AI ops & automation for growing businesses

Find out exactly what automation is worth to your business.

Take the 7-minute Automation Assessment. Answer a few questions about the tasks that eat your team's time. Get a personalized Automation Roadmap in your inbox: three high-ROI use cases, ranked, with price bands built from your own numbers. Free, whether we ever work together or not.

Start the 7-minute assessment Or book a 20-minute call

Sharpened during 430+ hours embedded inside a real operation. Not a research deck, a working system that's still in production today.

Built with · Works across

AI & models

Claude
OpenAI
Gemini
Perplexity
Copilot

Automation & glue

Make
n8n
Zapier
Bolt
Python

Business platforms

HubSpot
GoHighLevel
QuickBooks
Stripe
Twilio
Slack
Airtable
Gmail

Engineering stack

React
Supabase
Netlify
GitHub
Claude Code

We pick the right tool for the job — model included — and integrate against whatever you already pay for. If your stack isn't listed, ask. We've almost certainly built against something similar.

Sound familiar?

Your tools hold the data. Your team holds the chaos.

You run a real business. The software you pay for does what software does — it stores records, accepts payments, fires the occasional notification. It does not chase any of it. Follow-ups slip. Leads cool off in the inbox. Invoices age out before someone catches them. Your CRM, your accounting tool, your email, and your team's heads each hold a slightly different version of the truth.

So your people spend their best hours copy-pasting between tabs, reconstructing what was said to whom, and remembering the things software was supposed to remember for them. The work gets done — late, manually, by humans who should have been doing higher-leverage work hours ago.

That's the work AI handles now. Quietly. On a schedule. With humans in the loop only where judgment actually matters.

What we build

Four shapes of work. One operating system underneath.

Most engagements end up combining two or three of these. The mix is scoped on the fit call and tuned to what your operation actually needs — not a packaged "AI transformation" template.

Custom AI agents & assistants

Purpose-built AI that does specific jobs inside your business — drafts replies in your voice, triages inbound, qualifies leads, summarizes calls, answers internal questions from your own documents. Not a chatbot bolted onto your homepage. Real work, off your plate.

How we build it

Built on Claude, GPT, or whichever model fits the job, wrapped in guardrails so the agent stays inside its lane. Every output is auditable, and humans approve anything irreversible.

In the wild: An AI assistant that watches a shared inbox, drafts contextual replies inside Gmail, and surfaces only the threads that need a human's judgment.

Workflow automation

The boring, repeatable pipework that ties your tools together and runs them on a schedule. Lead capture into CRM. Invoices into accounting. Form submissions into Slack. The 90% of "AI consulting" work that is actually just connecting things properly.

How we build it

Built in n8n, Make.com, Zapier, or directly in code where that's the right call. Every workflow gets error handling, retries, and a fallback path so it does not silently break.

In the wild: A pipeline that watches a shared mailbox for new client intake forms, enriches the contact in the CRM, and triggers a personalized onboarding sequence — all before the team sees it.

Internal tools & dashboards

Bespoke web tools your team actually uses — operational dashboards, lightweight admin apps, custom portals, single-purpose internal apps. Built fast, hosted simply, designed for the people who use them every day.

How we build it

React + serverless on Netlify or a similar stack. Owns one job and does it well. Replaces the spreadsheet that the whole team is afraid to touch.

In the wild: An operational console where a small team can see what their automations did overnight, override anything routed for review, and trigger one-off runs without touching code.

Integrations & data plumbing

The connective tissue. APIs, webhooks, sync jobs, scheduled syncs, and the data cleanups underneath them. The unglamorous work that makes the rest of the stack possible — and usually the reason previous automation attempts quietly fell apart.

How we build it

Webhooks where they exist, scheduled polling where they don't, and a clear contract between systems so neither side breaks the other when one of them changes.

In the wild: A nightly sync that reconciles records across a CRM, an accounting tool, and a spreadsheet of record — flagging the mismatches a human needs to look at instead of papering over them.

Where we sit

Built on top of the tools you already run.

You don't need a new stack. You need the one you have to talk to itself and stop dropping the ball. We sit on top of whatever you already pay for and add the layer that does the work in between.

Work & operations

Project work, internal docs, daily ops.

Notion · Coda · ConfluenceKnowledge & docs
Asana · Linear · ClickUpProjects & tickets
Google Workspace · Microsoft 365Mail, docs, drive
Industry-specific vertical platformsYour line-of-business software

Sales & comms

Where leads land and conversations happen.

HubSpot · Salesforce · PipedriveCRM
Gmail · Outlook · FrontEmail & shared inbox
Slack · Teams · DiscordInternal messaging
Twilio · GoHighLevel · WhatsAppSMS & client comms

Data & finance

Numbers, money, and the source of truth.

QuickBooks · Xero · StripeAccounting & payments
Airtable · Google Sheets · ExcelOperational data
Supabase · Postgres · BigQueryDatabases
Make · n8n · ZapierAutomation backbone

Your existing tools stay the system of record. We add the agents and automations that move data between them, surface what needs attention, and only interrupt a human when judgment is actually required. If your stack isn't listed above, ask — we've almost certainly integrated against something similar.

The 4-Phase Build · how we work

From signed agreement to live system in 30 days.

Every engagement runs through the same four phases. The first three ship a working system. The fourth is how it stays working — and keeps getting better — as your business evolves around it.

Discover

Week 1

Signed agreement, deposit cleared, kickoff. We map your tools, your workflows, and the work that's currently eating your team's hours. You leave week one with a written scope: exactly what's getting built, in what order, and on what timeline.

Design & prototype

Week 2

We design the system on paper first — the agent's lane, the workflow's failure modes, the integration's contract — then build a working prototype against your real data. You see it before it goes live and tell us what to adjust. Most clients ask for two or three tweaks here, and we make them inside the same week.

Ship

Week 4

The system goes live in your environment, running against your real workload. Error handling, logging, and a clean off-switch are wired in from day one. We monitor closely through the first two weeks and tune what the real-world traffic surfaces.

Operate & evolve

Month 2 onward

The retainer covers ongoing tuning, model updates, new automations as your operation grows, and full maintenance when an upstream tool changes. You stay in relief without paying every time you want a tweak — and the system keeps getting sharper across the months that follow.

The guarantee. Your first system live and running in 30 days, or your money back. The 50% deposit is refunded in full if we miss the date. We've never missed it.

Book a 20-minute fit call

Questions

What people ask before booking.

Most agencies bolt automations onto whatever the prospect describes in a 30-minute call. We run every engagement through The 4-Phase Build (Discover, Design & prototype, Ship, Operate & evolve) and we don't skip phases. We start with discovery against the actual work (the inbox, the spreadsheets, the workflow), then design the system on paper before we build it. We use real software engineering practices (error handling, logging, version control, a clean off-switch) because we treat what we ship as production infrastructure, not a demo.

Ready?

See what's worth automating.

The Automation Assessment takes about 7 minutes. You get a personalized Automation Roadmap in your inbox: three use cases ranked by ROI, price bands built from your own numbers, and a Care Plan estimate for ongoing support. Free, whether we ever talk or not.

Start the assessment Or book a 20-minute call →calebcrane@connexionai.tech