AI Automation Consultant — Workflows Live in 2–3 Weeks
We build AI-powered automation workflows for finance, marketing, and ops teams. Invoice extraction, lead ops, report assembly, and LLM-powered support routing — first workflow live in 2-3 weeks. n8n, Make.com, Power Automate, Azure OpenAI.
Trusted by teams across 15+ countries
Automation that ships fast and pays for itself
Driving measurable success through data. We help our clients achieve improved KPIs, operational efficiency, and tangible business outcomes.
50+
automation workflows shipped
2-3 wks
average time-to-live
12+ hrs
saved per workflow per week
5.0 Star
rating from 15 reviews
Why most AI automation projects stall before they ship
The tools are ready. The workflows aren't.
The problem
You hit Zapier's limits — and there's no clear next step
Zapier multi-step plans cost $400–900/month and break on complex logic
Zapier is great for simple triggers. When you need conditional logic, error handling, LLM calls, or API integrations that aren't in the connector library, Zapier forces workarounds that break. n8n and Make.com were built for these cases — but switching yourself is a project in itself.
The problem
Workflows break and no one owns them
Every broken automation costs 2–4 hours to diagnose and fix manually
Most automation projects are built once and abandoned when they break. API endpoints change, schema drifts, credentials expire. Without an operate-and-improve retainer, the workflow that saved 10 hours/week becomes the workflow that causes 10 hours of firefighting.
The problem
AI tools that don't connect to your existing stack
Off-the-shelf AI tools require manual export/import to reach your data
ChatGPT, Copilot, and AI add-ons are powerful in isolation. But your actual data lives in Salesforce, HubSpot, QuickBooks, and your data warehouse. Connecting AI to your real systems requires integration work — that's the gap we fill.
AI automation for the verticals we know best
We spend 3 days every month-end on data entry and reconciliation
We build invoice extraction, approval routing, and ERP sync workflows that eliminate the copy-paste cycle. First workflow typically saves 8–15 hours per month-end close.
Our lead data is in 4 systems and none of them agree
We build lead enrichment, scoring, and CRM sync pipelines that run headlessly — Apollo enrichment, ICP scoring, Salesforce/HubSpot update, Slack alert, all in one workflow triggered by a form fill.
We need automation that doesn't touch PHI or leave our network
We self-host n8n in your infrastructure so zero data leaves your network. Power Automate inside your M365 tenancy for Microsoft shops. Every workflow is designed around your compliance boundary before we write a line of logic.
AI Automation Use Cases We Build Most
Finance ops automation
Invoice extraction (OCR + LLM), approval routing, and ERP sync. Eliminates 12+ hours of manual copy-paste per week. Works with SAP, NetSuite, QuickBooks, Xero, and Dynamics 365.
Data pipeline automation
Connect HubSpot or Salesforce to Snowflake, BigQuery, or Power BI with no-code pipelines. Refreshes run on schedule or trigger -- no analyst needed to keep dashboards current.
Report assembly
Pull data from your sources, run calculations, format the output, and email a PDF or Slack a summary. Replaces the Monday morning analyst ritual with a scheduled workflow that never misses.
AI-powered support routing
Route inbound emails and support tickets using LLM intent classification. n8n + OpenAI/Claude + Zendesk or Intercom -- tickets reach the right team in seconds, not minutes.
Lead ops automation
Enrich leads via Apollo or Clearbit, score against your ICP, route to the right rep, and update CRM -- all headless, no manual data entry. Salesforce, HubSpot, and Pipedrive supported.
Approval and compliance workflows
Multi-step approvals with full audit trail. Power Automate for Microsoft shops -- stays inside your M365 tenancy. Finance, legal, and HR approval chains with escalation logic and digital sign-off.
We build automation that ships fast and stays working
Every workflow we build comes with documentation, monitoring, and a hand-off your team can actually maintain.
BI-first approach
Every automation ships with a dashboard so you can see runs, errors, and time saved. No black boxes — you always know what's running and what's not.
Fixed-fee MVPs
Flat-price first workflow in 2-3 weeks. You see real value before committing to a longer engagement. No open-ended hourly billing.
No vendor lock-in
We pick n8n, Make.com, or Power Automate based on what fits your stack, not our preferred tool. Your workflows are documented and exportable from day one.
Operate-and-improve retainer
After launch we run and tune your automations every month — fixing breakages, tightening logic, and adding new workflows as your ops needs grow.
Security-aware by default
NDAs and DPAs before any work starts. AI calls go to Azure OpenAI inside your subscription or Anthropic with a DPA. Your data stays in your tenancy.
Same-day timezone coverage
We run overlapping hours with US, UK, Canada, and Australia — so feedback loops are same-day, not next-week.
What you get from an AI automation consultant vs. building it yourself
Consulting partner (Lets Viz)
- First workflow live in 2–3 weeks — scoped, built, and stabilized
- Platform-agnostic recommendation: n8n, Make.com, or Power Automate based on your stack
- Fixed fee — you know the price before any work starts, no hourly billing surprises
- Operate-and-improve retainer: monitoring, breakage fixes, and monthly additions
- BI dashboard included with every workflow — you see runs, errors, and ROI
- Security-aware by default: NDA, DPA, AI calls stay in your tenancy
Staffing agency / body shop
- 3–6 month ramp time for a new hire to understand your stack and processes
- Internal developers build what they know — vendor lock-in to a single platform
- Salary + benefits + onboarding: $80–120K/year for a mid-level automation engineer
- No monitoring or operate model — workflows break silently until someone notices
- No BI layer — automation runs but you can't see what's happening or what it saved
- Full-time headcount for a function that may not need 40 hours/week year-round
n8n vs Make.com vs Power Automate — when to use which
We recommend the right tool for your stack. Here's how they compare for the most common decision points.
| What matters | Recommendedn8n | Make.com | Power Automate | Zapier |
|---|---|---|---|---|
| Best for | Engineering-led, API-native teams | RevOps, marketing, visual builders | Microsoft 365 shops, enterprise | Simple triggers, non-technical users |
| Self-hosted option | Yes — Docker, full data sovereignty | No — cloud-only (EU or US region) | No — runs in your M365 tenancy | No — cloud-only |
| Pricing model | Self-hosted free; cloud from $20/mo | Operations-based from $9/mo | Included in M365; premium from $15/user | Task-based — gets expensive at scale |
| LLM/AI integration | Any API — OpenAI, Azure, Anthropic, custom | OpenAI module + HTTP for others | Azure OpenAI via AI Builder | OpenAI action built-in |
| Microsoft 365 native | Via API node | Via Microsoft module | Native — Teams, SharePoint, Outlook | Via connector |
| Code/API flexibility | Highest — code nodes, custom nodes | Moderate — HTTP module for custom | Low — limited to connector library | Low — no code nodes in most plans |
| Visual builder | Yes — visual + code hybrid | Best-in-class visual builder | Yes — drag-and-drop, code optional | Easiest — no-code by design |
| Compliance posture | Strongest — data never leaves your infra | EU/US data centers, SOC 2 | Strongest for M365 — stays in your tenancy | US data centers, SOC 2 |
Three stages: discover, build, and operate
A predictable engagement model from discovery to a live workflow in under 3 weeks.
Stage 1 - Discovery (1 week)
Map your highest-friction processes. Identify the top 3 ROI candidates. Pick the right platform (n8n, Make.com, or Power Automate). Fixed-fee scope delivered by end of week 1 -- before any contract or deposit.
Stage 2 - Build (2-3 weeks)
First workflow live in 2-3 weeks. We build and test with your real data, ship a working automation, and hand over documentation and a monitoring dashboard.
Stage 3 - Expand (optional retainer)
Add 1-2 workflows per month. Monitor, improve, and tune existing ones. On-call triage for breakages. From $2,500/month with no annual lock-in.
What does an AI automation engagement cost?
Fixed-fee engagements. You know the price before any work starts.
MVP Workflow
fixed scope
Single workflow, 2–3 weeks, full hand-off. The fastest way to prove ROI before committing to a larger program.
- One workflow scoped, built, and stabilized
- Tested with your real data before hand-off
- Full documentation and workflow diagram
- Basic monitoring dashboard
- 30-day post-launch support
Multi-workflow program
per quarter
3–8 workflows across your highest-friction processes. Documented library your team can extend.
- 3–8 workflows scoped and sequenced by ROI
- Documented workflow library in your preferred system
- Team training on each workflow (1 session per workflow)
- Monitoring dashboard across all workflows
- 90-day support window
Operate & improve
per month
Monitoring, monthly additions, and on-call triage after go-live. No annual lock-in.
- Named automation engineer, your timezone
- Monthly workflow health review
- 2-business-day SLA on breakage fixes
- 1 new workflow added per month
- On-call triage for critical failures
All prices in USD. No open-ended billing — fixed scope or time-boxed retainers only. Freelance automation consultants on Upwork typically charge $50–120/hr for comparable work; our MVP model gives you a working workflow for the price of 50–80 freelancer hours.
Wondering what this would cost you?
Answer a few questions and see an honest price range on screen — no email, no call needed.
See it in action
Real engagements. Documented outcomes.
LinkedIn on Autopilot — Zero Daily Involvement
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How Lets Viz built a fully autonomous SEO and content engine — seven AI agents, one dashboard, zero manual publishing.
Two CRMs. One Master View. Zero Middleware.
A Google Apps Script pipeline that unified Housecall Pro and GoHighLevel into a single Looker Studio dashboard — 15,149 records synced on first run, 0 SaaS fees added.
Locations
AI Automation Consulting by Location
Remote delivery across North America. Denver, Atlanta, Charlotte, Raleigh-Durham, Dallas, Austin, Toronto, Vancouver.
Questions about AI automation consulting
Find answers to common questions about our services and process.
Further reading
Guides and insights to help you make an informed decision.
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