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Automation & AI Systems

Beyond websites — we build the systems that run your business in the background. Lead capture, CRM sync, AI-powered conversations, WhatsApp automation, internal dashboards, and the data flows that turn busywork into a self-running operation.

What We Automate

Business automation systems

Connect the tools you already use — booking, billing, email, CRM, accounting — so handoffs happen automatically. Stop copy-pasting between tabs and let your stack run itself.

CRM integrations

HubSpot, Salesforce, Pipedrive, Zoho, or a custom CRM — wired into your website forms, WhatsApp, Instagram, and email so every lead lands in one place with the right tags, owner, and follow-up sequence.

AI workflows

AI that drafts replies, summarizes meetings, qualifies leads, classifies inbound requests, generates listing descriptions, and routes work to the right person — wrapped in safe guardrails so it never goes off-script.

WhatsApp automation

Official WhatsApp Business integration with ManyChat or custom flows: 24/7 first-touch replies, FAQ deflection, booking handoffs, lead qualification, broadcast campaigns, and human-takeover at the right moment.

Lead generation systems

End-to-end funnels: paid ads or social posts → landing page → form or chatbot → CRM → automated email sequence → booked consultation. Every step measured, every drop-off visible.

API & platform integrations

Stripe, OpenPay, Cloudbeds, Mailchimp, Notion, Airtable, Google Workspace, Slack, Make, Zapier — connected cleanly with proper error handling, retries, and observability.

Custom dashboards

Internal dashboards that pull from every system you use and present the numbers that actually matter to your team — bookings, revenue, ad spend, lead conversion, inventory, occupancy, anything.

Data systems

We design the pipes that move data between platforms safely and in real time. Includes structured form intake, automated record-keeping, scheduled sync jobs, and clean exports for accounting and reporting.

AI assistant integrations

Embed AI assistants into your site, WhatsApp, or internal tools that know your products, prices, policies, and FAQs — and that escalate to a human at the right moment.

Internal business tools

Custom tools your team actually wants to use: booking calendars, internal CRMs, inventory boards, staff schedulers, owner reporting portals — built around how your business really works, not a generic template.

Automation Build Timeline

1

Discovery & process mapping

1 week

We sit with you (and the people who do the work) to map every step of the process being automated. What triggers it, who owns it, what tools touch it, and where the handoffs leak time today.

Deliverables:

Process mapTool inventoryAutomation opportunity scorecardRecommended phase-1 scope
2

System design & integration plan

3-5 days

Architecture for the full flow: data sources, integration points, AI touchpoints, fallback paths, and the dashboard or report that lets you see it working. Designed for safe rollback at every step.

Deliverables:

Architecture diagramIntegration planAI prompts & guardrailsData model
3

Build & integrate

2-4 weeks

We build the automation, wire up the integrations (CRM, WhatsApp, email, payment, AI), and stand up the dashboard. Every step is testable in isolation before we plug the whole flow together.

Deliverables:

Automation workflowsCRM + WhatsApp + AI hookupsDashboard / reporting viewTest data set
4

Pilot & calibration

1-2 weeks

We run the system on a sample of real traffic with you watching. We tune the AI replies, the routing logic, and the lead-scoring thresholds based on what real prospects actually do.

Deliverables:

Pilot results reportAI prompt tuningRouting rules updatedEdge-case fixes
5

Launch & training

1 week

Flip the switch on full traffic, train your team on the dashboard, and document every workflow so anyone on the team can extend or pause it later. Includes a recorded handover.

Deliverables:

Production launchTeam training sessionWorkflow documentationRecorded handover
6

Monitoring & continuous improvement

Ongoing

Optional monthly retainer to monitor the automation, absorb third-party API changes, retrain AI models on new data, and ship small improvements every month based on what the dashboard reveals.

Deliverables:

Uptime & error monitoringMonthly metrics reviewAI re-training as neededIterative improvements

Local expertise · Playa del Carmen & beyond

Automation built for Riviera Maya businesses

Hotels, real-estate brokers, dive shops, restaurants, and tour operators on the Mexican Caribbean spend their evenings answering the same DMs and copy-pasting the same brochures. We build the systems that handle that 24/7 — bilingual, in your brand voice, and connected to the tools you already pay for.

Examples:

  • Real estate: ManyChat → website signup → automated brochure email → CRM with hot-lead alerts
  • Hotels & rentals: 24/7 WhatsApp auto-reply with availability + booking handoff to a human
  • Tour operators: Instagram DM auto-qualification → date-availability check → checkout link
  • Restaurants: bilingual reservations and FAQ deflection, with human takeover during service

Typical package

Platform · Pricing on request

Booking, e-commerce, real estate, or custom web app.

Book a free call

Pricing depends on scope, integrations, and ongoing services. Book a free call for a quote.

Ready to make your business run itself?

Tell us where you are losing the most time today — the repetitive replies, the lead chasing, the data entry — and we'll come back with a clear plan to automate it.

Frequently Asked Questions

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