We replace repetitive manual work with reliable workflows: data entry, email routing, follow-ups, reporting, and approvals. AI handles the reading and writing, and people stay in charge of the decisions that matter.
What We Automate
If someone on your team does the same task the same way every week, it's probably a good candidate.
Information from forms, emails, and documents lands in your CRM or spreadsheets on its own.
Inbound email gets sorted and routed, with draft replies ready for a person to review.
New inquiries get an immediate response, and reminders make sure nobody slips.
Scheduled reports and summaries assemble themselves from your existing data.
Requests reach the right person with the context they need, and the decision is recorded.
AI receptionists answer calls 24/7 and log every caller into your CRM.
From Our Work
Our phone line, (980) 340-7493, is answered 24/7 by an AI receptionist we built in-house. It recognizes returning clients by caller ID, sends callers a link to book a consultation, takes messages, logs every call into our Airtable CRM tagged as a prospect or existing client, and emails both the caller and us a confirmation. No data entry required.
Call it yourself: (980) 340-7493A property management firm needed one place to manage tenants, leases, payments, and maintenance requests. We built a custom Airtable CRM that automated the firm's most time-consuming task and created a single source of truth for all property operations.
The Stanmar CRM is great. Having the information where other shareholders can access the data releases a heavy burden off me as the property manager. Much appreciated!Property Manager, Stanmar
Built Carefully
Automation should save time without creating new problems.
AI drafts and sorts. A person approves anything consequential, like money, contracts, or customer commitments.
We automate one high-value process first, prove it works, then expand.
We build in logging and alerts, so a broken step gets fixed instead of failing silently.
We use business accounts and settings that keep your content out of model training where the provider offers it, and only access what each workflow needs.
How We Work
Every engagement follows the same transparent, iterative approach.
We map your highest-friction workflows, clarify business goals, and find where the work creates the most lift.
The plan turns into working products: polished interfaces, connected tools, and reliable automations your team can trust.
Once live, we watch the signals that matter, like uptime, usage, and performance, so you're never flying blind.
Solutions evolve as your business does. We add refinements and new automations, and scale what's working.
Tools We Work With
Questions
Repetitive, rule-based work is the best place to start: data entry, sorting and routing email, lead follow-up, scheduled reports, approvals, and answering common phone calls.
No. We design workflows so AI handles the reading, sorting, and drafting, and a person approves anything consequential.
Mostly n8n, Make, and Zapier for workflows, OpenAI and Claude for AI steps, and direct API connections when an off-the-shelf connector isn't enough.
We use business accounts and settings that keep your content out of model training where the provider offers it, we only access what a workflow needs, and we revoke access when a project ends.
Every project is scoped individually, based on what it needs to do and which tools it connects to. A free 30-minute Revenue Leak Audit is the fastest way to get a clear quote.
Get Started
Book a free 30-minute Revenue Leak Audit. We'll map where hours and leads leak out of your business and show you what we'd automate first. No pitch, no obligation.
jimmyfrank@sunnydigitalcompany.com