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Stop copying and pasting between apps.

We build automations that move information for you — leads, quotes, orders, invoices, and emails across Gmail, Google Sheets, Calendar, and your CRM — and ask a human before anything important goes out.

Scope a workflow for my businessSee 3 animated workflows
  • $800 one-time package
  • Email, Google Sheets, Calendar & CRM
  • Optional human-in-the-loop approval
Multi-App Workflow EngineGmail · Google Sheets · Calendar · Slack
Step 1/3 · Incoming Request
Web Chat Gmail Slack #ops Sheets CRM
INCOMING CUSTOMER REQUEST

“Hi, can you email me a written quote for a 50-gal water heater at 12 Oak St, and hold Friday 9 AM?”

Multi-App Node Pipeline ReadyBuilds PDF quote, logs CRM row & dispatches via Gmail + Calendar
$800AI Front Desk + Workflows

Full package including Website AI Receptionist, Knowledge Base & Workflows.

4+ appsConnected end to end

Gmail / Email, Google Sheets, Calendar, Slack & HubSpot CRM.

1-clickHuman approval step

Quotes, emails, and bookings wait for your sign-off when you want control.

$50/moMaintenance & Hosting

Hosting, everyday AI usage & 24/7 workflow monitoring — cancel anytime.

Three automations we build most often.

Watch the data travel step by step across your connected tools in real time.

01

New lead

Qualifies incoming website inquiries, logs structured rows to your sheet or CRM, prepares the follow-up and emails urgent jobs straight to your phone.

  1. Step 1
    Web formMike R. · Emergency leak
  2. Step 2
    AI qualifiesUrgent · Within 20-mi area
  3. Step 3
    Google Sheets/CRMRow #142 appended
  4. Step 4
    Follow-up email draftReady in your outbox
  5. Step 5
    Instant alert to ownerEmail push in 2 seconds
    Owner alerted

Built on your own accounts. Nothing is sent without the rules you set.

02

Orders and invoices

Reads vendor PDFs arriving in your inbox, pulls line items and totals into your spreadsheet, and flags price changes or unusual charges for a human to review.

  1. Step 1
    Email with PDFSupplier_INV_4092.pdf
  2. Step 2
    AI extracts fieldsPO #881 · 6 items · $1,840
  3. Step 3
    Spreadsheet rowAdded to AP ledger sheet
  4. Step 4
    Flag anything unusual for reviewCopper pipe +14% vs last invoice
    Flagged for human

Built on your own accounts. Nothing is sent without the rules you set.

03

Inbox triage

Sorts every incoming email into quote requests, customer support or spam, drafts a reply from your approved templates, and waits for your one-click approval.

  1. Step 1
    New email“Can you quote a 3-ton heat pump?”
  2. Step 2
    AI sorts (quote / support / spam)Tagged: Quote request
  3. Step 3
    Draft replyUses your pricing & availability
  4. Step 4
    You approveHuman review before send
  5. Step 5
    SentDelivered from your address
    Email sent

Built on your own accounts. Nothing is sent without the rules you set.

Get a free custom demo.

We usually reply within 1 business day, talk through your needs with you first, and complete your custom AI setup in about 3–5 days.

What AI agents we build
No-Website AI Page & QRHosted mobile AI page, IG/Maps link & QR poster
Website AI Receptionist24/7 answers & lead capture trained on your site
Team Knowledge BaseInstant staff lookup across PDFs & SOPs
Workflow AutomationAutomated email, Google Sheets, CRM & quote workflows
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