SERVICE 02 · AUTOMATE · FROM $7,500
Automate is Tooliva’s fixed-price AI build: agents wired into the tools you already run, doing the reading, routing, chasing and booking your team does by hand — around the clock. Three builds cover almost everything owners ask us for.
> lead: captured → qualified → booked ✓ 11:48pm
2–4 wks
audit to go-live
100%
owned by you — docs, keys, code
30 days
of tuning included
ONE NIGHT SHIFT
Three workflows, one agent, your rules. Illustrative — but this is the kind of log a build like this writes every night.
> shift log · 6:00pm → 6:00am
lead: website form → qualified → booked Thu 10:00am ✓
invoice #1042: 7 days overdue → reminder drafted in your voice → sent ✓
lead: missed call → text-back → reply → booked ✓
inbox: 31 messages read → 27 filed → 4 flagged for a human ✓
report: 6 tools pulled → 2 anomalies flagged → sent 6:00am ✓
summary to owner: 3 bookings · 1 payment · 4 to review ✓
> shift: 12h · humans paged: 1 · rules broken: 0
None of this is a promise about your numbers. It’s what the robot work looks like when a system does it.
BEFORE / AFTER
Invoice chasing is the build most owners start with. Here’s what it looks like by hand, and what it looks like wired.
every Friday, forever
> your Friday: back ✓
WHAT WE AUTOMATE
No 47-item menu. Nearly every Automate build is one of these, scoped to your tools and your rules.
Runs on
The agent does
answers, qualifies, checks the calendar, books, confirms
Your team does
shows up to the job
In the log
> lead: captured → qualified → booked ✓ 11:48pm
The agent does
finds overdue invoices, drafts and sends reminders in your voice, matches payments
Your team does
approves the exceptions
In the log
> receipt: read → matched → reconciled ✓
The agent does
pulls the numbers, checks them, flags anomalies, sends the report
Your team does
reads it over coffee
In the log
> report: compiled → reviewed → sent ✓ 6:00am
Got a task like these? We’ll put a number on it.
Book a free tool-stack auditGUARDRAILS
Every build ships with three lists, written with you and tested on your real data before go-live.
You set the lists. We build them in, test them, document them and hand you the keys.
PROOF · THREE AUTOMATE BUILDS
Names withheld under NDA — every metric below is from a signed-off client build. Ask us on the audit call and we’ll walk you through the actual systems.
FIELD SERVICES · 14-PERSON HVAC COMPANY
> call: 11:48pm → qualified → booked ✓
Our phones used to go to voicemail after 6pm. Now every call gets answered and booked — we stopped losing the jobs we never even knew about.
ACCOUNTING · 8-PERSON BOOKKEEPING FIRM
> receipt: read → matched → reconciled ✓
Month-end close went from six days to two. My staff only touches the exceptions now — the receipts just reconcile themselves.
PROFESSIONAL SERVICES · 22-PERSON AGENCY
> report: compiled → reviewed → sent ✓ 6:00am
The Monday report writes itself. My account managers got their mornings back, and the numbers are right every single time.
THE MATH
Drag the sliders. The payback line assumes a typical $7,500 build — the honest version of the pitch.
If an automation won’t pay for itself inside 12 months, we’ll tell you not to build it — before you spend a dollar.
Drag the sliders. See what the busywork really costs.
Burned every year: $28,080. Hours back per year: 624 hrs. Payback on a typical $7,500 build: 3.2 months.
That’s the napkin math. The free audit runs it on your real numbers.
Book a free tool-stack auditHOW IT WORKS
Audit, blueprint, build, hand over — the same every time, fixed price agreed in writing before step three.
We sit with your team, map how work actually moves through your business, and find where the hours leak out.
You get a ranked plan: what to automate first, what it returns, what it costs — and what isn’t worth building. Yours to keep, even if you walk.
Fixed price, agreed in writing before we start. Built and tested on your real data before anything touches your customers.
Full documentation, a training session for your team, and 30 days of tuning included. Then it’s yours — no dependency on us.
PRICING
An Automate build is one automation end to end: connected tools, AI doing the busywork, tested on your real data, documented and handed over. Single-workflow builds (one automation, two or three tools) start at $3,500. The Care Plan is optional, month-to-month.
$499
flat, one time
From $7,500
scoped in writing first
$250–500
per month, optional
Not sure which you need? Book the free audit — we'll tell you straight, and the roadmap is yours either way. Single-workflow builds (one automation, two or three tools) start at $3,500. You’ll always see the full price before you pay anything.
OBJECTIONS, ANSWERED
Connect moves data between tools you already pay for — CRM to accounting, form to CRM — with no judgment calls. Automate adds AI to make the judgment calls: reading a message, deciding what it is, drafting a reply, chasing, booking. Most Automate builds include the Connect wiring underneath. If all you need is the wiring, we’ll tell you — it’s cheaper.
We design every workflow so AI proposes and rules dispose — anything irreversible (sending money, deleting records, emailing customers) either follows strict rules or routes to a human. You set the guardrails; we build them in, test them, and document them.
Whichever fits the job and your data rules — OpenAI and Claude models most often, run through workflows we build in n8n, Make or custom code. We’re tool-agnostic and paid the same either way, so you get the honest pick, documented, with the keys in your name.
One automation, end to end: the roadmap (credited), the build, testing on your real data, documentation, a training session for your team, and 30 days of tuning after go-live. The price is fixed in writing before we start. Multi-workflow builds are quoted the same way — one number, no meter running.
Tool fees only — typically $40–180 a month across the AI and automation platforms, paid by you, directly. No retainer. The Care Plan ($250–500 a month) is optional if you want us monitoring and tuning it.
About two hours total: one working session at the start, one training session at the end. We handle everything between — you just watch the weekly demos and say yes or no.
KEEP READING
READY WHEN YOU ARE
A free 30-minute call — not a sales pitch. We’ll scope your highest-ROI opportunity and tell you straight whether automation is even the right answer. Want the full mapped roadmap after that? It's a fixed $499, credited to any build.
Prefer to reach out directly?hello@tooliva.com
