AI BUSINESS AUTOMATION
For companies buried in emails, quotes, and manual data entry — we build AI systems that read, decide, and act inside the software you already use. No rip-and-replace.
WHAT WE BUILD
Reads incoming requests, extracts what's actually being asked, and drafts — or sends — the response. No more copy-pasting between inbox and system.
Generates quotes, orders, and paperwork automatically from the data your team already has — consistent pricing, zero manual assembly.
Bi-directional sync with Salesforce, HubSpot, NetSuite, QuickBooks, or whatever legacy system your team is stuck with today.
Connects every system your team touches — email, CRM, inventory, accounting — into one pipeline that hands off automatically at every step.
Pulls information from external portals and websites on a schedule, with built-in retries and failure recovery — no babysitting required.
Real-time visibility into what the system is doing and what it's saving your team — hours reclaimed, requests handled, errors caught.
HOW IT WORKS
A free 30–45 minute conversation about how work actually moves through your business today — no pitch, just questions.
A one-page visual breakdown of your current process, showing exactly where time and accuracy are being lost.
A scoped proposal — what gets built, in what order, and what it costs. You know the shape of the project before anything starts.
The system gets delivered in phases, with monitoring and support after launch — not a one-time drop and disappear.
FLAGSHIP CASE STUDY
Real production system · client details anonymizedEvery incoming request came in by email. Every quote required someone to read it, look up inventory in a separate system, calculate pricing by hand, and type up a response — hours a day, spent copying information between screens.
An AI system that reads incoming email, extracts the request, checks live inventory and pricing data, applies the business's margin rules, and drafts a ready-to-send quote — synced automatically into their CRM. It also learns from every correction a human makes, so it gets more accurate over time.
WHAT THIS LOOKS LIKE IN YOUR INDUSTRY
Concept builds — honest label: these are worked examples of what we'd build, not past clients. The flagship system above is where the method was proven.
WHO IT'S FOR
QUESTIONS WORTH ASKING
Projects are fixed-price, scoped after a free discovery call. Most single-workflow automations land between $5k and $12k; multi-workflow and company-wide builds are quoted in phases. You'll see the full price in the proposal before anything starts — no hourly billing, no surprise invoices.
No — that's the whole point. We build around your existing CRM, email, accounting, and scheduling tools. Your team keeps working where they already work; the automation does the copying, drafting, and syncing between systems.
Every system we build starts in review mode: the AI drafts, a human approves. Nothing goes to a customer without sign-off until you decide it's earned autonomy. And the system learns from every correction your team makes, so accuracy climbs with use.
A single-workflow automation typically ships in 2–4 weeks from kickoff. Larger builds are delivered in phases so you see working software early, not a big reveal at the end.
Optional, and transparent: a monthly support plan covers hosting, monitoring, AI usage costs, and adjustments. You can also own the system outright and run it yourself — we'll hand over everything cleanly either way.
One conversation. The free discovery call covers how work flows through your business today — no documents or prep required. After it, you get a one-page workflow map showing where the time is leaking, whether or not you hire us.
Your data stays in your systems — we connect to them, we don't copy them out. AI providers we use don't train on your business data, access is scoped to exactly what the workflow needs, and you can see a log of everything the system did.
GET STARTED
Fill this out and we'll reply within one business day to schedule your free discovery call. No commitment, no generic pitch — just a conversation about your workflow.
Prefer email? Reach us directly at hello@forgeautomation.app