Custom AI Automation & Consulting
For Architecture, Engineering & Construction (Boise)
For Architecture, Engineering & Construction (Boise)
Stop copying data between systems. Workflow automation connects your tools, eliminates double-entry, and frees your team for actual project work.
Your team uses five different systems that don't talk to each other. Contact info lives in three places. Project status requires checking two dashboards. CRM integration creates one source of truth and eliminates the data entry that wastes hours weekly. Learn more about crm integration and how it can help your firm save time and win more work.
Every proposal is a bottleneck. Principals spend evenings copying boilerplate, adjusting scope, recalculating fees. Automation pulls from your templates and data to generate first drafts that need minimal editing. Learn more about proposal automation and how it can help your firm save time and win more work.
New projects are exciting but operationally chaotic. Missing documents delay starts. Clients don't know what to expect. Teams aren't prepared. Automated onboarding ensures every project starts right, every time. Learn more about client onboarding automation and how it can help your firm save time and win more work.
Inquiries come through email, phone, website, referrals. Details get scattered. Important information doesn't reach the right people. Automated intake standardizes capture and ensures nothing falls through cracks. Learn more about project intake automation and how it can help your firm save time and win more work.
Your team enters the same client name in four different places. Project numbers get typed into accounting, PM software, and reports. Every manual entry is a chance for error and a waste of time. Automation eliminates the redundancy. Learn more about data entry automation and how it can help your firm save time and win more work.
People visit your website and leave without contacting you. Contact forms get submitted and lost in email. Phone inquiries aren't logged. Proper lead capture ensures every potential client gets into your system. Learn more about lead capture automation and how it can help your firm save time and win more work.
Three emails to schedule a 30-minute call. Prospects give up. Opportunities die in logistics. Automated scheduling removes friction and lets interested people commit to meetings immediately. Learn more about appointment scheduling automation and how it can help your firm save time and win more work.
Your firm runs on spreadsheets. Tracking sheets, fee calculations, project lists. But manual updates are tedious and error-prone. Automation keeps sheets current and connected to your other systems. Learn more about google sheets automation and how it can help your firm save time and win more work.
Zapier and Make.com work, but costs scale with usage. n8n gives you enterprise-grade automation with fixed hosting costs. Perfect for firms that need sophisticated workflows without runaway SaaS bills. Learn more about n8n workflow development and how it can help your firm save time and win more work.
Make.com offers more power than Zapier at better pricing for complex workflows. The visual builder makes it easier to understand and modify automations. Great for firms that want some DIY capability alongside professional development. Learn more about make integration and how it can help your firm save time and win more work.
Connect your CRM to the other systems your firm uses—accounting, project management, email, proposals. Data flows automatically, eliminating manual updates and ensuring everyone works from current inf...
Systems that generate professional proposals from templates, project data, and your pricing rules. What used to take hours of copying and formatting now happens in minutes....
Automated workflows that handle everything from signed contract to project kickoff. Document collection, team introductions, kickoff scheduling, and project setup—without manual coordination....
Structured intake forms and workflows that capture project requirements consistently, qualify opportunities, and route information to the right people automatically....
Eliminate the manual copying of data between systems. When information enters one system, it automatically flows to everywhere it's needed—no retyping, no copy-paste, no human error....
Website forms, landing pages, and capture mechanisms that turn anonymous visitors into named prospects in your pipeline. Automated follow-up ensures no inquiry goes unanswered....
Calendar integration that lets prospects and clients book meetings directly based on your actual availability. Eliminates the email back-and-forth and reduces scheduling friction....
Transform Google Sheets from static spreadsheets into dynamic workflow tools. Automated data imports, calculations, alerts, and integrations that make sheets work harder....
Custom automation workflows built on n8n—a powerful open-source platform. Complex multi-step processes that connect any systems your firm uses, without expensive per-user licensing....
Workflow automation built on Make.com (formerly Integromat). Visual workflow builder that connects your apps and automates complex multi-step processes without coding....
Let's talk about what automation can do for your firm. No pressure, just practical advice.
Automate My Workflows