AI Automation

AI Automations Built For Your Workflow

AI Automation illustration

Hand the repetitive work to AI and keep your team focused on the people in front of them.

  • Give your team back hours every week
  • Your accounts, your data, a person in the loop
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Find the highest-impact task to automate first.

Elise Basinger, Owner of Menon Regenerative Institute Regtek client Regtek client
5 star client reviews

AI automation that delivers real operational impact:

60+
Hours Saved Per Month Per Client
30+
Automations & Tools Shipped
70%
Reduction In Manual Tasks

Your Team Wasn't Hired To Copy-Paste Data Between Systems

You hired your team for their expertise, but somehow they're spending hours every week answering the same questions, moving data between spreadsheets, and chasing information across disconnected tools.

AI can now handle a lot of that work. It can read the intake form, sort the inbox, draft the follow-up, summarize the call, and flag what needs a human. Most businesses just don't have anyone to set it up safely around how they actually run.

You don't need another AI subscription. You need AI that works the way your business actually works.

That's exactly what we build.

What We Build

Two categories of work, customized to your operation.

AI Assistants & Agents

AI that handles the conversations and paperwork that pile up on your front desk. Trained on your business, held to your rules, and handing anything it shouldn't decide to a real person.

  • ✓Phone and website chat assistants for routine questions
  • ✓Lead qualification and instant follow-up
  • ✓Inbox, form, and fax triage
  • ✓Call summaries and data extraction from documents
  • ✓Drafted replies for reviews and messages, approved by your team

Workflow Automation

Connect the tools you already use and let AI handle the manual work in between. Lead routing, reporting, notifications, approvals, and the dozens of small handoffs that eat your team's time.

  • ✓System integrations (EHR, CRM, scheduling, billing)
  • ✓Automated lead routing and assignment
  • ✓Scheduled reports with plain-English AI summaries
  • ✓Notification and alert workflows that flag what needs a human
  • ✓Approval and escalation processes

Why It Works

You're not buying an AI tool. You're hiring an operations leader who knows where AI fits.

Built By Someone Who's Run Operations

Inc 5000 background running a multi-location healthcare practice. We've sat in your seat. Every automation we build solves a problem we've actually felt.

Fast To Launch, Fast To Iterate

Start with one high-impact task, not a company-wide AI overhaul. Working automations in weeks, then refine based on what your team actually uses.

No Vendor Lock-In

Your accounts, your data, your automations. We build on standard, well-supported platforms and can swap AI models as better ones arrive. No proprietary cages, no monthly hostage fees.

What This Looks Like
In Practice

Real projects, anonymized. Specifics available on request.

Healthcare Practice HIPAA-Compliant

Front Desk Operations & Reporting Dashboard

The Challenge

Front desk teams were juggling intakes, payments, leads, and stat reporting across multiple disconnected tools. Owners got performance reports days late, manually reconstructed from raw system exports, so decisions were always made on stale data.

The Results

15+
Front desk hours saved per week
HIPAA
Compliant architecture
Live
Real-time reporting

Three front desk employees got 5 to 6 hours back each week. Owners stopped reconstructing reports by hand and started spotting patterns the same day.

Construction Daily Ops + Payroll

Field-to-Office Daily Reporting System

The Challenge

Supervisors were submitting daily hours, installed materials, and subcontractor time via paper, texts, and Friday spreadsheets. Office staff spent hours each week reconciling it all for payroll and job costing, often with bad data driving expensive decisions.

The Results

8
Owner hours saved per week
8
Jobsites reporting daily
15+
Field hours saved per week

The owner used to spend an entire day once a week reviewing field reports on paper. The system now checks them for him, flags issues, and tells him exactly what to look at, so he gets that full day back every week.

Want results like these?

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How It Works

Tight scope, fast launches, real partnership.

1

Discovery Call

A 30-minute conversation to understand your operation, your bottlenecks, and which tasks are actually worth automating. No obligation, no pressure.

2

Scope & Build

Clear scope, fixed timeline, transparent pricing. We test against your real scenarios before anything touches a customer. Most projects launch in 2 to 6 weeks.

3

Launch & Iterate

Go live with human review in place, then refine based on what the AI gets right and wrong. Ongoing support available, but never required.

Start With Step 1: Book Your Call
Kevin Dillon with his dog Reggie

Built By An Operator, Not An AI Vendor

Most AI gets sold by people who've never had to actually run a front desk. They optimize for the demo, not for a Tuesday morning with three phones ringing.

Before building automations for clients, I ran operations for a healthcare practice that scaled to 5 locations and earned Inc 5000 recognition. I know what it feels like to wait three days for a report that should take three minutes. I know the spreadsheets, the workarounds, the duct-taped processes that almost work.

Every automation I build starts with that perspective. What's actually slowing your team down? What would make their day 30% easier? That's where we start.

More About My Background

Common Questions

What does a typical project cost? +
Pricing depends on scope. We give you a fixed price after the discovery call, so there are no hourly billing surprises. AI usage fees run through accounts you own, and we estimate them up front. For ongoing tuning, we offer simple monthly retainers or pay-as-you-need support.
How long does it take to set up? +
Most projects launch in 2 to 6 weeks. Smaller automations can ship in days. Larger assistants that talk to your customers take longer because we test them against real scenarios first, but we break work into phases so you see value early.
Do you only work with healthcare businesses? +
Healthcare is our specialty because of the operations background, but the same principles apply to any service business with operational complexity. Multi-location operations, regulated industries, and businesses with disconnected tools are our sweet spot.
Is AI safe to use with patient or customer information? +
It can be, if it is set up carefully. We only route sensitive information through providers that will sign the agreements your industry requires, keep it out of tools that won't, and design every automation so a person reviews anything the AI shouldn't decide on its own. If a task isn't a good fit for AI, we'll tell you.
Will AI replace my staff? +
That's not the goal. The goal is to take the repetitive work off their plate so they can spend more time on customers and patients. Most clients use the time they get back to answer more calls, follow up faster, and stop working late on reports.
What happens if I need changes after launch? +
We build with iteration in mind. Most projects include a refinement period after launch where we review what the AI gets right and wrong and tune it. Beyond that, we offer ongoing support on a flexible basis. You're never locked into a retainer, and you always own your accounts and data.
Can you integrate with the systems we already use? +
In most cases, yes. We work with standard platforms (EHR systems, CRMs, scheduling tools, billing systems, communication platforms) and build custom integrations when needed. Bring your stack to the discovery call and we'll tell you straight what's possible.

We Don't Chase Vanity Metrics

We Drive Real Business Growth

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Let's Automate Something

Let AI Handle The Busywork So Your Team Can Handle People

Free 30-minute consultation. No pressure, no obligation. Just an honest look at what we could automate and whether it's worth doing.

Book Your Free Consultation