The right AI.
For the actual work.
From the first repetitive task to a connected business workflow, we build the systems, put the right safeguards in place, and help your people use them.
AI Business Automation
We find repetitive work and build workflows that automate it across the tools your company already uses.
- Email classification and routing
- CRM updates and customer follow-up
- Data synchronization and reporting
- Ticket triage and workflow orchestration
What this looks like
An incoming customer request becomes a correctly assigned task, with the right client record attached. Your team gets the context without copying information between systems.
Company AI Assistants
A private assistant that helps your people find answers in your company’s documents, policies, and know-how.
- SharePoint and OneDrive knowledge
- Policies, SOPs, and internal documentation
- Contracts, manuals, and product information
- Answers grounded in approved sources
What this looks like
An employee asks how to handle a specific situation and gets an answer linked to the relevant policy or manual. Access follows the permissions you define, and uncertain answers can be escalated.
AI Agents
Agents that carry out multi-step tasks across your business systems, with clear limits and human approval where it matters.
- Customer and account research
- Correspondence review and response drafts
- CRM updates and follow-up tasks
- Approval checkpoints before sensitive actions
What this looks like
Before a client meeting, an agent reviews the account, gathers recent correspondence, and prepares a brief. After your review, it can update the CRM and create the next steps.
Document Intelligence
Turn PDFs, invoices, contracts, and attachments into structured information your business can actually use.
- Invoice and form extraction
- Contract and record review
- Validation and exception routing
- Structured data sent to business systems
What this looks like
A subcontractor invoice becomes a vendor name, project, amount, and approval task. Missing information is flagged for a person before it reaches your accounting system.
AI Communications
Receptionists, voice agents, and mailbox workflows that help capture leads, answer routine questions, and schedule the next step.
- AI receptionist and voice agents
- Lead qualification and appointment scheduling
- Shared mailbox automation
- Email workflows and employee handoffs
What this looks like
An after-hours caller gets their details captured and an appointment request started. Your team receives the lead and context, with an easy handoff when a conversation needs a person.
Managed AI
Ongoing monitoring, maintenance, and improvement for the AI systems your business comes to rely on.
- Automation and integration monitoring
- Prompt, model, and API maintenance
- Usage, costs, and security review
- Employee support and reporting
What this looks like
When an API changes, a workflow fails, or your team needs help, there is someone responsible for the next step. We review performance and help your automations evolve with the business.
Microsoft 365 AI Enablement
Practical Copilot, agent, and automation work inside Microsoft 365, supported by role-specific employee training.
- Microsoft Copilot and Copilot Studio
- Teams, SharePoint, and OneDrive
- Power Automate workflows
- Microsoft Entra, permissions, and adoption
What this looks like
Accounting gets invoice analysis, sales gets meeting preparation, and management gets a weekly summary. We check access, licensing, and data readiness before introducing a workflow.
Start with one useful workflow.
You don’t need an AI roadmap to have a conversation. Bring us a task that takes too much time, and we’ll work from there.
Based in Jacksonville. Built for wherever business takes you.