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03 · Automation & AI

Automation & AI

Small teams operating like big ones.

We remove the busywork that's quietly eating your team's week — building workflow automations, AI assistants, and lightweight internal tools so 5 people get the leverage of 50, without doubling headcount.

— What we deliver

Everything under one roof.

A focused, senior team handling the whole stack — so you don't have to brief four agencies and stitch the seams yourself.

Workflow automation

Cross-app workflows in n8n, Make and Zapier — onboarding, billing, lead routing, data sync, ops alerts. Built once, documented, and owned by your team forever.

AI assistants & chatbots

Customer-facing assistants and internal copilots powered by OpenAI, Anthropic and Gemini — with retrieval over your own docs, prompt eval harnesses, and latency/cost guardrails.

AI integrations into existing tools

Embed LLM capabilities into your CRM, helpdesk, CMS or product — drafting, classification, summarization, semantic search — without forcing your team onto a new platform.

Internal tools & dashboards

Lightweight admin panels, ops dashboards, approval flows and CRUD apps that turn manual spreadsheets into reliable, auditable processes.

— Tools we use

Best-in-class stack. Battle-tested.

We pick tools that fit your team — not the other way around. You'll own every account, asset, and integration we set up.

n8n

Self-hostable, fair-priced workflow engine — our default for serious automations.

Make

Visual scenario builder for complex multi-app integrations and branching logic.

Zapier

Quickest path to value for simple cross-SaaS automations under high volume.

IFTTT

Lightweight triggers for IoT, social and personal-productivity flows.

OpenAI

GPT-4o / o-series models for general reasoning, agents and structured output.

Anthropic Claude

Long-context, safety-tuned LLM for sensitive enterprise use cases.

Gemini

Multi-modal Google models with deep Workspace and YouTube integration.

Perplexity

Real-time web research grounding for assistants that need fresh information.

Hugging Face

Open-source models, embeddings and fine-tuned variants when privacy matters.

LangChain

Production-grade orchestration: tools, memory, agents and eval harnesses.

— How we deliver

A repeatable, transparent process.

Clear deliverables at every phase — no black boxes, no surprise scope changes.

  1. 01

    Workflow audit

    We shadow your team for a week and map every repetitive workflow, manual handoff and copy-paste tax. You get a prioritized backlog ranked by ROI.

  2. 02

    Pilot automation

    We pick the highest-ROI workflow and ship it within 2 weeks — measurable, reversible, owned by your team. Proof before scope expands.

  3. 03

    Roll out the system

    We then build out the rest of the backlog — workflows, assistants and internal tools — with documentation and training as we go.

  4. 04

    Operate & evolve

    Optional managed support: monitoring, prompt tuning, model upgrades and adding new automations as your operation grows.

10–40h

Saved per team / week

−60%

Avg. ops cost per ticket

2 wks

First pilot in production

100%

You own the workflows

— Deliverables

What you walk away with.

Concrete assets you own forever. No vague retainers, no opaque "consulting hours" — every engagement ships things you can hold.

01

Prioritized automation opportunity map

02

Production workflow library (n8n / Make / Zapier)

03

AI assistants with eval harness & guardrails

04

Internal tools & admin dashboards

05

Written documentation & runbooks

06

Cost & latency monitoring dashboards

07

Team training & handover sessions

08

Optional managed-service SLA

FAQ

Common questions.

Don't see yours? Drop us a note — we reply within a business day.

01Are AI assistants actually production-ready, or still toys?

Both. We're transparent about what's mature (classification, drafting, summarization, retrieval) and what isn't (autonomous multi-step agents in high-stakes domains). We design with eval harnesses and human-in-the-loop where needed.

02How do you handle data privacy and security?

We default to providers with proper enterprise controls (no training on your data, SOC 2, regional hosting). For sensitive workloads we deploy open-source models on your own infrastructure. We never paste customer data into a personal account.

03Do you favor n8n, Make or Zapier?

We pick what fits your team and volume. Zapier wins for speed and SaaS-only stacks. Make wins for visual complexity. n8n wins when you need self-hosting, fair pricing at scale, or to extend with custom code. We'll recommend honestly, not based on partner commissions.

04What if my workflow lives in a niche or on-prem tool?

Most things are reachable via API, webhook or RPA. If something is genuinely closed (legacy desktop, no API), we'll either build a thin connector or honestly tell you it's not worth automating yet.

05Will my team be able to maintain this after you leave?

Yes — that's the whole point. Every workflow ships with documentation, written runbooks and a 30-minute video walkthrough. Most clients also keep a small monthly retainer with us as their on-call automation team.

Free 30-min strategy call

Let's figure out what your business actually needs.

Book a free 30-minute call with a senior partner. We'll look at your goals, your current setup, and where the biggest opportunities are — then send you a written action plan. No pitch deck. No obligation. The plan is yours to keep either way.

NDA-friendlyNo sales pressureWritten plan yours to keep

We reply within 1 business day

You'll always hear from a senior partner — never a junior rep reading from a script.

Prefer email?

hello@heptism.com