Custom AI Workflows

A custom AI workflow is a bespoke automation built specifically around your business processes, data sources, and tools. Unlike off-the-shelf platforms like Zapier or Make, a custom AI workflow includes decision-making logic, natural language processing, and exception handling - meaning it can deal with ambiguous inputs, unstructured data, and edge cases that template-based tools cannot. We design and build each workflow from scratch, connected to your exact stack.

Any process that is repetitive, rule-based, or follows a predictable sequence is a strong candidate. This includes invoice processing, employee and client onboarding, lead routing and enrichment, document data extraction, appointment reminders, review collection, report generation, contract chasing, inventory alerts, and multi-step client communication sequences. If a human is doing it on a loop, we can almost certainly automate it.

Most workflows go from discovery to live deployment in under two weeks. The first session is a 60-minute process mapping workshop where we identify the automation targets and design the logic. From there, build and integration typically takes 5-10 working days depending on complexity, followed by a testing phase before go-live. We aim for zero disruption to your existing operations during deployment.

We integrate with virtually any tool that has an API - including HubSpot, Salesforce, Pipedrive, QuickBooks, Xero, Stripe, DocuSign, PandaDoc, Google Workspace, Microsoft 365, Slack, ClickUp, Asana, Notion, Shopify, and hundreds more. If your tool supports webhooks or has a public API, we can connect to it. We build the integrations ourselves - no third-party middleware required.

Pricing depends on the complexity and number of workflows. Simple single-trigger automations start from a one-off project fee, while more complex multi-branch workflows with AI decision logic are priced accordingly. All workflows include a discovery session, build, integration, testing, and deployment. Ongoing monitoring, iteration, and support is available on a monthly retainer. Book a free strategy call for a tailored quote.

Yes. All integrations are built using OAuth2 or API key authentication - we never store your credentials. Data passed between systems is encrypted in transit. We can work within your existing infrastructure or cloud environment, and every automated action is logged with a full audit trail so you can review, replay, or roll back any step. We are happy to sign an NDA and work to your data governance requirements.

Every workflow we build includes exception handling logic and alerting. If a step fails or receives an input it cannot process, the workflow pauses and sends an immediate alert to your designated contact - along with the specific record that caused the issue. Nothing is silently dropped. You also get access to a live monitoring dashboard where you can review every execution, its status, and its outputs.

AI workflows handle the repetitive, time-consuming tasks that currently consume your team's working hours - freeing them to focus on higher-value work that requires human judgement. Most clients see an 80% reduction in manual processing time on the tasks we automate. Whether that translates to headcount reduction, redeployment, or capacity to take on more clients depends on your business goals. We never position automation as a replacement for people - we position it as the tool that makes your existing team significantly more productive.