№01
Workflow Automation
Operational pipelines that connect your CRM, inbox, spreadsheets, and APIs into one governed system. We prioritize workflows with measurable time, revenue, or response-time impact.
n8nZapierAirtableWebhooks
Selected project contexts
What we build
Three delivery lanes. Built for production.
We build automation systems where the workflow, owner, and success metric are clear. Mortgage outbound is already available as a dedicated product at refinanceflows.com.
№02
AI-Powered Apps
Custom LLM applications for document processing, routing, triage, and internal operations. Designed around the workflows your team already depends on.
Claude APIGPT-4SupabaseNext.js
№03
Voice AI Agents
Outbound, inbound, and warm-transfer voice systems built on Retell and Twilio. Designed to qualify, route, and book with clear escalation paths.
Retell AITwilioTCPA-compliant
Case 01 · B2B lead gen
Lead sourcing.
Enrichment.
Outbound live.
No list work.
01 / 08
Pug.aiOutbound pipeline
Pug.ai needed a cleaner way to move from prospect discovery to active campaigns without rebuilding the same manual steps every week.
We connected scraping, enrichment, lead routing, and instantly powered email campaigns into one governed outbound workflow.
The team moved from scattered list work to a repeatable prospecting engine.
Project perspective
Operational notes from selected workflow projects.
Cleaner outbound.
The workflow gave us a cleaner way to move from prospect data to outbound campaigns without rebuilding the same steps every week.
Lead sourcing, enrichment, and outreach connected in one operating flow.
Our ventures
We build with clients and ship our own. We ship our own.
Every venture below is a product we operate end-to-end. These are portfolio products, not client case studies, and they sit beside the selected client work above.
How it works
From process audit to production deployment, in weeks.
01
Day 0
Workflow Audit
A focused review of the workflow, data sources, current tools, owner, and business metric. You leave with a clear recommendation and scope.
02
Weeks 1–2
System Build
A small senior team builds the automation, validates edge cases, and reviews progress with you frequently so decisions stay close to the workflow.
03
Week 3
Live + Handoff
We deploy, document, and hand over the operating system: credentials, code, workflow diagrams, and support notes.
Who we work with
Built for teams with clear operational ownership.
We work best when the workflow is specific, the success metric is measurable, and the internal owner can move quickly with us.
- №01Independent brokerages and mortgage teams, 5 to 50 staff
- №02Bookkeeping and accounting firms with recurring document collection workflows
- №03B2B sales teams doing manual outbound at scale
- №04Ops teams stitched together by tools that do not talk
- №05Founders who want a production system, not a strategy deck
- “We do not have a specific problem, just want to explore AI”
- Enterprises with 6-month procurement processes
- Projects with no clear success metric
We decline projects when the workflow, owner, or success metric is not clear.
Questions, answered
Practical questions before a build, in writing.
Automation audit intake
Scope the right system before you build.
A focused consultation for teams with a specific workflow in mind. We clarify the build, the systems involved, the likely budget, and whether automation is the right move.
Automation audit$2.5K - 2 weeks - Written scope, system map, build estimateCredits 100% toward the build if you choose to build. Intake is selective and founder reviewed.
What happens next
- 01Submit the workflowTell us which process you want reviewed and where the current bottleneck lives.
- 02Founder reviewWe review fit, constraints, systems involved, and the business metric before scheduling.
- 03Automation auditWe map the system, scope, budget, and timeline so you can make a clear decision.
Workflow fit - founder-reviewed intake
Request an automation auditRequest audit