AI & AUTOMATION

AI automation services for small business and startup teams.

AI automation services for small businesses and startups that take repetitive work off your team, built around the tools you already use. We find the tasks that eat your week, automate the ones worth automating, and hand them over with clear documentation, with a person in control.

01 / Details

What AI automation is

AI automation is software that does the repetitive work your team does by hand today. That means copying data between tools, chasing leads, sorting enquiries, drafting replies and building the same report every week. Simple rules handle the predictable steps, and AI models handle the steps that need judgement. For a small business, it means quicker responses and fewer errors, without hiring.

02 / Details

Workflow and CRM automation

This is where most small businesses start: workflow automation for the jobs that move leads and customers through your business.

  • Leads

    Capture enquiries from your site, forms and ads, enrich and score them, route them to the right person and log them in your CRM.

  • CRM automation

    Keep records, stages, tasks and follow-ups up to date automatically, so nothing slips. We work with HubSpot, Salesforce, Zoho, Pipedrive and more, or whatever your team already uses.

  • Customer support

    Sort and tag incoming emails and tickets, draft replies from your own content, and flag the urgent ones. We work with help desks such as Zendesk, Freshdesk, Intercom and Gorgias, or whatever you use.

  • Reporting

    Pull numbers from your tools into one weekly summary, written in plain words.

  • Admin

    Invoices, onboarding steps, documents and the copy-paste work between tools.

03 / Details

Custom AI tools and integrations

Sometimes an off-the-shelf automation isn’t enough. We build custom AI tools that plug into the systems you already have. Examples: an internal assistant that searches your documents, a tool that turns call notes into CRM updates, or AI integrations that connect a model to your own data and apps. If you’re building a standalone AI product with its own users and logins, that’s an app. See app development for startups.

04 / Details

AI chatbots and assistants

Chatbots that answer customers from your own content, book calls and hand off to a person when they should. See AI chatbot development services.

05 / Details

Built around your tools

We connect the tools you already pay for instead of asking you to switch: your CRM, email, calendar, spreadsheets, forms, help desk and ecommerce platform. We build on automation platforms (Zapier, n8n and Make, or whatever tools you prefer) or in custom code, whichever fits your stack. The AI models we work with include Claude, ChatGPT, Gemini, Grok and others.

06 / Details

People stay in control

Automation should take work off your team, not decisions away from it.

  • Review steps

    Anything that reaches a customer or moves money can wait for a person to approve it.

  • Logs

    You can see what each automation did and when.

  • Off switch

    You can pause or switch off any automation at any time.

  • Your data

    We don’t use your data to train AI models, and we only share what the project needs. See our privacy policy.

07 / Included

What’s included

  • Workflow audit: where the manual hours go
  • Automation plan, ranked by time saved
  • A pilot automation on real work
  • Build and testing of the full set
  • Human review steps and error alerts
  • Documentation and a team walkthrough
  • Optional ongoing support: a monthly plan to monitor your automations, fix breaks when connected apps update, tweak workflows and add new automations over time (see Care & Growth)
08 / See it work

See the time come back

Pick the jobs your team repeats every week and watch the work move from people to automation.

09 / Process

How a first automation runs

  1. 01Audit

    We map the workflow with you and pick the tasks worth automating first.

  2. 02Pilot

    We build one automation and run it on real work, with a person checking the output.

  3. 03Build

    Once the pilot works, we build the rest and test it.

  4. 04Handover

    Documentation and a walkthrough, so your team knows how it works and how to switch it off.

Smaller projects take a week or two at most. Everything else depends on project scope, and we confirm the timeline in your quote.

10 / Details

Tech stack

  • Automation platforms: Zapier, n8n and Make, or whatever tools you prefer
  • AI models: Claude, ChatGPT, Gemini, Grok and others
  • Custom code: when an automation platform isn’t the right fit
  • CRMs: HubSpot, Salesforce, Zoho, Pipedrive, GoHighLevel, Monday.com and more, or whatever your team already uses
  • Help desks: Zendesk, Freshdesk, Intercom and Gorgias, or whatever you use
  • Also connects to: email, calendars, spreadsheets, forms and ecommerce platforms
11 / FAQ

Questions, answered

Software that does repetitive work for you, using AI models where judgement is needed, such as sorting enquiries, drafting replies or pulling data together. Simple rules cover the rest.

12 / CONTACT

Let’s talk

Tell us which task eats your week.

OR EMAIL US · hello@thecodra.com