Find the leaks.
Automate the fix.
Hand over the keys.
I come into your business, find the biggest time and money leaks, build the automations that fix them, then hand them over so your team owns them.
An AI workflow automation consultant and fractional AI operator for teams of 5 to 50. Practical automations and AI agents built on the tools you already use, with approvals, measurement and training baked in.
Simulated run of the Email Triage blueprint · nothing is sent without approval
Operators who kill manual work are the new unfair advantage.
CEOs are hiring internal "AI transformation" people whose only job is to ship automations across sales, ops, finance and support. Box CEO Aaron Levie calls the emerging role the agent operator. Most 5–50 person businesses can't justify that hire full-time yet. BotsAndOps is the fractional version.
“Best money I've ever spent as a CEO... an internal AI transformation hire. He doesn't care about title. He just wants to ship. And he goes across your entire org, sales, revenue, hr, apps, tech and kills stupid manual processes. Such an underrated unlock.”
“The job is to be the agent deployer and manager in teams.”
What that looks like here
- Goes across sales, ops, finance, HR and support, not just one tool
- Ships working automations in weeks, not decks
- Hands everything over so your team owns it
- No full-time salary, equity or recruiting process
AI that works inside your business, with you in control.
Connect your systems
Inbox, CRM, scheduling, accounting and the spreadsheets your team already keeps, wired into one flow so every task starts with the right facts.
Measure before you trust
Each agent is tested against labeled examples of your real work. If a change makes it worse, it doesn't ship.
Let AI act, with approval
AI drafts and prepares, and your team approves in one click. Low-risk tasks earn more autonomy only when the numbers say so.
AI that works inside the tools you already pay for.
Pick a tool to see what we automate with it and which blueprints use it. No rip-and-replace: the AI ops layer sits between your systems and your team.
Make
AutomationWhat we automate
- Watches inboxes, forms and apps for new work
- Branches by confidence and risk
- Retries and de-duplicates so nothing runs twice
Used in blueprints
Inbound Email Triage Agent with Approval Gate→AI starts supervised. It earns autonomy with data.
AI projects stall when nobody owns them, nobody measured the "before," and nobody planned for mistakes. Scroll to see how every workflow moves from Red to Green.
Red: Human decides
Autonomy is earned with data. It's never assumed.
Human decides
AI researches, summarizes and drafts. A person makes every call. Every new workflow begins here, as does anything involving money, legal risk or an unhappy customer.
Move on when: a labeled test set exists and accuracy is measured.
Human approves
AI takes the action, but a person checks it before it reaches a customer or a system of record. Uncertain items go to their own review queue.
Watch: accuracy, approvals without edits, escalation rate.
AI runs, people spot-check
One task type at a time is promoted, only after it holds its target accuracy. A sample is still reviewed every month.
Demotion is normal: if accuracy slips, it goes back to Yellow.
See the actual systems, not just promises.
Reference builds with the architecture, stack, controls and what each one measures. Clearly labeled as samples. No invented client results.
Inbound Email Triage Agent with Approval Gate
Every incoming email is read, labeled by intent, enriched with facts from your systems, and turned into a reply draft that a person signs off on. Auto-send stays off until the numbers justify it.
Ops Knowledge Brain: Cited Answers from Your SOPs
Your team asks questions in plain English and gets answers pulled only from your own policies and procedures, with a link to the source document under every answer.
Document Intake Extractor (Invoices, Contracts, Forms)
Uploaded invoices, contracts and forms are read into structured fields with a confidence score per field, written to your tracker, and anything uncertain is flagged for a person.
60-Second Lead Intake Pipeline
A new web inquiry is captured, researched, scored, logged in your CRM, answered with a personalized first reply, and posted to your team in about a minute.
Ops KPI Dashboard with Weekly Written Brief
A live view of your core operating numbers plus a short weekly brief in plain English: what changed, what looks risky, and three suggested actions.
Multi-Agent Operations Advisory Team
Several specialized agents (research, strategy, marketing, operations) work through a business question in sequence and hand back a short executive brief with a 30-day plan.
Sales Pipeline and Forecast Board
All open deals on one board by stage, with live totals and a forecast weighted by your historical win rates, so you can see what's likely to close without maintaining a spreadsheet.
Staged Client Onboarding Checklist
A step-by-step onboarding flow where finishing one stage unlocks the next, each step has one owner, and both your team and the client can see progress.
SOP-Driven Task Drafts
A task board that shows the written procedure beside each task and drafts a first pass using both, so your team starts from a draft that follows your own process.
Drag or scroll to explore → · All blueprints
Start with the problem. Pick the build.
Eight reference builds, each framed around a problem owners describe all the time.
TriageDesk
Inbound messagesSort inbound messages and draft replies your team approves
See how it works →Reference buildReceivables Radar
Finance & billingGet invoices paid faster and always know who owes you
See how it works →Reference buildSOP Answers
KnowledgeAnswer staff questions from your own SOPs
See how it works →Reference buildLead Sprint
Marketing & lead genReply to new leads in about a minute
See how it works →Five phases. Rules before the build.
Owners, risk levels and a failure plan are set before anything is automated, so AI lands on clean processes, not broken ones.
The full methodAlignWeeks 1–2
Owner interview, goals, a readiness check, an inventory of tools and unofficial AI use, and a shortlist of candidate workflows.
MapWeeks 2–3
Document the top three workflows step by step and measure today's baseline: time, cost, errors.
GovernWeeks 3–4
Name an owner for each workflow, set risk levels, decide what needs approval, and write the 'what if it breaks' plan before building.
DeployWeeks 4–8
Build against those rules and run side by side with the current process until quality targets are met.
OptimizeOngoing
Monthly review of results, exceptions and spend. Workflows move from Yellow to Green only when the data supports it.
Audit. Build. Train. Operate.
Every engagement starts with finding the leaks. Most teams know within two weeks exactly where AI pays off, and where it doesn't.
AI Ops Audit
A focused review of where your team's hours and money go. You get a ranked list of the three workflows worth automating first, with baselines and a 90-day roadmap.
- Workflow and tool inventory
- Time and cost baselines
- Shadow-AI and risk check
- Ranked automation roadmap
Automation & AI Agent Builds
One workflow at a time, built on the tools you already pay for (Zapier, Make, n8n, your CRM) with AI agents from OpenAI, Anthropic, xAI's Grok or Google where they fit.
- Workflow automation & integrations
- Custom AI agents and bots
- Approval gates and test sets
- Runbook and documentation
Team Training & Handoff
Hands-on training so your people can run, adjust and extend what was built, plus practical AI training for everyday work.
- Live walkthroughs and recordings
- Prompt playbooks for each role
- Owner and escalation plan
- Office hours after launch
Fractional AI Operator
The internal AI transformation hire, fractional. Ongoing monthly support to monitor accuracy and cost, promote workflows as they earn trust, and ship a new automation each cycle.
- Monthly accuracy & cost review
- New workflow each cycle
- Vendor and tool guidance
- AI policy and governance upkeep
Fast, modern websites and landing pages built to convert, with forms wired into your CRM.
Practical content systems and AI-assisted workflows to keep your channels consistent.
Internal tools, portals and lightweight apps when off-the-shelf software doesn't fit.
A technical partner for the questions in between: tools, integrations, accounts and vendors.
AI automation consultant for your industry.
HVAC
Calls missed while techs are on jobs or during peak season, quotes that go out late and are never followed up.
AI automation for HVAC companies →Plumbing
After-hours emergency calls that go to voicemail, slow estimate turnaround.
AI automation for plumbing companies →Roofing
Storm-season lead floods nobody can follow up on fast enough, days spent measuring and writing estimates.
AI automation for roofing contractors →Landscaping
Estimating that eats owner evenings, seasonal crew scheduling chaos.
AI automation for landscaping companies →Law Firm
Intake calls that go to voicemail and never call back, hours spent on first drafts and document review.
AI automation for law firms →Dental Practice
No-shows and last-minute cancellations, phones overwhelming the front desk.
AI automation for dental practices →Med Spa
Ad leads that go cold before anyone replies, clients who don't rebook on time.
AI automation for med spas →Wedding Venue
Inquiries answered hours or days late, back-and-forth to schedule tours.
AI automation for wedding venues →Agency
Client reporting that takes hours every month, status update emails and meetings.
AI automation for marketing & creative agencies →Straight answers
We already pay for ChatGPT or Copilot. Why would we need this?
Chat tools help individuals one prompt at a time. The bigger gains come when AI is wired into your actual workflows (inbox, CRM, scheduling, accounting) with clear owners, approvals and measurement. That's the part I build.
Will AI send things to our customers without anyone checking?
Not unless you decide it should. Everything starts supervised: AI drafts, your team approves. Specific low-risk tasks are only promoted to run on their own after they consistently hit an agreed accuracy level.
Do we need developers or new software?
Usually not. Most builds run on tools you already have or can subscribe to (Zapier, Make, n8n, your CRM and an AI provider), and they come with documentation your team can maintain.
Who owns what you build?
You do. Accounts are in your name, workflows are documented, and your team is trained before handoff.
Are the blueprints real client projects?
They're reference builds, clearly labeled. They show what I'd install and how it's controlled. They are not client case studies, and no results are implied.
How do we know if it worked?
We record a baseline before building (time per task, response times, error rates) and compare against it after launch, workflow by workflow, using your own numbers.
What size businesses do you work with?
Mostly owner-led teams of roughly 5 to 50 people: home services, professional services, healthcare and aesthetics practices, venues and agencies.
Find the three workflows worth automating first.
A free 20-minute call. No pitch deck. We look at where your team's hours go and whether AI is actually the right fix.