Free AI Automation Audit · 30 min · no obligation
~/bold-innovations > cat README.md
Live in 7 days, or the setup fee comes back.
Your first AI automation. Live in 7 days.
Pick the repeat work that costs you most. We build it inside your own accounts, with a human gate before anything consequential, and have it live within 7 days of onboarding. Then we run it for you, or hand it over.
~/bold-innovations > book --audit --free --30min
Book audit- Human gate: on
- Every action logged
- Your accounts, your data
- Live in 7 days
Illustrative agent log: agents sync orders into the CRM, answer and escalate support tickets, draft quotes, match invoices and compile reports. Anything consequential, such as a large invoice, a new supplier, a reorder or a refund, stops at a human gate until a person approves or rejects it.
The repeat work eats the week. Every single week.
It's never the big projects. It's the orders retyped into the CRM, the same twelve customer questions, the expenses waiting for a yes, the appointments moved by hand, the post nobody got round to, the new client waiting for a welcome. Each one is small. Together they are two working days.
This is the work an agent can run, with your rules and your OK on anything that matters.
| Mon | Tue | Wed | Thu | Fri | wk | |
|---|---|---|---|---|---|---|
| 001orders → CRM | 0.5h | 0.5h | 1h | 0.5h | 0.5h | 3h |
| 002same 12 questions | 1h | 1h | 0.5h | 1h | 0.5h | 4h |
| 003approving expenses | 0.5h | 0.5h | 0.5h | 0.5h | 2h | |
| 004booking appointments | 0.5h | 0.5h | 0.5h | 0.5h | 2h | |
| 005drafting social posts | 1h | 1h | 2h | |||
| 006onboarding clients | 1h | 1h | 1h | 3h | ||
| per day | 2h | 4.5h | 3.5h | 3h | 3h | 16h |
16 of 40 hours go to repeat work
What your first automation could be.
Ten examples, from sales to onboarding. Each one built inside your accounts, live in 7 days, and stopping for you before anything consequential. Pick one and watch it run.
These are examples. Anything with a clear trigger and a clear outcome can be an automation. Bring yours to the Audit.
~/bold-innovations >bold automations --examples· pick an example · run it
ls · automationsillustrative · no live accounts
example · Sales
Orders in your CRM without retyping
Orders that arrive by email, form or portal are read, checked against the customer and your price list, and prepared in your CRM or ERP. New customers and unusual amounts wait for you.
From your bottleneck to a running automation.
A free Audit, a written scope, a build inside your own accounts and a go-live you validate. Live within 7 days of onboarding, or the setup fee comes back.
progressday 0 of 7illustrative
- [x]Find the first automationauditThe free Audit: your bottleneck, a first step and an honest fit verdict, in 30 minutes.
- [x]Onboardedday 0Scope written down (one automation, its rules and its approval gate) and access to the tools involved. The 7 days start here.
- [ ]Build and connectday 1Inside your accounts, with your API keys.
- [ ]Validate and go liveday 5You test it on real work before it runs on its own.
- [ ]live · guaranteeday 7or the setup fee comes back
Pay for automations that run. Not for hours.
Every package is a number of automations we build and run for you: a setup fee plus a monthly amount, cancel monthly. Rather run them yourself? Setup only is the setup fee alone. Ranges on the Audit.
| Core1 automation | the logical choiceGrowthup to 3 automations | Scalemore, scoped on the Audit | |
|---|---|---|---|
| Shared memory across automations | included | included | included |
| Time and money saved, measured every quarter | not included | included | included |
| Priority review and incidents | not included | not included | included |
| Custom builds | scoped separately | scoped separately | scoped separately |
| Discuss Core | Discuss Growth | Discuss Scale |
Core
1 automation- Shared memory across automations
- Custom builds · scoped separately
- the logical choice
Growth
up to 3 automations- Shared memory across automations
- Time and money saved, measured every quarter
- Custom builds · scoped separately
Scale
more, scoped on the Audit- Shared memory across automations
- Time and money saved, measured every quarter
- Priority review and incidents
- Custom builds · scoped separately
every managed package includes
- Monthly cancellation
- Your accounts, your data, keep it all
- Setup fee guarantee: first automation live in 7 days
- Dashboard: what runs, the audit trail, approvals and incidents
- Human review every business day
- Incidents handled the same business day
- Tool, platform and API costs excluded
also possible
- Setup only · We build, you run it. Documentation, a handover call and 30 days of fixes for build errors. Live within 7 days of onboarding, or the setup fee comes back. Move to managed later without a new setup fee.
- Private AI · For data you don't want to share with an AI provider: the models run on hardware you own or in your own cloud account. Scoped on the Audit.
A question that doesn't fit in 30 minutes gets a paid Scoping session, only after your OK, and credited if you have us build.
What owners ask first.
Cost, speed, ownership and what happens to your data. Anything else, bring it to the Audit.
~/bold-innovations · askclick a question or type your own
- What counts as one automation?
- One trigger that leads to one business outcome, with as many steps, systems and approval gates as that outcome needs. Which systems belong to it, we write down on the Audit.
- What does it cost?
- A setup fee plus a monthly amount per Package: Core for one automation, Growth for up to three, Scale for more. Rather run it yourself? Setup only is the setup fee alone. Tool and API costs run in your own accounts. We give you a range on the Audit.
- How fast is the first automation live?
- Within 7 days of onboarding. If not, the setup fee comes back.
- What if it isn't live in 7 days?
- Then the setup fee comes back, on any package and on Setup only. The 7 days start at onboarding: once the scope is written down and we have access to the tools involved.
- Can we run it ourselves?
- Yes. With Setup only we build the automation and hand it over: documentation, a handover call and 30 days of fixes for build errors. Move to managed later without a new setup fee.
- Do we own the automations?
- Yes. Every automation lives in your accounts with your API keys. We run them, you own them.
- What happens if we cancel?
- On a managed package you cancel monthly, with no notice period. You keep everything that runs and we hand over the runbooks. With Setup only there is nothing to cancel.
- Is our data safe?
- Agents only reach allowlisted systems, every action is logged, consequential actions wait for a human, and each run is isolated. Nothing is stored on our side.
- Can the AI run on our own infrastructure?
- Yes, with Private AI. The models run on hardware you buy or in your own cloud account, so sensitive data never goes to an AI provider. Part of an automation can run locally and part in the cloud. We scope it on the Audit.
- Which tools do you use?
- n8n for orchestration, Claude and OpenAI models, and whatever you already run: HubSpot, Pipedrive, Gmail, Zendesk, Google Sheets, Notion. We build inside your accounts, so the tools stay yours.
- What do you need from us?
- Access to the tools involved, one person who can say yes or no, and an hour a week during the build.
- Can I add an automation later?
- Yes. A new automation gets its own setup fee, and your monthly amount moves up to the next Package. On Scale or Setup only, we scope it on its own.
- Do you replace people?
- No. We remove the repeat work so the people you have can do the work that needs them.
Your first automation. Live in 7 days. Book the Audit.
Live within 7 days of onboarding, or the setup fee comes back. It starts with a free 30-minute Audit.
Book audit