AI & Workflows
Document & Data Automation.
Paperwork, automated.
The paperwork around a deal is where time and accuracy quietly die. We automate document generation, proposals, contracts and intake forms; extract data from PDFs and invoices into your systems; and clean up the spreadsheets and CRM records that nobody wants to own. Output is templated to your brand, validated against your business rules, and routed cleanly to the next step. The team stops typing the same fields into three systems and starts shipping work that needed a human.
10×
Throughput on automated tasks
Average productivity lift on the workflows we automate end-to-end with AI agents and integrations.
−68%
Time to first response on support
20hr
Knowledge-work hours saved per week
1 system
Agents, prompts, evals — owned by your team
The work
What we deliver.
Document generation
Document generation is delivered as a focused engagement where strategy, craft and execution come together — we partner with your team to shape the document generation, pressure-test it against your goals and ship a polished asset that fits the way you actually operate.
Delivered as a finished document generation artifact your team can put to work immediately.
What's included
- Discovery, working sessions and a written scope
- Senior-led design and production with weekly check-ins
- Final assets, source files and a documented handoff
- More on request
Why this matters now
When to make document & data automation the next move.
AI is the leverage layer your business has been waiting for — when it's wired into real workflows instead of bolted on as a chatbot. We design and ship AI-powered systems that replace busywork, accelerate decisions, and give your team superpowers without a research-lab budget.
Generate proposals and contracts, extract data from PDFs and invoices, and clean up spreadsheets and CRM records automatically.
Signs you need this
- Your team is doing repetitive knowledge work that should be automated
- You've experimented with ChatGPT but nothing has shipped to production
- Data lives in five tools and answering a simple question takes a day
- Customers wait too long for responses your team could automate
What you'll see
- AI agents that handle real work end-to-end, not just demos
- Hours of analyst, support and ops time given back every week
- Faster, more consistent answers for customers and internal teams
- A documented AI stack your team can extend without a PhD
The 90-day plan
How the first quarter looks.
A predictable path from kickoff to compounding results. Weekly progress, monthly business reviews.
Discover
Weeks 1–2Workflow audit, ROI ranking, model and tooling selection.
Design
Weeks 3–6Prompt engineering, agent architecture, integrations, guardrails.
Deploy
Weeks 7–10Ship to production, monitor outputs, iterate on accuracy.
Distill
Month 4+Expand to adjacent workflows, train your team to own and extend it.
Engagement models
Three ways to start.
Pick the model that fits your team's stage and the work in front of you.
Project
ScopedA defined scope, a fixed price, a clear handoff. Best when you know exactly what you need.
Retainer
PopularA senior pod, embedded with your team, billed monthly. Best for ongoing demand.
Fractional
LeadershipWe run the function for you — strategy, hands-on-keys, vendor management. Best when you need leadership.
Pairs nicely with
Other ai & workflows services
AI Strategy & Consulting
AI plans that actually ship.
Read the AI Strategy & Consulting playbookWorkflow Automation
Hours back, every week.
Read the Workflow Automation playbookAI Assistants & Agents
Agents that do real work.
Read the AI Assistants & Agents playbookAI Chatbots
Chat that converts and supports.
Read the AI Chatbots playbookAI Content Systems
Content at scale, on brand.
Read the AI Content Systems playbookAI for Sales & Marketing
AI pointed at pipeline.
Read the AI for Sales & Marketing playbookAI for Operations
Ops that runs itself.
Read the AI for Operations playbookIntegrations & No-Code Automation
Your stack, finally connected.
Read the Integrations & No-Code Automation playbookAI Knowledge Bases
Your company, searchable.
Read the AI Knowledge Bases playbookReporting & Analytics Automation
The Monday report, automated.
Read the Reporting & Analytics Automation playbookAI Training & Enablement
A team that owns the tools.
Read the AI Training & Enablement playbookAI Governance & Security
AI that stays in bounds.
Read the AI Governance & Security playbookProof
Recent ai & workflows wins.
Next step
Let's scope your document & data automation engagement.
A 30-minute growth consultation to understand your business, your stage and what success looks like — then a written plan and proposal within a week.