Build · 2–4 weeks
Custom AI Automation
Real process automation. Not chatbots.
Custom AI Automation from PerezCarreno & Coindreau is a 2–4 week build engagement that delivers a production-ready workflow plugged into the tools your business already uses — CRM, email, calendar, accounting, and document systems. We specialize in invoice processing, lead follow-up, data entry, scheduling, and document intake — the boring, repetitive work that quietly eats 10–20 hours of team time every week. Every build ships with error handling, monitoring, and training so your team owns the system on day one.
Starting at
$8,500 per workflow
Timeline
2–4 weeks
Best for
Businesses drowning in repetitive manual work
What's included
Everything you get, in the box.
- ✓ Discovery + workflow confirmation session
- ✓ Build of one end-to-end automation (scoped before kickoff)
- ✓ Integrations with your existing CRM, email, and data tools
- ✓ Error handling, retries, and alerting
- ✓ Staged rollout: sandbox → pilot users → full team
- ✓ Hands-on training session + recorded walkthrough
- ✓ 30 days of post-launch support
Who it's for
Is this the right engagement for you?
Teams losing hours to repetitive admin (invoicing, follow-ups, data entry)
Operations leads who want one specific process automated well, not ten poorly
Owners who have already done an audit and know what to build
Businesses running on Google Workspace, Microsoft 365, HubSpot, Pipedrive, QuickBooks, Xero, or similar
How it works
4 steps. No surprises.
Scope
We confirm inputs, outputs, and edge cases. Fixed price before any code is written.
Build
Built in n8n, Make, or custom code — whichever best fits your stack. Version-controlled and documented.
Pilot
Deployed to a sandbox, then to 2–3 pilot users on real work. We iterate based on what breaks.
Handoff
Full team training + video walkthrough. You own the credentials, the code, and the runbook.
What you walk away with
Outcomes, not deliverables.
10–20 hours per week reclaimed for higher-value work
First automation typically live within two weeks
Zero vendor lock-in — you own everything we build
Measurable error-rate and cycle-time improvements
Pricing
Starting at $8,500 per workflow
Multi-workflow engagements are scoped as a package. Monthly retainer available for ongoing optimization.
FAQ
Custom AI Automation: Questions we hear
- What kinds of workflows do you automate?
- The most common are: invoice processing and bookkeeping data entry; lead follow-up and CRM updates; appointment scheduling and reminders; document generation (contracts, proposals, reports); data sync between disconnected tools; email triage and response drafting; and report generation. If your team does something repeatedly from a computer, it is probably a candidate.
- Will you replace my CRM or accounting system?
- No. We build on top of the tools you already use — HubSpot, Salesforce, Pipedrive, QuickBooks, Xero, Google Workspace, Microsoft 365, whatever is in place. Forcing a stack change is almost always the wrong move. If your current tools are the problem, we will tell you, but we will not bundle a replacement into an automation project.
- What happens when the automation breaks?
- Every automation ships with error handling, a notification channel (usually Slack or email), and a documented rollback procedure. We monitor for 30 days post-launch and fix anything that breaks in that window at no extra cost. After that, fixes are covered under the optional Training & Enablement retainer or billed at a flat-rate hourly.
- How much of my team's time is needed during the build?
- Typically 3–5 hours of stakeholder time in week one (interviews, access setup), then 1–2 hours per week for check-ins and testing. Our goal is to consume as little of your operating time as possible. Most of the build work happens asynchronously on our side.
More services
Other ways we help.
AI Strategy & Audit
We map your workflows, interview your team, and identify exactly where AI saves real time. You get a prioritized list of what to automate first — not a 50-page PDF that collects dust.
Learn more →
◆AI Integration & Development
For businesses ready for advanced solutions. Custom AI agents that understand your business context, RAG systems that search your knowledge base, API integrations that connect your entire stack.
Learn more →
△AI Training for Teams
Not a one-time workshop where everyone forgets everything by Friday. We do hands-on training with your actual tools, your actual workflows. Then we stick around for ongoing support.
Learn more →