Custom AI Automation Systems in 7 Days

Q: Is this a no-code agency?

No. We write custom code (Node.js, Python, Next.js) because it is more reliable, secure, and scalable than drag-and-drop tools like Zapier.

I build the internal automation rails that empower small B2B SaaS teams to operate like giants. Wire your forms, CRM, billing, and support tools together so leads, invoices, and tickets move automatically.

Most of my clients run on HubSpot or Pipedrive, charge via Stripe, and talk to customers in Slack or Intercom.

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Not ready to book yet? See how the $2,500 sprint works

No hourly billing • Live in 7 days • Owned by you

What we cover on your review

Trace how leads move today across your forms, CRM, billing, and support tools
Spot 1–2 workflows (like lead scoring, proposal gen, or invoice chasing) that are good candidates for automation
Rough in a 7-day implementation plan you could hand to any competent engineer

For B2B Founders

Who this system is built for:

This is for small B2B SaaS teams with real customers and revenue, where founders or RevOps are still gluing ops together by hand.

The Status Quo: New demo requests sit in HubSpot for hours because no one is watching the inbox.
Someone on the team spends Fridays copy-pasting data into Stripe or Xero.
Support emails get triaged in Gmail or Slack instead of a proper queue.
The Slake Fix: Within 5 minutes of a form submit, the right rep gets a Slack ping + CRM task with an enriched, scored lead. Invoices or proposals are generated automatically off CRM + Zoom notes.

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What We Build (Example)

Lead Flow Diagram: Form -> Enrich -> Score -> CRM

The "Lead Rescue" Protocol (CESRL)

Result: Every qualified lead is enriched, scored, and in front of the right human in under 5 minutes without anyone touching a spreadsheet.

1. Capture System catches submission from your form.

2. Enrich Check domain heuristics + Clay/Clearbit.

3. Score Prioritize: Hot / Warm / Cold.

4. Route Hot leads → Slack + CRM Task.

5. Log (Timeline Event)

                                            > Enriched by Slake (Clay)

                                            > Score: 92/100 (Priority: Hot)

                                            > Routed to: Sarah (#sales-p0)

Tech Note: Under the hood, this usually lives as a mix of CRM workflows (for simple rules) and a small Node/TypeScript service for scoring, enrichment, and logging.

Book a Technical Review

Free 30-min call to map your workflows and see if a 7-day sprint makes sense for your team.

Automations I Can Design & Implement

Concrete workflows that remove repetitive ops from your week so your team can focus on product and customers.

Pick the one that hurts most and mention it in your review form.

Deal Flow Engine

Tools: Webflow → HubSpot/Pipedrive → Slack.
Manual Work Removed: Copy-pasting form requests, manually assigning reps.
Result: Reps see "New P1 lead" in Slack with company size, tech stack, and a pre-filled CRM record.

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Instant Proposal Gen

Tools: Zoom → HubSpot → QuickBooks/Xero.
Manual Work Removed: Drafting PDFs from scratch after every call.
Result: Zoom call credits → CRM Deal → PDF proposal drafted in Xero for approval.

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Smart Inbox Routing

Tools: Intercom/Help Scout → Slack → Linear/Jira.
Manual Work Removed: Reading every generic support ticket to find bugs.
Result: AI tags "Bug" → Jira Ticket created → #engineering alerted, so engineers only see clean, actionable tickets.

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Operational Inefficiency Audit

Most small SaaS teams are quietly burning mid five figures a year on manual ops they never budgeted for; here’s how the math usually looks.

Weekly Manual Hours (Team) 10 hrs

Avg. Base Hourly Wage $50/hr

Formula Basis

Calculation applies a standard 1.3x Labor Burden multiplier to account for payroll taxes, benefits, and insurance.

Annual P&L Impact

Effective Rate (1.3x Burden) $65/hr

Annual Capacity Lost 520 hrs

Net Annual Loss $33,800

Recurring annually without intervention.

A single $2,500 sprint that kills one of these workflows pays for itself within months.

How We Connect Your Stack

Think: HubSpot + Stripe + Intercom wired together via n8n and a small service, with your CRM as the source of truth.

Forms

Webflow / Typeform

CRM

HubSpot / Pipedrive

Slake Automation Rails

n8n / Node.js

Outcomes

Slack Alerts
Jira Tickets
Invoices Sent

We don’t replace your tools; we connect them.
For enrichment, you own the Clay/Clearbit accounts and data. I just build the integration.

How This Is Implemented (For Technical Founders)

All three options below deliver the same outcome—fast, reliable routing of leads and tickets; the only difference is where the logic lives.

Option A: CRM-native

We use your CRM’s own automation engine (HubSpot workflows, Pipedrive automations) to handle most of the logic. Good for simple rules that marketing/RevOps can tweak.

Option B: Ops Hub / Custom Code Actions

We write small Python/JS scripts inside HubSpot Ops Hub or Zapier Code steps. Good when you want enrichment and normalization without introducing new infra.

Option C: Small Service (Vercel/Cloud Run)

We deploy a lightweight Node.js API to handle complex routing. Best for teams that care about Git history, code review, and treating automation like real product code.

Interactive Pilot

See The Brain In Action

Don't trust "magic." Trust logic. Watch how our agents break down a messy inquiry into structured, actionable data in milliseconds.

Raw Input (Messy)

SOURCE: INBOUND_EMAIL

                        "Hey guys, uh, saw your ad. We're a plumbing supply co in Austin. Drowning in invoices right
                        now. Need something to scan PDF receipts from suppliers and put em in QuickBooks. Budget is
                        tight, maybe $3k? Need this fixed by next Friday or my head will explode. Call me, 555-0192. -
                        Dave"
                    

Structured Output

Confidence: 99%

Intent

Invoice Automation

Client Type

Plumbing Supply

Budget Detected

$3,000

Urgency

High (Friday Deadline)

Suggested Human-in-Loop Action

Draft Proposal: "Invoice Parsing Sprint"

Pre-approved stack: Python + OpenAI Vision API. Send verification to Dave.

Three Ways to Work With Me

No retainers. No "hourly estimates". Just shipped code.

Free Consultation

No Charge

30 Minutes

What We'll Cover:

Discuss your manual workflows
Explore automation opportunities
Get a clear fixed quote

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We'll discuss your needs + get a quote.

Quick Start Sprint

$2,500

7-Day Delivery

Includes:

One specific workflow automated
Production deployment
2 weeks adjustment support

Start Quick Sprint

In this 7-day sprint, we design, implement, and document one key workflow (like Lead Rescue or Support Routing) inside your stack. You own all code and accounts.

Custom Build

$8k - $15k

3-4 Weeks

Includes:

Multi-workflow orchestration
Custom AI agents
30-day support & optimization

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Trusted & Safe

"Is this going to break my business?" No. I build with safety first.

Error Handling

I don't ship "happy path" code. Every automation has deep error catching that alerts me (and you) instantly if something fails.

Data Privacy

Least-privilege access. I only touch the specific data needed for the workflow. No training public models on your customer data.

Human-in-the-Loop

Critical actions (like sending contracts) can be set to "Draft Mode" first. You approve before the AI hits send.

Why Small SaaS Teams Work With Me

I’ll look at your current tools (forms, CRM, email, Slack), then build a small, reliable system that makes sure good leads are automatically enriched, prioritized, and put in front of the right person in under 5 minutes. I usually do it with a mix of your CRM’s own workflows (like HubSpot workflows and Ops Hub custom code actions) and a small service I write for you, so everything runs inside your stack and is documented for your team.

I specialize in small B2B SaaS because you have high-value leads and messy manual processes—the perfect target for high-ROI automation. My philosophy is simple:

Engineering Rigor: I don't ship "happy path" demos. I build resilient systems that handle API failures gracefully.
Measure Impact: We track specific metrics (hours saved, response time) to prove the ROI.
Start Small: One specific workflow to prove value before scaling up.

From Messy to Automated in 7 Days

The Quick Start Sprint process.

Kickoff & Access

We map the exact workflow steps. You grant access to necessary tools (HubSpot, Stripe, etc). I set up the secure environment.

Build (Days 2-5)

I connect APIs, build the logic, and test edge cases. You get daily video updates showing the actual bot doing work.

Live Demo (Day 6)

I walk you through the working system via Zoom. We run test data together. You approve the deployment.

Deploy & Handoff

System goes live. You get a Loom training video and a simplified "How To" doc for your team.

Who This Is Best For

Fast-Moving Teams

You want results in days, not months. You don't need a year-long roadmap.

Clear Problems

You have a specific manual task (e.g. "Copy data from email to Excel") that you hate.

Decision Makers

You can approve a $2,500 sprint without 3 months of procurement red tape.

Start Your 7-Day Sprint

Engineering Logs

Deep dives on automation architecture. These are the same patterns we implement in 7‑day sprints for clients.

View All Logs

Infrastructure

Zapier vs. Custom Code: When to switch?

The technical "break-even" point where no-code tools become technical debt. A guide for CTOs.

Architecture

The B2B SaaS Automation Stack (2026)

Why we moved from "All-in-One" to Modular: HubSpot + n8n + Supabase + OpenAI.

Workflow

AI for Customer Success

Building a "Smart Inbox" that drafts replies and routes tickets based on sentiment.

Common Questions

Straight answers for technical leaders.

How fast is the delivery?

The Quick Start Sprint is delivered in strictly 7 days from the kickoff call. We scope the work specifically to fit this timeline comfortably.

Is this a no-code agency?

No. We write custom code (Node.js, Python, Next.js). While we use tools like n8n for orchestration, the core logic is often hard-coded for reliability, security, and version control.

What tools do you support specifically?

If your team lives in HubSpot or Pipedrive, charges customers via Stripe, and talks in Slack or Intercom, you’re exactly who this is for. We also support Help Scout, Zendesk, Close, and Xero.

Do you work with my existing software?

Yes. We integrate with any API-enabled tool. Common stacks include Pipedrive, Close, HubSpot, Salesforce, Stripe, Xero, Intercom, Help Scout, Zendesk, Slack, Make/Zapier, and n8n.

What happens after the project is done?

You own the code and IP 100%. We offer a 2-week support window for adjustments, and optional monthly retainers for ongoing optimization.