Document intake & data entry
Invoices, contracts, forms, and claims read automatically into structured records — with a human check on the edge cases.
You already know which part of your business bleeds hours — chasing follow-ups, retyping documents, triaging the inbox, compiling the weekly numbers. Pick that one workflow. We put a working AI on it inside the tools you already use, measured against your own baseline — not a demo.
These are the workflows SMB teams pick most. Same price, same 14 days, same guarantee — whichever one you choose.
Drafted follow-ups every morning, clean CRM records, deal-slip alerts — inside HubSpot or Salesforce.
Most popular — see the Sales Co-Pilot
Invoices, contracts, forms, and claims read automatically into structured records — with a human check on the edge cases.
Incoming requests categorized, answers drafted from your own docs, the tricky ones escalated to a person.
Inquiries turned into drafted quotes from your price rules and history — reviewed and sent by your team.
Requests matched to calendars, crews, or routes — the back-and-forth handled before a human touches it.
The weekly numbers your team compiles by hand, assembled and checked automatically every Monday morning.
Don't see yours? If it happens on a screen, repeatedly, and eats hours — it's probably a fit. Bring it to the fit call and we'll tell you honestly.
The pilot exists to answer one question with evidence: does this pay for itself on your operation? That's why the baseline comes first.
Days 1–2
Connect & measure. Read-only access to the tools the workflow lives in, baseline captured on your real operation — hours spent, turnaround time, error rate. A one-page readout of what your data can and can't support.
Days 3–10
The AI goes to work. Running on the workflow inside your existing tools, with your people reviewing its output. We tune it on their feedback daily.
Days 11–14
The receipts. A written report — baseline vs. actual, adoption, and a go/no-go recommendation. If it didn't earn its keep, you get your money back.
If the numbers work, most teams expand to the next workflow with a Proof Pilot and keep everything healthy with AI Operations. If they don't, you keep the report, the cleaned-up process, and your money. Either way you know — with receipts.
How we build every system$3,000 fixed. Money-back guarantee. A free fit call to pick the right workflow before you spend a dollar.