Put AI to work in
your Miami business
We set up Microsoft Copilot and Power Automate to handle the repetitive tasks eating your team’s time — scheduling, follow-ups, data entry, document drafting, and more. Practical AI that pays for itself.
No hype. Just tools that work with what you already have.
We don’t sell custom AI software or expensive new platforms. We configure the AI tools already included in your Microsoft 365 subscription — Copilot, Power Automate, and Forms — to automate the specific tasks your team does manually every day. If you’re already paying for Microsoft 365 Business Premium, you may already own these tools.
What we automate
Tasks your team does manually that AI can handle
We start by identifying the 3–5 workflows in your business that consume the most repetitive time, then build automations that run in the background without anyone having to think about them.
Client intake & onboarding
New client fills out a form → their info automatically creates a contact record, sends a welcome email, and notifies the right team member. No manual data entry.
Real example: A Miami law firm’s intake process went from 45 minutes of admin per new client to under 5 minutes.
Email drafting & summarization
Copilot drafts replies to common client emails, summarizes long email threads, and generates first drafts of proposals and follow-ups in your writing style.
Real example: Staff spending 2+ hours/day on email can typically cut that in half within the first week.
Invoice & approval workflows
When a document is uploaded or an email arrives with an invoice, an automated approval flow routes it to the right person, tracks status, and sends reminders — no chasing required.
Real example: A Doral accounting firm reduced invoice approval time from 4 days to same-day.
Meeting notes & action items
Copilot in Teams automatically transcribes meetings, generates a summary, and lists action items with assigned owners — sent to everyone immediately after the call ends.
Real example: Eliminates the “who was supposed to do what?” follow-up entirely.
Appointment & request intake
Replace email-based scheduling requests with a smart form that automatically books calendar slots, sends confirmations, and creates tasks in your system.
Real example: Medical offices use this to eliminate phone tag for follow-up appointment scheduling.
Automated reminders & follow-ups
Set rules that automatically send payment reminders, appointment confirmations, or status updates based on dates, conditions, or inactivity — without anyone having to remember.
Real example: A property management firm automated 3-day and 7-day late payment reminders — collections improved 40%.
Our process
How we get you from manual to automated
Discovery call
We spend 30–45 minutes mapping your most time-consuming manual workflows and identifying which ones AI can handle fastest.
Automation audit
We review your current Microsoft 365 licenses to see which AI tools you already own and what gaps — if any — need filling.
Build & test
We configure the automations, test them with your real data, and make sure everything runs cleanly before going live.
Train your team
We walk your staff through the new tools in plain language — no technical jargon — so adoption actually happens.
Ongoing support
As your business changes, we update and expand your automations. Monthly check-ins included in managed plans.
Packages
AI productivity service packages
Start small with a one-time setup, or get ongoing automation management bundled with your IT support plan.
Starter
$499
one-time setup fee
One focused automation built and deployed — the fastest way to see AI working in your business.
- Discovery & workflow mapping session
- 1 custom Power Automate flow
- Testing & go-live support
- Staff walkthrough (up to 1 hour)
- 30-day support included
Business
$1,199
one-time setup fee
Full AI productivity rollout — Copilot setup plus multiple automations across your most time-consuming workflows.
- Full workflow discovery & audit
- Microsoft Copilot setup & configuration
- Up to 5 Power Automate flows
- Forms & intake automation
- Staff training session (up to 2 hours)
- 60-day support included
- Written automation documentation
Managed
$299
per month (add-on to any IT plan)
Ongoing AI administration — we build, maintain, and expand your automations as your business grows.
- Everything in Business (setup included)
- Monthly automation review & updates
- Unlimited flow modifications
- New automation builds as needed
- Copilot prompt library for your team
- Priority support for automation issues
Industry applications
AI automation for every Miami business type
Law firms
Client intake automation, document assembly, deadline reminders, and conflict-check workflows.
Medical offices
Appointment follow-ups, referral tracking, staff scheduling notifications, and patient intake forms.
Real estate
Lead capture to CRM, showing confirmations, offer deadline reminders, and closing document checklists.
Accounting & finance
Invoice approval flows, client document collection reminders, tax deadline alerts, and report distribution.
Retail & hospitality
Vendor order confirmations, inventory alert notifications, staff onboarding checklists, and review request follow-ups.
Any small business
If your team does the same task more than 3 times a week, there’s a good chance we can automate it.
See what AI can do for your business
Free 30-minute consultation — we’ll identify your top 3 automation opportunities at no charge.