Stop copying and pasting between apps. Let the agents do it.
If someone on your team types the same information into two places, that's an automation. If someone downloads a report every Monday to paste into a spreadsheet, that's an automation. I connect the tools you already pay for and hand the repetitive steps to AI agents, so data moves on its own and your team stops being the glue between apps.
Included in the flat rate, starting at $499 a month.
Teams that are the glue between their apps
Process automation fits any business where people spend part of every day moving information around instead of using it. Signs it's time:
- Double entry. A new customer gets typed into the CRM, then the accounting system, then a spreadsheet.
- The Monday report. Someone exports, copies, pastes and formats the same numbers every week.
- The shared inbox. Requests arrive by email, and a person reads, sorts and forwards each one by hand.
- Hand-offs that slip. A sale closes, and the job setup, welcome email and invoice depend on someone remembering.
If your business runs on one tool that already does everything, there may be little to connect. We'll find that out quickly and spend your list elsewhere.
What I build and maintain
- Mapping the "every time X happens, someone has to do Y" processes in your business
- Connecting your apps (CRM, accounting, scheduling, email, forms, spreadsheets)
- AI steps where judgment is needed: reading emails, sorting requests, summarizing documents
- Error checks so mismatches get flagged, not buried
- Documentation of every automation, in your accounts, owned by you
There's no per-automation price. Each process is one item on your list, under the same flat monthly rate.
How it works
List the repetitive processes
We list the repetitive processes on our first call. The free Task Audit is a great head start.
Build the highest-value one first
I build the highest-value automation first, usually within the first week or two.
Watch it run, then let it run
You see it run, we adjust, and then it runs on its own.
Repeat, one process at a time
Each week the next process on the list gets the same treatment.
Find out what's worth automating
The Task Audit takes a few minutes: check off the tasks your team does each week and see the hours AI agents could take back. Then watch the "Inbox triage" demo to see an agent read, sort and route a stack of emails.
Example: a 12-person distributor
Sample business, invented scenario. It shows how the pieces fit, not a result from a real client.
Picture a small distributor. Orders arrive by email as PDFs and plain text. Someone reads each one, types it into the order system, then enters the customer into accounting if they're new. On Mondays, a manager exports sales from the order system and pastes them into a spreadsheet for the owner.
The first automation tackles the inbox. An agent reads each incoming order, pulls out the customer, items and quantities, and drafts the order in the system for a person to approve with one click. If a part number doesn't match the catalog, it flags the order instead of guessing.
The second automation creates the customer in accounting the moment a new account's first order is approved, with a weekly check that the two systems agree. The third replaces the Monday spreadsheet: the numbers arrive in the owner's inbox already summarized.
Nobody changed software. The team stopped retyping and started reviewing.
Where automation isn't the answer
- A broken process automated is still broken. If nobody agrees on how a hand-off should work, we fix that first, on paper. Automating confusion just makes it faster.
- Some software doesn't want to connect. Older or closed systems without a way in can limit what's possible. I'll tell you up front, and sometimes the honest recommendation is a different tool.
- AI steps need a check. When an agent reads an email or a PDF, it can misread. That's why judgment steps get a human review or a validation rule before anything is final.
- Your software subscriptions aren't included. While we work together, the workflows run on my automation platform; the apps they connect stay on your accounts.
Questions about business process automation
Do I have to switch software?
Usually not. The point is to make what you already have work together.
What tools do you build with?
n8n for workflows, AI agents like Claude for the judgment steps, and the APIs of the tools you use.
What if something breaks?
Automations report errors, and I check them weekly. You're never the one who finds out first.
Who owns the automations?
You do. Every automation is documented, and anything built inside your tools lives in your accounts. If we stop working together, I export the workflows that ran on my platform and hand them over with the documentation.
Is each automation priced separately?
No. Each process is an item on your list, covered by the same flat rate, starting at $499 a month.
Available across St. Louis
I connect tools for businesses all over the region, and almost all of it happens remotely. See the areas I serve.
Hand me the copy-and-paste job you hate most.
Book a call and tell me where your team retypes things. That's the first automation we build. Or call my AI agent at (314) 970-4001 any time.