AI Enablement
Automation Projects
Partner-implemented custom builds for your most complex workflows.
How It Works
Chad designs the workflow and QAs the result. Implementation partners build it. This isn't included in base pricing — it's for the heavy lifts that go beyond what a VA and standard tools can handle.
These projects typically emerge from a Kickstart or Sprint when a workflow is identified that needs custom development. You get Chad's architecture expertise without paying software development rates for the design phase.
Types of Projects
Custom builds that solve real operational problems.
Custom CRM Integrations
Connect your CRM to project management, estimating, and accounting systems. Eliminate double entry and keep data flowing between platforms.
Automated Reporting & Dashboards
Pull data from multiple systems into real-time dashboards. Weekly status reports, financial summaries, and project health metrics — generated automatically.
Document Processing & Extraction
AI-powered extraction from plans, specs, submittals, and contracts. Turn unstructured documents into structured, searchable data.
Multi-System Workflow Automation
Connect the tools your team already uses. When something happens in one system, trigger the right actions across the rest — automatically.
AI-Powered Classification & Routing
Automatically classify incoming emails, RFIs, and documents. Route them to the right person. Flag urgent items. Reduce manual triage.
Discuss Your Project
Have a complex workflow that needs custom automation? Let's talk about what's possible.
Book a Call