You don't need "AI strategy". You need the four things you do every week that shouldn't take a human, to stop taking a human.
What I automate
- Lead follow-up, instant reply, qualification questions, routing to the right inbox
- Quoting, templated quotes generated from a form and sent for e-signature
- Scheduling, bookings straight into your calendar with reminders
- Inbox triage, summarise, categorise and draft replies in your voice
- Reporting, weekly numbers pulled from your CRM, ads and analytics into one email
- Content repurposing, one long piece into posts, captions and a newsletter
How it's built
| Layer | Tool |
|---|---|
| Orchestration | n8n, Make, or plain server functions |
| Models | OpenAI or Anthropic, on your keys |
| Data | Your CRM, sheets, calendar, inbox |
| Guardrails | Human approval before anything customer-facing sends |
Everything runs on your accounts. You own the keys, the data and the workflows. If we stop working together, nothing switches off.
Related: AI Business Assistant for a customer-facing assistant.