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Repetitive task automation

If you do it the same way more than 5 times a week, we automate it.

Rules first. AI only where judgment is actually required. We build the automation, integrate it with your existing systems, and hand you the switch. You stop doing the task manually.

What we automate

Six categories we tackle first.

Data entry and migration

Structured data moved between systems on a schedule. No exports, no manual imports, no copy paste errors.

Report generation

Weekly KPI reports, billing summaries, or compliance snapshots generated and emailed automatically.

Document processing

Incoming PDFs, forms, and emails parsed and routed to the right system without human review.

Approval workflows

Multi step approvals for POs, time off, or clinical authorizations. Tracked, escalated, and logged automatically.

Notification and alerting

Conditions in your data trigger Slack messages, emails, or texts before anyone notices something is wrong.

Scheduling and dispatch

Staff schedules, appointment reminders, and field team dispatch automated from your existing calendar or EHR.

How it works

From workflow description to running automation.

01

Workflow audit

You describe the task. We map every step: what triggers it, what data moves, what the output looks like, and where it currently breaks.

02

Rules or agent decision

If the input is predictable and the output is deterministic, we use a rule based workflow. If the input is unstructured or judgment is needed, we add an AI layer with a human review checkpoint.

03

Build and integration

We build the automation and connect it to your existing tools. Webhook, API, scheduled job, or file drop. Whatever your system accepts.

04

Handoff and monitoring

We deploy it to your infrastructure, run it with you for one week, then hand over the keys. You get a runbook. We're available if it breaks.

Our approach

Rules before agents. Always.

When we use rules

If the task has a predictable input and a deterministic output, we use a rule or workflow. Not an LLM. Faster, cheaper, auditable. Rules don't hallucinate.

When we use agents

When the input is variable, the format is unstructured, or judgment is required: clinical notes, document classification, unstructured emails. We deploy an AI layer with a human review checkpoint.

When NOT to use this service

Automation isn't always worth it.

You do it fewer than 5 times a week.

The build cost won't pay back if the task is rare. Keep doing it manually until the frequency justifies the investment.

The process changes every month.

Automation locks in a workflow. If the rules keep shifting, you'll spend more maintaining it than doing it by hand. Stabilize the process first.

Nobody has written down how it works.

We can't automate a process that only exists in someone's head. You need to document the steps before we can build against them.

Investment

What automation costs.

Workflow audit

$1,000 to $2,500

We identify the 3 highest ROI automation targets in your business. Written deliverable.

Single automation

$3,000 to $10,000

One workflow designed, built, tested, and deployed. Fixed price after scoping.

Automation retainer

$750+/mo

We monitor existing automations, fix edge cases, and ship new ones on a rolling basis.

Build something your practice owns.

Book a free call