AI Workflow Automation · WiseAI Agency
We replace the spreadsheet, the manual copy-paste, and the third app you keep forgetting to open.
You already know where the time goes — the same three things, every week, that your team does by hand because no off-the-shelf tool quite fits. We sit with you, find them, and build them. CRM sync, intake routing, follow-up sequences, calendar to SMS, invoicing reminders, monthly reports. The boring connecting tissue between the apps you already use.
AI Audit
$295
Applied to your first build
Two hours together. Written report. Three to five recommendations, prioritized by ROI and effort. No commitment to build anything.
Same engine
Built on the platform that runs our voice agent and chatbot — one stack, one bill, one team you can call.
What we automate
Six categories. Pick the ones that hurt today.
Not exhaustive — if your repetitive task is not here, it almost certainly fits somewhere. Tell us what your team does manually every week and we will tell you if we can automate it.
Lead capture and routing
Every inbound call, chat, form, and email becomes a structured lead in one place, routed to the right human with the right context.
- Website form → CRM (HubSpot, Pipedrive, Zoho, Salesforce) with enriched fields
- Missed call → SMS auto-reply + lead in your inbox
- Voicemail transcript → categorized lead summary
- Inbound chat → escalation to staff on Slack or Teams when urgent
- Lead-source tracking + monthly attribution report
Scheduling and reminders
Calendar and confirmation chores that should never have required a human in the first place.
- Calendar (Google, Microsoft, Cal.com, Acuity) → SMS confirmation + day-before reminder
- No-show recovery: automatic reschedule offer 5 minutes after a missed slot
- Recurring service reminders (HVAC tune-ups, dental cleanings, pet vaccinations)
- Two-way SMS reschedule without staff lifting a finger
- Weather alerts that auto-cancel outdoor jobs and re-offer the slot
Follow-up sequences
Post-visit, post-quote, post-no-show. Quiet, well-paced, always in your brand voice. Easy to pause.
- Post-service thank-you + Review Engine request, timed to the visit
- Quote follow-up at 3 / 7 / 14 days with custom soft asks
- Cold-customer re-engagement (no contact in 6 months)
- Annual renewal reminders (insurance, contracts, service plans)
- Birthday + anniversary touches without the cheesy clip art
Billing and invoicing
Less chasing, fewer awkward reminder calls, more cash in your account on time.
- Invoice send → reminder at 14 / 30 / 45 days with payment-link in every nudge
- Stripe / Square / QuickBooks sync — paid invoice closes the loop everywhere
- Subscription churn alerts when a card declines
- Late-payer escalation: third-reminder triggers a human follow-up task
- End-of-month reconciliation reports for your bookkeeper
Reporting and visibility
You should be able to see what is happening in five minutes a week, not by piecing it together from four apps.
- Weekly dashboard: calls answered, leads in, leads won, average response time
- Monthly owner report by email — same shape every time
- Source-of-revenue breakdown so you know which marketing actually works
- Staff KPIs without micromanaging (response time, follow-up compliance)
- Anomaly alerts when something looks off (call volume dropped, no-shows spiked)
Operations glue
The boring connecting tissue between the apps you already use. We write it once so you stop copy-pasting forever.
- New CRM contact → automatic welcome email, drip sequence, and CRM tag
- Onboarding form → set up shared drive folder, calendar invites, and intake docs
- Service-completion → trigger invoice, review request, and CRM update in one step
- Slack / Teams notifications for the events your team actually cares about
- Custom integrations when an off-the-shelf Zap or n8n recipe is not enough
How it works
A small audit, a clear report, then we build.
AI audit and discovery
Two hours, on a call or in person. We walk your business with you — the call log, the calendar, the CRM, the spreadsheet. We map your operation and identify three to five places AI saves the most time or money for the least build effort. $295 one-time, applied to your first build. No commitment beyond that.
Written report and quote
You get a short written report — the workflows we recommend, what each costs to build, the hours we project you save per month, and the order to build them in. Read it, share it with your team, take a week if you want.
We build, you sign off
We build the first workflow on the same platform that runs our voice agent and chatbot. You test it before it touches a real customer. Sign off, we go live. Repeat for the rest of the report.
Ongoing care
The world changes (you add a service, swap a CRM, hire a new person). We tune the automations with you each month and you can always pause, swap, or kill any one of them. You are not handed a portal and left to manage it alone.
Pricing
Honest, scoped per build.
Most workflow automations land between $495 and $2,495 to build, with a small monthly run-cost ($25–$95 depending on volume) for the platform that keeps it going. The audit comes first so you know what each item is worth before you commit.
Tell us what your team does every Tuesday.
If we can automate it, we will say so. If we cannot, we will say that too.