Automate the Work. Keep the Control.
Deploy prebuilt AI-powered workflows or build a custom automation system around the way your business already works. Built by investigators who teach AI for a living, SMI automations connect your apps, data, AI models, and communication channels to eliminate repetitive work — intelligent systems that benefit the humans behind the business, with you always in control.
Single Automation · Connected Systems · Custom AI Systems.
Starting prices cover the standard scope shown. We confirm your integrations, usage, and delivery requirements before issuing a fixed quote. Software and usage charges are separate unless expressly included.
Single Automation
One focused workflow from the catalog of 20 — scoped, built, tested and handed over with a staff walkthrough and two consolidated revision rounds.
Connected Systems
Seven named workflow bundles with a published setup saving on the exact preset. Add more workflows at catalog rates; monthly care is never discounted.
Custom AI Systems
SMI AI Operations System — orchestrated multi-workflow systems designed around your operation. Final scope and price by proposal.
SMI Business Memory Console
A workspace that keeps your business knowledge current and helps your team research, plan, and draft with context.
One isolated business workspace · up to five named users · up to three supported read-only source connections · business bible with source-linked updates · weekly refresh · cited knowledge answers · email, content and proposal drafts. Initial load: up to 100 text-readable documents and 1,000 pages total.
Includes the Business Knowledge Assistant capability — it is not charged separately inside the console.
Instant Lead Response replies the moment a lead comes in — not hours later.
The AI Receptionist answers, follows up, and books the calls you can't take.
Intake, follow-up, and reporting run automatically instead of on your keyboard.
QUALITATIVE OUTCOMES THESE SYSTEMS ARE DESIGNED TO DELIVER — MEASURED RESULTS WILL BE PUBLISHED AS DOCUMENTED PILOT DATA BECOMES AVAILABLE.
Lead Response & Follow-Up
Respond to new inquiries and record the next step.
Lead Qualification & Routing
Qualify incoming leads and send them to the right person.
Appointment Booking & Reminders
Turn inquiries into scheduled appointments.
Missed Call Text-Back
Follow up by text when your team misses a call.
Sales Pipeline Automation
Keep opportunities and sales tasks moving.
Quote & Proposal Assistant
Prepare proposals using your approved services and prices.
Client Onboarding Automation
Move new clients from signed agreement to ready to start.
Invoice Reminders & Payment Follow-Up
Follow up on unpaid invoices with less manual work.
Customer Support Assistant
Answer routine questions and hand complex issues to your team.
Email Triage & Reply Assistant
Organize incoming email and prepare useful reply drafts.
Document Intake & Data Capture
Turn incoming documents into structured records for review.
Business KPI Dashboard
See your operating numbers in one place.
Social Content Studio
Generate on-brand social content drafts for approval.
Social Publishing & Scheduling
Publish approved content to connected social channels.
Content Repurposing Workflow
Turn an existing asset into several reusable content drafts.
Email Nurture & Re-Engagement
Keep opted-in prospects engaged with relevant follow-up.
Review Requests & Responses
Request customer reviews and prepare response drafts.
Business Knowledge Assistant
Find answers in your approved business documents.
Inventory & Order Alerts
Spot stock and order exceptions before they are overlooked.
Market & Competitor Monitor
Track relevant changes and receive a sourced briefing.
Build Your Automation
Tell us what you want automated. Pricing starts at $0 and builds with each selection based on SMI project averages — every figure is an estimate, because every system is unique.
Seven named presets with a published setup saving.
The saving applies only to the exact preset shown. Added workflows are charged at catalog rates; removing a preset component removes the saving and recalculates remaining items at standalone prices. Monthly care is never discounted.
Lead-to-Booking System
Lead response, appointment booking & reminders, and review requests — the primary path from inquiry to booked job. Includes the review workflow.
- Lead Response & Follow-Up
- Appointment Booking & Reminders
- Review Requests & Responses
Real Estate Workflow Bundle
Instant response on listing inquiries, missed-call text-back, showings booked, opted-in follow-up and review requests.
- Lead Response & Follow-Up
- Missed Call Text-Back
- Appointment Booking & Reminders
- Email Nurture & Re-Engagement
- Review Requests & Responses
Home & Trade Services Workflow Bundle
For plumbers, HVAC, electricians and contractors — missed calls texted back, jobs booked, proposals drafted, invoices followed up.
- Missed Call Text-Back
- Lead Response & Follow-Up
- Appointment Booking & Reminders
- Quote & Proposal Assistant
- Invoice Reminders & Payment Follow-Up
Professional Services Workflow Bundle
Lead response, proposal drafts, client onboarding, invoice follow-up and email triage for consultancies and firms.
- Lead Response & Follow-Up
- Quote & Proposal Assistant
- Client Onboarding Automation
- Invoice Reminders & Payment Follow-Up
- Email Triage & Reply Assistant
Health & Wellness Practices Workflow Bundle
Bookings and reminders, missed-call text-back, document intake, review requests and opted-in follow-up. Requires a data and provider suitability assessment; not compliant out of the box.
- Appointment Booking & Reminders
- Missed Call Text-Back
- Document Intake & Data Capture
- Review Requests & Responses
- Email Nurture & Re-Engagement
E-commerce & Retail Workflow Bundle
Support assistant, inventory and order alerts, review requests, opted-in email nurture and social publishing.
- Customer Support Assistant
- Inventory & Order Alerts
- Review Requests & Responses
- Email Nurture & Re-Engagement
- Social Publishing & Scheduling
Hospitality & Events Workflow Bundle
Inquiry response, bookings, event proposals, opted-in follow-up and review requests for venues and event businesses.
- Lead Response & Follow-Up
- Appointment Booking & Reminders
- Quote & Proposal Assistant
- Email Nurture & Re-Engagement
- Review Requests & Responses
Don't See Your Workflow?
If humans perform the process digitally, there is a good chance at least part of it can be automated.
Every SMI automation follows the same architecture.
Something happens.
Automation Without Losing Control
- Human approval can be required.
- Important steps can require review.
- AI actions can be limited by permissions.
- Actions should be logged.
- AI confidence thresholds can be used.
- Sensitive workflows can include escalation procedures.
- Business owners retain control.
Automate repetitive decisions. Keep humans responsible for important ones.
Connects with the tools you already run.
SMI systems can be designed to connect with platforms such as these. Listing does not imply official partnership.
Your technology stays yours.
- Customer owns their accounts.
- Customer owns their data.
- Customer maintains ownership of their platforms.
- SMI builds and manages the automation layer.
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
Individual automations can eventually become part of an SMI AI Command Center.
Content packages, automation retainers, and video ads live in SMI Services — send an inquiry and we scope it with you.
Built for businesses from the San Francisco Bay Area and beyond.