell me which admin loop eats your week.
In 15 minutes I will tell you whether an AI workflow fits, which step stays with a person, and whether the $500 assessment is worth your money.