LifeVenContact us

Workflow Automation

Stop doing by hand what a system can do for you.

Every business runs on repetitive data and document work — copying leads, chasing quotes, re-typing invoices, hunting for the right file. We automate that work across the tools you already use, add AI only where it genuinely improves the result, and keep a person on anything that carries risk.

Fixed written quotes · One expert team, end to end · No sales calls, ever

A business owner taking notes on a call while working at a laptop
Automation first, AI secondHuman review where errors are costlyYou own the accounts & workflowsFixed written quotes

If a person is copying, chasing, or re-typing, a system can probably do it.

AI is changing what a small team can handle. The businesses pulling ahead are automating the busywork their competitors still do by hand.

Leads & sales

Nothing falls through the cracks.

Capture leads, route them into your CRM, follow up on quotes, and request reviews — automatically, the moment they happen.

Documents

Read once, never re-type.

Invoices, POs, forms, and contracts turned into structured data and pushed into your systems — with low-confidence items sent to a person, not guessed.

Operations

The handoffs run themselves.

Onboarding, status updates, file collection, daily digests, and data kept in sync between the systems that never talked to each other.

Knowledge

Answers, with sources.

Turn scattered SOPs, manuals, and policies into a searchable knowledge base your team can actually use — answers that cite where they came from and say when they don’t know.

A small, priced first step — then only what the results justify.

$499

Automation Audit

We map one real process end to end and show you the highest-value fix — whether that’s automation, AI, existing software, or nothing at all. Credited toward the build if you go ahead.

from $1,999

Automation Build

One repetitive workflow, automated across the tools you already use, with validation, error alerts, logging, and training. Live in weeks.

$10k–30k

Automation System

Multi-step automation across several systems: branching logic, AI steps with guardrails, human review queues, a dashboard, and monitoring — quoted after a pilot proves the value.

by scope

Document Extraction Pilot

We run your real documents and report exactly which fields can be read automatically, how accurately, and what it costs — before you commit to a production pipeline.

Built to work at 2 a.m., not just in the demo.

  1. 01Automation first, AI second

    We map the real steps and use fixed rules wherever we can; AI is added only for the parts that genuinely need judgment. Reliable beats impressive.

  2. 02A person stays in the loop

    We don’t hand your business to an autonomous agent. Every risky step has clear rules and a human review point, so mistakes are caught, not compounded.

  3. 03One expert team, end to end

    The person who maps your process is the one who builds and supports it — no lost context, no offshore handoff, no junior guessing.

  4. 04You own it

    The accounts, workflows, and data are yours. If we ever part ways, everything keeps running and anyone can pick it up.

Before you reach out.

Can’t I just use ChatGPT for this?

Reading one document and reliably reading ten thousand are different problems. We deliver measured accuracy per field, low-confidence items routed to a person, and every result traceable to its source — not a chatbot you have to babysit.

Why not set up Zapier myself?

If a simple two-step flow solves it, we’ll tell you to do exactly that. Our value starts at "what happens when it fails" — validation, retries, idempotency, alerts, and the tool choice that keeps your long-term cost down. We show the math in the proposal.

Do you replace our software?

No. We connect and automate the tools you already use — CRM, email, spreadsheets, accounting, field-service apps — rather than forcing a rip-and-replace.

What does it cost to run?

We choose the stack by your long-term cost, not ours, and lay out any third-party fees plainly. You own the accounts and pay providers directly, with no hidden markup.

What are you still doing by hand?

Describe one repetitive process in a few sentences — what triggers it, who touches it, and where it hurts. We reply by email with the clearest first step, including when the honest answer is simpler than automation.

We review what you send and reply with clear next steps. Prefer email? hello@lifeven.com