AI Agents & Business Automation
AI agents and automations that take on the repetitive work, with a person in the loop.
We map the process, design the workflow, and build it on tools you can own: voice and SMS intake, knowledge-base answers, scheduling, follow-up, and the integrations that connect them.
The work that never stops arriving
Calls, texts, and form submissions arrive while everyone is busy. The same questions get answered by hand every day. Follow-up depends on who remembers.
Tools that should share data don't, so people copy it between them. Earlier automations break quietly, and nobody notices until a customer complains.
Who this is for
- Service businesses whose phone and text intake is a bottleneck
- Operations teams with a repetitive, rules-driven process that eats staff hours
- Teams that want an assistant to answer questions from their own documents
- Businesses with automations that work most of the time and fail silently the rest
What the engagement includes
Scoped to what you need. These are the building blocks.
Process discovery and automation planning
We walk through the work as it happens today, find where time and leads are lost, and rank opportunities by value and effort.
AI receptionist and intake workflows
Voice and SMS agents that answer, capture details, book appointments, and escalate to a person when the conversation calls for it.
Knowledge-base assistants
Answers grounded in your own content (pricing, policies, service areas), retrieved at question time rather than invented by the model.
Workflow automation with n8n
Event-driven workflows for follow-up, reminders, routing, and reporting, built in a tool you can inspect and run yourself.
API and application integrations
Connections between the systems you already use: calendars, messaging, payments, databases, and internal APIs.
Handoff, approvals, and reliability
Human review where it matters, signed webhooks, retries, structured logging, and alerts when something fails.
Deliverables
What you walk away with
- An automation map with prioritized opportunities and a recommended first build
- Working workflows deployed in your environment, or hosted by us
- Documentation: what each workflow does, what it touches, and how to change it
- Monitoring and failure alerts, so problems surface before customers notice
- A handoff session and a short list of recommended next improvements
Process
How it runs
- 01
Discover
Understand the process, the systems involved, and what a good outcome looks like in numbers you already track.
- 02
Design
Define the workflow, the data each step touches, where a person stays in the loop, and what happens when a step fails.
- 03
Implement
Build in small, testable pieces against real data shapes, not a demo script.
- 04
Validate
Test the edge cases: ambiguous requests, bad input, a provider outage, a customer who wants a human.
- 05
Improve
Review real conversations and run logs after launch, then tune prompts, rules, and handoff points.
Technologies
- n8n
- Twilio Voice & SMS
- Claude API
- Voyage AI embeddings
- PostgreSQL + pgvector
- Cal.com
- Google & Microsoft calendars
- Stripe
- Microsoft Azure
The stack ClarityOS runs on today. We choose per project, and can work inside tools you already use.
Some steps should stay with a person. We design the handoffs on purpose, and we'll tell you when a process isn't a good fit for automation.
Built the same way as ClarityOS
- Voice and SMS receptionists answer from a business's own knowledge base and can book appointments mid-conversation
- New AI replies go through an approval period before they're allowed to send on their own
- Every workflow writes plain-language events to a timeline the business owner can read
This is work on ClarityOS, our own product, not a client engagement. About ClarityOS
Start with a conversation about your environment.
A 30-minute call to understand the problem and decide whether this is the right fit. No obligation.
Discuss an Automation Project