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 to 5 hours of stakeholder time in week one (interviews, access setup), then 1 to 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.

Build · 2 to 4 weeks

Custom AI Automation

The work eating 10 to 20 hours of your week, automated.

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What it is

Here's the short version.

Custom AI Automation from PerezCarreno & Coindreau is a 2 to 4 week build engagement that delivers production-ready workflow systems plugged into the tools your business already uses. CRM, email, calendar, accounting, phone, forms, project management. We focus on the work that runs your business in the background: invoice processing, lead follow-up, data entry between systems, appointment scheduling, client intake, recurring reports. Your team stops being a routing layer and starts doing the work only people can do. Every build ships with error handling, monitoring, and training so your team owns the system on day one. Most clients start with one or two workflows and expand from there.

Timeline

2 to 4 weeks

Best for

Businesses drowning in repetitive manual work

What you get

Everything in the box.

Each engagement is scoped and quoted up front, so the work is clear before we start.

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 to pilot users to full team
Hands-on training session + recorded walkthrough
30 days of post-launch support

Who it's for

Is this a fit 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 clear steps.

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 to 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

The outcomes.

10 to 20 hours per week reclaimed for higher-value work

Runs quietly in the background, so the busywork stops eating your week

Zero vendor lock-in, you own everything we build

Measurable error-rate and cycle-time improvements

FAQ