Automate every boring task in your business
Digital Solutions builds custom AI that takes the repetitive work off your team: data entry, inbox sorting, invoices, reports and everything in between. Your people get their hours back for the creative, high-level work that grows the business.
Operations teams lose hours to sorting, copying and chasing.
Automate yoursWorks inside the tools your team already uses
See how it works- Spreadsheets
- CRM
- Accounting
- Calendars
- Help desk
- Cloud storage
- E-commerce
- Team chat
- Databases
- PDFs & scans
- Internal systems
How it fits together
One system for all the busywork
Busywork in
Emails, invoices, forms and requests, from the channels you already use.
Done for you
Records updated, replies drafted and reports sent, with a person approving what matters.
- New emails
- Invoices
- Order forms
- Spreadsheets
- Support requests
Your custom AI
- Replies drafted
- Books updated
- CRM up to date
- Reports sent
- Tasks assigned
What we automate
Hand off the work nobody wants to do
Inbox
4 sorted just now
- N
Northwind Supply
Invoice INV-2291 attached
FinanceFiled - D
Dana Ruiz
Can we move Thursday's call?
CalendarRescheduled - W
Website form
Pricing question from Acme Co.
SalesReply drafted - O
Order #4821
Where is my package?
SupportAnswered
Inbox triage
Every email sorted, labeled and routed. Routine replies drafted for review.
Invoice
INV-2291
- Vendor
- Northwind Supply
- Amount
- $4,280.00
- Due
- Oct 31
- Purchase order
- PO-7781 matched
Document processing
Invoices, receipts and forms read and filed, with the numbers checked.
Data entry
Information moves between forms, sheets and systems without retyping.
Reports
The numbers pulled together and sent to the team on schedule.
Scheduling
Meetings booked, reminders sent and calendars kept in sync.
Follow-ups
The next email goes out when a customer or lead goes quiet.
Visibility
Every automation reports back
See what ran, what changed and what is waiting on you. Anything that needs sign-off waits for a person.
- A running log of completed work
- Approval steps for replies, refunds and payments
- Alerts when something needs a decision
Sorted 64 new emails
└ 12 replies drafted · 3 flagged for you
Entered 18 invoices
└ matched to purchase orders · filed for approval
Updated 41 CRM records
â”” from yesterday's calls and orders
Built the weekly sales report
â”” sent to the team at 8:00
Waiting for you: 3 replies, 1 refund
Review & approveHow an engagement works
From first email to automated work
Step 01
Start with an email
Tell us what your team does by hand. A few sentences is enough to start, and we follow up with questions so the first conversation is about your actual work.
- Describe the task and who handles it today
- Note how often it comes up and which tools it touches
- Share where the data for that work lives
You get: A shortlist of workflows worth a closer look.
Step 02
Analyze the work
We study how your operation actually runs: where time goes, which steps are repetitive, and what is worth automating. The aim is a clear picture of how to improve efficiency.
- Walk through the workflow with the people who do it
- Note where time goes and which steps repeat
- Separate what to automate from what should stay with people
You get: A proposal for what to automate and how the model should be configured.
Step 03
Configure the model
Custom model configurations for the task in front of you. Data stays localized when the work should remain with you. Frontier models are used for the specific tasks that need them.
- Match each task to a localized or frontier model
- Set the model up on your own documents and records
- Test it on real examples before anything goes live
You get: A configuration tested against your own work.
Step 04
Automate the mundane
We integrate that setup into the tools your team already uses, so repetitive tasks run without someone doing them by hand.
- Connect the setup to the tools already in place
- Keep a person in the loop where a decision needs one
- Show the team how it works and how to flag issues
You get: Repetitive tasks running inside your existing tools.
Step 05
Review and extend
Once it is running, we look at what changed. The configuration is adjusted where the output falls short and extended as the work grows.
- Compare time spent before and after
- Adjust prompts, data, or model choice
- Pick the next workflow worth automating
You get: A clear view of what changed and what to automate next.
Model configuration
The right model for each task
Localized data
On your information
We configure the model around your own data, in the environment that fits how you need to hold it.
Good fit for
- Customer and client records
- Internal documents and knowledge bases
- Work with strict data-handling rules
Frontier models
For a specific task
When a job needs a stronger general model, we configure a frontier model for that task.
Good fit for
- Drafting and summarizing long documents
- Reasoning across messy, unstructured inputs
- Tasks that need broad general knowledge
Who it's for
Sized to the company
Small
Small businesses
A focused integration around one workflow that costs the team time every week.
Mid-size
Mid-size companies
Shared processes across teams, with a configuration you can extend as the work grows.
Large
Large organizations
A governed setup: localized data where the business requires it, and frontier models assigned to specific tasks.
Industries
Built for businesses buried in busywork
Insurance
Agencies, brokers and carriers buried in claims paperwork and follow-up.
- Claims intake
- Policy document checks
- Renewal follow-ups
Financial services
Advisors, lenders and wealth firms spending hours on onboarding and reports.
- Client onboarding
- Report preparation
- Compliance paperwork
Healthcare practices
Clinics and medical groups where staff spend more time on admin than on patients.
- Prior authorizations
- Scheduling and reminders
- Billing follow-up
Legal
Firms where billable hours disappear into intake, drafting and review.
- Client intake
- First-draft documents
- Contract review
Accounting & tax
Firms and finance teams facing the same crunch every month and every season.
- Transaction coding
- Reconciliations
- Client document requests
Logistics & freight
Brokers and carriers answering the same quote and tracking emails all day.
- Email quoting
- Load tracking updates
- BOL and POD processing
Manufacturing & distribution
Order desks still retyping purchase orders into the ERP.
- Order entry
- Quote requests
- Inventory updates
Real estate & property
Brokerages and property managers juggling leads, tenants and owners.
- Leasing inquiries
- Work orders
- Owner reports
Construction & engineering
Project teams losing days to bids, RFIs and submittals.
- Bid packages
- RFIs and submittals
- Daily reports
Agencies & creative studios
Creative teams stuck on reporting, briefs and admin instead of the work.
- Client reporting
- Briefs and proposals
- Asset requests
E-commerce & retail
Brands answering the same order questions and updating listings by hand.
- Support replies
- Product listings
- Returns and refunds
Private equity groups
Portfolio companies and multi-location businesses that need one playbook across every site.
- Shared back office
- Cross-location reporting
- Post-acquisition integration
Ways to work with us
We build it, or help your team build it
Done for you
Automation, built and run
We analyze how the business runs, build the automation into your tools and keep improving it as the work grows.
- Workflow analysis and a written proposal
- Model configuration and integration
- Review and extension once it is running
Consulting
For in-house teams
Already building AI internally? We help you decide what to automate, choose the right models and check the work as it ships.
- What to automate first, and why
- Model choices and data setup
- Reviews of the work as it ships
What kinds of tasks can you automate?
Anything repetitive that follows a pattern: sorting and answering email, moving data between systems, processing invoices, building reports, scheduling and support questions. If your team does it by hand every week, it is worth a look.
Do we have to change the tools we use?
No. We build the automation into the tools your team already uses, so the work shows up where people expect it.
Where does our data go?
When the work should stay with you, the model runs on your data in the environment that fits how you need to hold it. Frontier models are used only for the specific tasks that need them.
Will the AI act without anyone checking?
You decide where a person stays in the loop. Replies, refunds, payments or anything else that needs sign-off can wait for approval.
Is this only for large companies?
No. We work with small businesses, mid-size companies and large organizations, and size the setup to the company.
Can you help if we are building AI in-house?
Yes. We also consult for teams doing the work internally: deciding what to automate first, choosing and configuring models, and reviewing the work as it ships.
How do we get started?
Send an email describing the work your team does by hand. We follow up with a few questions and propose what to automate.
Ready to hand off the boring work?
Email us. We will look at the work and propose what to automate, and how the model should be configured.