Done-for-you AI automation and workflow agents for service teams
Autokrix is an AI automation agency for small and mid-size B2B teams. We audit your operations, design workflow automation, and deploy AI agents for lead response, onboarding, support triage, reporting, and back-office processes.
The expensive part is not the task. It is the delay around it.
A lead waits for a reply. An invoice sits unsent. A client update is copied twice and still lands in the wrong place. Autokrix removes those friction points one workflow at a time.
Before
Manual handoffs
Your team remembers every step, copies data between tools, and follows up when they have time.
With Autokrix
Clear automation flow
Agents collect, classify, draft, sync, and escalate while humans approve anything sensitive.
After
Reliable operating rhythm
Customers get faster answers, records stay updated, and your team gets time back every week.
See The Work
What your AI agents can finish while your team focuses elsewhere.
These are not generic chatbots. Each agent has a job, a trigger, a tool stack, and a human approval checkpoint when the action affects a customer, payment, or promise.
Revenue Desk Agent
Leads, quotes, follow-ups
Working live
09:12 New inquiry from a website form matched to HubSpot owner.
09:13 Budget, urgency, and service fit scored from message context.
09:14 Drafted a personal reply with two booking windows.
09:16 Sent approval request to sales lead before customer reply.
OutcomeEvery serious lead gets a fast, useful response without your team babysitting the inbox.
Admin Cleanup Agent
Data sync, records, reminders
Daily run
18 records normalized
6 invoices prepared
4 overdue follow-ups queued
1 exception flagged for review
OutcomeCleaner operations without another spreadsheet ritual.
Content Multiplier
Founder notes to useful assets
Drafting
Input: messy call notes
LinkedIn post angle
Email section draft
Customer FAQ idea
Short sales follow-up
OutcomeYour thinking becomes reusable business content without staring at a blank page.
Client Launch Agent
Onboarding, documents, kickoff
Human approved
01
Creates the client workspace and intake checklist.
02
Sends the right documents based on package and region.
03
Waits for manager approval before anything client-facing goes out.
04
Books kickoff, updates CRM, and posts a team brief.
OutcomeA new customer feels handled from day one, while your team gets a clean handoff.
Not sure what to automate first? The free audit identifies the highest-ROI workflow, the tools involved, and the moments where automation should stop for human approval.
Handle forms, calls, quotes, reminders, scheduling, billing nudges, and customer updates with faster response and fewer missed details.
AI Automation Services
Workflow automation services built around real operating systems.
Start with one painful business process. We design the flow, build it inside your stack, test it, and hand you a system your team can actually use.
Saves 10–15 hrs/week
Lead Capture & Follow-Up
We connect your forms, inboxes, and chat to agents that capture every inquiry, qualify it, route it to the right owner, and trigger instant personalized follow‑ups — so hot leads never slip away in someone’s inbox.
We automate the dull but critical work: generating invoices, syncing data between tools, routing documents, and keeping statuses up‑to‑date. Your team stops copying and pasting and focuses on the work that actually grows the business.
Agents read incoming emails and tickets, classify them by topic and urgency, draft replies using your tone and policies, and escalate only what needs a human. Faster responses, less chaos.
Have a unique workflow or stack? We design bespoke multi‑step agents and automations tailored to your exact process — including where humans approve before anything goes out.
How we turn messy business processes into managed automation.
From one messy workflow to a live automation your team understands, approves, and can trust.
1
01
Automation Audit
We map your tools, bottlenecks, approval rules, and customer touchpoints so we know exactly where automation should help.
2
02
Blueprint & ROI Plan
You get a simple workflow diagram, expected time savings, risk controls, and a clear fixed-scope build plan before we touch your systems.
3
03
Build Inside Your Stack
We connect your CRM, inbox, documents, calendar, and operations tools, then test the automation on low-risk data first.
4
04
Launch With Control
We go live with documentation, monitoring, and human approval checkpoints so your team always knows what the agent is allowed to do.
Typical first launch7-14 days after blueprint approvalGet Started
Why Choose Autokrix
Built for trust, not automation theater.
The goal is not to replace your team. The goal is to remove the repetitive drag while keeping control, visibility, and accountability.
Agents, Not Rigid Scripts
We use AI agents that can read emails, understand context, and decide which tools to call — not just fire a fixed rule when A → B. That means they can handle real‑world mess, not only perfect data.
Human in the Loop
For risky actions like sending client emails or approving payments, your team gets final approval. AI drafts; humans decide. Nothing runs wild.
Managed for You
We operate your automations like a micro ops team — monitoring, debugging, and upgrading — so you don't need to hire an internal automation specialist.
Example Workflows
Popular first automations.
These are common starting points because they create visible impact quickly. Every workflow is customized to your tools, approvals, and customer experience.
Never-Miss-a-Lead Agent
Captures leads from website forms, email, and chat, enriches them, routes to the right owner, and sends an on‑brand reply in minutes — not days.
Creates invoices from your CRM or project tool, sends them to clients, triggers friendly reminders before and after the due date, and updates your accounting software.
Agents read your shared inbox, group messages by topic and urgency, draft replies using your templates, and flag only the important ones for your team to send.
From signed offer to first day: sends welcome emails, collects forms, creates accounts, shares documents, and notifies managers — without endless back‑and‑forth.
Before: A 20‑person services firm in Ontario was spending dozens of hours each week manually onboarding new clients — collecting documents by email, updating spreadsheets, creating tasks, and chasing signatures.
What we built: Autokrix designed an onboarding agent: intake form → auto‑created records in their CRM → generated documents → sent e‑signature links → notified the right people in Slack at each step, with a manager approval step before anything went to the client.
After: Onboarding went from multi‑day chaos to a same‑day, mostly automated flow. The operations lead now spends a few minutes reviewing approvals instead of hours chasing details.
"Autokrix didn't just build us a workflow — they gave us back our Mondays."
4 days↓6 hoursOnboarding time
35 hrs↓7 hrsWeekly admin
0Errors in 3 months
This workflow now runs 24/7. The team hasn't touched a manual onboarding step in 90 days.
Workflow Automation Pricing
Start with an automation audit. Build only when the ROI is clear.
The audit gives you the decision-making clarity first. If the workflow makes sense, we quote a fixed project before anything starts.
Pricing available in $CAD for Canadian clients and $USD for US clients. We work in EST/PST — same timezone as your team.
Discover
Free Automation Audit
$2,500 value
30-minute call where we map one painful process, identify what can be automated, and give you a simple blueprint. You keep the roadmap even if you do not hire us.
Fixed-price project to design, build, and test your first automation or agent. Price depends on complexity; we quote after the audit so there are no surprises.
Questions before you start AI workflow automation.
An AI automation agency designs and builds practical systems that use workflow automation, AI agents, integrations, and human approval steps to remove repetitive work from business operations.
No. We build automations and agents that handle repetitive tasks so your team can focus on client work, strategy, and decisions that require human judgment.
Those tools are useful building blocks. Autokrix maps the business process, chooses the right automation platform, connects your tools, tests edge cases, and documents the system so your team can trust it.
Most single workflow automation builds take 7 to 14 days. Larger systems with multiple tools, AI agents, or RPA integrations usually take 2 to 8 weeks depending on complexity.
The automation audit is free. Build pricing depends on workflow complexity, number of tools, approval rules, and whether you want ongoing monitoring. We quote a fixed scope before any paid work starts.
Common projects include sales and CRM automation, lead follow-up, client onboarding, reporting automation, customer support triage, finance and invoice automation, HR onboarding, and RPA for legacy tools.
Never. We use enterprise API endpoints where your data is not used to train public models. Your data stays yours.