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01Connect your systems
Your customer details sit in one app, bookings in another and payments in a third. We connect them, so each customer has one record and nobody types the same details twice.
HubSpotCalendlyStripeSam CarterExample
Emailsam@carter.example
BookingSat, Oct 25
PaymentPaid
Next stepFollow up Oct 28
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02Agents
An agent reads incoming work and does the first pass for you. Here it compares a supplier invoice with the purchase order and flags the one line that does not match. You approve every payment.
Invoice 4471.pdfReady-mix supplier
PO 1182, Lot 14Example
Rebar40 billed40 on POMatch
Concrete12 yd billed10 yd on POCheck
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03Automations
When a new enquiry comes in, we add it to your client list, tell the right person and book the follow-up. It runs the same way every time, without anyone having to remember.
New enquiryTrigger, Squarespace form
ReceivedAdd to the client listAirtable
DoneLet the right person knowSlack
DoneSend a booking link in 3 daysCalendly
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04Dashboards
Your weekly numbers come from every tool into one screen and update on their own. Anything that needs you, like overdue invoices, sits at the bottom.
This weekUpdated 2 min ago
RevenueExample
$18,420+12% vs last week
Payments$12,960
Orders64
Unpaid3
Needs attention2 invoices overdue$1,240
1 order not shippedToday
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05Data and CRM
The same customer often shows up three times, spelled differently in your CRM, your email list and a spreadsheet. We merge the duplicates into one record and keep the list clean as new data comes in.
HubSpot
Sam Carter
sam@cartr.example
no phone
Mailchimp
sam carter
sam@carter.example
no phone
Sheet
S. Carter
no email
(404) 555-0134
Sam Carter3 duplicates merged
NameSam CarterHubSpot
Emailsam@carter.exampleMailchimp
Phone(404) 555-0134Sheet
LeadR. Diaz
QuotedSam CarterQuote sent
WonJ. Park
Turn manual ops into working AI systems.
We build the automations that take repetitive work off your team.
Teams we have built for
Systems we connect
Works with Gmail, Outlook, Google Calendar, Google Sheets, Excel, Google Drive, Google Meet, Calendly, HubSpot, Salesforce, Mailchimp, Slack, Zoom, Twilio, WhatsApp, Notion, Airtable, Asana, ClickUp, Trello, QuickBooks, Xero, Stripe, Square, PayPal, Shopify, DocuSign, Wix, WordPress, Dropbox, Make, n8n, Claude and OpenAI, among others.
What we do
We take work that depends on someone remembering it and build a system that does it.
AlsoWe also build phone assistants, invoice and form readers, and client portals, and we maintain everything after launch.
Case studies
Case study 1 of 2
How we work
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01Call
We spend 30 minutes on how the work happens now.
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02Audit
We map how the work flows, which tools it touches, and where the time goes.
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03Proposal
You approve a written scope and price before we build anything.
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04Build
We build it inside the tools you already use.
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05Support
We keep it running, monthly.
Show us the work you still do by hand.
- 01How it works today
- 02Where a system fits
- 03What we'd build first
Teegan Fitzgerald and Austin St. Amour. You talk to the two people who build it.
30 minutes. No obligation.




