Most small businesses don't need an "AI strategy". They need the boring, expensive leaks fixed: leads that wait hours for a reply, data copied by hand between tools, reports someone builds every Monday, the same email written forty times a week. AI workflow automation means connecting your tools, and adding AI where it actually helps, so those jobs happen on their own and your people do the work that needs a person.
I build these workflows for clients, and I run my own agency on them: lead alerts that hit my phone the moment a form is filled, a blog pipeline that researches topics and drafts articles for my review, and AI agents that handle research, reporting and ad-account checks.
Where automation pays off first
Lead follow-up. A new lead gets a text or email within minutes, lands in your CRM with the right tags, and your team gets an alert. Speed to lead is often the cheapest improvement a business can make to its ad results.
Hand-offs between tools. Forms to CRM, CRM to calendar, booking to invoice, purchase to email list. Every manual copy-paste step is a place where leads and orders get lost.
Reporting. Ad spend, leads, bookings and revenue pulled into one place on a schedule, instead of someone screenshotting dashboards.
Content and research. First drafts, topic research, ad copy variations and summaries, with a person approving anything that goes out under your name.
AI agents for repeat work. Assistants that monitor an ad account, triage an inbox, or prepare a weekly brief, with clear limits on what they're allowed to do on their own.
How I work
- Map the workflow. A call (or a few) to walk through how leads, orders and information actually move through your business today, and where time and money leak out.
- Pick the first win. One workflow with a clear payoff, usually lead follow-up, built and tested end to end.
- Build with guardrails. Automations that touch customers, money or anything public get a human approval step. You own every account and every workflow, and nothing sends messages to your customers without your say-so.
- Hand it over. Plain-English documentation of what runs, when, and how to switch it off.
Consulting
If you'd rather build it yourself, or you have a team that needs direction, I also consult: reviewing your current tools and workflows, recommending what to automate and what to leave alone, and helping your team set up AI tools sensibly, including the rules about what they should never do without a person.
Is this a fit?
A good fit if your team spends hours a week on repetitive steps, leads slip through the cracks, or you're paying for tools that don't talk to each other.
Not a fit if the process itself isn't working yet. Automating a broken process just breaks it faster, so we'd fix the process first.
Running Meta ads? Automation and ads work best together: see Meta ads for local service businesses or Meta ads for gyms and fitness studios.