Software that just runs: automation with no screen to learn
It reads the documents, watches the source, screens the list, files what was signed, and tells you when it's done.
Who it’s for
- Organizations that build the same report every month from documents they receive.
- Sales teams that want leads found and data pulled in without anyone running it.
- Anyone whose AI assistant guesses from the internet instead of reading their records.
What it replaces
- Someone running the same report by hand every month.
- Finding leads and moving data between apps by hand.
- An assistant that guesses instead of reading what's on file.
What we build
- Documents in, rows out, a person checks, and the report builds itself.
- A job that runs on a schedule with no one running it: monthly billing reports, finding leads, pulling in data from other apps.
- Texts and email with the carrier registration and the opt-out rules handled. That part is built once, and available to every build we do.
- Authenticated email sending, warmed and logged. Built once, and available to every build we do.
- An assistant that reads what's on file, says so when it doesn't know, and waits for a person to approve before anything goes out.
With a screen, or without one
No screen. It runs, and tells you when it's done. Where a person has to approve something, like a bill, there is a screen for that step.
First we find the real problem. If what you asked for won’t fix what you’ve got, we say so before anything is built. How it works →
The proof · Parentz@Work
Parentz@Work: the invoice that used to be wrong once a month
Monthly billing used to take twenty hours. Now it takes two.
Once the sign-in sheets are uploaded, the monthly billing reports build on their own. A person approves every bill.
“You have no idea how much time you saved me. This is amazing.”
The SiteFacts CRM also runs on a schedule with no user input, finding leads and pulling data in from other apps.
Questions
- How do I automate text messages?
- You can't just send. Carriers want the business registered, the opt-outs handled, and every message logged. That part is built once, and available to every build we do.
- Why is my AI assistant always wrong?
- Because it's guessing from the internet instead of reading your records. Ours reads what's on file, says so when it doesn't know, and a person approves before anything goes out.
- Who approves what it does?
- A person approves anything that bills, sends, or signs.
- Who owns it?
- Some builds are a fee, and you own what gets built. Some are a fee plus a piece of what gets built. Which one applies is decided on the first call, and it's written down.
Thirty minutes. Tell us what’s in your way.
If we can’t help, we’ll say so and point you somewhere that can.