Automation & AI
Quotes, documents and reports that build themselves
We automate the paperwork around manufacturing: quote calculations from a drawing's key data, spreadsheets that feed each other, documents and reports generated from your templates, and data moved between ERP, email and spreadsheets without retyping. We start with one process, at a fixed price, and use Python, Node and SQL; AI goes in only where it beats a plain rule. We also run the day-to-day routines: bank reconciliation, supplier invoices posted to the ERP, payment reminders, reorder points, preventive maintenance and the monthly close.
- One processfixed scope to start
- Python / SQLyou own the code
- WhatsAppAI on approved answers only
CNC Pulse: your machine shop, live
Our ready-made system for machine shops: it reads FANUC CNCs and shows state, parts and OEE in real time, with no manual logging.
- Read-only: never writes to the machine
- FANUC FOCAS2
- On the shop TV, desktop and phone
Try it now
Automation previews for your business
Automation is more than chatbots: it is the report that arrives on its own, the invoice posted without typing, the reminder sent on the right day. Run a routine or try customer service. These are simulations; in your company we connect them to your ERP, spreadsheets, email, bank and WhatsApp.
Trigger
Every day at 6 pm
Daily production and sales report
Steps
- ERPPulls today's orders and revenue
- CNC PulseReads parts produced and machine OEE
- SpreadsheetUpdates the KPI spreadsheet
- AIWrites a summary with highlights and delays
- WhatsAppSends it to management
Run log
- waiting for trigger…
Produced by the routine
21 h saved per month
Illustrative example; real numbers depend on your company's volume.
What happens behind the scenes
- 1Patient message
- 2AI reads the request
- 3Clinic calendar
- 4Reminder 24 h before
Result
What we deliver
| Deliverable | Files and formats |
|---|---|
| Automated routines | Finance, purchasing, stock, HR and reports running on a schedule or event |
| Quote calculator | Spreadsheet or web form · material, machine time, setups, finishing, margin |
| Generated documents | PDF / DOCX from your templates: quotes, travelers, inspection reports, certificates |
| Integrations | Scripts or services connecting ERP, spreadsheets, email and file storage |
| Reports | Scheduled reports by email: quotes sent, win rate, backlog, on-time delivery |
| Documentation | How it works, how to change it, who to call |
Drawings in mm, inches or dual-dimensioned (mm / in), to the standard on your title block.
How it works
- 1
Pick one process
The one that costs the most hours or causes the most errors, usually quoting.
- 2
Map it
We sit with the person who does it today and write down every step and exception.
- 3
Build and test
On your real data, next to the current process, until both give the same answer.
- 4
Hand over
Training, documentation and a support period. You own the code and the files.
Who it's for
- Finance, purchasing and office teams stuck on tasks that repeat every week
- Shops that spend hours per quote copying numbers from drawings into spreadsheets
- Manufacturers re-typing the same data into ERP, emails and reports
- Teams that want to try AI on a real process without a big-platform contract
Who it's not for
- Full ERP or MES implementations
- Machine-level control and PLC programming
What you can automate in your business
We started with manufacturing, but the same approach works for any business that repeats the same tasks every day. A few examples of what is possible:
Machine shops and manufacturing
- Live CNC monitoring and OEE with CNC Pulse
- Automatic quotes from machine hours and material
- Digital work orders and production logging
- Scrap and inspection reports
Clinics and practices
- Appointment confirmations and reminders
- AI-assisted intake and triage
- A waitlist that fills empty slots
Retail and e-commerce
- Stock synced across store and marketplaces
- Order → invoice → shipping label with no retyping
- Abandoned-cart recovery and after-sales
Accounting and law firms
- Client document collection without chasing emails
- AI reading invoices and PDFs straight into spreadsheets
- Deadline and due-date alerts
Real estate
- Automatic lead capture and routing
- Follow-ups at the right time
- Contracts generated from your template
Restaurants and food service
- Messaging orders sent straight to the kitchen
- Ingredient tracking and shopping lists
- Review requests and return coupons
Logistics and transport
- Tracking updates sent to the customer
- Load lists and routes built from orders
- Freight document checks
AI customer service (any industry)
- An agent that answers, qualifies and books
- Answers only from information you approve
- Hands over to a person when needed
Quoting is the usual first project
In a job shop, a quote is a chain of small manual steps: read the drawing, pick the stock size, estimate setups and cycle time, add finishing and outside processing, apply margin, write the PDF. Each step is simple; the time goes into repeating them for every RFQ.
We turn the chain into a calculator that keeps your rules visible:
| Step | Before | After |
|---|---|---|
| Stock size and material cost | Looked up every time | Picked from your stock list and price table |
| Setups and cycle time | Estimator’s memory | Rules per operation, editable by the estimator |
| Outside processes | Phone calls | Last prices from a supplier table |
| Quote document | Copy, paste, edit | Generated from your template |
The estimator still decides; the calculator removes the typing.
Articles about this service
- When should a chatbot hand off to a human? 8 practical rulesRules for handing a chatbot or AI assistant conversation to a person: triggers, context to pass, response time, business hours and how to measure.2 min read
- Reorder point automation: never stop for missing materialHow to calculate a reorder point with safety stock and automate purchase alerts and supplier quotes so production does not stop for missing material.2 min read
- Automate preventive maintenance: from hour meters to work ordersHow to automate preventive maintenance in a small plant: triggers by hours or cycles, automatic work orders, checklists and scheduling around production.2 min read
- An automatic daily report that managers actually readHow to automate a daily production and sales report: which five numbers to send, where data comes from, format, timing and asking 'why' with AI.2 min read
- AI agents for small businesses: 7 practical uses that save hoursAI agent uses for small companies: inbox triage, quote drafts, supplier comparisons, reports, customer service and the limits to respect.2 min read
- Automate quote follow-up so no proposal dies in an inboxHow to automate follow-up on B2B quotes: a simple cadence, CRM stages, messages that get answers and alerts that bring the salesperson back in.2 min read
FAQ
Which routines can you automate besides customer service?
Bank reconciliation, supplier invoice posting, batch invoicing, payment reminders, purchase quotes, maintenance work orders, onboarding, delivery routes and daily or monthly reports. Try some in the Company routines tab above.
Do we need to replace our ERP?
No. We connect to what you have, through its export, API or database where allowed. If a system does not allow it, we say so in the review.
Where does AI help and where does it not?
AI helps reading unstructured inputs such as emails, PDFs and drawings' title blocks. It does not replace your pricing rules: the quote math stays as explicit, checkable formulas.
Who owns what you build?
You do: the code, the spreadsheets and the documentation, delivered to your repository or file storage.
Related
How we work
What to send to get started
You do not need a finished brief. Tell us the result you want, which service you are considering and whether you have a key date.
- Primary goal
- Service or channel of interest
- Deadline or key date
Show us your quote spreadsheet
Send the spreadsheet or the steps your team follows to quote one part. We return what can be automated and a fixed price for the first version.
Start a project