Workflow automation

The repetitive work runs itself.

The flagship. We map where your hours and leads leak, then build AI workflows that close the gaps: lead routing, follow-up, intake, reporting, back office. Built on your existing tools, monitored and tuned month to month.

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What is included

AI Readiness Audit with a scoped build plan
Custom workflows on your stack: phones, inbox, CRM, calendar, sheets
Monitoring, tuning, and expansion month to month
Plain-English reporting on what the system did for you

Workflows this retainer typically ships

AI Lead Qualifier

Scores and routes every form submission the moment it lands.

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Stale-Estimate Follow-up

The follow-up your unsold estimates never got, written daily.

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Invoice and Document Extractor

Invoices read and filed automatically. No OCR setup, no retyping.

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One we built and run

Reporting week shrank by 7 to 9 hours per account manager

7 to 9 hrs

saved weekly, per account manager

Ad data flows in, Claude drafts the narrative, and account managers review instead of assemble.

The Snow Media · Agencies

See every system we run

How the reporting automation works: ad platform data pulled on schedule, Claude drafts the narrative, the account manager reviews, and the branded report ships to the client

The next hire can wait. The next system cannot.

Twenty minutes, one bottleneck, one workflow scoped. That is the whole first call.

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