AI/SI services
Pick the problem. We build the fix on the tools you already use (Google Workspace, Microsoft 365, your phone system, accounting or industry software). We don't rip out your CRM or rebuild the systems you rely on. We confirm what your tools support during scoping.
Start here: Not sure where to start? Pick the one problem that costs you the most time or money, and we'll help you choose on the call.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Top tier · Limited spots
Founder Malachi Greb personally teaches business owners and leaders how to AI/SI-ify their business admin, using the same systems he runs in his own businesses. In his own businesses, nearly all internal operations are automated; the only things left to people are physical tasks and the approvals he chooses to keep, because he wants a human sign-off on what matters, not because the AI needs it.
Pricing by application. Spots are limited so every client gets Malachi's direct attention.
Available to build
An AI/SI agent sorts incoming email by what it needs (reply, task, file, ignore), drafts replies in your voice for you to approve, and flags anything urgent.
Available to build
When a call is missed, the caller's number and voicemail (with a transcript if your phone system supports it) are emailed to the right person, with a callback task.
Available to build
Missed calls are forwarded as you set; once texting is registered, the caller gets a text back from your business number. Until then, it can run as the Missed-Call Alert by Email.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Available to build
A new inquiry from your website form or email gets an instant email reply, and your team gets an alert. A text reply can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Designed, ready to build
Each inbound call is logged with a short checklist (new or returning, contact, reason for calling). Calls that need follow-up go to a callback queue with a set callback time; appointments go into your own calendar slots.
Designed, ready to build
After a quote, proposal or estimate goes out: status logged the same day, a reminder to the customer 24 hours later (wording you approve), a follow-up call task that gets logged, a recheck at 72 hours, a 14-day check-back for “not yet” answers, and an alert to the owner when follow-ups are missed. Each quote ends as Still Pursuing or Lost. Runs on Google Workspace or on the software you already use, if it supports it (we check this with you up front).
Designed, ready to build
After a sale, visit or project, the automation asks every customer for a review (by email, or by text once carrier registration is done). It never screens anyone out.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Available to build
When a new review is posted, a reply is drafted for you to approve before it's posted.
Available to build
Before a contract, subscription or service renews or comes due, the customer gets a reminder email and your team gets a call task. A text version can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Available to build
A scheduled check-in message to your past customers. Channel set with you (email, or text after carrier registration).
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Available to build
When a meeting, appointment or visit is scheduled, the customer gets a confirmation email: date, time, what to expect. A text version can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your business is allowed to text, and STOP replies are honored. How texting works
Designed, ready to build
Work gets lost or scheduled wrong when nobody is lining up materials and the calendar together. An AI/SI agent tracks the materials or stock each job or order needs, follows up on open purchase orders until suppliers confirm, and keeps the schedule in sync with when materials actually arrive. If a delivery slips, your team is flagged to adjust the schedule before anyone is left waiting. Nothing is ordered or rescheduled without your approval.
Designed, ready to build
After a quote is accepted, the work is flagged “not ready to schedule” until the deposit and signed acceptance are in. Each requirement before work starts (for example permits, materials, paperwork) is tracked from Submitted to Good to Go, with set deadlines.
Available to build
When materials or supplies are needed, a purchase request (list, what it's for, needed-by date) goes to the right person for approval before anything is sent to a supplier, and is logged.
Running in our own businesses
Customers pay through a Stripe payment link; payment can open an intake form, with uploaded files filed to Google Drive for your team to review. Needs an AI/SI-Managed Website from us.
Proven in our own operations; we adapt it to your tools.
Designed, ready to build
After a quote is accepted, the work is flagged “hold: no deposit” until the deposit is confirmed.
Designed, ready to build
When work is done, payment or a payment arrangement is logged; if it's unpaid after 24 hours, the right person is flagged to follow up.
Designed, ready to build
Payment arrangements are tracked on a schedule, with a flag when a payment is missed.
Available to build
Invoices sent on terms are listed by status (sent, due, overdue), and your team is flagged on overdue ones. Reads from QuickBooks or your accounting software (we check access with you up front).
Running in our own businesses
A weekly one-page report built from the tools you already use, in Google Sheets.
Proven in our own operations; we adapt it to your tools.
Running in our own businesses
A daily pull of your bank balance into a cash summary in Google Sheets. Depends on a bank data feed for your account.
Proven in our own operations; we adapt it to your tools.
Running in our own businesses
Bills that arrive by email are found and filed to the right Google Drive folder, and missing ones are flagged. It doesn't log in to vendor portals or collect every bill.
Proven in our own operations; we adapt it to your tools.
Available to build
An AI/SI agent drafts routine documents (letters, forms, summaries) from your templates for you to approve, and files finished documents to the right folder.
Want several of these together, or a whole department? We scope it with you on a call.
Book a callTell us how email, scheduling, orders and payments move today. We'll help you pick where to start.
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