AI & Workflow Automation

Twelve manual steps. Make it one.

We connect the tools you already use and add AI where it earns its place — never because it’s trendy.

The math

What is manual work costing you?

Rough numbers are fine. Most teams underestimate how much time goes to copying, pasting, and chasing.

3
5 hrs
$35

Manual work costs you

$27,300 /year

That's 780 hours a year spent copying, pasting, and chasing.

Automate even half of it and you get back 390 hours and $13,650 a year.

Find your hours

An estimate for illustration — the real number comes out of a process-mapping session.

Sound familiar?

Monday,
9:02 AM.

14unread

Every one of these has an answer that doesn't need a person to type it.

O

Ops · #weekly-numbers

Monday · 9:02 AM

Resolved

“My team spends Mondays copying numbers between five tools.”

Automated · just now

Your tools talk to each other, so the numbers are already there Monday morning.

S

Sales inbox

Monday · 9:14 AM

Resolved

“Leads come in and sit there until someone notices.”

Automated · just now

Every lead gets a reply in minutes and lands with the right person.

S

Support queue

Monday · 9:31 AM

Resolved

“We answer the same customer questions fifty times a week.”

Automated · just now

An assistant trained on your business handles the repeats; your team handles the rest.

L

Leadership thread

Monday · 9:47 AM

Resolved

“Everyone says we should use AI, but for what?”

Automated · just now

We find the two or three places it actually pays off — and skip the rest.

What's included

  1. 01

    Process mapping

    We map how work actually moves today and find the expensive manual steps.

  2. 02

    Tool integrations

    Connect your CRM, email, spreadsheets, and payments so data flows on its own.

  3. 03

    AI assistants

    Chat and email assistants trained on your business that answer the repeat questions.

  4. 04

    Document processing

    Pull data out of invoices, forms, and PDFs without retyping it.

  5. 05

    Custom dashboards

    One place to see the numbers you currently assemble by hand.

  6. 06

    Monitoring

    Alerts when something breaks, so automations never fail silently.

Honest AI

AI where it earns its place.

Most busywork doesn’t need AI at all — plain automation is cheaper and more reliable. We save AI for the judgment calls, and keep a person on anything that matters.

Where AI earns its place

  • Reading and summarizing

    Long emails, documents, and call notes boiled down to what matters.

  • Drafting replies

    First drafts of answers and follow-ups — your team reviews before anything goes out.

  • Pulling data out of documents

    Totals, dates, and names lifted from invoices, forms, and PDFs without retyping.

Where it doesn’t get a say

  • The big calls

    Refunds, contracts, anything with real consequences stays with a person, with AI doing the prep.

  • Training on your data

    Providers and settings that don’t learn from your information, and sensitive details kept out entirely.

  • Running unwatched

    Every automation is monitored and reports failures, so nothing breaks quietly in the background.

Custom automation vs. DIY tools vs. hiring

Zapier and Make are genuinely great for simple two-step jobs. Here’s how the options compare once the work gets real.

Swipe to compare →

Custom automation vs. DIY tools vs. hiring
CompareYuTechDIY (Zapier, Make)Hiring an ops person
Upfront costFixed quote per projectLow — monthly subscriptionA full salary
Time to set upDays to a few weeksHours to days of your own timeMonths to hire and train
Complex logicCustom code where tools fall shortLimited to what the platform supportsDepends on the hire
AI done safelyPrivate settings, human review built inUp to youDepends on the hire
When something breaksMonitored, with alerts and fixesYou find out after it’s brokenThey fix it — if they’re around
OwnershipYour accounts and your codeTied to the platformKnow-how leaves when they do

How it works

  1. 01

    Map the work

    Shadow the process and find where the hours actually go.

  2. 02

    Pick the wins

    Rank opportunities by time saved versus effort to build.

  3. 03

    Build & connect

    Automate one workflow at a time, tested against real data.

  4. 04

    Measure

    Track hours saved so you know it paid off.

FAQ

AI & Workflow Automation questions

What kinds of tasks can be automated?

Anything repetitive and rule-based: data entry between systems, lead follow-up, invoicing, reporting, and answering common questions are the usual starting points.

Is AI safe to use with my business data?

We use providers and configurations that don’t train on your data, and we keep sensitive information out of AI workflows where it isn’t needed.

Do I need to replace my current tools?

Usually not. Most automation connects the tools you already use — Shopify, HubSpot, Google Workspace, QuickBooks, and so on.

Will automation replace my staff?

That’s not the goal. Automation takes the copy-and-paste work off your team’s plate, so they can spend their time on customers and the work only people can do.

What happens when one of my tools changes?

Tools update their APIs from time to time. Every automation we build is monitored and alerts us when something fails, so fixes happen before it becomes your problem.

What does AI cost to run each month?

It depends on volume, but for most small-business workflows it’s modest. We estimate it up front, before anything is built.

Let's Work Together

Ready to transform your digital presence? Get in touch with us today and let's discuss how we can help your business grow.

Email Us

evan@yutechconsulting.com

Call Us

(616) 268-3913

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