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Find the Right Automation for Your Business

Find where AI and automation can save time, reduce errors, and simplify running your business.

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Your Tools Should Work Together

Disconnected tools mean repeated data entry, missed updates, and more places to check.

Your business tools connected through automation and AIWebsite, sales, accounting, calendar, project and email tools connect through a central automation layer. Example apps include WordPress, Shopify, HubSpot, Pipedrive, Stripe, QuickBooks Online, Calendly, Google Calendar, Trello, Asana, Gmail and Google Drive.Automation + AIConnect • Route • UpdateWebsite & StoreWordPress · ShopifySales & CustomersHubSpot · PipedrivePayments & AccountingStripe · QuickBooks OnlineBookings & CalendarCalendly · Google CalendarProjects & TasksTrello · AsanaEmail & DocumentsGmail · Google Drive
Automation + AIConnect · Route · Update
Website & StoreWordPress · Shopify
Sales & CustomersHubSpot · Pipedrive
Payments & AccountingStripe · QuickBooks Online
Bookings & CalendarCalendly · Google Calendar
Projects & TasksTrello · Asana
Email & DocumentsGmail · Google Drive

I connect your tools so information moves automatically. AI can help make sense of emails and documents along the way.

Example apps shown. Available connections depend on your tools and plans.

See What Changes with Automation

Three examples of routine work moving between your business systems.

A Quote Is Accepted

Quotes → Projects → Invoicing

Before
TriggerQuote accepted
You do thisCreate project
You do thisAssign tasks
You do thisPrepare deposit invoice
After
TriggerQuote accepted
AutomatedCreate project
AutomatedAssign tasks
AutomatedPrepare deposit invoice

Less setup. A faster start.

A Customer Pays

Payments → Accounting

Before
TriggerPayment received
You do thisMatch payment to invoice
You do thisRecord processing fee
You do thisCheck for mismatches
After
TriggerPayment received
AutomatedMatch payment to invoice
AutomatedRecord processing fee
AutomatedFlag mismatches

Less bookkeeping. Fewer missed entries.

Unmatched payments come to you for review.

A Booking Comes In

Bookings → Customer records → Calendar → Email

Before
TriggerBooking received
You do thisUpdate customer record
You do thisReserve calendar slot
You do thisSend confirmation
After
TriggerBooking received
AutomatedUpdate customer record
AutomatedReserve calendar slot
AutomatedSend confirmation

Less scheduling admin. Customers know they’re booked.

We check what your tools support and where you still need control before choosing what to automate.

Clarity before you invest

Your Business Automation Roadmap

$350

One-time · Review and roadmap

Understand your systems, what can be automated, and where you could save the most time.

01

Map Your Systems

A 60-minute session to map your tools and up to three recurring workflows: how work moves, who handles it, and where time goes.

02

Find the Opportunities

I assess manual steps, duplicate work, and possible connections—including where AI could help.

03

Prioritize the Value

A written roadmap ranking opportunities by estimated time saved, fewer errors, and effort to implement, with likely software costs.

04

Choose Where to Start

A 20-minute review to compare the options, answer questions, and agree on a practical starting point.

Implementation is separate. No obligation to proceed.

Ask About the $350 Roadmap

Not Sure Where to Start?

Tell me what’s taking too much of your time. We’ll see where automation could help.

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