Find the AI workflows your team
can actually use.
Start with a free website and lead-capture score. Then tell us how your team handles inquiries, estimates, follow-up, and admin. We’ll map the strongest opportunities, show where a person stays in control, and recommend whether to train, automate, or leave the process alone.
Assessment 1 of 2. This scan reads what is publicly visible on your website: speed, mobile experience, SEO basics, trust signals, and how well the site captures leads. It can’t see inside your operation — that’s what the Workflow Scorecard below is for.
No website? Skip to the AI Workflow Scorecard →
SCANNING YOUR SITE
- FETCHING PAGE
- CHECKING SEO & META
- CHECKING RESPONSIVE SETUP & SPEED DATA
- SCORING LEAD CAPTURE
- COMPILING FINDINGS
Tell us how the work actually gets done.
A website scan can’t see your inbox, your estimates, or your follow-up. These ten questions can. Answer in plain language — the more specific you are, the more useful the report. Brendan reads every submission.
Your workflow report
Estimates above are ranges based only on what you submitted, with the assumptions listed on each card. Anything marked “Needs confirmation” means we’d rather verify it with you than guess. Brendan reviews every submission and follows up within one business day.
Your report is ready. Use Save / Print as PDF below to keep a copy or share it with a partner or teammate.
Train, automate, clarify, or leave it alone.
Every opportunity in your report gets exactly one of these four calls. Good AI advice is mostly about knowing which is which.
Train the team
Work your employees should keep owning, where AI speeds up the drafting, summarizing, and lookup parts. The person stays the decision-maker; they just stop typing everything from scratch.
Automate the process
Genuinely repeatable, rules-based work with a clear trigger and a clear definition of done. These justify building a system that runs consistently in the background, with an exception queue a person reviews.
Clarify the process first
Work that is too vague or inconsistent to hand to AI yet. Write down the trigger, the inputs, and what a good output looks like. Often the clarity alone fixes half the problem.
Leave it alone
High-risk or low-value work where the cost of a wrong output outweighs the time saved. Regulated records, sensitive judgment calls, and rare one-off tasks usually belong here.
Bring us the work your team repeats every week.
We work with your actual emails, estimates, reports, SOPs, spreadsheets, and recurring admin work. Your employees learn how to use AI safely on real tasks, and your business leaves with working examples and a prioritized plan for what should be automated next.
Training handles work your employees should continue to own. Automation handles repeatable processes that should run consistently in the background. The sprint covers both and is honest about which is which.
If you start an implementation project with us after the sprint, the session fee is credited toward it. We’ll confirm the exact window when we scope your session.
WHAT YOU LEAVE WITH
- 01 Short pre-session team survey
- 02 Review of representative, sanitized work you send ahead
- 03 Two-hour hands-on team session
- 04 Three practical workflows built around your actual work
- 05 Reusable prompt and workflow playbook
- 06 Basic privacy, accuracy, and human-review guardrails
- 07 Ranked automation roadmap
- 08 One follow-up office-hours session
Host a free 45-minute AI Workflow Clinic.
We give your members a practical, hands-on introduction to AI using the work small businesses repeat every week. Attendees identify one workflow worth improving, learn where human review belongs, and leave with a worksheet they can use with their team.
- No generic futurism presentation
- No coding required
- Two practical live demonstrations
- Audience participation, not a lecture
- Responsible-use guidance built in
- One actionable workflow identified per attendee
- Designed for service and technical businesses
- Onsite in the Philadelphia region or live online
Operators first. AI second.
We’re two brothers who came up running service businesses, not selling software. That’s why the audit asks how your inquiries and estimates actually move, and why the report will sometimes tell you a task should stay manual. Recommending automation for everything is how these projects fail.
The audit and the report are free and stand on their own. If you want hands-on help, the Workflow Sprint is the next step, and if you take the report and run with it yourself, genuinely, good. That was the point.
Book 30 Minutes With BrendanSee the kind of thing we mean.
These are real builds you can read about, not benchmarks or promises. Every one keeps a person in the review loop, which is exactly what your report will recommend too.
Inbound AI SDR
Reads inbound inquiries, drafts scored replies, and logs everything. Hot leads get flagged for a person; nothing goes out unreviewed until the drafts earn trust.
SEE THE BUILD → 02AI Quote Generator
Turns call or form details into a branded draft quote using the company’s own pricing rules. The estimate owner reviews and sends every one.
SEE THE BUILD → 03After-Hours AI Chat
Answers common questions and captures contact details when nobody is at the desk, working from an approved knowledge base, not improvisation.
SEE THE BUILD →Questions, answered straight.
Is the audit really free?
Yes. The website score, the AI Workflow Scorecard, and the report cost nothing, and there is no card and no obligation. We give the audit away because it is the fastest honest way to show you how we think before you ever pay us anything.
What is the difference between the website score and the workflow audit?
The website score only reads what is publicly visible on your site: speed, mobile experience, SEO basics, trust signals, and how well the site captures leads. It cannot see inside your operation. The AI Workflow Scorecard is where you tell us how inquiries, estimates, follow-up, and admin actually get handled, and that is what the real report is built from.
Do I need a website?
No. If you do not have one, or do not care about the website score, skip straight to the AI Workflow Scorecard. The workflow report does not depend on the website scan.
Will the report recommend automation for everything?
No, and that is the point. Every opportunity gets one of four calls: train the team, automate the process, clarify the process first, or leave it alone. Plenty of work should stay manual, and the report says so when that is the honest answer.
What is an AI Workflow Sprint?
A private, hands-on session for your team, onsite in the Philadelphia region or live online. We work with your actual emails, estimates, reports, and recurring admin, your employees learn to use AI safely on real tasks, and you leave with working examples, a prompt playbook, and a ranked roadmap of what to automate next.
Is this employee training or automation consulting?
Both, deliberately. Training handles the work your employees should continue to own. Automation handles the repeatable processes that should run consistently in the background. The sprint and the report both separate the two, because treating everything as an automation project is how AI initiatives fail.
Can the session be onsite?
Yes. We deliver sprints and clinics onsite in the Philadelphia region, or live online for teams elsewhere.
Can a chamber or association host a clinic?
Yes. We run a free 45-minute AI Workflow Clinic for chambers, trade associations, coworking communities, banks, accountants, MSPs, and similar groups. Members get a practical, hands-on introduction using the work small businesses actually repeat, and everyone leaves with a worksheet they can use with their own team.
What information should we avoid sharing?
Never send passwords, private customer data, medical information, payment details, regulated records, or anything confidential, not in the scorecard, and not in a sprint. Sanitized examples with the sensitive parts removed or described work just as well.
Who conducts the sprint?
Brendan Pinder. Brothers Automate is run by two brothers who came up operating service businesses, not selling software. Brendan personally reads every scorecard submission and runs the sprint and clinic sessions.
Where do booking requests go?
Every booking button on this page opens Brendan’s calendar directly. Brendan handles the audit review, Workflow Sprint, and clinic conversations himself.
Not sure which path fits? Ask Brendan.
Audit report, Workflow Sprint, or a clinic for your members — it’s one 30-minute conversation to figure out which, and every booking on this page goes straight to Brendan’s calendar.