Lean Discovery Group designs, builds, and maintains AI automations that plug into the tools you already use: AI agents, workflow automation, chatbots, voice agents, and document processing. Same award-winning software team behind products for Agile Health Insurance, AngleHealth, and CofoundersLab.
We are a software development firm first, not a prompt shop. Every automation starts with mapping how the work actually gets done today, gets built on production-grade infrastructure, and ships with monitoring, documentation, and a team that maintains it. You own the code, the workflows, and the data, and we never take your IP.
AI automation services use large language models, AI agents, and workflow tools to handle repetitive business tasks end to end: reading and routing email, qualifying leads, extracting data from documents, updating your CRM, and answering customers. Unlike basic rule-based automation, AI automation can handle messy inputs and make judgment calls, while escalating anything uncertain to a human.
Most teams do not need a moonshot AI strategy. They need the three or four workflows that eat the most hours automated properly. These are the services we build most often.
Custom AI agents that research, draft, update records, and complete multi-step tasks across your systems, with human approval where it matters.
AI agent developmentConnect your CRM, inbox, calendar, and databases so data moves on its own, with AI handling the steps that used to need a person to read and decide.
AI workflow automationWebsite and support chatbots trained on your own documentation that answer questions accurately, capture leads, and hand off to your team.
AI chatbot developmentPhone agents that answer after hours, qualify callers, book appointments, and log every call to your CRM.
AI voice agentsPull data from invoices, applications, contracts, and PDFs into your systems automatically, with confidence checks and human review for edge cases.
AI document processingRespond to every new lead within seconds by text or email, ask qualifying questions, and book meetings before a competitor calls back.
AI lead response automationKeep HubSpot or Salesforce current without data entry: AI logs calls and emails, updates deal stages, and flags deals going quiet.
AI CRM automationNot sure where to start? We run an automation audit, rank opportunities by ROI, and build custom AI software when off-the-shelf tools fall short.
AI consulting servicesWe have built software for insurance, fintech and financial services, healthcare, B2B SaaS, and startups. That background matters in AI automation: regulated industries need audit trails, data controls, and humans in the loop, and we design for that from day one.
We work with OpenAI, Anthropic Claude, and Google Gemini models, automation platforms like n8n, Make, and Zapier, CRMs like HubSpot and Salesforce, communication tools like Twilio and Slack, and custom Python and Node.js services when a workflow needs more control. We choose the stack that fits your team and budget, not one we resell.
Cost depends on how many systems are involved and how much judgment the AI needs to exercise. Simple workflow automations are the fastest and least expensive. Custom AI agents and voice agents that touch several systems take more build and testing time. Custom projects start at $10,000, and every engagement begins with a free automation audit so you know the scope and expected return before you commit.
Plenty of freelancers can connect a few apps. The hard part is making automation reliable: handling errors, securing data, testing edge cases, and keeping things working when an API changes. Lean Discovery Group has been named a top software development firm in Virginia and one of the top 50 software development firms worldwide, and we bring that same engineering discipline to every AI automation we ship.
AI automation services cover the design, build, and upkeep of systems that use AI to complete business tasks: AI agents, workflow automation between your apps, chatbots, voice agents, document processing, lead response, and CRM automation. A good provider also handles process mapping, testing, monitoring, and ongoing maintenance.
Traditional automation follows fixed rules, so it breaks when inputs are messy. AI automation can read unstructured text, emails, and documents, make judgment calls, and escalate anything uncertain to a person. Most real projects combine both.
A focused pilot on one workflow usually ships in weeks, not months. Larger projects that connect several systems or need custom AI agents take longer. The free automation audit gives you a scoped timeline before any build starts.
In our experience the goal is removing repetitive work so your people spend time on customers and decisions. We design automations with human review for anything high-stakes, and your team stays in control.
We build with data controls from the start: least-privilege access, no training on your data by model providers where enterprise terms allow it, audit logs, and review steps for sensitive actions. We have built for insurance, healthcare, and financial services clients where this matters.
Yes. You own the code, workflows, prompts, and data. We do not take any intellectual property from client projects.
Our dedicated team provides reliable support around the clock, ensuring that your project receives the attention it deserves with prioritized responses and timely deliveries. Talk with our team about our tailored solutions we have available at (804) 504-1084
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