Build your automation sheet

§ XIN · CROSS-INDUSTRY — ANY BUSINESSHRS/MO · FROM

Missed-call text-back
Caller doesn't reach you, they get a text in 10 seconds.
~4 hrs/mo · from $450
~4 HRS/MO
FROM $450
AI phone receptionist
Answers, qualifies, books, and logs every call 24/7.
~20 hrs/mo · from $1,500
~20 HRS/MO
FROM $1,500
Speed-to-lead routing
Every new lead auto-assigned, texted, and followed up in under 5 minutes.
~8 hrs/mo · from $800
~8 HRS/MO
FROM $800
Document data extraction
PDFs and emails in, clean spreadsheet or CRM rows out.
~15 hrs/mo · from $1,200
~15 HRS/MO
FROM $1,200
Quote / estimate generator
Turn a request into a branded quote without opening Word.
~10 hrs/mo · from $1,200
~10 HRS/MO
FROM $1,200
Invoice + payment chasing
Automatic reminders until they pay.
~6 hrs/mo · from $600
~6 HRS/MO
FROM $600
Review request engine
Asks the right customers at the right moment.
~3 hrs/mo · from $500
~3 HRS/MO
FROM $500
Weekly KPI report
The numbers you care about, in your inbox Monday morning, already explained.
~5 hrs/mo · from $700
~5 HRS/MO
FROM $700
Website AI assistant
Trained on your docs, prices, and policies. Answers and captures the lead.
~12 hrs/mo · from $1,000
~12 HRS/MO
FROM $1,000
Meeting notes → action items
Recorded, summarized, and pushed into your task list.
~4 hrs/mo · from $600
~4 HRS/MO
FROM $600
Shabbos & Yom Tov scheduling layer
Every send, call, and campaign respects the calendar.
INCLUDED FREE
—
INCLUDED

§ MED · MEDICAL & DENTALHRS/MO · FROM

Appointment reminders + no-show recovery
~8 hrs/mo · from $700
~8 HRS/MO
FROM $700
Digital intake forms → your EHR
~10 hrs/mo · from $1,200
~10 HRS/MO
FROM $1,200
Insurance eligibility verification
~14 hrs/mo · from $1,800
~14 HRS/MO
FROM $1,800
Claim denial follow-up
~16 hrs/mo · from $2,000
~16 HRS/MO
FROM $2,000
Patient recall campaigns
~6 hrs/mo · from $900
~6 HRS/MO
FROM $900

§ LAW · LEGALHRS/MO · FROM

Client intake + conflict check
~10 hrs/mo · from $1,400
~10 HRS/MO
FROM $1,400
Contract and discovery summarizer
~18 hrs/mo · from $2,000
~18 HRS/MO
FROM $2,000
Billable-time capture from calendar and email
~12 hrs/mo · from $1,200
~12 HRS/MO
FROM $1,200
Automatic case status updates to clients
~6 hrs/mo · from $900
~6 HRS/MO
FROM $900
Retainer generation + e-signature
~5 hrs/mo · from $800
~5 HRS/MO
FROM $800

§ ECM · E-COMMERCE & RETAILHRS/MO · FROM

Supplier feed → store sync (stock, price, ETA)
~20 hrs/mo · from $1,800
~20 HRS/MO
FROM $1,800
SEO + AI-search optimized product copy at scale
~15 hrs/mo · from $1,500
~15 HRS/MO
FROM $1,500
Abandoned cart and browse-abandon flows
~6 hrs/mo · from $900
~6 HRS/MO
FROM $900
AI customer service (order status, returns, WISMO)
~14 hrs/mo · from $1,200
~14 HRS/MO
FROM $1,200
Freight / LTL quote automation
~18 hrs/mo · from $2,200
~18 HRS/MO
FROM $2,200
Ad performance report with written analysis
~5 hrs/mo · from $800
~5 HRS/MO
FROM $800

§ CON · CONSTRUCTION & HOME IMPROVEMENTHRS/MO · FROM

Lead → estimate in under 24 hours
~12 hrs/mo · from $1,500
~12 HRS/MO
FROM $1,500
Permit-data prospecting (new permits in your zip, every week)
~8 hrs/mo · from $1,200
~8 HRS/MO
FROM $1,200
Job-site photos → client progress report
~7 hrs/mo · from $1,000
~7 HRS/MO
FROM $1,000
Change order tracking and approval
~8 hrs/mo · from $1,100
~8 HRS/MO
FROM $1,100
Subcontractor scheduling and reminders
~6 hrs/mo · from $900
~6 HRS/MO
FROM $900
Material takeoff from plans
~20 hrs/mo · from $2,500
~20 HRS/MO
FROM $2,500

§ REI · REAL ESTATE & PROPERTY MANAGEMENTHRS/MO · FROM

Tenant maintenance request triage
~10 hrs/mo · from $1,200
~10 HRS/MO
FROM $1,200
Rent reminders + delinquency workflow
~6 hrs/mo · from $800
~6 HRS/MO
FROM $800
Listing description + photo captioning
~4 hrs/mo · from $600
~4 HRS/MO
FROM $600
Lease abstraction
~14 hrs/mo · from $1,800
~14 HRS/MO
FROM $1,800

§ NPO · NONPROFITS, SCHOOLS & MOSDOSHRS/MO · FROM

Donor CRM cleanup and de-duplication
~10 hrs/mo · from $1,200
~10 HRS/MO
FROM $1,200
Segmented campaign asks (right ask, right donor)
~12 hrs/mo · from $1,500
~12 HRS/MO
FROM $1,500
Tuition assistance application processing
~14 hrs/mo · from $1,800
~14 HRS/MO
FROM $1,800
Receipts and thank-you letters, automatically
~4 hrs/mo · from $600
~4 HRS/MO
FROM $600
Grant deadline tracking + first-draft writing
~12 hrs/mo · from $1,600
~12 HRS/MO
FROM $1,600
Dinner / event RSVP and seating
~8 hrs/mo · from $900
~8 HRS/MO
FROM $900

§ ACC · ACCOUNTING & INSURANCEHRS/MO · FROM

Client document chasing (the January nightmare)
~8 hrs/mo · from $900
~8 HRS/MO
FROM $900
Receipt and statement categorization
~12 hrs/mo · from $1,400
~12 HRS/MO
FROM $1,400
Policy renewal reminder sequences
~5 hrs/mo · from $700
~5 HRS/MO
FROM $700
Proposal and comparison sheet generation
~9 hrs/mo · from $1,200
~9 HRS/MO
FROM $1,200

§ EVT · SIMCHA & EVENT SERVICESHRS/MO · FROM

Inquiry → branded proposal in one day
~8 hrs/mo · from $1,200
~8 HRS/MO
FROM $1,200
Vendor coordination + reminder sequence
~6 hrs/mo · from $900
~6 HRS/MO
FROM $900
Timeline & run-of-show generator
~5 hrs/mo · from $800
~5 HRS/MO
FROM $800
Deposit tracking + balance chasing
~6 hrs/mo · from $800
~6 HRS/MO
FROM $800
Guest list, RSVPs & seating automation
~8 hrs/mo · from $1,200
~8 HRS/MO
FROM $1,200

§ CST · NOT ON THE LIST?

Describe the task you'd automate if you could clone yourself.

Added to your build sheet as a custom line item. Priced during the audit call.

Check the boxes. Get a fixed quote.