AI & Automation Solutions Catalog
We specialize in practical automation tools and AI-powered systems for real-world business operations. If you're spending too much time in spreadsheets, email threads, or manual workflows, we help streamline the chaos and unlock serious productivity — fast.
We don't sell theory. We build tools that work.
Core Solution Areas
Our specialized solutions designed to address your most pressing operational challenges.
AI Readiness Assessment
Not sure where to start? We'll help you find the low-hanging wins.
We dig into your current systems and workflows to identify high-impact areas for automation and AI — all tailored to your size, team, and tools.
Includes:
- Process audit & tech stack review
- Data + document environment scan
- ROI opportunity matrix
- AI implementation roadmap
Ideal for: Teams overwhelmed by manual work and spreadsheets, but not sure what's fixable (hint: most of it is).
Office Automation Platform
Your operations, but faster. Way faster.
We build tools that connect the dots between your apps, emails, forms, docs, and spreadsheets — so you don't have to keep copy-pasting your way through the day.
Common Use Cases:
- Cross-system workflow automation
- Auto-filled Docs & slide decks from forms
- Email triggers from form responses or Sheets
- Approval flows with Slack/Email buttons
- Scheduled reports & team alerts
- Built-in exception monitoring
Perfect for: Operations, admin, HR, project management, compliance, finance — anyone stuck doing the same thing every day.
Google Workspace Intelligence
Make Gmail, Sheets, Docs, and Drive work like they've had coffee.
We enhance your existing Google tools using Apps Script, GPT, and automation so your team can focus on thinking — not sorting folders or digging for files.
Features:
- Auto-tagged, auto-prioritized inboxes
- Smart Docs (pre-filled, templated, branded)
- Auto-generated meeting notes or summaries
- Sheet-to-Doc reporting generators
- Clean-up tools for Drive messes
- Email → Sheet pipelines for reporting
Built for: Teams who live in Google Workspace but know they're only scratching the surface.
Data & Report Automation Hub
Get the right data, at the right time, in the right format — without babysitting it.
We build simple, powerful backends to collect, clean, and report data from all your systems (or just Sheets and Forms if that's your world).
Key Features:
- Scheduled data syncs (CSV, Sheets, APIs)
- Sheet consolidators (e.g., monthly rollups)
- AI-powered insights or summaries
- Alerts when something's off
- Executive dashboards in Sheets or Looker Studio
- Daily or weekly sales performance reports
- Auto-generated customer churn analysis
- Department scorecards (usage, output, status)
Great for: Admins, analysts, or execs who hate digging through reports just to find that one number.
Our Tools
Explore our suite of specialized tools designed to streamline your business operations.
ERP
Enterprise Resource Planning systems for streamlined operations
CRM
Customer Relationship Management to track and nurture leads
Dashboards
Visual KPIs, Looker Studio, and Firebase reporting
API Integrations
Connect systems like QuickBooks, Fleetio, Xero, and more
Chief Ops Dispatcher
Field service dispatching tool with real-time GPS tracking
Sidebar Tools
Custom panels inside Google Sheets
Quick Win Tools (Pre-Built, Customizable)
These tools can be quickly customized and deployed in under 2 weeks. Many have templates already built that just need your branding.
Form + Document Builders
- Proposal generator: form → branded PDF
- Customer intake → internal summary doc
- Contract generator with conditional logic
Workflow & Task Tools
- PTO / timesheet tracker
- Department task dashboard with priority filters
- Intake form → routed task assignment
Dashboards & Reporting
- Sales trend dashboards (daily, weekly, monthly)
- Churn risk scoring (based on inactivity, NPS, etc.)
- Team status boards with red/yellow flagging
- Executive email summaries (auto-generated)
Internal Portals & Admin Tools
- Lightweight intranet with links, SOPs, dashboards
- Internal request system with status updates
- Drive/SharePoint file cleanup and tagging interface
Communication Automations
- Email digests based on team data
- Alerting if KPIs fall outside thresholds
- Weekly recaps delivered as Docs, PDFs, or email HTML
Delivery Models
Flexible implementation options to fit your timeline and budget.
Quick Wins (1–4 weeks)
Single-use automations that deliver immediate value with minimal complexity. Many solutions have pre-built templates that can be deployed in days, not weeks.
Standard Builds (1–3 months)
Multi-step workflows, reporting suites, or departmental platforms. Many components can be accelerated with our existing templates.
Full Deployments (3–6 months)
Company-wide solutions with cross-team workflows, deeper integrations, and training packages.
Ongoing Support
We don't just build and leave. Our support ensures your solutions evolve with your business.
Maintenance & Optimization
- System monitoring and optimization
- Feature updates and expansions
- Monthly automation review and tuning
- Strategic planning sessions
Training & Knowledge Transfer
- User training sessions
- Documentation and knowledge base
- Admin-level training for internal management
- Regular check-ins and support calls
Why Work With Us
Our approach is designed to deliver real value, not just promises.
ROI Guarantee
If the project doesn't deliver the promised ROI, we'll keep working until it does — at no additional cost.
Milestone-Based Payment
You only pay when we hit deliverables. No upfront surprises.
Full Knowledge Transfer
We document, train, and support your team so you're not locked in or dependent.
Ready to Simplify Your Operations?
If you're spending hours every week building reports, updating spreadsheets, or managing tasks by email, we'll show you a better way.
Schedule Your Free Strategy Call