Your team is spending hours on work that should be running itself.
We build automation workflows that handle email triage, data entry, CRM updates, document processing, reporting, and internal task routing — so your team stops doing manual admin work and starts doing the work that matters.
Your team is spending hours on repetitive admin tasks that should be automated.
Back-office admin work is invisible until you measure it. Email inboxes that need sorting. CRM records that need updating. Documents that need data extracted. Reports that need generating. Tasks that need creating. Research shows entrepreneurs spend an average of 36% of their work week on administrative tasks — and most have never systematized any of it. A controlled study published in Science found AI assistance on professional writing and admin tasks reduced time spent by 40% while improving output quality by 18%. A large field study found AI assistance increased customer-facing productivity by 14% on average — and 34% for staff newer to the role. We identify the highest-friction admin workflows in your business and build AI systems to handle the repeatable layer.
AI systems we can build for this workflow
Email Triage & Classification
Classifies inbound emails by type, urgency, and required action — routing them to the right person or folder automatically.
CRM Data Entry & Updates
Captures information from forms, emails, and calls and updates contact records, notes, and pipeline stages automatically.
Document Data Extraction
Extracts structured data from PDFs, contracts, invoices, and intake forms and routes it to the right system.
Internal Task Creation
Translates triggers — new leads, completed forms, inbound emails — into tasks in your project management or CRM tool.
Automated Reporting
Generates weekly or monthly operational reports from your data sources and delivers them to the right stakeholders.
App-to-App Data Sync
Moves data between your tools — CRM, scheduling app, accounting software, spreadsheets — without manual export-import.
Systems we connect to
We build AI workflows around the tools your team already uses — no ripping out existing software.
Microsoft 365 
Google Workspace 
HubSpot 
Salesforce 
Pipedrive 
Airtable 
Notion 
Google Sheets 
QuickBooks 
Xero 
FreshBooks 
Zapier 
Make 
n8n Common use cases
- Email inbox triage and classification
- CRM record updates after calls, forms, and meetings
- Invoice and document data extraction
- New lead and intake task creation
- Weekly and monthly operational reporting
- Spreadsheet and database cleanup
- Cross-app data synchronization
- Internal routing of requests and approvals
Business types we serve
- Professional service firms handling high email volume
- Healthcare offices with manual intake and records workflows
- Home service businesses with field-to-office data gaps
- Any business with significant manual CRM maintenance
- Operations teams managing multiple tools and spreadsheets
- Local businesses without dedicated admin staff
Built with clear limits — not just scripts.
Every AI system we build includes human handoff, escalation rules, testing, and monitoring. We're clear about what AI should handle — and what it should escalate to your team.
- AI does not delete or archive data without your approval rules
- All automated actions logged and reversible where possible
- Human review required for high-stakes data changes
- Clear escalation for ambiguous or unusual inputs
- Tested with real data scenarios before production deployment
- You define the routing rules and automation logic
- Monthly review of automation quality and error rate
Explore related workflows
Ready to fix this workflow?
Book a free AI Opportunity Review. We'll identify the right system for your business, scope it clearly, and tell you honestly if AI is the right fit.