We connect your CRM, inbox, calendar, spreadsheets, and databases so work moves on its own, and use AI for the steps that used to need a person to read, sort, or decide. Built on n8n, Make, Zapier, or custom code, whichever fits your team.
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 workflow automation links the apps your business runs on and moves data between them automatically, with AI steps that classify emails, summarize calls, extract fields from documents, or draft replies. The result is a process that runs end to end with people only stepping in for exceptions.
If your team copies information from one system to another, reads and sorts incoming requests, or chases status updates by hand, it can probably be automated.
AI reads incoming email, classifies it, extracts key details, routes it to the right person or system, and drafts a first reply.
Form fills, calls, and emails become enriched CRM records with the next step assigned, no copy and paste required.
Transcripts turn into summaries, action items, CRM notes, and drafted follow-up emails within minutes of the call ending.
Invoices, receipts, and forms are read, validated, and pushed into your accounting or operations system. See AI document processing.
Pull numbers from several tools on a schedule, summarize what changed, and alert the right people when something needs attention.
New clients trigger contracts, welcome emails, account setup, and task lists automatically, so nothing slips through the cracks.
We are platform-agnostic and choose based on your needs. Zapier is the fastest way to connect popular apps. Make offers more complex logic at a lower cost per task. n8n can be self-hosted, which suits companies with strict data requirements or high volumes. Custom Python or Node.js services make sense when a workflow is business-critical, high volume, or needs logic no platform handles well. Many clients end up with a mix.
When a workflow needs more autonomy than rules and single AI steps can provide, we build AI agents. For CRM-heavy teams, see AI CRM automation, or browse all AI automation services.
Standard workflow automation moves data between apps using fixed rules. AI workflow automation adds steps that can read, interpret, and decide, like classifying an email or extracting data from a PDF, so more of the process can run without a person.
It depends on volume, complexity, data requirements, and who will maintain it. We recommend a platform during the audit and are happy to work within tools you already pay for.
We build error handling, retries, and alerts into every workflow. If something fails, the right person is notified with enough context to fix it quickly, and ongoing support plans cover fixes for you.
Single workflows on existing platforms are the most affordable place to start. Larger multi-system projects and custom builds start at $10,000. We price every project after a free automation audit.
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
Copyright Lean Discovery Group. 2022, All Rights Reserved.
