AI & Automation
Business process automation powered by AI
We automate the repetitive work that slows your team down, from lead follow-up and CRM updates to reports and admin, and connect it to the tools you already use.
Sound familiar?
- Leads sit for hours, or days, before anyone follows up
- Staff copy data between email, spreadsheets and the CRM
- Weekly reports take someone half a day to build
- Important tasks fall through the cracks between people
What you get
- Lead capture to CRM automation
- AI-drafted follow-up emails with human approval
- Pipeline and task reminders
- Automated weekly and monthly reports
- Document and inbox triage workflows
- Documentation and a recorded walkthrough for every workflow
The outcome
- Faster response to every lead
- Hours of admin returned to your team each week
- Fewer dropped balls between people and systems
These are the workflows our own companies run on: leads flow into a CRM, AI drafts follow-ups for approval and daily briefs land in the inbox before 8 a.m.
How it works
Our process
- 01
Map
We walk through the workflow with the people who do it today.
- 02
Design
We design the automation, including where a person approves.
- 03
Build & test
We build it with your real data and test edge cases.
- 04
Handoff
Training, documentation and ongoing support options.
Frequently asked questions
Which tools do you work with?
We build around the tools you already use. Common ones include Google Workspace, QuickBooks Online, Pipedrive, Klaviyo, Slack and Make. Ask about yours.
Will AI send emails without us?
Only if you want it to. By default, customer-facing messages are drafted for a person to approve.
What happens if something breaks?
Every workflow is documented, and support plans are available.
How is pricing set?
By workflow scope. Request a quote, or start with a fixed-scope Automation Sprint.
Related solutions
Request a quote
Book a strategy call.
Tell us what's slowing the business down. We'll reply within one business day to schedule a call, then send a written scope and custom quote. No obligation.
Prefer email? build@capitalventures.cc