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AI Operations

The AI operations layer for founder-led businesses.

One team. Your website, your workflows, your data — connected into a single system that runs the work your business keeps repeating.

Positioning

Not a chatbot. A workflow engine.

Most “AI for business” is a chat box bolted onto a website — useful for FAQs, useless for the work that actually drains your team. The repetitive work happens between systems: intake to CRM, CRM to email, email to calendar, calendar to invoice, invoice to dashboard.

We build the layer that lives between those systems. Agents that read, decide, write, and hand off — with humans approving anything that matters. The result is not a smarter assistant. It is a quieter business: fewer repeated tasks, faster response times, cleaner data, and a team that gets to do the work only humans can do.

What We Automate

Six workflow categories. One connected system.

01

Intake & Lead Capture

Forms that adapt as people answer. Conversations that qualify, schedule, and route. Your website becomes the first conversation, not a brochure.

Adaptive intake that branches by answer
Voice and SMS first-contact agents
Auto-routing to the right human or queue
02

Follow-Up & Nurture

Multi-step sequences with reasoning, not templates. Reminders, summaries, re-engagement — written in your voice, sent at the right moment.

Behavior-triggered email and SMS sequences
Personalized re-engagement after silence
Internal hand-off briefs for your team
03

Reporting & Briefings

Daily synthesis of what matters: deals moving, replies needed, risks rising. Your morning starts with a short, ranked list — not an inbox.

Morning command-center briefings
Pipeline + revenue summaries on schedule
Anomaly and risk surfacing across systems
04

Documents & Knowledge

Contracts, intake notes, transcripts, PDFs — read, classified, summarized, searchable. Your team stops hunting for the right file.

Document ingestion and classification
Searchable knowledge across drives and tools
Auto-generated summaries and action items
05

Compliance & Safety

Continuous monitoring against your standards — language, claims, data handling, retention. Issues surface before clients or regulators do.

Always-on policy and language monitoring
Audit trails for every AI action
Human approval gates on sensitive moves
06

Content & Communication

Daily content pipelines, client newsletters, social posts, and personalized outreach — generated, reviewed, and published on schedule.

Daily blog and social pipelines
Per-client personalized newsletters
Outbound drafts ready for one-click approval
How Engagements Work

Pilot in days. Production in weeks.

Four stages. You can stop after any one. Most clients start with an audit and convert to a prototype within two weeks.

011 week

AI Workflow Audit

We map one painful workflow end-to-end, identify the highest-leverage automation points, and deliver a written plan with effort, cost, and expected ROI.

DeliverableWritten audit + prioritized roadmap
0210 days

10-Day AI Prototype

A working demo built on your real process and data. Not a slide deck — software your team can click through and react to. Decide whether to scale before committing.

DeliverableLive prototype + decision call
038 weeks

8-Week AI Operations Pilot

One production workflow, fully shipped: integrated with your existing tools, with approval gates, dashboards, and reporting. Measurable hours saved or revenue moved.

DeliverableProduction workflow + handover
04Monthly

Ongoing AI Ops Partner

We run alongside your team — improving what shipped, monitoring for drift, building the next workflow, and handling support. The system gets smarter every month.

DeliverableMonthly improvement + new workflows
How We Keep Humans In Control

Security, permissions, audit trails — built into every workflow.

AI that touches your business should leave a paper trail and ask permission before it acts. Every system we ship is governed from day one.

Human approval gates

Sensitive actions never run unattended. You define what needs review; the system pauses there.

Full audit trails

Every AI decision is logged with input, output, model, and reasoning — searchable for months.

Permissions & scopes

Each agent gets the smallest possible footprint. No agent touches a system it does not need.

Your data, your tenancy

Workflows run on your Supabase, your Vercel, your S3 — not on someone else's shared platform.

Evals before changes

Prompts and models are tested against held-out cases before any production change ships.

Kill switches

Every workflow has a one-click pause. If something looks off, you stop it before we investigate.

Use Cases By Industry

Built for the businesses that hire one team to own the whole stack.

Therapy & Behavioral Health

Adaptive intake, clinical safety monitoring, between-session companions, referral routing, and AI-assisted notes — built on real clinical guardrails.

Where it's workingLive across multiple practices: Syntac, Clearview Counselling, Radius Psychological

Real Estate, Mortgage & Finance

Lead follow-up, document workflows, status updates, listing summaries, and CRM cleanup — moving brokers from inbox triage to client time.

Where it's workingRealtor AI dashboards with MLS integration

Trades & Industrial Services

Quote workflows, after-hours capture, service-area lead routing, and admin automation — built so the office runs without the owner being in it.

Where it's workingSwiss Mountain Mechanical and adjacent service operators

Professional Services

Intake intelligence, document review, client briefings, knowledge management, and research synthesis — built for firms with billable time to protect.

Where it's workingPatterns proven across legal, advisory, and consulting use cases
Featured Case Study

Therapy intake intelligence: 40+ clients, A+ average, zero hallucinations.

40+Clients onboarded through adaptive intake
A+Average clinical accuracy across test runs
150+Self-learned safety rules in the live system

Therapy practices were losing potential clients in the first form: rigid intake fields, generic auto-replies, and no safety net for high-risk language. We built an adaptive system that branches by answer, escalates risk in real time, and routes each lead to the right human within minutes.

The system runs on production-grade safety rules, never fabricates demographics, and learns from every intake without retraining. Practices stopped losing leads to slow follow-up — and clinicians stopped triaging by inbox.

Read the full case study

Start with one workflow.

A workflow audit takes a week, costs less than one new hire, and gives you a written plan you own — whether or not you build with us.

Book an AI Workflow Audit