Automation architecture for quote packets, POs, quality docs, and status reporting.
Quote packets out faster. POs into your books without re-keying. Customer status reports that draft themselves. Quality and compliance docs assembled from the work that already happened.
Retained automation architecture: reliable implementation, clear ownership, and practical response times.
Who this is for.
Light manufacturers, distributors, job shops, and industrial service businesses with recurring document and handoff work.
Good first automation assets.
Start with document-heavy, process-driven workflows where visible failure and human review are acceptable.
RFQ intake
Parse customer emails, drawings, specs, and attachments into a clean quote packet for review.
PO / invoice handoff
Extract fields, validate against rules, and move data into accounting without re-keying.
Quality and compliance packets
Assemble reports and supporting documents from work that already happened.
How I work here.
Diagnostic first, then retained architecture if the fit is right.
Workflow Diagnostic
$500–$2,500
Written scope, tool inventory, operating expectations, and first build recommendation.
Automation-architect retainer
$1,500–$3,000/month
Workflows built, maintained, and added over time; practical support with a 4-hour response target.
Fit notes
- Best fit when the workflow is valuable but not emergency-dispatch critical.
- AI is used only for bounded fuzzy tasks: extraction, classification, summarization, and drafting.
- Human review stays in place for customer-visible or compliance-sensitive output.