86 pages · 60+ daily reports
What we build / AI automation
AI automation
Hand repetitive work to software and AI: answering common questions, reading documents, updating records and writing routine reports, with a person checking what matters.
- Who it’s for
- Small and mid-sized businesses where people spend hours on repetitive work: answering questions, typing up data or building reports.
- How long it takes
- A first automation working in two to four weeks.
Is this you?
- Your team answers the same questions every day.
- Someone copies details from emails or PDFs into another system.
- The weekly report takes a day to put together.
- Work waits because the one person who knows how is busy.
What we build
- 01
AI assistants for your customers
Answers common questions on your website or WhatsApp, day and night, from your own information, and hands over to a person when it should.
- 02
Reading documents
Invoices, orders and forms read automatically, with the details entered into your system for you.
- 03
Reports that write themselves
Data gathered, checked and turned into a written report on a schedule, ready before anyone asks.
- 04
Connecting your tools
When something happens in one tool, the next step happens in another, without anyone copying and pasting.
What every project includes
- 01
We find the hours first
We look at where time goes each week and start with the task that saves the most.
- 02
A person stays in charge
You decide what the automation can do alone, and what needs a person to approve.
- 03
Tested on your real work
We try it on past examples and show you the results before it goes live.
- 04
Clear running costs
You know what it costs each month to run, and what it saves.
Questions
Will AI give our customers wrong answers?
It answers only from the information you give it, says when it doesn’t know, and hands over to a person. We test it on real questions before launch.
Is our data safe?
We use business AI services that don’t learn from your data, and keep private information out of anything that doesn’t need it.
Will it replace our staff?
It takes the repetitive part of the job, so your people can spend their time on the part that needs them.
What does it cost to run?
Usually a small monthly amount for the AI service and hosting. We estimate it before you commit, next to the hours it saves.
Which tools can it connect to?
Most tools that let other software connect to them, such as email, WhatsApp Business, Google Sheets and accounting software. We check yours first.
Do I need to be technical?
No. You show us the task the way your team does it today, and we show you the automated version working.
For your tech teamHow it’s built, in technical terms
Models
- Claude (Anthropic), GPT (OpenAI) and Gemini through business APIs that don’t train on client data
- The smallest model that does the job well, to keep running costs down
- Structured outputs (JSON schemas) and tool calling, so AI results slot straight into your systems
Answers grounded in your information
- Retrieval-augmented generation (RAG) over your documents, FAQs and product data
- Vector search (Cloudflare Vectorize or pgvector), with sources shown for every answer
- Guardrails, refusal rules and hand-over to a person when confidence is low
Automation and channels
- Workflows on webhooks, queues and schedules (Cloudflare Workers and cron)
- Zapier, Make or n8n when a no-code tool is the simpler, cheaper fit
- Website chat, the WhatsApp Business API, email, Slack and Microsoft Teams
Documents and data
- OCR and structured extraction from invoices, orders and forms
- Validation rules before anything is written to your accounting, ERP or CRM
Safety and quality
- Deterministic scripts for every number and AI for the words, with validation gates (as in the Wealth Street daily brief)
- Evaluation sets built from your past examples and measured before launch
- Human approval steps, full logs and cost monitoring