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AI workflow automation for small businesses

Your phones answered.
Your paperwork filed.
Your inbox cleared.

Eventaly designs and runs custom AI workflows for logistics companies, med spas, dental practices, real estate teams, schools, and advisory firms. Fixed-price pilots, live in weeks, built on the software you already use.

Book a free workflow auditTry the live demo
  • Fixed-scope pilots
  • Live in 2 to 4 weeks
  • A person on every handoff
  • Never trained on your data
What a Tuesday morning looks likeLive
  • 8:02
    Documents

    Insurance verified for 14 of tomorrow's 16 patients. 2 flagged for the front desk.

  • 9:41

    Instagram DM asking about lip filler pricing. Answered from your price list. Consult link sent, lead added to CRM.

  • 9:43

    Rate request: Chicago to Dallas, 53' dry van, Friday pickup. Draft quote sent to Maria for approval.

  • 10:22
    Phone

    New Zillow lead texted back in 90 seconds. Pre-approved, wants 3 beds in Maplewood. Showing booked Saturday 11am.

  • 10:40

    Missing W-2s and 1099s requested from 14 tax clients with upload links. 9 already uploaded and checked.

Every action logged. 2 items handed to your team with full context.

We don't sell a chatbot. We install workflows.

A workflow has a trigger, a set of steps, a system it writes to, and a person it hands off to. We map the ones eating your team's week, build them into the tools you already run, and operate them with you.

  1. 1TriggerA call comes in, a document lands, an email arrives, a DM is sent.
  2. 2UnderstandThe AI reads it: who, what, how urgent, what's missing.
  3. 3ActBook, extract, draft, reply, update the record, in your systems.
  4. 4CheckConfidence and rules are checked. Anything uncertain stops here.
  5. 5Hand offA person gets the case with full context, or approves a draft.
  6. 6LogEverything is recorded so you can review it later.

What we automate

Four places your team's hours disappear

Every business we work with loses time in the same four channels. We start with whichever one is costing you the most.

Phone

Every call answered, qualified, and booked

Overflow, after-hours, and missed calls handled by a line that knows your schedule, your services, and when to hand off to a person.

  • Answer after-hours and overflow calls
  • Book appointments straight into your calendar
  • Text back missed calls within a minute

Documents

Paperwork read, checked, and filed

Invoices, intake forms, contracts, and records arrive in every format. They get extracted, verified, and entered into the system you already use.

  • Pull line items from supplier invoices into your books
  • Turn a scanned intake form into a record
  • Flag a missing signature before it becomes a problem

Industries

Built for how your industry actually works

Each industry page shows the exact workflows we install, what they replace, and the systems they connect to.

Logistics

Quote requests answered in minutes, PODs filed without rekeying, and a status line that picks up 24/7.

See workflows

Medical Aesthetics

Instagram DMs, missed calls, consent forms, and aftercare follow-ups handled while your injectors treat patients.

See workflows

Dental

Overflow and after-hours calls answered, eligibility checked overnight, and unscheduled treatment followed up automatically.

See workflows

Real Estate

Every portal lead answered in two minutes, showings booked, transaction paperwork chased, and listing content that keeps the pipeline full.

See workflows

Education

Inquiries answered and tours booked 24/7, progress reports drafted from your notes, and enrollment paperwork processed without rekeying.

See workflows

Accounting, Advisory & Insurance

Client documents chased automatically, calls answered through tax season and renewal season, and follow-ups that go out without anyone remembering.

See workflows

Content + automation

For social-first businesses, we make the content too

Most content agencies stop at posting. Most automation vendors don't make content. For med spas, dental practices, real estate teams, schools, and advisors, we do both, so the videos and the inquiries they generate are handled by the same team.

  1. Step 1

    Post

    Planned, scripted, and edited short-form video goes out on a calendar you approved.

  2. Step 2

    Inquiry

    A DM, comment, missed call, or form fill arrives, usually at night.

  3. Step 3

    Booked

    The workflow answers from your approved content and books it into your calendar.

  4. Step 4

    Learn

    What people asked and what booked feeds next month's content plan.

Content packages and how it works

How it works

Audit, pilot, run

You see it working on your real cases before you commit to anything ongoing.

  1. 01

    Week 0 · Free

    Workflow audit

    A 30-minute call and a written map of where your team's hours go.

  2. 02

    2 to 4 weeks · Fixed price

    Pilot

    One workflow built end to end and run alongside your team on real cases.

  3. 03

    Monthly · Cancel any time

    Run & improve

    We monitor, handle edge cases, and tune every month.

How we work, in detail

What you can count on

The rules we work by

You're handing part of your operation to a company you found on the internet. These are the commitments that make that reasonable.

A person is always one step away

Every workflow has a handoff. When the AI isn't confident, someone on your team gets the case with full context, not a dropped call or a wrong answer.

Your data is never used for training

We use model providers whose terms exclude training on customer data, and we hold ourselves to the same rule. Access is scoped to what each workflow needs and can be revoked any time.

Built on the tools you already pay for

We connect to your existing phone system, inbox, and practice or operations software. Nothing to migrate, nothing new for your team to learn.

Fixed prices, no lock-in

Pilots are fixed scope and fixed price. Managed plans are month to month. If you leave, the workflows and accounts stay with you.

You can see everything

Every action is logged. You can review any call transcript, any drafted email, any extracted document, and every handoff.

Compliance built in where it matters

HIPAA-aware setups for clinics, fair housing review for real estate, archiving-aware workflows for advisors, FERPA awareness for schools. Agreements signed before we see a record.

Questions

Things people ask on the first call

Is this a chatbot?

No. A chatbot waits for someone to type. A workflow has a trigger, a set of steps, a system it writes to, and a person it hands off to. We build the second kind: the phone gets answered and the appointment is booked in your calendar, the document gets read and the record is updated, the email gets drafted and lands in your queue for approval.

Do we need to change our software?

No. We build on whatever you're running today, whether that's Dentrix, Follow Up Boss, a TMS, Boulevard, TaxDome, or a shared Gmail inbox. If a tool has an API we use it. If it doesn't, we work through exports, email-in, or a browser automation you approve.

How long until something is live?

Most pilots are live in two to four weeks from the audit. Phone and email workflows tend to be faster; document workflows that touch older systems take longer. We tell you which before you commit.

What happens when the AI gets something wrong?

It gets caught. Every workflow runs in shadow mode first so you see its decisions before they count. Once live, anything below a confidence threshold goes to a person, and every action is logged so you can audit it. During the pilot we report accuracy daily.

Who will we be working with?

A small senior team. The people who scope your work are the people who build and run it, and you have one point of contact from the first call onward.

How do you charge?

The workflow audit is free. Pilots are a fixed price for a fixed scope. Ongoing operation is a flat monthly fee per workflow that includes monitoring, usage, and tuning. See pricing for ranges.

Start here

Book a free workflow audit

A 30-minute call about a normal week at your business. Within three business days you get a written map of where the hours go, what to automate first, and a fixed price for doing it.

  • No commitment and nothing to install
  • You keep the workflow map either way
  • Reply within one business day

No commitment. We reply within one business day and never share your information.