What I do
- AI-assisted intake and routing for leads.
- Automation summaries, alerts, and task creation.
- Guardrails to keep data clean and auditable.
Service
AI workflow automation
I connect AI helpers to your CRM workflows so repetitive tasks are handled without breaking data integrity.
Last updated: 2026-02-01
Who it's for
- Teams overwhelmed by manual CRM updates.
- Operators who want faster routing and follow-up.
- Businesses experimenting with AI workflows safely.
What you get
- AI workflow map with tool responsibilities defined.
- Tested automation with data quality checks.
- Documentation for your team to maintain the flow.
Related proof
See how AI and automation workflows are implemented in the case studies.