AI services
AI workflow automation & integration
Many business processes are a chain of small manual steps: copy data from an email, check it against another system, decide what to do, update a record and notify someone. AI can now handle the judgment calls in that chain as well as the copying.
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What's included
- API development
- Zapier/Make integration
- CRM & ERP connectors
- Process automation
What is AI workflow automation?
AI workflow automation puts AI models inside automated business processes to handle the steps that need judgment, such as reading a document, classifying a request or drafting a reply, while integrations move the data between systems. People step in only for exceptions and approvals.
Where it helps
Common uses for AI automation
We connect your existing tools through APIs and integration platforms, add AI where decisions are needed and leave your team the exceptions and approvals.
Email and document intake
Read incoming emails and attachments, classify them, extract the data and route the work.
CRM and ERP updates
Keep records in sync across systems without re-typing.
Approval workflows
Route requests with an AI summary and recommendation, so approvers decide faster.
Reporting
Pull data from several systems into scheduled summaries for your team.
Zapier or Make vs custom automation
| Criteria | Zapier / Make | Custom code |
|---|---|---|
| Setup time | Fast | Longer |
| Best for | Standard apps and moderate volumes | High volumes, complex logic or sensitive data |
| Running cost | Subscription priced by usage | Your own hosting costs |
| Flexibility | Limited to available connectors | Any system with an API or database |
| Where it lives | In the platform account | In your own code repository |
How we deliver
From first call to production
- 01
Map the process
We document the steps, systems, volumes and exceptions, and measure today’s time and error rate.
- 02
Automate the plumbing
We connect systems through APIs, Zapier or Make, or custom integrations where those fall short.
- 03
Add AI decisions
We add classification, extraction and drafting steps with confidence thresholds and human review.
- 04
Run and measure
We monitor runs, alert on errors and compare results with the starting baseline.
Technology we use
- Zapier
- Make
- Python
- Node.js
- FastAPI
- OpenAI
- Anthropic Claude
- PostgreSQL
FAQ
Questions about AI automation
Should we use Zapier or Make, or custom code?
Integration platforms are quick to set up and work well for many workflows. Custom code suits high volumes, complex logic or sensitive data. We often combine both.
What happens when the AI isn't sure?
Each AI step has a confidence threshold. Below it, the item goes to a person for review instead of moving on automatically.
Can you work with our legacy systems?
Usually. If a system has no API, we can use database access, file exports or, as a last resort, browser automation.
How do we know it was worth it?
We measure the time and error rate of the process before we start, so you can compare the automated version against a real baseline.
Free consultation
Talk to us about AI automation
Book a free 60-minute strategy session. We'll look at your use case, check feasibility and recommend an approach.
No commitment required · NDA protected · Response within 24 hours
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