Automation projects

Enrichment and dedupe across 300,000+ contacts in under 8 hours of run time, with QA gates and a full audit log.

• Cleaner targeting from accurate segments
• The same pipeline now runs on every new contact

An AI assistant that answers calls, texts, and email around the clock, then routes anything unusual to a person.

• Catches every call, text, and email
• Handles scheduling, routing, and FAQs
• Same first impression at 2pm or 2am

Fields pulled once out of incoming PDFs and written to SharePoint, Excel, and the CRM together, with a review queue for anything the extraction was unsure about.

• Customer turnaround went from days to minutes
• The source document stays linked to every value

A planning system built on Azure App Service with a SQL database, replacing a manual process with a shared timeline that syncs in real time.

• One timeline instead of competing spreadsheet copies
• Built on infrastructure the client already owned