Your AI Readiness Result · Automation Stage

Your team is doing by hand what software should do for free.

You've got the systems. The money's leaking in the gaps between them: copy-paste, re-keying, chasing updates. Based on your numbers, that's about /week, or /year, in work nobody should be doing.

Free 30-minute call. We'll show you the highest-ROI automations first, whether or not you hire us.
Operations · Live
Saved this week
hrs
Tasks
1,204
Errors
0
47 overnight
Agents
Proposal drafterdrafting…
Lead enrichment42
Inbox triage18
Blog production3
Onboardingidle
Activity
Enriched lead · Acme Co09:41
Drafted proposal09:44
Posted to LinkedIn09:46
Logged to CRM09:47
Wired to your stackClaude
12 hrssaved every week
Runs while you sleepno one touches it
Avg result
12 hrs
recovered every week, handed back from busywork to real work
Weeks
to first ROI, not months
Any stack
your tools, connected
100%
owned by you, documented
0
copy-paste left in the flow

Trusted by teams who got their week back

Sound familiar?

If two of these are true, your people are the integration.

  • Someone copies data from the CRM to a spreadsheet every day
  • Updates get chased over Slack instead of just happening
  • The same report gets rebuilt by hand every week
  • Customers wait because a human has to move things along
  • Two tools hold the same data and quietly disagree
  • Your team's best hours go to busywork, not the real work
Another day of copy-paste busywork
Your team on copy-paste duty right now.

The shift

From " has to do it" to "it just runs"

By hand
  • People move data between tools
  • Handoffs wait on whoever's free
  • Reports rebuilt from scratch weekly
  • Mistakes slip through the cracks
  • Hours lost you can't get back
Automatic
  • Tools sync without anyone touching them
  • Handoffs trigger the moment they're ready
  • Reports build themselves on schedule
  • Monitored, with fallbacks when something's off
  • Hours back, with the numbers to prove it

The Systems

Four steps, in order. We build agents for your common processes, wire them across your tools, bring in Claude, then document it and train your team.

Step 1

Build your common processes

We start with the work every team repeats and build AI agents that own each process end to end, so your people stop running them by hand.

  • Client onboarding and proposal drafting
  • Lead follow-ups and inbox triage
  • Blog production and weekly reporting
Sales pipeline
Pipeline
Leads
Clients
Proposals
Won
Tasks
Discovery
Proposal
Review
AI Agent
Drafting proposal for Acme Co
Step 2

Wire it across your tools

Then we connect those processes across your stack with integrations, so work moves between tools automatically and runs while you sleep.

  • Triggers that fire across tools automatically
  • Runs overnight, not on your team's time
  • Built in Make, n8n or Zapier, whichever fits
Topic researcher → social poster
Notion
Claude
ChatGPT
WordPress
LinkedIn
Notion report
Step 3

Bring in Claude and custom agents

We layer in Claude through Claude Code and MCP, wired to the tools you already use. Research agents, voice agents and assistants that handle the work Claude is genuinely good at.

  • Claude wired to your tools through MCP
  • Research, voice and chat agents
  • Claude Code and Claude Cowork for your team
Cowork
ChatCoworkCode
ScheduledWeekly SEO audit · ivconsulting
Create Notion entry
Crawl ivconsulting.in via Chrome
Score each page
Generate report, write to Notion
Claude Code updates the site
Claude in ChromeClaude Code
Step 4

Document it and train your team

Finally we document every automation in plain language and train your team to run it, with monitoring and fallbacks so nothing runs in a black box.

  • Plain-language runbooks for each agent
  • Your team trained to run it without us
  • Monitoring, alerts and fallbacks from day one
SOP
Standard Operating Procedure
Lead follow-ups & inbox triage
Description: every new lead replied to within 5 minutes, triaged, tagged and logged to the CRM, with no one watching the inbox.
1AI triages each new lead by intent
2Drafts a personalized follow-up
3You approve; it sends and logs
New lead
AI triage & tag
Draft reply
Approve & send
Log to CRM

Integrations

Built on the tools you already use.

We automate across the tools your business already runs on, your CRM, inbox, docs, billing, analytics, and the AI models on top. A slice of what we connect and build agents around:

ClaudeClaudeChatGPTChatGPTGeminiGeminiManusManusAirtableAirtableLinearLinearQuickBooksQuickBooksWordPressWordPressFramerFramerGongGongGranolaGranolaFigmaFigmaSnowflakeSnowflakeCursorCursorLovableLovableClaudeClaudeChatGPTChatGPTGeminiGeminiManusManusAirtableAirtableLinearLinearQuickBooksQuickBooksWordPressWordPressFramerFramerGongGongGranolaGranolaFigmaFigmaSnowflakeSnowflakeCursorCursorLovableLovable
MakeMaken8nn8nZapierZapierManychatManychatMondayMondayConfluenceConfluenceIntercomIntercomGoogle AnalyticsGoogle AnalyticsGmailGmailCalendlyCalendlyTypeformTypeformTwilioTwilioLinkedInLinkedInGoogle WorkspaceGoogle WorkspaceObsidianObsidianMakeMaken8nn8nZapierZapierManychatManychatMondayMondayConfluenceConfluenceIntercomIntercomGoogle AnalyticsGoogle AnalyticsGmailGmailCalendlyCalendlyTypeformTypeformTwilioTwilioLinkedInLinkedInGoogle WorkspaceGoogle WorkspaceObsidianObsidian
NotionNotionClickUpClickUpSlackSlackAsanaAsanaJiraJiraXeroXeroShopifyShopifyWebflowWebflowZoomZoomFirefliesFirefliesFathomFathomSupabaseSupabaseVercelVercelCodexCodexNotionNotionClickUpClickUpSlackSlackAsanaAsanaJiraJiraXeroXeroShopifyShopifyWebflowWebflowZoomZoomFirefliesFirefliesFathomFathomSupabaseSupabaseVercelVercelCodexCodex
HubSpotHubSpotSalesforceSalesforcePipedrivePipedriveGoHighLevelGoHighLevelStripeStripeZendeskZendeskKlaviyoKlaviyoAmplitudeAmplitudeOutlookOutlookCal.comCal.comTallyTallyTelegramTelegramRedditRedditDropboxDropboxHubSpotHubSpotSalesforceSalesforcePipedrivePipedriveGoHighLevelGoHighLevelStripeStripeZendeskZendeskKlaviyoKlaviyoAmplitudeAmplitudeOutlookOutlookCal.comCal.comTallyTallyTelegramTelegramRedditRedditDropboxDropbox

The Engagement

Start with a consult. Own everything after.

You start with a free 30-minute call. If it's a fit, the consult is a focused, paid engagement that ends with a plan you can act on and working artifacts you keep. Building it is a separate step, and we can do that too.

PHASE 01 · CONSULT

We design the system

An AI Systems Audit, architecture design, GTM strategy, and local agent and Claude Code consulting. You leave with working artifacts you keep, whether or not you build with us.

PHASE 02 · BUILD

We build it, you own it

Optional, and scoped separately. We build the agents and automations inside your own environment, deploy them with monitoring, then hand you the keys.

ALWAYS

Yours to keep

Everything we produce lives in your accounts and tools. No platform to stay subscribed to, and nothing locked away from your team.

The consult stands on its own. You keep the audit, the architecture and the plan, even if you take the build in-house.

What you walk away with

Your week back, with the numbers to prove it

The manual handoffs between your tools, automated and running on their own

Your highest-volume task handled by an AI workflow, not a person

Hard numbers on the hours and dollars recovered, against the /year you're losing today

Your team's week back: from busywork to the work that actually grows the business

Every automation documented and owned by you, monitored with fallbacks so nothing runs silently in a black box

Testimonials

What the teams we've automated for say

20 → 100sales calls a week, same team, nothing slips

"Ishan rebuilt our whole operation into one system. Onboarding is far smoother with way fewer follow-ups. We used to handle ~20 sales calls a week; now the same team runs close to 100, and nothing slips."

AAAlexandre Allemand
Alexandre Allemand
Founder & CEO, Kronos Capital

"The biggest relief is that nobody re-keys anything anymore. A project goes into Notion and it just appears in Float, time off and all. It has saved us hours every week, and for the first time everything is finally in sync."

MCMaya Chen
Maya Chen
Operations Lead, Lumora Studio

"We used to lose hours a day just finding campaigns and copying details by hand. Now the sheet fills itself every half hour and my team works the leads instead of hunting for them. It paid for itself in the first week."

OROwen Reeves
Owen Reeves
Founder, Northsignal

"Visitors used to read a page and leave. Now Alex talks to them, actually helps, and books the call before they bounce. It is like having a sales rep on the site at 2am who never has an off day."

MVMarco Vargas
Marco Vargas
Founder, Brightpath

Client results

AI agents we've built, and what they do

Lumora Studio automation case study
Zero double entry

Lumora Studio: one Notion plan, auto-scheduled in Float

Five Make scenarios keep projects, phases, owners and time off in sync across Notion, Float and Personio, so nobody re-keys a thing.

NotionMakeFloat
Read the case study
Northsignal GoFundMe monitoring case study
Every 30 min

Northsignal: GoFundMe leads, monitored and enriched

A content monitor that watches GoFundMe via RSS, scrapes each campaign with Apify, and uses GPT to pull the fundraiser's name, LinkedIn and email into a clean Google Sheet, hands-off.

MakeGoogle Sheets
Read the case study
Kronos Speed-to-Lead GHL PowerDialer case study
200% more bookings

Speed-to-Lead: a GoHighLevel PowerDialer built for speed

Leads go cold in minutes, so we built a Speed-to-Lead system in GoHighLevel: instant tagging and lead assignment, a PowerDialer doing 50+ calls an hour, and a 7-day follow-up cycle. Response time dropped from 2 hours to 5 minutes, with zero leads lost.

GoHighLevelNotion
Read the case study
Brightpath AI sales assistant case study
Books the call

Brightpath: an AI assistant that books calls on the site

A Retell AI assistant on chat and voice that greets every visitor, qualifies them, gives real advice, then books a strategy call straight into the calendar, 24/7.

ClaudeMake
Read the case study

Questions

The things teams ask before we start

We use a lot of different tools. Can you connect ours?+
Almost certainly. We work across the common stacks (CRMs, ClickUp, Notion, Slack, billing, email) and the platforms that connect them. On the call we'll confirm yours specifically.
Is this going to break the systems we already rely on?+
No. We build and test automations in parallel, then switch over once they're proven. Your current process keeps running until the automated one is ready.
How fast do we see hours back?+
Usually within the first build. We start with your highest-volume task on purpose, so the first win pays for itself quickly.
What happens if an automation fails?+
We build in monitoring and fallbacks, and you'll know before your customers do. Nothing runs silently in a black box.
Do we need to be technical to maintain this?+
No. We document everything and hand it over in plain language. Most clients run it themselves; we're there if you want us.
What do we actually get from the consult?+
An AI Systems Audit, an architecture design, a GTM strategy, and local agent and Claude Code consulting. You keep every artifact. If you want us to build it, that's a separate, scoped engagement, and we can do that too.
Do we own what you build?+
Completely. Every agent, automation and account lives in your environment. There's no platform to stay subscribed to and nothing locked away from your team.

Book a free 30-minute call. We'll find the highest-ROI automations and scope the consult that designs them. No deck, no pressure.

STEP 01

Tell us where it hurts

30 minutes, no slides. We find the workflows quietly eating the most hours.

STEP 02

We scope your consult

The systems audit, architecture and build we'd run, and what the consult costs. Live, on the call.

STEP 03

You decide, no pressure

You leave with a clear plan either way. Start the consult, take it in-house, or just keep the map.

If we're not the right team for you, we'll say so on the call and point you to who is. No hard sell.
Ready to automate the busywork? Free 30-min call, no pressure.