Proposal and SOW drafting
Intake form to first-draft proposal: scope pulled from your template library, pricing from your rate card, terms from the last one that closed. A human edits and sends — the blank page is gone.
Claude · n8n · Google Docs
Industries
Same engine. Different first build.
The service pages are organised by capability. This page is the same work sorted by who you are — and which automation we'd ship first if you called tomorrow.
Sector 01
Professional services
Agencies, consultancies, law firms, accounting practices — 10–80 people, billing time.
Reference figure
Knowledge workers lose 1.8 hours a day hunting for information — typical for this type of automation.
Your margin leaks between the work and the paperwork: scoping a proposal takes a partner half a day, project status lives in three people’s heads, and nobody bills for the hour spent hunting last quarter’s SOW. Every one of those tasks is repetitive, rule-based, and done by your most expensive people.
What we ship first
Client status without the status meeting
Project data from your PM tool becomes a weekly client update, drafted and queued for approval every Friday. Nobody writes it from scratch, and nobody forgets.
n8n · Slack · HubSpot
A Company Brain over past work
Every SOW, deliverable, and post-mortem indexed and answerable with citations. “What did we quote for a migration this size?” gets an answer in seconds, sourced.
Claude · Postgres · RAG
Services in play
Sector 02
Field services
HVAC, plumbing, electrical, security, cleaning — dispatchers, technicians, and a phone that never stops.
Reference figure
Small businesses miss 62% of their calls, and AI voice runs about $0.08 a minute against $7+ per human-handled call — typical for this type of automation.
The job is won or lost on the phone, and the phone rings while everyone is on a roof. A missed call is not a missed message — it is a customer calling the next company on the list, and they usually book with whoever answers first.
What we ship first
A voice agent that answers every call
Picks up on the first ring at 2 am and on Sundays, qualifies the job, books the slot into your calendar, and escalates a genuine emergency to a human phone.
Twilio · Claude · Cal.com
Missed-call recovery inside 60 seconds
Any call that does go unanswered triggers an instant text with a booking link, so the lead is re-engaged before they finish dialling your competitor.
Twilio · n8n
Dispatch and follow-up automation
Job assigned, technician notified, customer sent an arrival window, invoice raised on completion, review requested two days later. One workflow, no dispatcher retyping anything.
n8n · QuickBooks · Slack
Services in play
Sector 03
E-commerce and retail
DTC brands and multi-channel retailers doing real volume, where support scales with orders.
Reference figure
Around 65% of routine questions resolve with zero staff time — typical for this type of automation.
Support headcount grows in lockstep with revenue, and most of what your team answers is “where is my order”. Meanwhile refunds, returns, and stock questions each cost a human four systems and six minutes.
What we ship first
Order and support co-pilot
Answers order-status, shipping, and returns questions from live Shopify data in under a second — in any language, at any hour, with a clean handoff to a person when it matters.
Claude · Shopify · Zendesk
Return and refund triage
Policy checked, decision drafted, refund issued inside a hard limit; anything unusual goes to a human with one-tap approval and a full audit log.
Stripe · n8n · Slack
Retention flows that run themselves
Post-purchase sequences, win-backs, and review requests triggered by real order events rather than a marketer remembering to schedule them.
n8n · Resend · Shopify
Services in play
Sector 04
Operations-heavy SMBs
Distribution, logistics, light manufacturing, construction — where the real system of record is a spreadsheet.
Reference figure
Closing the books in 2 days instead of 5+, and 6–7 hours a week back per person — typical for this type of automation.
Six spreadsheets, four logins, and one person who understands how it all fits together. The month-end close takes a week because data is copied between systems by hand, and every copy is a chance to be wrong.
What we ship first
Document intake that reads the paperwork
Invoices, POs, and delivery notes arrive by email, get read, matched against the order, and posted to your books — with anything ambiguous queued for a human.
Claude · n8n · QuickBooks
A P&L that updates itself
Bank, invoicing, and payroll feeds reconciled continuously, so you see this month’s margin today instead of on the 15th of next month.
QuickBooks · Xero · Postgres
SOPs that execute instead of sitting in a PDF
Your written process becomes a running checklist: software does steps 1–7, a named human approves step 8, and every run is logged.
n8n · Slack · Google Sheets
Services in play
Not sure which one you are?
Most businesses sit across two of these. The free audit inventories your actual recurring tasks and puts a payback number on each — then we start with the top of that list.