AI-driven Workflows that Save Time - for Everyone
We design, automate, and orchestrate the work that moves your organization - businesses, non-profits, creators, local shops, schools, and enterprises. From intake to handoff, our AI-assisted workflows reduce clicks, improve accuracy, and make teams faster.
Auto-classify new requests, enrich context, assign owners, and start the right playbook within seconds.
Fill missing fields, detect segments, and generate clean summaries for records, tickets, or orders.
Two-way sync of status, notes, and files across tools with conflict handling and audit trails.
Validate data at handoff points. Block bad records and notify owners with one-click fixes.
Classify, rename, and route files. Extract key fields into the system of record.
Build dynamic segments, prioritize audiences, and prep messaging with AI summaries.
Auto-classify new requests, enrich context, assign owners, and start the right playbook within seconds.
Fill missing fields, detect segments, and generate clean summaries for records, tickets, or orders.
Two-way sync of status, notes, and files across tools with conflict handling and audit trails.
Validate data at handoff points. Block bad records and notify owners with one-click fixes.
Classify, rename, and route files. Extract key fields into the system of record.
Build dynamic segments, prioritize audiences, and prep messaging with AI summaries.
Workflows that Actually Work
We turn scattered tasks into reliable, measurable flows. Design first, then automate - so the busywork disappears and outcomes are consistent.
Map how work actually flows between people and tools. Standardize steps, define sources of truth, and add guardrails so tasks finish the same way - faster - every time.
- -SOP to automation handoffs
- -Approval paths & ownership
- -Data contracts between systems
Use AI to classify, enrich, route, and summarize. Reduce manual clicks with intelligent triggers that adapt to volume and context.
- -Entity extraction & tagging
- -Scoring & prioritization
- -Summaries for tickets, calls, and deals
Keep HubSpot, Microsoft 365, files, and data stores in sync. Trigger the right workflow at the right time - with audit logs and rollback paths.
- -HubSpot <-> Microsoft 365
- -Data lakes & spreadsheets
- -n8n / Zapier / custom Python
Make data trustworthy. Standardize fields, dedupe entities, and enforce validation, so reporting and AI stay accurate.
- -Normalization & deduplication
- -Proactive QA monitors
- -PII hygiene & access scopes
Estimate Your AI ROI in 60 Seconds
Quick sliders, no typing required. Get a realistic estimate of monthly time and cost savings.
Featured Projects
Proof over promises. We pilot quickly, measure impact, then scale what works.
Automated enrichment, dedupe, and classification processed 300,000+ contacts in under 8 hours with QA gates and full audit logs.
- Faster outreach and follow-up
- Cleaner targeting with accurate segments
- Scale without hiring more staff
AI assistant that handles inbound and outbound conversations across calls, texts, and email - consistent, professional, and fast.
- Never misses a call, text, or email
- Available 24/7 - no days off
- Saves time on scheduling, routing, and FAQs
- Consistent first impression every time
We are always innovating: advanced analytics, AI chatbox integrations, and more automations that compound time savings.
- Deeper insights into your operations
- Seamless AI conversations with customers
- Continuous improvements over time
How We Work
Short cycles. Clear ownership. Measurable outcomes.
Built for Anyone, Tailored to You
We work with organizations of all types and sizes - startups, small businesses, e-commerce, creators, non-profits, education, public sector, and global enterprises.
About Phillips Data Solutions
We specialize in AI-assisted workflows, data quality, and automation. Our mission: help teams trust their data, reduce busywork, and scale operations without adding headcount.
- -HubSpot & Microsoft-first; custom Python where it matters
- -AI for enrichment, classification, and summarization
- -Monitoring, logging, QA gates, and rollback paths
What to Expect
Clear scopes, short build cycles, and measurable wins. We start small, prove value, then scale.
Let's streamline your workflows
Tell us where time is being lost. We will run a quick discovery and propose a plan that saves hours each week.
Start a Free Discovery
Privacy
We only collect information you choose to share via the contact form. We do not sell data. If you would like your data deleted, email ian@phillipsdatasolutions.com and we will confirm removal.
Terms
Services are delivered on a statement-of-work basis unless otherwise agreed. We will define scope, deliverables, and acceptance criteria before we start. Have questions? Contact us.