Document processing
Extract, classify, and route data from PDFs, forms, and invoices.
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Workflow
Automation
Automate the repetitive busywork — document processing, data entry, notifications, and approvals — so the team spends time on customers, not copy-paste.
What we automate
Notifications
Emails, alerts, and status updates triggered by events.
App integrations
Connect the tools you already use so data moves without a manual step.
Approval workflows
Route requests, approvals, and tasks to the right people.
Scheduled jobs
Recurring reports, syncs, and reminders that run on their own.
Custom AI agents
When a task spans several systems and needs a judgement step, that is an agent, scoped separately.
Which kind of automation fits the job
Most real workflows combine several of these. We pick the simplest approach that is reliable for your volume and risk.
| Approach | Good for | Watch out for |
|---|---|---|
| No-code connectors | Simple notifications and copying data between popular apps | Per-task fees grow with volume. Weak on exceptions and messy documents. |
| Custom integrations | High-volume, rules-based workflows that need logging | More upfront scoping. The tool has to expose an API. |
| AI document and message handling | Unstructured input such as PDFs, emails, and free-text forms | A person still checks low-confidence or high-risk outputs. |
| Custom AI agents | Multi-step tasks that span several systems | The most scope and testing. Start with one narrow task. |
Transparent pricing
This service typically costs
$1,997 – $12,000+
Automation is included from Pro ($6,997). Full workflow automation and custom AI agents are in AI Partner ($12,000+).
Unlike open-ended consulting
- No hidden fees
- All-inclusive packages
- Fixed-price guarantee
What you get
- • Process audit and automation map
- • Document and data processing pipelines
- • Email and notification automation
- • Integrations between your tools
- • Approval and task workflows
- • Scheduled jobs and reporting
- • Monitoring and handover
- • Optional monthly optimization
How a workflow project runs
01
Map the current process
Who touches the work, which tools hold the data, where it stalls, and where mistakes creep in. Nothing is built until this is agreed in writing.
02
Pick one workflow to start
A single repetitive, rules-based workflow with a clear finish line. Price and deliverables are fixed before the build.
03
Build, with a human checkpoint
We connect your tools and add AI only where unstructured input needs it. Customer messages, approvals, and payments route to a person before they go out.
04
Test on real examples
We run samples you supply, review the failures with you, and adjust the rules before anything is live.
05
Monitor and hand over
You get documentation, access, logs, and a walkthrough, including how to pause it.
What we need from you
- Examples of the documents, forms, or requests involved
- Access to the tools the workflow touches
- A named person who can approve exceptions
What stays with a person
- Approvals with financial or legal impact
- Customer messages that are not templated
- Anything the automation flags as low-confidence
Limits to expect
- Tools without an API may need a workaround or a different approach
- Unusual document layouts can need manual review
- We do not promise a specific time saving before a workflow is mapped
Every project starts with one workflow: a written map of the current process, the steps worth automating, the steps that stay with a person, and a fixed price for the first build. Typical first workflows are document intake, approval routing, notifications, CRM updates, and scheduled reports.
Questions
What does workflow automation cost?
Included from Pro at $6,997. Full workflow automation and custom agents are in AI Partner, from $12,000.
What can be automated?
Repetitive, rules-based work: document handling, data entry, notifications, approvals, reporting, and multi-step tasks across your apps.
Will it work with the tools we already use?
Yes, wherever an API or connector exists. We say early when one does not.
What is workflow automation?
A mapped process where the repeatable steps run on a trigger or a schedule, and the steps that need judgement stay with a person.
Related services
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Pick one workflow and put a price on it.
Book a free consultation. We will map a single process and quote the first build before anything is connected.