AI + automation desk

Automation that survives contact with a real customer.

Practical systems for intake, follow-up, and reputation workflows, tested against failure paths, human handoffs, suppression, and market-specific rules.

Our defaultHuman-visible.
Reversible.
Measurable.

Commissioned reports

Platform choices, workflow controls, and one architecture decision.

Start with the Make and Zapier platform comparison, then use the workflow guides to define eligibility, handoffs, exceptions, and measurable outcomes.

IN-01New direct test

Jotform for field service intake

Direct test of mobile completion, validation, notifications, integrations, and exports

CP-07New comparison

Make vs Zapier for local service businesses

Branching, failure handling, usage units, and the safest first pilot

SYS-05Architecture guide

Build vs buy: automation stack or all-in-one FSM?

Systems of record, handoffs, exception ownership, and three-year control

AI-01Research draft

AI receptionist software for home services

Commercial evidence desk + nine-call protocol

AU-02Control guide

Missed-call text-back automation

Eligibility, reply ownership, suppression, and measurement

AU-03Workflow guide

Automated estimate follow-up

Status-aware sequence with explicit stop conditions

AU-04Policy guide

Review requests without review gating

Neutral eligibility, platform policy, and privacy

Operating contract

Automation needs a stop button and an owner.

These four controls are the minimum evaluation layer before any call, text, email, booking, or public-review request goes live.

Visible

Every automated action, message, source record, and resulting task can be inspected.

Reversible

A trained person can stop, correct, reassign, or safely recover the workflow.

Suppressible

Replies, decisions, opt-outs, complaints, and manual ownership stop further sends.

Measurable

Reports separate eligible events, exclusions, successful outcomes, and failures.

Automation platform

Build a controlled workflow with Make.

Make is a visual automation platform for connecting apps, routing data, and handling multi-step workflows. Use it only after the system of record, exception owner, stop conditions, and audit trail are defined.

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Market boundary

“The software can send it” is not permission to send it.

Message purpose, consent, identification, opt-out handling, call technology, jurisdiction, platform policy, and recordkeeping remain part of the operating design. The guides identify the questions and primary sources; they do not replace legal advice.