Solutions built around your specific challenges

AI in Action is where clarity turns into working solutions.

What We Build

Start with one problem. Prove value fast. Grow when ready.

Most businesses don't need a complete overhaul. They need one specific pain point solved, deals falling through cracks, manual reporting eating hours, no visibility into what's happening.

We build focused solutions using three core capabilities. The mix depends on your problem, not a predefined package.

🔗 System Integration

The Foundation for consistent work

We connect your existing tools so information moves automatically and stays consistent across your business.

Common integrations include:

• CRM: HubSpot, Salesforce, Pipedrive

• Project Management: Asana, ClickUp, Monday

• Communication: Gmail, Slack, Teams

• Forms & Intake: Google Forms, Typeform, Jotform

• Billing & Finance: QuickBooks, Stripe, Bill.com

• Documents: Google Drive, Dropbox, OneDrive

What this solves:

• No more copying data between systems

• One reliable source of truth

• Updates stay in sync automatically

• Fewer errors from manual entry

📊 Intelligence Center

Surface what needs attention before it becomes a problem

Our Intelligence Centers are designed to direct attention. They reflect how work actually flows through your business and surface only what needs review, action, or a decision.

These centers are built around your priorities, so they support real decisions instead of creating more noise.

Core capabilities:

Connected views across systems
See the full picture without jumping between tools.

Workflow-aligned metrics
Track what matters based on how your business actually runs.

Trend and risk signals
Identify patterns and early warning signs using historical context.

Attention-based alerts
Get notified only when something truly needs review.

AI-assisted explanations
Understand what’s happening and why, not just what changed.

Daily priorities
Clear guidance on what needs focus right now based on real conditions.

Optional additions:

Direct actions from the Intelligence Center
Update records, assign tasks, and trigger workflows without switching tools.

Natural-language questions
Ask plain-English questions and get clear, contextual answers from your systems.

What this solves:

• Connected views across all systems

• Pattern recognition that surfaces risks early

• AI-assisted explanations of what changed and why

• Status updates happen automatically

• Decisions made with full context instead of guesswork

⚡ Automation and AI Support

Reliable execution, without constant oversight

Once priorities are clear, we make sure the work moves without manual chasing.

We remove repetitive work and add intelligent support where judgment, context, or knowledge is required.

Core Capabilities:
Workflow Automation

• Automated sequences and follow-ups

• Document and folder creation

• Task routing and ownership assignment

• Approval workflows

• Reporting and notifications

AI-Powered Capabilities

• Knowledge assistance using your SOPs and documentation

• Document interpretation and extraction

• Smart generation of proposals, contracts, and reports

• Quality and consistency checks

• Risk and exception detection

System Intelligence

• Context-aware routing based on conditions

• Adaptive workflows that adjust as situations change

• Learning behavior as patterns emerge

What this solves:

• Same team, doubled capacity without the burnout

• Less information lost in email and chat

• Fewer errors and rework

• Instant access to internal knowledge

• Increased capacity without adding headcount

⚡ Custom Software

Build from scratch when integration isn't enough

When your operations are genuinely unique - when off-the-shelf tools force you to compromise processes that give you competitive advantage - we build custom software from the ground up.

Core capabilities:

Full platform development Your own database, interface, and business logic built specifically for how you work.

Industry-specific solutions Handle compliance requirements and workflows that generic tools can't support.

Owned IP The platform becomes part of your business value, not rented software.

Production-grade systems Built to scale and evolve as your business grows.

What this solves:

• Own the platform instead of adapting to SaaS limitations

• Handle unique compliance without workarounds

• Keep competitive processes exactly as they work best

• Scale without forcing changes to what's working

Featured Project: SPT Workforce Management Platform

Built for staffing company managing 7,500+ workers across 12+ manufacturing clients.

The Challenge: Data scattered across Excel, no compliance visibility, manual tracking creating risk, difficult to demonstrate operational capability, ISO certification requirements.

The Solution: Real-time compliance dashboard, automated alerts, role-based client access, document management, mass data upload.

The Results:

• 7,500+ workers in unified platform

• 12+ client companies with role-based access

• 2+ years stable production

• Single source of truth eliminated data sync issues

• Significantly easier to land new clients

• Instrumental in achieving ISO certification

• Zero compliance oversight through automated tracking

Technologies: Python Django, PostgreSQL, Azure Blob Storage, Tailwind CSS + HTMX

Read Full Case Study →

When custom software makes sense:

• Your process is competitive advantage you won't compromise

• Integration requires excessive workarounds

• You need platform ownership as business IP

• Industry-specific compliance requirements

• Could become a product itself

Most clients start with integration. We only recommend custom software when it's genuinely the better path - and we'll tell you honestly if configuring existing tools would work instead.

How We Combine These Capabilities

Start small: Most clients begin with one focused project - connecting two systems, building a dashboard for one workflow, or automating one manual process. 2-4 weeks. Fixed scope.

Prove value: If it works and you see results, we expand - add more integrations, deeper intelligence, broader automation.

Grow when ready: You control the pace. Some clients stay focused on one solution. Others grow into comprehensive operational intelligence over time.

Need something that doesn't exist?

Most challenges can be solved by connecting and automating existing tools. But if your process is genuinely unique or you've hit hard limits with off-the-shelf solutions, custom development might make sense.

Learn when custom solutions are warranted →

What’s Included in Every AI in Action Engagement

• Workflow and system assessment

• Custom solution design and build

• Full integration with existing tools

• Team training at your comfort level

• 60–90 days of hands-on post-launch support

• Documentation and references

Best For:
Business leaders who want solutions that continue working without managing the technical complexity themselves.

Common Use Cases

• Client onboarding automation

• Proposal and document generation

• Lead follow-up systems

• Internal knowledge assistance

• Connected tools and data flow

• Daily operational workflows

• Document interpretation and search

• Intake and form automation

Which blind spot costs you the most?

Revenue Recovery: Deals slipping away, billing delays, invisible churn

Capacity Multiplier: Team drowning in admin, can't take more clients

Strategic Clarity: Flying blind, slow decisions, problems discovered too late

Not sure? Book a discovery call and we'll help you identify your biggest blind spot.