Our Services

Four ways we help growing businesses.

Modernize platforms, automate operations, integrate AI, and get clear technology advice — one build-and-manage partner from discovery to deployment.

Service Coverage
Connected software stack architecture illustration
Platform Modernization01
Business Automation02
AI Integration03
Technology Consulting04

Built around your CRM and tools — without piling more manual work on the team.

What we deliver

Pillar 01
Platform Modernization
The problemYour legacy system is costing you clients. Outdated software, manual workarounds, and tools that do not talk to each other drain time and revenue every week.

What we deliver

Full technical audit of what you run today
Architecture design and technology selection
Senior architect-led build with AI-augmented delivery
Deployment, CI/CD, and monitoring setup
Team training and documentation

Typical outcomes

Legal compliance platform moved from legacy WebHelp to Next.js + Supabase with AI search in weeks, not months
Healthcare scheduling rebuilt with HubSpot sync and automated workflows
Book a free discovery callHow pricing works

Hosted by Everyday Workflows by default (licensed). Active monthly plan required for runtime, monitoring, and updates. Self-host option available.

Pillar 02
Business Automation
The problemStop paying humans to do what software should do. Every repeatable manual process is a leak — we find it, design the workflow, and connect your tools so it runs without babysitting.

What we deliver

Process audit and automation opportunity map
Workflow design across CRM, email, scheduling, and data pipelines
Custom integrations between the tools you already use
AI-assisted lead routing, enrichment, and outreach where it fits
Documentation and clean handoff

Typical outcomes

Lead intelligence dashboard from four data sources — enrichment and routing that replaced 20+ hours a week of manual work
Client intake, scheduling, and invoicing automated end to end for a service business
Book a free discovery callHow pricing works

Hosted by Everyday Workflows by default (licensed). Active monthly plan required for runtime, monitoring, and updates. Self-host option available.

Pillar 03
AI Integration
The problemAI that works in your business — not just chatbots. Most teams do not need another widget. They need document processing, extraction, routing, and research wired into work they already do.

What we deliver

AI opportunity assessment against real workflows
Model selection and integration architecture
Custom AI pipeline development
RAG and business knowledge systems
Document processing and intelligent data extraction
Ongoing optimization and support

Typical outcomes

AI outreach for a medical consulting firm — targeting, personalization, and compliance checks automated
AI-assisted document annotation and board approval flows on a legal compliance platform
Book a free discovery callHow pricing works

Hosted by Everyday Workflows by default (licensed). Active monthly plan required for runtime, monitoring, and updates. Self-host option available.

Pillar 04
Technology Consulting
The problemBefore you spend $50k on software, spend two hours with us. Wrong vendors, wrong hires, and wrong builds usually start with no architectural advice up front.

What we deliver

Technology stack assessment
Vendor evaluation and procurement guidance
Build-vs-buy analysis
Technical due diligence for acquisitions
Architecture roadmap development
Team structure and hiring recommendations

Typical outcomes

CRM and automation strategy for a distribution company that avoided roughly $40k in software they did not need
AI infrastructure recommendations for a private equity firm evaluating tech investments
Book a free discovery callHow pricing works

Hosted by Everyday Workflows by default (licensed). Active monthly plan required for runtime, monitoring, and updates. Self-host option available.

Ecosystem

Connect your stack

We connect the tools you already use. You do not have to rip and replace the stack.

CRM & Sales

HubSpotSalesforceGoHighLevelPipedriveZoho

Comms & Marketing

TwilioMailchimpGmailGoogle Workspace

Automation & Data

ZapierMakeAirtable

Scheduling & Ops

CalendlySlackAsanaTrello

Finance & Commerce

QuickBooksStripeShopify

Gym Stack

GymSalesIgniteMindbodyWellnessLiving

Services FAQ

Common questions about our workflow automation services

Still have questions?

Contact Us

Ownership and hosting

Default: we host and manage the solution under license. Prefer to own the runtime? We can self-host on your cloud. A monthly plan covers uptime, monitoring, support, and in-scope tweaks.

Ownership and license

You own your data and brand assets.
Everyday Workflows keeps ownership of reusable libraries, templates, and connectors.
After final payment you get a perpetual license to custom deliverables for internal business use.

Hosting and support

Most automations and AI services run on Everyday Workflows Cloud for reliability, security, and monitoring.
Hosted runtimes need an active monthly service plan.
Prefer your own cloud? We can deploy there. Self-host and migration are available.

If the service plan ends

We provide a data and code export.
Hosted runtimes pause after a grace period.
You can keep running the deliverables on your own infrastructure.
Free discovery

Ready for a senior architect on the problem?

Book a free 30-minute discovery call. We will map the highest-impact work and whether we are a fit.