AI automation

Monthly plan · after your first build

One new automation, every month.

Once the first build is working, the monthly plan adds one new automation every month on top of Ops Care, working down the list from your Ops Map.

Working in 21 days from access, or your build fee back. Half paid only when it works. Full terms

The problem

Why one build is rarely the end.

  • The Ops Map lists every manual task, not just the one you fix first.

  • New tools and new processes bring new copy-paste work with them.

  • Big rebuilds are risky. One change a month is easy to check and switch over to.

Monthly automation plan

What the plan includes.

One new automation a month

A new connection, AI agent or dashboard every month, built only where your tools can't already do it.

Picked with you

We agree each month's automation together, from your Ops Map or whatever has become the biggest time sink.

Built the same way

It runs next to the old way until it works, and a person checks anything the AI does.

Looked after with the rest

Each new automation joins Ops Care and shows up in your monthly report.

Timeline

How each month runs.

  1. Start of the month

    We agree which automation comes next.

  2. During the month

    We build it and run it next to the old way.

  3. End of the month

    It's working, it's covered by Ops Care, and it's in your report.

Our promise

Everything we add is covered by Ops Care. A reply within 4 business hours and a fix within 1 business day, or that month is half price.

Read the full terms

Fit

Who it's for, and who it isn't.

A good fit

  • US service businesses with 20 to 100 staff
  • Five or more paid tools, and people moving data between them by hand
  • You've paid for software help before

Not a fit

  • Businesses that run everything on one all-in-one industry software
  • AI that decides who gets hired, a loan, housing or insurance
  • Automated texts or calls to consumers

Businesses

AI automation we buildfor service businesses.

Each one starts in tools a service business already pays for and adds only what's missing.

  1. Website formGmailHubSpotSlack
    1. 1Enquiry arrivesFrom the website form or straight into the shared inbox.
    2. 2AI reads itPulls out the company, contact, service asked about and how soon they need it.
    3. 3CRM updatedMatches an existing contact or creates one, and logs the enquiry against it.
    4. 4Owner assignedRouted by service and region, with a Slack message to that person.
    5. 5Reply draftedA first reply waits in Gmail for the owner to edit and send.

    AI automation · Sales inbox

    4Tools connected

    Every enquiry filed, assigned and answered in draft.

    AI reads each enquiry from the form or the shared inbox, files it in the CRM, routes it to the right person and drafts a first reply for them to send.

    How the enquiry-to-CRM automation works
  2. Bank feedQuickBooksClickUpGmail
    1. 1Payment landsPicked up from the bank feed as soon as it clears.
    2. 2Matched to invoicesCompared with open invoices by amount, reference and client name.
    3. 3Clear matches closedMarked paid in QuickBooks, and the ClickUp project shows the client is up to date.
    4. 4Unclear ones queuedPart-payments and odd references go to a review list with the AI's best guess and why.
    5. 5Reminders draftedOverdue invoices get a polite reminder drafted for the accounts team.

    AI automation · Finance

    4Tools connected

    Payments matched to invoices, with only the odd ones left for a person.

    Bank payments are matched to open invoices as they clear. Clear matches close themselves, and the odd ones go to a short review list with the AI's best guess.

    How the payment matching automation works
  3. HubSpotAsanaGoogle DriveQuickBooksSlack
    1. 1Deal marked wonThe trigger is the stage change sales already makes in HubSpot.
    2. 2Project set upAn Asana project from the right template, with the team and dates filled in.
    3. 3Files and accessA client folder in Google Drive, shared with the right people only.
    4. 4Billing readyThe customer and first invoice created in QuickBooks as a draft.
    5. 5Team toldA Slack channel opened with the deal notes, so nobody asks sales again.

    AI automation · Operations

    5Tools set up

    One deal marked won, and five tools are ready for the client.

    When a deal is marked won, the project, the shared folder, the first invoice and the team channel are all set up from the deal record, with nothing retyped.

    How the client onboarding automation works

All service-business case studies

The team

Who you'll work with.

Senior people scope, build and look after every project. The people you meet on the first call are the people who answer when something needs fixing.

Muhammad Furqan Abid, Founder at Invitrex

Muhammad Furqan Abid

Founder

Leads engineering on every build: the scope, the architecture, and how the AI parts behave once real people use them. Six years building software.

Muhammad Zaid Ashfaq, Managing Director at Invitrex

Muhammad Zaid Ashfaq

Managing Director

Runs delivery and care. He keeps each build on its 21 days, and he's the person you talk to when something needs a decision, during the build and after it.

FAQ

Monthly automation plan, answered plainly.

See every question

Once your first build is working, the monthly plan adds one new automation every month on top of Ops Care. We agree each one with you, build it the same way, and it joins everything else we look after.

We keep it running. With Ops Care we watch it, fix it, make small changes, re-check it when your tools or the AI change, and report the hours saved. You get a reply within 4 business hours and a fix within 1 business day, or that month is half price.

No. The new system runs next to the old way of working until it works. Your team only switches over once it's doing the job.

You do, from day one. We build in accounts you own, the code lives in your repository, and the keys are yours. If we stop working together, nothing has to be moved or bought back.

Working in 21 days from access, or your build fee back. Half paid only when it works. Full terms

Book a free 30-minute call