AI Automation & Custom Agents

Smart workflows for busy people.

I design and deploy custom GPT tools and automation flows to save you time, money, and mental space.

What You Get:

  • AI assistants for workflows, insights, or document creation
  • CRM/Slack/Notion automations built to spec
  • Time savings and faster decision cycles
  • Practical AI – no overbuild, no hype

Case Study - Large HVAC Company

Company Size: $2.5M EBITDA

Objective: Significantly increase quoting and job management capability. Originally run by owner and his partner in off hours – stymying growth and a strong source of stress.

Target: Develop AI agent and automation workflow for inbound inquiries and daily job tracking.

Timeline: 3 Months

I was brought in by an owner looking to scale, but bogged down with the time required to quote jobs and accurately track ongoing project progress. The owner was looking for ways to increase accuracy, time to response, all while reducing the off hour strain so that he could focus his time on growing his business.

 

What I Delivered:

  • Automated quoting AI agent – Airtable/Make/OpenAI integration to receive, process, and respond to all inbounds
    • Email inbound processed to Airtable, processed via OpenAI, and quote sent 
    • Owner receives an email within minutes of inbound completing a survey, can approve or iterate quote
    • Agent emails quote to inbound immediately after approval by owner via email.
  • Automated tracking of job tracking with employee hours – Forms/Sheets/Make/OpenAI
    • Projects imported by quoting agent are tracked daily for material usage and hours designation
    • Employees enter hours into google sheet via locked cells
    • Agent tracks employee usage across projects, and profitability of each job

 

Results Achieved:
 
  • Owner has automated quoting and has standardized his approach.
  • Owner has strong oversight of each project’s profitability, and hours per employee for each project – as well as efficiency of each employee