Turn messy workflows into managed AI automation systems.
I help founder-led teams audit, build, and maintain practical AI automations for sales, operations, reporting, intake, follow-up, and the repeatable work that slows growth.
3-5 days
automation audit
$2.5k+
build sprints
$500/mo+
managed retainer
AI workflow run
New request captured, enriched, and routed.
The intake form, CRM, inbox, and Slack channel all stay synced with one reviewed automation path.
Intake
Route
Report
Automation health
3 workflows active
Trigger
Agent task
Human approval
The problem
The work is too important to stay trapped in tabs, inboxes, and memory.
Follow-up depends on memory
Leads, clients, vendors, and internal requests move through inboxes and chats instead of a reliable system.
Data is scattered everywhere
The answer lives across spreadsheets, CRMs, forms, calendars, docs, and dashboards, so every update takes too much digging.
AI demos never reach production
The team has tried tools, prompts, and agents, but the useful pieces are not connected to the real workflow.
The same task repeats weekly
Intake, enrichment, reporting, routing, QA, proposals, and handoffs still happen manually even though the pattern is obvious.
What gets built
Production automations that survive real business mess.
This is not prompt consulting. It is practical systems work: find the high-ROTI workflow, connect the tools, add guardrails, and keep improving it after launch.
CRM and pipeline automation
Clean intake, enrichment, routing, follow-up tasks, stage updates, and owner-visible reporting around the systems you already use.
AI intake and follow-up agents
Agents that summarize context, draft responses, prepare next steps, and keep people moving without hiding decisions.
API and tool integrations
Connect forms, CRMs, spreadsheets, email, Slack, calendars, payment tools, and internal apps so work stops falling between tabs.
Dashboards and operating reports
Simple reporting loops for revenue, sales activity, client status, fulfillment bottlenecks, and automation performance.
SOP-to-workflow conversion
Turn repeatable checklists into durable workflows with triggers, approvals, alerts, audit trails, and clear fallback paths.
Technical rescue and cleanup
Fix broken automations, brittle scripts, messy data flows, webhook failures, DNS issues, and hand-rolled systems that need ownership.
Packages
Audit the opportunity. Ship the workflow. Keep it running.
Automation Opportunity Audit
$500-$1,500
3-5 business days
Best when you want a concrete workflow map, savings estimate, build plan, and a ranked list of what should be automated first.
Why this exists
For teams that know manual work is expensive but need a sharp builder to find the first high-ROTI automation.
What you get
- Workflow and tool stack review
- ROTI estimate by automation candidate
- Data, access, and risk notes
- Build sprint recommendation
- Retainer fit assessment
Automation Build Sprint
$2,500-$10,000
1-3 weeks
Best for a high-value workflow where AI agents, APIs, CRMs, forms, dashboards, or scripts can save hours every week.
Why this exists
For businesses that want the system shipped, tested, documented, and connected to real operations instead of another strategy doc.
What you get
- One production workflow build
- AI-assisted intake, routing, or reporting
- API, CRM, and spreadsheet integration
- Testing and failure handling
- Documentation and handoff Loom
- 30-day stabilization window
Managed AI Automation Retainer
$500-$3,000/mo
Ongoing ownership
Best when one workflow becomes a system of workflows and you want a technical owner who keeps the machine running.
Why this exists
For teams that want automations monitored, improved, and expanded monthly without hiring a full-time internal automation engineer.
What you get
- Workflow monitoring and fixes
- Monthly improvement sprint
- Prompt, agent, and integration tuning
- Reporting on time saved and issues caught
- Priority technical rescue support
Managed retainer
The monthly plan is system ownership, not passive maintenance.
Automation only compounds if someone owns the reliability, measurement, edge cases, and next improvements. That is the retainer.
Workflows monitored after launch
Triggers, forms, webhooks, jobs, dashboards, and alerts are watched so a quiet failure does not become a business problem.
Agents kept useful
Prompts, context, model choices, guardrails, and human approvals get tuned around the work instead of left as a one-time experiment.
Small improvements shipped monthly
The retainer creates a steady rhythm for adding workflows, reducing edge cases, tightening reporting, and removing manual steps.
Savings stay visible
You get a plain-English view of hours saved, errors avoided, bottlenecks found, and the next best automation target.
Built around your existing stack.
The best automation usually starts with tools the team already trusts. I connect the current stack first, then recommend new tools only when they reduce complexity or create measurable leverage.
ROTI math
If automation gives hours back, the build can pay fast.
Estimate the value of removing repeatable work from a team and compare it against a build sprint plus managed automation retainer.
Automation ROTI Inputs
These estimates are directional and are not a guarantee of results.
Productionized process
Ship the first useful automation, then keep it reliable.
01
Find the time leak
We map the workflow, tools, inputs, volume, failure points, and the dollar value of getting the work off your plate.
02
Build the first system
I ship the smallest durable automation that actually changes the workflow, then test it with realistic business cases.
03
Launch with guardrails
The workflow goes live with alerts, ownership, docs, rollback paths, and human review wherever judgment is required.
04
Improve every month
The retainer keeps the system healthy, expands what works, and turns one automation into a compounding operating advantage.
Best fit
Best for businesses with repeatable work and messy handoffs.
The best clients already feel the pain: too many tabs, too much manual follow-up, too much reporting by hand, and too many workflows that should be systems.
Why AAI
You get a technical builder who thinks in business outcomes.
Automate Analyze Innovate combines software engineering, solutions engineering, AI agents, workflow design, analytics, and GTM judgment so automation work stays tied to revenue, speed, and operational leverage.
What I need from you
Have a workflow that should not still be manual?
Send the workflow, tools, rough volume, and where the process breaks. I will tell you if it is a strong automation candidate and what path I would start with.