AI AutomationServices ThatHandle the Busywork
AI chatbots, AI voice agents, CRM automation and workflows built in n8n, Make or Zapier. Leads get answered faster, data moves between your apps on its own, and your team gets time back for real work.
What I Can Automate for You
Pick a service to see how its flow works and every task included. Most businesses start with one and add more once it runs.
AI Chatbots
Answer questions and capture leads on your website and chat apps, day and night.
Included in This Build
- Website chat widget
- WhatsApp, Instagram and Messenger bots
- Trained on your services, prices and FAQs
- Lead details collected in the chat
- Hand over to a person when needed
- Chats saved to your CRM or inbox
- Replies in the customer's language
AI Voice Agents and Receptionists
Calls answered, questions handled and appointments booked, even after hours.
Included in This Build
- Inbound call answering
- Appointment booking during the call
- Missed call text back
- After hours and overflow calls
- Call summaries and transcripts
- Transfers to your team
- Reminder and follow up calls, with consent
Lead Capture and Follow Up
Every enquiry gets a fast reply and follow ups until it books or says no.
Included in This Build
- Website, ad and lead form capture
- Instant email, SMS or WhatsApp reply
- AI lead scoring and qualification
- Follow ups that stop when they reply
- Leads routed to the right person
- Alerts for hot leads
CRM Automation
Your CRM stays updated without anyone typing.
Included in This Build
- CRM setup and pipeline design
- Contacts created and duplicates merged
- Deal stages moved automatically
- Tasks and reminders for your team
- Contact data enriched
- Synced with forms, calls, chat and email
- HubSpot, GoHighLevel, Salesforce, Zoho and Pipedrive
Booking and Reminders
Fewer no shows and less back and forth to find a time.
Included in This Build
- Online booking linked to your calendar
- Confirmation messages
- Email, SMS and WhatsApp reminders
- Reschedule and cancel links
- No show follow up
- Review requests after the visit
Email and Inbox Automation
Your inbox sorted, and replies drafted for you to approve.
Included in This Build
- Inbox sorting and labels
- AI drafted replies for approval
- Support tickets created from emails
- Attachments saved to the right folder
- Drip and nurture email flows
- Shared inbox routing
Sales and Outreach Automation
Prospecting, research and follow ups handled so your team just takes the meetings.
Included in This Build
- Prospect lists built and cleaned
- Lead research and enrichment
- Personal first lines written with AI
- Email outreach sequences
- Replies detected and sorted
- Meetings booked into your calendar
Ecommerce Automation
Orders, stock and customer updates that run without manual work.
Included in This Build
- Order confirmations and shipping updates
- Abandoned cart recovery
- Inventory synced across channels
- Product descriptions drafted with AI
- Review requests
- Refund and return flows
- Shopify and WooCommerce
Documents and Data Entry
Invoices, forms and PDFs read by AI and saved where they belong.
Included in This Build
- Invoice and receipt reading
- Form and PDF data extraction
- Proposals and contracts from templates
- Signature requests sent automatically
- Data moved between apps
- Spreadsheets cleaned and synced
Reporting and Dashboards
The numbers you check every week, collected and sent to you.
Included in This Build
- Data pulled from your apps
- Live dashboards
- Weekly reports by email or Slack
- Plain summaries written by AI
- Alerts when something changes
- Looker Studio, Google Sheets or Airtable
Marketing and Content Automation
Content drafted, approved and scheduled through one flow.
Included in This Build
- Content drafts for your review
- Social post scheduling
- Blog and newsletter workflows
- Content repurposed across platforms
- Review and mention monitoring
- Campaign reporting
Operations and HR Automation
Onboarding, approvals and internal requests that move on their own.
Included in This Build
- Employee and client onboarding
- Approval flows
- Task and project automation
- Notifications in Slack or Teams
- Leave and timesheet requests
- Purchase order flows
Custom AI Agents and Knowledge Bases
AI agents that use your tools and answer from your own documents.
Included in This Build
- AI agents connected to your tools
- Knowledge bases built from your documents
- Internal assistants for your team
- Memory and guardrails
- Human approval for important steps
- OpenAI, Claude, Gemini or open source models
Integrations and APIs
Apps that do not talk to each other, connected.
Included in This Build
- Webhooks and API connections
- Custom code steps where no tool exists
- Data mapping and cleanup
- Workflows moved between platforms
- Broken automations fixed
- Documentation for every connection
The Same Task, Manual vs Automated
Pick a task your team does every week and see what changes when it runs on its own.
Done by Hand
- Someone notices the email or form hours later
- The details are copied into the CRM
- A reply is written from scratch
- A reminder is set to follow up
- The follow up slips when the week gets busy
Done by Automation
- Instant reply on email, SMS or WhatsApp
- AI checks the request and scores the lead
- Contact and deal created in the CRM
- Booking link sent to good fits
- Follow ups sent until they reply
What stays human: You take the call with a qualified lead.
Done by Hand
- Calls back and forth to find a time
- The booking is typed into the calendar
- Reminder calls the day before
- No shows chased by hand
- Review requests rarely sent
Done by Automation
- Customer books a free slot online or in chat
- Calendar and CRM updated
- Reminders on SMS, email or WhatsApp
- No shows get a rebooking message
- Review request sent after the visit
What stays human: You see the customer.
Done by Hand
- Order checked in the store dashboard
- Stock updated in a spreadsheet
- Invoice made and emailed
- Shipping details copied to the courier
- Customers email to ask where the order is
Done by Automation
- Order confirmed to the customer
- Stock synced across every channel
- Invoice created in your accounting app
- Shipping label and tracking shared
- Delivery updates sent on their own
What stays human: You pack and ship.
Done by Hand
- Invoices opened one by one from the inbox
- Amounts typed into the accounting app
- Files saved and renamed
- Approvals chased by email
- Mistakes found at month end
Done by Automation
- Invoices pulled from the inbox
- AI reads the supplier, amount and dates
- Entry created in QuickBooks or Xero
- File saved to the right folder
- Approval request sent to the right person
What stays human: You approve and pay.
Done by Hand
- Data exported from each app
- Pasted into a spreadsheet
- Charts rebuilt every week
- Summary written by hand
- Emailed to the team
Done by Automation
- Data pulled from every app
- Dashboard updated live
- AI writes a plain summary
- Report sent to email or Slack
- Alerts when something drops
What stays human: You make the decisions.
Workflows for Every Team
Ready ideas for each department. Each one can be built as it is or shaped around how your business works.
Sales
When a lead fills your form or ad
Then they get a reply in seconds, and your team gets an alert with the details.
When a new lead arrives
Then AI scores it from the answers given, and hot leads go to the top of the CRM.
When a deal reaches the proposal stage
Then a proposal is made from your template and sent for signature.
When a deal goes quiet
Then a polite follow up goes out, and the deal is flagged if there is still no reply.
Customer Support
When a support email arrives
Then AI tags the topic and urgency and routes it to the right person.
When a common question comes in
Then AI drafts the answer from your help docs for your team to approve.
When a customer asks where their order is
Then the chatbot checks the order and replies with the tracking link.
When a ticket is closed
Then a short survey goes out, and low scores alert a manager.
Marketing
When a topic is added to your board
Then AI drafts the post, you approve it, and it is scheduled.
When a job is marked done
Then the customer gets a review request with a direct link.
When someone downloads your guide
Then they get it by email and join a nurture sequence.
When your brand is mentioned or reviewed
Then you get a Slack alert with a suggested reply.
Operations
When a contract is signed
Then folders, tasks, the first invoice and a welcome email are created.
When a booking is confirmed
Then the job is assigned, the team is notified and the customer gets a reminder.
When a request needs sign off
Then the right person gets it in Slack or email and approves it in one click.
When stock runs low
Then a purchase order is drafted and sent for approval.
Finance
When a bill lands in your inbox
Then AI reads it, creates the entry in QuickBooks or Xero and saves the file.
When an invoice is overdue
Then polite reminders go out until it is paid.
When a receipt photo is sent on WhatsApp
Then the expense is read, sorted into a category and logged.
When the month closes
Then a plain summary of income and spending is sent to you.
Ecommerce
When a shopper leaves items in the cart
Then a reminder goes out by email or WhatsApp.
When an order ships
Then the customer gets tracking and delivery updates.
When stock changes in one channel
Then every other channel is updated.
When a new product is added
Then AI drafts the description, tags and alt text for review.
HR and Hiring
When an application arrives
Then AI summarizes the CV against your criteria for your review.
When a candidate is shortlisted
Then they get a link to book an interview time.
When a new hire is added
Then accounts, tasks and a welcome pack are prepared.
When someone requests leave
Then the manager approves it and the team calendar updates.
AI Chatbots That Answer and Book
A chatbot trained on your business that replies in seconds, collects lead details and books appointments. While it chats, the work behind it gets done too.
Hi, do you do teeth whitening? How soon can I come in?
Yes, we offer whitening at the clinic. Would this week or next week suit you better?
This week, after work if possible.
Thursday evening is open. What name and phone number should I book it under?
Sara, and you can use my WhatsApp number.
Done, Sara. You will get a confirmation on WhatsApp and a reminder the day before.
Behind the Chat
What the automation does while the conversation happens.
- Question matched to the whitening serviceKnowledge base
- Calendar checked for this weekCalendar
- Evening slots filteredCalendar
- Thursday evening held for the visitorCalendar
- Contact and booking savedCRM
- WhatsApp confirmation and reminder scheduledWhatsApp
Services, prices, policies and FAQs, so answers stay accurate.
Asks the right questions and saves the answers to your CRM.
Checks your calendar and books a time inside the chat.
Passes the chat to your team when a person is needed.
Replies in the language the customer writes in.
AI Voice Agents That Pick Up Every Call
An AI receptionist that answers calls, understands what the caller needs, books the appointment and updates your CRM.
Day, night and weekends, including when your line is busy.
Appointments go straight into your calendar during the call.
If a call is missed, the caller gets a text so the lead is not lost.
Urgent or complex calls go to a person right away.
Transcript, summary and next step sent to your CRM or inbox.
Always honest with callers. The agent says it is an AI assistant, callers can ask for a person at any time, and outbound calls only go to people who agreed to be contacted.
Built on the Platform That Fits You
The platform is picked for your apps, volume, budget and privacy needs. Here is how the main three compare.
| Compare | |||
|---|---|---|---|
| Best For | Complex logic, AI agents and full control | Visual workflows with many steps | Simple workflows your team can edit |
| Self Hosting | Yes, on your own server | No, cloud only | No, cloud only |
| AI Agents | Built in, with memory and tools | AI steps and agents | AI steps and agents |
| Ease for Your Team | More technical | Moderate | Easiest |
| App Library | Large, plus any app with an API | Large | The largest |
| Custom Code | Full code steps | Limited | Basic code steps |
| Cost at High Volume | Lowest when self hosted | Moderate | Highest |
Also built on Microsoft Power Automate, GoHighLevel and Pipedream when your business already runs on them.
Automation Platforms
n8n
Make
Zapier
Power Automate
GoHighLevel
Pipedream
AI Models
OpenAI
Claude
Gemini
Mistral
Llama
Perplexity
OpenRouter
Voice and Chat
Vapi
Retell AI
Bland AI
Synthflow
ElevenLabs
Twilio
Voiceflow
Botpress
ManyChat
WhatsApp Business
CRM and Sales
HubSpot
Salesforce
Zoho CRM
Pipedrive
Apollo
Instantly
Clay
Calendly
Cal.com
Data and Workspace
Google Sheets
Airtable
Notion
Supabase
Pinecone
Slack
Microsoft Teams
Gmail
Outlook
ClickUp
monday.com
Apify
Ecommerce, Finance and Forms
Shopify
WooCommerce
WordPress
Stripe
QuickBooks
Xero
Typeform
Jotform
PandaDoc
DocuSign
All trademarks belong to their owners. These are tools I use in my work, not partnerships.
Get a Free Automation Audit
Tick what sounds like your business and see where to start. For the full picture, I review how your business runs and send you a plan.
What Sounds Like Your Business?
Where to Start
Tick anything that sounds familiar and your starting workflows show up here.
Send My List on WhatsAppHow a Build Goes Live
Every project runs through the same steps. Nothing goes live until it is tested with real examples and you have approved it.
- Map
We list the tasks, apps and people involved, and pick what to automate first.
- Design
Each workflow is planned step by step, with the checks and approvals it needs.
- Build
Workflows, chatbots or voice agents are built in your accounts.
- Test
Real examples are run through, including the edge cases that break things.
- Launch
It goes live with your team trained and the documentation in hand.
- Monitor and Improve
Runs are watched, errors fixed and the flow tuned as you grow.
Safe by Design, Human When It Matters
Automation should take work off your plate without putting your data, customers or brand at risk. These safeguards are on in every build.
Human Approval Where It Matters
Refunds, quotes and sensitive replies can wait for a person to approve them.
Your Accounts, Your Ownership
Everything is built in accounts you own, so it keeps running whatever happens.
Only the Access Needed
Each connection gets the smallest access it needs, nothing more.
Error Alerts and Retries
Failures notify you right away, and failed runs can be retried.
A Log of Every Run
See what ran, when it ran and what data it used.
Private Options
Business AI APIs that do not train on your data by default, or a self hosted setup.
Documentation and Handover
Plain guides showing what each workflow does and how to pause it.
Tested Before Launch
Real examples and edge cases are tested before anything goes live.
Choose How You Want to Start
Every quote is custom, based on the workflows, apps and support you need.
Single Workflow
One automation built, tested and handed over. A good way to start.
- Planning call
- Build and testing
- Error alerts
- Handover guide
- Support after launch
Automation System
Connected workflows built around one goal, often with a chatbot or voice agent.
- Free audit and roadmap
- CRM setup or cleanup
- Chatbot or voice agent
- Connected workflows
- Team training
- Full documentation
Monthly Care
Monitoring, fixes and new workflows every month.
- Run monitoring
- Fixes and updates
- AI prompt tuning
- New workflows as needed
- Monthly summary
White Label
Automation delivered under your agency's brand.
- Your branding on all documents
- Works inside your project tools
- NDA on request
- Flexible capacity
AI Automation for Your Type of Business
Find your business and see what is usually automated first.
Clinics and Dental
Real Estate
Law Firms
Ecommerce Stores
Marketing Agencies
Home Services
Restaurants and Cafes
Salons and Spas
Gyms and Fitness
Coaches and Consultants
Education and Courses
Accountants and Finance
Insurance Agencies
Recruitment and Staffing
SaaS and Tech
Hotels and Travel
Auto Dealers and Repair
Logistics and Delivery
Manufacturing and Wholesale
Nonprofits
Events and Weddings
Property Management
Local Retail
No exact match, but if your team repeats it, it can usually be automated.
And Many More
Not listed? Tell me your business and get a plan built for it.
Monthly Care That Keeps It Running
Apps change, volumes grow and AI answers need tuning. Every month, the same cycle keeps your workflows working.
- MonitorEvery workflow watched for failed runs.
- FixFailures found, fixed and retried.
- UpdateWorkflows adjusted when an app changes its API.
- TuneChatbot and agent answers improved from real conversations.
- AddNew workflows added as your needs grow.
- ReportA monthly summary of what ran, what was fixed and what is next.
What Affects Your Quote
You get a fixed quote before any work starts. This is what moves it between a smaller and a bigger build.
Number of Workflows
Each one is planned, built and tested.
Smaller BuildOne workflow
Bigger BuildA connected system
Steps and Logic
Conditions and approvals add build time.
Smaller BuildA straight line of steps
Bigger BuildBranches, conditions and approvals
Apps to Connect
Ready integrations are quicker.
Smaller BuildReady integrations
Bigger BuildCustom API work
AI Usage
Prompts need testing and tuning.
Smaller BuildOne AI step or none
Bigger BuildChatbots and AI agents
Voice and Chat Channels
Each channel is set up and tested.
Smaller BuildOne channel
Bigger BuildSeveral channels and phone lines
Data Cleanup
Messy data is cleaned first.
Smaller BuildClean, ready data
Bigger BuildOld spreadsheets to clean
Hosting
Where the workflows run.
Smaller BuildA platform cloud plan
Bigger BuildA self hosted server
Ongoing Support
What happens after launch.
Smaller BuildA one time build
Bigger BuildMonthly Care
Software and AI costs stay separate. Platform plans, AI usage and phone numbers are billed to your own accounts by each provider, so you always see the real cost.
White Label Automation for Agencies
Offer AI chatbots, voice agents and workflow automation under your brand. I build it, you keep the client.
- Your Brand OnlyDocuments and reports carry your logo. Your client never sees my name.
- Works With Your TeamI join your Slack or project board and follow your process.
- NDA on RequestClient details and workflows stay confidential.
- Flexible CapacityTake on more automation projects without hiring.
Automation Handover Guide
Prepared by your agency for your client
- What Each Workflow Does
- How to Pause or Edit It
- Error Alerts and Who Gets Them
- Accounts and Access
- Support Contacts
AI Automation Questions, Answered
Straight answers to what clients ask before they hire. Anything else? Ask on WhatsApp.
Getting Started
Most repeated tasks that follow a pattern: replying to enquiries, follow ups, bookings, data entry, reports, documents and moving data between apps. The free audit shows which tasks are worth automating first.
A single workflow is usually ready within days to a couple of weeks. A full system with a chatbot, voice agent and CRM takes longer, so it is planned in stages and you see results early.
No. I handle the setup, testing and connections. You get plain documentation and a walkthrough, so your team knows what runs and how to pause it.
It removes the repetitive work, not the people. Your team spends less time copying data and chasing follow ups, and more time on customers and decisions.
Yes. I review the existing workflows, fix what fails, clean up the logic and document it. I can also move workflows from one platform to another.
AI and Data
Workflows run in accounts you own, with only the access each step needs. For sensitive data, I use business AI APIs that do not train on your data by default, or a self hosted setup on your own server.
OpenAI, Claude, Gemini, Mistral and open source models. The model is picked for each task based on quality, speed, cost and privacy needs.
Yes, AI can be wrong, so important steps have checks. The AI works from your approved information, and actions like refunds, quotes or sensitive replies can wait for a person to approve them.
Yes. Voice agents introduce themselves as an AI assistant, and callers can ask for a person at any time. Outbound calls only go to people who agreed to be contacted.
Yes. It is set up with your services, prices, policies and FAQs, and it answers from that information. When it does not know, it says so and hands over to your team.
Tools and Platforms
Zapier is the simplest for small teams, Make suits visual workflows with many steps, and n8n fits complex logic, AI agents and self hosting. I recommend one after looking at your apps, volume and budget.
Yes, through APIs, webhooks and custom code steps. If an app has an API, it can usually be connected.
Yes. HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive and most others. If you do not have a CRM yet, I can set one up.
Yes. n8n can run on your own server or cloud account, so your data stays with you and there are no per task platform fees. Hosting is paid by you to your provider.
Support
Every workflow has error alerts. If something fails, we are both notified, and failed runs can be retried after the fix. On Monthly Care, fixes are handled for you.
Sometimes. Apps change their systems, and a workflow may need an update. Monthly Care covers these changes, so you are not caught out.
You do. Everything is built in your accounts and you get the documentation. If we stop working together, everything keeps running.
Yes. Your team gets a walkthrough and simple guides on how to use, pause and edit the workflows.
Pricing
It depends on the number of workflows, the apps involved, AI usage and support needs. You get a fixed quote after the free audit, before any work starts.
No. Platform plans, AI usage and phone numbers are billed to your own accounts by each provider, so you always see the real cost. I help you pick plans that fit your volume.
Yes. Monthly Care covers monitoring, fixes, updates, prompt tuning and new workflows as your needs grow.
Yes. You get a list of automation ideas for your business, with no obligation to hire me.
Connect It With
Tell Me What You Want Automated
One task or your whole sales and support flow. You get a clear plan, the right tools and a fixed quote, with no obligation.
Send These for a Fast Quote
- The tasks you want automated
- The apps and tools you use now
- Your CRM, if you have one
- How leads and customers reach you
- Any data or privacy rules you follow


