2-4 weeks
Customer support triage
Categorize, prioritize, and draft first responses across email and chat.
AI Workflow Automation · PXT AI
Buy back 10+ hours a week.
Buy back 10+ hours a week.
Per team. Per role.
We plug AI into the workflows your team already runs: customer support, lead enrichment, document processing, internal Q&A, and scheduling, all using the tools you already pay for. No new platform to learn. No black box only we can maintain.
12
workflow types we ship
2-10 wks
typical build time
0
new tools to learn
Most of your team's time is spent moving information between systems.
You've probably tried Zapier. You've probably tried hiring a VA. You may have tried a rules-based macro that worked for two weeks and then broke. AI agents are different. They don't need a rule for every edge case. They read, decide, and act.
Copy this from email
Paste it into the CRM
Reformat for the spreadsheet
Tag the lead
Send the follow-up
Update the dashboard
Repeat.
Pick the one that pays for itself this quarter.
Twelve workflow types. Ranked from easy win this month to company-wide rollout next quarter.
Quick wins · Typically live in 2-4 weeks
2-3 weeks
Lead enrichment & routing
Form fill in, enriched profile and CRM record out.
3-4 weeks
Inbound email handling
Drafts replies, routes to the right person, escalates the urgent.
3-5 weeks
Internal Q&A bot
Answers your team's questions from your docs, wikis, and Slack history.
2-3 weeks
Meeting notes → CRM
Otter/Fireflies/Granola transcripts → structured updates in HubSpot or Salesforce.
3-4 weeks
Reporting & dashboards
Weekly numbers in plain English, in your inbox, no analyst required.
Heavier builds & vertical-specific · 4-10 weeks
Invoice & AP processing
Parses invoices, matches to POs, flags exceptions.
First-pass contract review
Flags terms that deviate from your playbook.
Candidate screening & outreach
Score resumes against open shifts, draft outreach, schedule. (Staffing/recruiting)
Shift scheduling & fill-rate optimization
Match workers to shifts, predict no-shows, autofill gaps. (Staffing)
Loan document intake & parsing
Pull docs from email threads, parse to LOS, flag missing items. (Mortgage)
Discovery-call analysis
Score recorded calls for fit, surface coaching moments, log to CRM. (Sales)
Boring on the outside. AI on the inside.
The interface should look like the tools your team already uses. The intelligence underneath is where we earn our fee.
01
Live where your team lives.
Slack, email, your CRM, not a new dashboard. No retraining. No new logins.
02
Fail loudly, not silently.
When the AI isn't sure, a human gets pinged. No quiet mistakes in production.
03
Hand control back when needed.
Every action is reviewable, overridable, and auditable.
04
Get measurably better.
We instrument every workflow with quality metrics and review them monthly.
We work inside the tools you already pay for.
Your stack. Not a replacement.
- AI / Models
- OpenAI, Anthropic, open-source via Replicate or self-hosted, fine-tuned models when warranted.
- Automation backbone
- n8n, Make, custom Node and Python pipelines.
- Where it plugs in
- Slack, Microsoft Teams, HubSpot, Salesforce, Pipedrive, Intercom, Zendesk, Freshdesk, Notion, ClickUp, Asana, Monday, Airtable, Google Workspace, Zoho, BluMortgage, Trello, and more.
- Vector & data
- Pinecone, Weaviate, Postgres + pgvector, your existing data warehouse.
- Infra
- AWS, GCP, Azure, Vercel, your VPC if compliance requires it.
3 brokers now do the work of 8.
A regional mortgage brokerage was losing deals because file prep took four hours per loan. We built an AI document-intake system that pulls W-2s, paystubs, bank statements, and tax returns straight from borrower email threads, parses them into the LOS, and flags missing items. Plus a call-analysis layer that scores discovery calls for pre-qualification fit before a processor touches the file.
4h → 25m
File-prep time per loan
3 do the work of 8
Brokers · same output
8 weeks
Fixed-price build
4h → 25m
loan file prep time
3×
output from the same team
8 weeks
fixed-price build
They told us not to do AI for one of our workflows. That's how we knew we could trust them on the others.
Nick S. · CEO, Alltrust Mortgage
Fixed price or hard cap. Never a surprise invoice.
Capped budgets. 4 to 10 weeks. Predictable.
Workflow Automation Build Starts at $10,000 4-10 weeks typical
Most single-workflow builds run $10,000-$30,000. We quote a budget cap before we start, bill weekly against actual work, and never exceed the cap without your written sign-off. Workflows we've shipped multiple times can be quoted fixed-price. New patterns run capped.
Questions before the contract.
Can't we just use Zapier?
For some workflows, yes, and we'll tell you when that's the right answer. Where Zapier hits a wall is when the workflow needs to read unstructured input, make a judgment call, or handle edge cases without a rule for each.
What happens when the AI makes a mistake?
Every workflow we build has an exception path. When the AI isn't confident, it pings a human and waits.
Will our team need to learn a new tool?
No. The vast majority of automations we build live inside Slack, email, your CRM, or your existing dashboards.
What about data privacy?
Enterprise API tiers with data-retention disabled, deploy in your cloud when needed, and sign whatever DPA your legal team requires.
Ready to automate?
Stop moving data by hand.
Pick a workflow. We'll tell you if it's worth automating.
No deck · No demo · No sales pressure