AI consulting, workflow automation, and AI training for small businesses in New Jersey and nearby Pennsylvania and New York communities. Start with one process your team wants to improve.
Find out where AI could save your business time. Start with one workflow.
$999
one-time
A 45-minute interview with the owner and the person doing the work
Review of one workflow and its current tools
Before-and-after process maps and a checked baseline
A written action plan and a live walkthrough
One workflow, with the review materials and delivery date agreed before starting. The plan is yours to use with any provider. Wider business audits are scoped separately.
Choose one task that keeps slowing your business down, such as lead follow-up or preparing quotes. We look at how it actually happens, identify the bottlenecks, and give you a practical plan for what to improve first. A simpler process may be the best starting point.
Talk to the people doing the work.
Use the 45-minute interview to hear from the owner and the person who runs the chosen workflow. If that is you, one conversation can cover both. We ask what you would happily stop doing, then review the agreed examples and tools.
See the process, before and after.
You receive a map of the current steps, owners, handoffs, delays, and duplicate entry, alongside a proposed simpler process. We check task frequency and time with your team and label any estimates or missing information.
Get a plan you can act on.
Your written plan ranks improvements by time, customer impact, cost, reliability, and how easily your team can use them. It explains the recommended first step, dependencies, training needs, and a measure to track. You can use it with your own team or another provider.
Walk through it together.
We agree on the materials, delivery date, and findings meeting before starting. You receive the written plan and a live walkthrough to check the assumptions and discuss your options. Implementation is a separate decision.
Picture it in your business
One less thing to keep chasing.
AI receptionist setup and call answering.
We can set up an AI assistant to answer calls when you’re unavailable, use your approved business information, and capture what the caller needs.
Call routing, questions, and handoff rules are agreed with you.
Example workflow
1
Greet the caller
2
Collect the details
3
Send your team a summary
Lead follow-up automation.
Connect the channels you use so new inquiries receive an acknowledgment and your team has the information to follow up.
You choose which channels are covered and how responses are reviewed.
Example workflow
1
Receive the inquiry
2
Ask useful questions
3
Route it to the right person
Workflow automation for everyday tasks.
Prepare quote drafts, find answers in your business documents, organize customer information, or schedule follow-ups. Start with one repeatable task.
Your team stays responsible for decisions such as final prices and approvals.
Example workflow
1
Simplify the process
2
Build and test the workflow
3
Teach your team to use it
More ways we can help.
Keep follow-ups moving.
Set up appointment reminders, quote follow-ups, and invoice reminders around your existing process.
Find the answers your team needs.
Help your team find information in your approved procedures, service details, and business documents.
Help your team use AI confidently.
Learn through real tasks. Build reusable workflows and understand how to run, review, and improve them.
Results worth measuring
Start with a baseline. See what changes.
We check the starting numbers with the person doing the work: how often it happens, how long it takes, and where it gets stuck. Choose a measure such as response time, corrections, or staff time per task, then compare it after the improvement is in use.
Where the evidence supports a benefit estimate, we show a conservative and an optimistic scenario with the assumptions and costs. Time freed up creates capacity; it does not automatically reduce payroll. Revenue opportunities use profit contribution, with implementation and running costs accounted for separately. Estimates are checked with you and refined through a pilot.
AI training for business owners and employees
Learn with the work your team actually does: prepare a quote draft, find an answer in approved business documents, or follow up with a new inquiry. Hands-on AI training is part of implementation and ongoing working sessions. We show your team how to run the workflow, check its output, and recognize when a person needs to take over.
No. We start with the work you already do and explain the tools as we go. Training and a usable handover are part of the process.
Do I have to buy an assessment first?
No. The free consultation helps us decide whether you need a deeper assessment, a focused project, or ongoing working sessions.
Is the free call a full AI audit?
The free 15-minute call is an initial conversation about one task and a useful next step. The paid assessment includes a focused workflow review, process maps, a written plan, and a findings walkthrough. Reviews across several workflows or departments are scoped separately.
Do we have to hire Automati to build the solution?
No. The assessment delivers a plan you can use independently. We can discuss a separately scoped implementation project if you want help putting it to work.
Can you work with our existing software?
We review the tools you use before proposing a solution. Available integrations, access permissions, and software costs are included in the scope.
Will I still have control?
Yes. We agree on which steps can run automatically, which require your approval, and when a person needs to take over.
Where do you work?
We are based in Princeton, NJ, serving New Jersey and nearby communities in Pennsylvania and New York. We confirm in-person availability for your location during the consultation.
Start small. Make a difference.
Let’s take something off your plate.
Tell us what keeps taking your time. We’ll explore one practical way to help.