Who This Is For
You know AI can automate significant parts of your operation — but you're not looking for another off-the-shelf tool your team won't use. You need workflows and agents designed around your actual processes, with humans in the loop where it matters.
This service is for mid-market companies (50–500 employees) that want to move beyond generic chatbots and basic automation into high-impact, purpose-built AI systems that integrate with existing tools and scale with the business.
The Problem with Off-the-Shelf AI Tools
Most businesses start their AI automation journey with generic platforms — Zapier triggers, basic chatbots, prompt templates shared on Slack. These tools have their place. But they hit a wall fast:
- They don't understand your business. Generic workflows can't account for the nuances of how your team actually operates.
- They create "black box" processes. When no one understands what the automation is doing, trust erodes and adoption stalls.
- They automate the wrong things. Without proper analysis, companies automate tasks that don't move the needle — or worse, remove the human judgment that was actually adding value.
- They don't scale. What works for a 5-person marketing team breaks when you try to roll it across the organization.
We take a fundamentally different approach. Every workflow and agent we build starts with understanding how your people work — then designing AI that elevates their capabilities.
What We Build
Custom AI Workflows
Automated business processes that handle repetitive tasks while keeping humans in control of decisions that matter. We map your current operations, identify where AI creates genuine value, and build workflows that integrate with your existing systems.
Common workflow automations:
- Report generation and data aggregation across multiple systems
- Lead qualification and CRM updates from meeting notes and calls
- Document processing, extraction, and routing
- Customer inquiry triage with intelligent escalation
- Content production pipelines — research, drafting, review, and publishing
- Financial reconciliation and exception flagging
Intelligent AI Agents
Purpose-built AI assistants tailored to specific roles and functions in your organization. Unlike generic chatbots, our agents understand your company's processes, data, and terminology.
Agent types we deploy:
- Sales Intelligence Agents — Qualify leads, research prospects, prepare personalized outreach, provide real-time conversation guidance. Your sales team focuses on relationships and closing.
- Enterprise Knowledge Agents — Centralized, intelligent access to organizational knowledge across departments. Employees get instant, accurate answers instead of chasing information across systems.
- Operations Agents — Predict resource needs, identify bottlenecks, suggest process improvements, and execute routine operational tasks.
- Customer Experience Agents — Handle routine inquiries, gather context, and escalate complex issues to human team members with full background and suggested solutions.
- Research & Analysis Agents — Process large volumes of data, identify trends, and surface actionable insights for human evaluation.
End-to-End Integration
Workflows and agents are only valuable if they connect to your existing infrastructure. We integrate with your CRM, ERP, communication tools, and data sources — building the connective tissue that makes AI a natural part of daily operations, not another disconnected tool.
⦿ Human-in-the-Loop Design
Every workflow includes strategic human touchpoints. High-stakes decisions, edge cases, and quality checkpoints stay with your team. AI handles the repetitive execution between those checkpoints.
⦿ Your Systems, Connected
We work with your existing tech stack — Microsoft 365, Google Workspace, Salesforce, HubSpot, Slack, and custom APIs. No platform lock-in. No forced migrations.
⦿ Built to Scale
Workflows designed for your current team that grow with you. Start with one department, prove the value, then expand across the organization without rebuilding from scratch.
How We Work
1. Process Discovery & Mapping
We start by understanding how your teams actually work — not how an org chart says they should. We observe, interview, and map current workflows to identify where time is being lost and where human judgment is genuinely irreplaceable.
2. Human-AI Task Allocation
Using our methodology, we determine exactly which tasks should be automated, which need human oversight, and which require full human ownership. This step prevents the common mistake of automating the wrong things.
- AI handles: Data entry, report generation, routine communications, information aggregation, initial analysis
- Humans handle: Strategy, creativity, relationship building, complex decisions, exception management
- Shared: Quality review, edge case resolution, continuous improvement
3. Design & Build
We design the workflow architecture, build the automation logic, configure AI agents, and integrate with your existing systems. You see working prototypes early — not after months of development.
4. Pilot & Iterate
We deploy to a small group first, gather real feedback from the people using the system daily, and refine. This isn't just testing — it's ensuring the AI actually fits how your team works.
5. Rollout & Optimization
Phased expansion across teams and departments, with ongoing monitoring and refinement. We track adoption, measure time saved, and continuously improve based on real usage data.
Results You Can Expect
Based on client engagements across mid-market companies:
- Marketing teams: 13+ hours/week freed from manual reporting → redirected to strategy and creative work
- Sales teams: 20+ hours/week saved on data entry, meeting notes, and CRM updates → more time building relationships
- Operations teams: 10+ hours/week recovered from chasing information across systems → focused on process improvement
- 80%+ employee satisfaction with AI integration when implemented with our human-centered approach
Technology Approach
We're technology-agnostic. We select the right tools for your specific needs rather than forcing a predetermined stack:
- Multi-model AI: Access to GPT-5, Claude, Gemini, DeepSeek, and open-source models through enterprise platforms like QSystems
- Platform integration: Native connections to Microsoft 365 Copilot, Google Workspace, Salesforce, HubSpot, and custom APIs
- Custom-built agents: Purpose-built from scratch when off-the-shelf won't do
- Enterprise security: Data stays within your environment. Role-based access, audit trails, and compliance built in from day one
What You Get
- Current state workflow documentation and optimization analysis
- Human-AI task allocation framework for your specific processes
- Custom-built AI workflows integrated with your existing systems
- Intelligent AI agents configured for your business context
- Team training on working with and improving automated workflows
- Adoption monitoring dashboard with time-saved and ROI metrics
- 30 days of post-launch support and optimization
Timeline & Investment
Typical engagement: 6–12 weeks for initial workflow deployment, depending on complexity and number of processes.
Investment: Custom pricing based on scope. Most mid-market engagements start in the $30,000–$75,000 range for initial workflow design and deployment, with ongoing optimization available as a monthly advisory.
How it works: Many clients begin with AI Strategy & Coaching to identify the highest-impact workflows, then move into this phase for implementation. Others come with specific processes already identified and jump straight into design.
Ready to Automate What Matters?
Every hour your team spends on repetitive tasks is an hour not spent on the work that actually grows your business. Let's identify the workflows and processes where AI can make the biggest impact — and build something your team will actually use.
Frequently Asked Questions
Frequently Asked Questions
How is this different from just buying Zapier or another automation tool?
Tools like Zapier handle simple trigger-action automations well. What we build goes significantly deeper: multi-step workflows with AI decision-making, custom agents that understand your business context, and human-in-the-loop design that keeps your team in control. We also handle the change management side — making sure your team actually adopts and benefits from the automation.
Do we need to replace our existing software?
No. We integrate with your current tech stack. The whole point is making your existing systems work together more intelligently, not adding another platform to manage.
How long before we see results?
Most clients see measurable time savings within the first 2–4 weeks of deployment. Full ROI typically materializes within 3–6 months as workflows are refined and expanded across teams.
What if our processes are messy or undocumented?
That's actually common — and it's part of what we solve. Our process discovery phase documents how things actually work before we design any automation. Many clients find this mapping exercise valuable even beyond the AI implementation.
Can AI agents really understand our specific business?
Yes, with proper configuration. Our agents are trained on your company's processes, terminology, and data. They're not generic chatbots — they're purpose-built assistants that improve over time as your team works with them.
What about data security?
Enterprise security is built into every deployment. Your data stays within your environment, with role-based access controls, audit trails, and compliance measures appropriate to your industry. We work with platforms that meet SOC 2, GDPR, and industry-specific requirements.
