AI automation

Ops Map · 5 days

Find the hours your team loses between tools.

In 5 days we map your tools and the manual work between them, count the hours with your team, and give you a fixed price for the fix.

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

The problem

Where the hours usually go.

  • A new lead is typed into the CRM, then again into the spreadsheet.

  • Updates are chased by email and chat because no tool shows the whole picture.

  • An automation someone set up years ago breaks, and nobody knows how it works.

  • You pay for features in your current tools that nobody has switched on.

Ops Map

What you have at the end of day 5.

A map of your tools

Every paid tool your team uses and how data moves between them today, including every step done by hand.

The hours lost, agreed with your team

Each manual task, how often it happens and how long it takes, signed off by the people who do it.

What your tools can already do

Features and connections you already pay for that remove some of the work without building anything.

A fixed price for the build

Exactly what we'd build to close the gaps, and a fixed price for it. No build starts without one.

Timeline

How the 5 days run.

  1. Day 1

    A kickoff call, and access to the tools in scope.

  2. Days 2–3

    We talk to the people doing the work and find where the copying and chasing happens.

  3. Day 4

    We count the hours and check what your current tools can already do.

  4. Day 5

    We walk you through the map, the hours and the fixed price. The plan is yours to keep.

Our promise

If your team doesn't agree we found 20+ hours a week, or within 7 days you feel it wasn't worth it, you get your money back and keep the plan.

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

Ops Map, answered plainly.

See every question

Then you get your money back and keep the plan. The same applies if, within 7 days, you feel it wasn't worth it. The full conditions are on our guarantee page.

It depends on the job, so we don't quote a number before we've seen it. For businesses, the Ops Map ends in a fixed price for the build. For startups, the scoping session does. Either way you know the price before any build starts.

The ones you already pay for: your CRM, project tool, accounting software, forms and email, plus Zapier or Make if you use them. We use what they can already do before we build anything new.

No. It's about the hours your team spends copying data between tools, chasing updates and retyping. That time goes back to the work you hired them for.

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