Sales & GTM
Lead qualification agents, outbound personalization at scale, CRM hygiene, transcript-to-CRM, account research.
AI automation services and AI workflow automation for businesses that need outcomes, not pilot projects. We design, build, and run AI automation solutions end-to-end — agents, RAG, document workflows, sales and support automation. Workflows go live in 6–8 weeks. Cost-of-ownership reported monthly, per workflow.
Every workflow we ship is a tight loop: reason, call a tool, observe, repeat. Eval at every hop. Guardrails between every call.
We write evals before we write the agent. Pass-rate, not vibes.
Every tool call goes through a policy layer. No surprises.
Every step traced. Every regression caught before users see it.
Routing across Haiku, Sonnet, Opus. Right model, right step.
These are the AI automation services we ship most often — sales automation, document workflows, support deflection, internal copilots, reporting agents. Every AI workflow automation engagement is ranked in the audit by ROI, risk, and time-to-ship; usually the highest-ROI candidate surprises everyone.
Lead qualification agents, outbound personalization at scale, CRM hygiene, transcript-to-CRM, account research.
Invoice and PO processing, exception triage, vendor onboarding, contract intake, document routing.
Tier-1 deflection with RAG over your docs, ticket triage and routing, multilingual reply drafts, escalation summarization.
Meeting summarization + action capture, internal knowledge agents, Slack copilots, weekly digest generation.
Contract review and clause extraction, claim adjudication assistance, policy compliance checks, redaction.
Weekly business digests, anomaly detection on KPIs, natural-language reporting, board-pack assembly.
The highest-ROI workflow on your team is usually one we haven't listed. Bring it to the two-week audit — we'll rank it against the rest and tell you if it ships.
Tell us yoursFour steps, milestone-billed, with explicit kill points. Every AI workflow automation engagement runs this same loop — discover, pilot, ship, scale. If the metric doesn't move at the pilot stage, we'll tell you and you walk away. No retainer trap.
Two-week workflow audit. We sit with two or three operators, watch the actual work, and rank candidate workflows by ROI, risk, and time-to-ship.
Build on your single highest-ROI candidate. We integrate against real systems, deploy behind a feature flag, and measure baseline vs. assisted runs.
Production hardening. Logging, retry policy, fallbacks, eval suite, and a runbook. The workflow goes live with your team, not as a demo.
Move to the next workflow on the roadmap. Many clients run three to five workflows by month six. Same team, shared tooling, compounding learning.
We pick per workflow. Some weeks Claude wins on long-context reasoning, some weeks Llama wins on cost. The portable part is your workflow code and your eval suite — everything else is replaceable.
Every workflow lives in your repo — versioned, reviewable, debuggable. The LLM swap is one variable. Try it: pick a model on the left, watch the code on the right.
from getwidget.agents import LangGraphAgent, tool
from anthropic import Anthropic
claude = Anthropic()
@tool
def search_docs(query: str) -> list[dict]:
"""RAG over the customer's product docs."""
return vector_db.search(query, k=5)
@tool
def reply(ticket_id: int, body: str) -> dict:
return zendesk.update(
ticket_id, body=body, status="pending"
)
def triage(ticket: dict) -> dict:
agent = LangGraphAgent(
model="claude-sonnet-4",
tools=[search_docs, reply],
system=(
"Tier-1 support agent. "
"Draft a reply if confidence > 0.7, "
"else escalate."
),
max_steps=4,
log_to="langfuse",
)
return agent.run(ticket=ticket)
We don't quote everything as a six-month engagement. Most clients start with an audit, ship one workflow on a pilot, then move to monthly for the next three to five.
Find the workflows worth shipping before you commit a budget.
One workflow, end-to-end, with eval data — not a demo.
Embedded squad shipping the next workflow on your roadmap.
The cases below are anonymized capability patterns drawn from real engagements. Named references shared under NDA once we know what you're building.
Tier-1 support drowning in repetitive tickets; docs scattered across Notion + Zendesk.
Claude agent with RAG over product docs and historical conversations. Confidence-routed: auto-reply if > 0.7, else escalate with a draft.
Generic recovery emails ignored; high-intent carts slipping through unaddressed.
Multi-step agent personalizes outreach using cart contents, customer history, and product margin. Hands off to human at $X threshold.
AP team manually extracting PO fields from vendor PDFs; exceptions taking days to resolve.
Vision-extract PO fields, validate against ERP, route exceptions to analyst with a draft resolution. 14-day pilot integrated to NetSuite.
There are valid reasons to pick a no-code platform, hire a team, run an AI automation consulting engagement, or stick with intelligent process automation (RPA-style). There are also reasons to pick an AI automation agency. Seven dimensions, honestly:
Pricing and timelines reflect typical GetWidget engagements; competitor categories are generalizations from public pricing pages, sales conversations, and shipped client work.
A 30-minute fit call — we'll tell you honestly whether you need an agency, a platform, or a hire. No pitch.
An AI automation agency designs and ships AI-powered workflows for your business — sales follow-up agents, support deflection, document processing, internal copilots. We're hands-on engineers, not slide-deck consultants. We map your highest-ROI workflows in a two-week audit, build a pilot in six to eight weeks, and run the systems with you in production. Every workflow has a measurable outcome and a reported cost-of-ownership.
Most production AI automation today is a combination of three things. (1) A foundation model — Claude, GPT-4, Gemini, or open-source like Llama — that handles natural-language reasoning. (2) Retrieval — pulling your private data (docs, tickets, CRM records) into the model's context via vector search, often with Pinecone, pgvector, or Weaviate. (3) Tools — letting the model call APIs in your stack to actually do things. We orchestrate these with frameworks like LangGraph and CrewAI, or write custom Python agents when the off-the-shelf options are over-engineered.
From kickoff to first workflow live: typically six to eight weeks after a two-week audit. The first two weeks are discovery and pilot scoping, the next four to six are building and integrating, and the final week is production hardening — logging, eval suite, runbook, fallbacks. Some narrow workflows (e.g. document classification with a clean dataset) ship in two weeks; complex multi-system agents take eight to twelve. We don't quote two-week timelines for work that takes two months.
They're complementary, not competitors. Traditional automation — Zapier, n8n, RPA — is best for deterministic, rule-based work: "when invoice arrives, save to drive." AI automation handles work that needs judgment: extracting data from unstructured documents, routing tickets based on intent, summarizing meeting transcripts, drafting replies in your tone. A well-built system uses both: the AI handles the messy reasoning, traditional automation handles the plumbing between systems.
We report cost-of-ownership monthly: dollars per workflow per month versus hours saved or revenue recovered. Typical patterns we've shipped: support deflection at $300–800 per month per workflow, saving 40+ hours of Tier-1 work. Invoice processing at $400 per month, saving 60+ hours. Abandoned-cart recovery at $200 per month with 15–20% revenue lift on the recovered cohort. ROI compounds because a shipped workflow keeps running while you build the next one.
Yes. Most automation work is integration work — the AI part is often 10% of the project. We integrate against Salesforce, HubSpot, NetSuite, Slack, Microsoft Teams, Jira, Zendesk, Intercom, Shopify, Stripe, and most modern SaaS via their APIs. For older systems without APIs, we build adapters: SFTP, email, browser automation as a last resort. We never ask you to migrate platforms to do automation.
All of them, picked per workflow. Claude wins on long-context reasoning and tool use; we use it for complex agents and document workflows. GPT-4 has the best ecosystem for structured outputs and function calling. Gemini is competitive on cost for high-volume classification. Open models (Llama, Mistral) run on your infra for cost-sensitive or compliance-sensitive workloads. The choice is a tradeoff per use case — latency, cost, quality, privacy — and we evaluate it openly.
Three engagement models. A workflow audit is $3,000 for two weeks of discovery, ROI scoring, and a 90-day roadmap. A pilot-to-production engagement for a single workflow is $10,000–$25,000 fixed price, six to eight weeks. An ongoing automation team is from $5,000 per month and includes a PM, AI engineer, and ops analyst shipping workflows on your roadmap. Cost-of-ownership for shipped workflows typically runs $200–$1,000 per workflow per month including model usage.
The right AI automation solutions depend on your highest-ROI workflows, not on what's trending. We see five categories pay back consistently. (1) Sales automation — lead qualification agents, outbound personalization, transcript-to-CRM, account research. (2) Operations and document workflows — invoice and PO processing, contract review, claim adjudication, exception triage. (3) Customer support automation — Tier-1 deflection with RAG, ticket routing, multilingual reply drafts. (4) Internal tools and copilots — meeting summarization, knowledge agents, Slack copilots, weekly digests. (5) Reporting and analytics — business digests, anomaly detection on KPIs, natural-language reporting. Most teams have a high-ROI candidate in three of these five categories. The audit ranks them so you don't have to guess.
Traditional business automation (RPA, no-code, scheduled scripts) handles deterministic work where the rules are known up-front: "when invoice arrives, save to drive, update spreadsheet." AI for business automation handles work that needs judgment: extracting data from unstructured documents, routing tickets based on intent, summarizing meeting transcripts, drafting replies in your tone, qualifying leads against a written ICP. A production-grade system uses both — AI for the messy reasoning, traditional automation for the plumbing between systems. We're vendor-neutral on this; if a workflow is better served by a Zapier-style flow, we'll say so at the audit stage instead of building you a custom agent.
Book a free 30-minute workflow audit. We'll identify two or three high-ROI automation candidates from your stack and give you a rough timeline + cost. No deck, no obligation to build.
Not sure if you need an automation agency, an integration partner, or just an agent build? These pages go deeper on each.
Strategy and roadmap engagement before the build.
Read more 02Multi-step autonomous agents using LangGraph and CrewAI.
Read more 03Connecting AI to Salesforce, HubSpot, and your existing stack.
Read more 04Production AI engineering — mobile, web, backend.
Read more 05Automation patterns for retail, marketplaces, D2C.
Read more 06Hire healthcare AI engineers — ambient scribes, prior-auth, EHR integration.
Read more 07Automation patterns for predictive maintenance, AOI inspection, supply-chain reorder, shift-handoff.
Read more 08Automation patterns for matter intake, contract review, e-discovery re-ranking.
Read more 09Automation patterns for AI booking, IROPS draft fanout, AI revenue management, and travel chatbots.
Read more 10Automation patterns for LMS write-back, rubric grading drafts, advisor-routing, and L&D micro-coaching.
Read more 11Automation patterns for KYC tier promotion, AML alert re-rank, payment-fraud screens, and ECOA Reg B disparate-impact monitors.
Read more 12HR AI audit + roadmap — EEOC / AEDT / ADA regulatory ledger, bias-audit harness scoping, and HRIS / ATS integration gate-in before any inference.
Read more 13Insurance AI audit + roadmap — claim-lifecycle state machine, underwriting capacity sankey, and fraud-network mapping before any core-system integration.
Read more