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Service catalog

AI Automation Services

Every service below is delivered as engineered, production-grade capability: designed against your systems, secured, monitored and maintained. Start with the workflows that cost you the most time.

Complete AI automation service catalog

Fourteen capability groups, one operating layer.

Each group is delivered as engineered production capability — designed against your systems, secured, monitored and maintained.

01

AI Automation

Manual work eliminated

02

Fully Agentic AI

Systems that decide and act

03

AI Infrastructure

The foundation beneath it

04

AEO / LLM Visibility

Be the answer AI returns

  • Multi-step workflows
  • Data movement
  • Approvals
  • Notifications
  • Routing
  • Escalation
  • Scheduling
  • Data synchronization
  • API workflows
  • Webhooks
  • Event-driven workflows
  • Background processes
  • Reasoning
  • Tool calling
  • Data retrieval
  • Decision support
  • Research
  • Classification
  • Planning
  • Execution
  • Follow-up
  • Escalation
  • Human handoff

Agent types we build

Sales AgentResearch AgentCustomer Support AgentOperations AgentFinance AgentHR AgentCompliance AgentKnowledge AgentReporting AgentExecutive Assistant Agent
  • ICP discovery
  • Prospect research
  • Lead enrichment
  • Lead scoring
  • Qualification
  • Personalized outreach
  • Follow-ups
  • CRM updates
  • Appointment scheduling
  • Sales intelligence
  • Pipeline management
  • AI SDR workflows
  • Voice outbound campaigns
  • Website chat
  • Email support
  • Ticket classification
  • Knowledge retrieval
  • FAQ resolution
  • Customer onboarding
  • Ticket routing
  • Escalation
  • SLA monitoring
  • Customer follow-up
  • Voice support
  • AI receptionists
  • Inbound call agents
  • Outbound calling agents
  • Appointment scheduling
  • Lead qualification
  • Customer support
  • Call routing
  • Call summaries
  • CRM updates
  • Follow-up automation
  • Lead enrichment
  • Lead routing
  • CRM updates
  • Pipeline hygiene
  • Follow-up
  • Opportunity scoring
  • Sales forecasting
  • Revenue reporting
  • Customer lifecycle workflows
  • OCR
  • Data extraction
  • Classification
  • Summarization
  • Validation
  • Contract processing
  • Invoice processing
  • Forms
  • Claims
  • Compliance documents
  • Purchase orders
  • Statements
  • Reports
  • SOPs
  • Policies
  • Manuals
  • Contracts
  • Internal documentation
  • Knowledge bases
  • Databases
  • Product documentation
  • Compliance material

Capabilities

Semantic searchRetrieval augmented generationCitation-aware answersAccess controlsKnowledge ingestionContinuous indexing
  • Data aggregation
  • KPI reporting
  • Executive dashboards
  • Anomaly detection
  • Automated summaries
  • Trend analysis
  • Business reporting
  • Department reporting
  • Content research
  • Content generation
  • Content repurposing
  • Email campaigns
  • Lead nurturing
  • Social publishing workflows
  • Campaign reporting
  • Personalization
  • Marketing analytics
  • Entity optimization
  • Knowledge graph development
  • Structured content
  • Citation strategy
  • Brand and entity consistency
  • AI search monitoring
  • LLM visibility reporting
  • Answer-engine optimization
  • Generative-engine optimization
  • LLM API infrastructure
  • Model gateways
  • Inference infrastructure
  • Vector databases
  • PostgreSQL
  • Redis
  • Containers
  • Kubernetes
  • Cloud infrastructure
  • API gateways
  • Authentication
  • Secrets management
  • Observability
  • Logging
  • Monitoring
  • CI/CD
  • AI application infrastructure
  • Policy workflows
  • Audit evidence collection
  • Risk assessments
  • Documentation
  • Access reviews
  • Compliance workflows
  • AI inventory
  • Model governance
  • Approval workflows
  • Monitoring
  • Workflow monitoring
  • Agent monitoring
  • Error handling
  • Model optimization
  • Prompt and evaluation management
  • API maintenance
  • Integration maintenance
  • Security reviews
  • Performance optimization
  • Usage monitoring
  • Cost optimization
  • New workflow development
  • Reporting
  • Continuous improvement

Solution architecture

Seven layers, designed together.

Automation fails when the intelligence layer is built without the integration, security and infrastructure layers beneath it. We design the whole stack in one pass.

L0

Business Systems

CRMERPHRISAccountingHelpdeskEmailCalendarDocumentsDatabasesCommunication
L1

Integration Layer

APIsWebhooksEventsETLMiddlewareAutomation platforms
L2

Intelligence Layer

LLMsRAGEmbeddingsKnowledge basesClassificationReasoningVisionSpeech
L3

Agent Layer

AI AgentsMulti-Agent SystemsTool CallingMemoryPlanningHuman-in-the-Loop
L4

Automation Layer

Workflow orchestrationEvent processingTask executionRoutingApprovalsEscalation
L5

Infrastructure Layer

CloudContainersKubernetesDatabasesVector storesObservabilitySecurityIdentity
L6

Business Outcomes

RevenueProductivityCustomer ExperienceCost EfficiencyComplianceScalability

Productized services

Repeatable systems we have already engineered.

Each is a defined system with a defined sequence — adapted to your data, tools and approval rules rather than rebuilt from scratch.

AI Sales Automation

  1. 01Lead discovery
  2. 02Enrichment
  3. 03Qualification
  4. 04Outreach
  5. 05CRM
  6. 06Booking
  7. 07Follow-up

AI SDR

  1. 01Research
  2. 02Personalize
  3. 03Contact
  4. 04Qualify
  5. 05Book
  6. 06Update CRM

AI Voice Receptionist

  1. 01Answer
  2. 02Identify intent
  3. 03Retrieve information
  4. 04Schedule
  5. 05Route
  6. 06Record
  7. 07Follow up

AI Customer Support

  1. 01Understand
  2. 02Retrieve
  3. 03Respond
  4. 04Resolve
  5. 05Escalate
  6. 06Document

Intelligent CRM

  1. 01Capture
  2. 02Enrich
  3. 03Score
  4. 04Route
  5. 05Update
  6. 06Follow up
  7. 07Report

AI Document Processing

  1. 01Receive
  2. 02OCR
  3. 03Classify
  4. 04Extract
  5. 05Validate
  6. 06Route
  7. 07Store

Enterprise Knowledge AI

  1. 01Ingest
  2. 02Index
  3. 03Retrieve
  4. 04Reason
  5. 05Answer
  6. 06Cite
  7. 07Secure

AI Business Intelligence

  1. 01Collect
  2. 02Normalize
  3. 03Analyze
  4. 04Detect
  5. 05Summarize
  6. 06Report

AEO / LLM Visibility

  1. 01Audit
  2. 02Optimize
  3. 03Publish
  4. 04Build authority
  5. 05Monitor
  6. 06Improve

AI Workflow Transformation

  1. 01Discover
  2. 02Map
  3. 03Prioritize
  4. 04Automate
  5. 05Integrate
  6. 06Monitor
  7. 07Optimize

AI Infrastructure

  1. 01Architect
  2. 02Deploy
  3. 03Secure
  4. 04Observe
  5. 05Optimize
  6. 06Manage

Agentic Platform Engineering

  1. 01Design
  2. 02Orchestrate
  3. 03Integrate
  4. 04Deploy
  5. 05Evaluate
  6. 06Monitor

24 / 7 workflow

Calls answered. Context captured. Systems updated.

A representative voice-automation workflow: qualify, route, schedule, record, and follow up without losing the human escalation path.

Illustration of a round-the-clock call handling service

Custom automation

If the workflow is unique, we'll engineer the system around it.

Plenty of operational work does not fit a template. When that happens we build the system rather than bend your process to fit a tool.

Describe Your Workflow
  • Custom AI agents
  • Internal AI applications
  • Client portals
  • Department-specific copilots
  • AI-powered SaaS
  • Vertical AI solutions
  • API platforms
  • Internal automation platforms
  • AI orchestration systems

Integrations

Connected to the systems you already run.

Representative platforms across the categories we integrate most often. This is not an exhaustive or exclusive list.

CRM

  • HubSpot
  • Salesforce
  • Attio
  • Microsoft Dynamics

Communication

  • Gmail
  • Outlook
  • Slack
  • Microsoft Teams
  • Twilio

Automation

  • n8n
  • Make
  • Zapier
  • APIs
  • Webhooks

Data

  • PostgreSQL
  • Supabase
  • Redis
  • Vector databases

AI

  • OpenAI
  • Anthropic
  • Google Gemini
  • OpenRouter
  • Other model providers

Infrastructure

  • AWS
  • Azure
  • Google Cloud
  • Docker
  • Kubernetes
  • Cloudflare

Support

  • Intercom
  • Zendesk
  • Freshdesk

Documents

  • Google Drive
  • Microsoft 365
  • Notion
  • Confluence

If it has an API, webhook, database connection or machine-readable interface, there is a strong possibility we can integrate it. Where a system exposes none of those, we will tell you during discovery rather than after a contract.

Implementation process

Six steps from discovery to managed operation.

  1. 01

    Automation Discovery

    Understand operations, systems, bottlenecks and the economics of the work being done today.

  2. 02

    Process Mapping

    Document current-state workflows, handoffs, exceptions and data flows.

  3. 03

    Opportunity Prioritization

    Score and sequence opportunities by value, feasibility, risk and complexity.

  4. 04

    Solution Architecture

    Design the AI, automation, integration, data, security and infrastructure layers together.

  5. 05

    Pilot

    Build and validate a production-oriented proof of concept against real workload.

  6. 06

    Deploy & Manage

    Deploy, monitor, optimize and continuously expand the automation portfolio.

Automation as a service

AI automation is not a one-time software installation.

Production automation requires monitoring, optimization, model management, workflow maintenance, security, integrations, evaluation and continuous improvement. Models change, APIs change, and so does your business.

Illustration of an autonomous operating system for community operators and owners
Workflow monitoring
Agent monitoring
Error handling
Model optimization
Prompt and evaluation management
API maintenance
Integration maintenance
Security reviews
Performance optimization
Usage monitoring
Cost optimization
New workflow development
Reporting
Continuous improvement
Build Your AI Automation Stack

Security & enterprise readiness

Security requirements are designed into the architecture rather than added after deployment.

Automation touches your customer data, financial records and internal systems. Access, isolation, secrets handling and auditability are architecture decisions made before the first workflow ships.

Authentication
Authorization
Role-based access
Encryption
Secrets management
Audit logs
Data minimization
API security
Environment isolation
Human approval controls
Monitoring
Logging
Access controls
Vendor risk assessment
Model governance
Data retention
Compliance considerations

What we do not claim

We do not advertise certifications AutoMSP does not hold. Where your organization carries specific regulatory or contractual obligations, we design controls to support them and document how each requirement is addressed in the architecture — your compliance team remains the authority on sufficiency.

Differentiation

Why AutoMSP?

Business-first automation

We start with process economics, not AI tools. If the workflow doesn't justify the build, we say so.

Engineering-first implementation

We build production systems with error handling, logging and evaluation — not demo workspaces.

Agentic architecture

Agents are used where autonomous reasoning and execution create real value, and deterministic logic everywhere else.

Integration expertise

We connect the systems you already run instead of proposing a platform replacement.

Infrastructure capability

We build and operate the underlying infrastructure reliable AI operations depend on.

Security-conscious design

Access control, secrets handling, isolation and approval gates are designed in from architecture stage.

Vendor-neutral approach

Technology is selected against your requirements, constraints and economics — not our preferences.

Managed automation

We remain responsible for monitoring and optimization after deployment, because production changes.

Productization mindset

Successful automations become repeatable systems you can extend across teams.

Pricing positioning

Engagement models, priced against scope.

We do not publish fixed prices, because workflow complexity, integration surface, data quality and security requirements decide the effort. These are the models we work within.

One-time discovery

Automation Assessment

Workflow discovery, mapping and a prioritized opportunity model with recommended sequencing.

Fixed scope

Automation Pilot

One high-value workflow built and validated against real workload before wider commitment.

Implementation

Production Deployment

Full implementation with integrations, security controls, monitoring and handover documentation.

Monthly recurring

Managed AI Automation

Ongoing monitoring, evaluation, maintenance, optimization and new workflow development.

Monthly managed

AI Infrastructure Management

Managed model gateways, data stores, environments, observability and cost control.

Project or retained

Custom AI Platform Engineering

Internal AI applications, portals, copilots and orchestration platforms built to your requirements.

Custom engagement

Enterprise Automation Program

Multi-department automation programs with governance, architecture standards and a delivery roadmap.

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