AI Workflow Automation · For SMBs

Stop doing by hand
what AI can do for you.

We help small and mid-sized businesses identify, implement, and manage AI-powered workflows — so your team spends less time on repetitive tasks and more time on the work that actually grows your business.

14 hrssaved per week by a 6-person team
3 daysaverage time to first automation live
0missed follow-ups after CRM automation
4.9★average client satisfaction score
The Problem

Your team is buried in work
that shouldn't require a human.

Following up on leads. Scheduling appointments. Sending reminders. Processing paperwork. Updating spreadsheets. Responding to the same questions over and over.

These tasks aren't just time-consuming — they're expensive. They pull your best people away from the work that actually moves the needle.

The good news? Almost all of it can be automated. You just need to know how.

The Old Way

  • Hire more staff to handle volume
  • Miss follow-ups and drop leads
  • Spend evenings on admin tasks
  • Pay for errors and delays

With AI Workflows

  • Handle 10× the volume with the same team
  • Never miss a follow-up again
  • Admin runs itself overnight
  • Consistent, accurate, always on
About Us

We don't just advise.
We build it with you.

Most consultants hand you a slide deck and walk away. We stay until the system is running, your team is trained, and you're actually seeing results.

We start by auditing your current workflows — identifying exactly where AI can save the most time and money. Then we design and implement the solution. Then we make sure it sticks.

We've seen what happens when AI implementation is left to enterprise software vendors — it's overpriced, over-complicated, and designed for companies 10× your size.

We work exclusively with small and mid-sized businesses because that's where the real opportunity is. Your operations are lean enough that a few smart automations can transform how you work — almost overnight.

Start with a free audit →

Audit First

We map your workflows and find the highest-value automation opportunities before writing a single line of code.

We Build It

No slide decks. No prototypes. We deliver fully working systems integrated with your existing tools.

We Make It Stick

We train your team, monitor performance, and keep improving the system as your business grows.

Services

Three ways to work with us

Step 01

AI Readiness Audit

Free · 30-min call

We review your current workflows, identify your biggest time drains, and show you exactly which tasks could be automated. No pitch. Just clarity.

  • Workflow mapping session
  • Prioritized opportunity list
  • Estimated time/cost savings
  • No obligation
Book free audit →
Step 03

Ongoing Management

Monthly retainer

We monitor, optimize, and expand your AI systems as your business grows. Think of us as your on-call automation team.

  • Performance monitoring
  • Monthly optimization reports
  • Priority support
  • Continuous expansion
Learn more →
Our Process

From first call to fully automated
— in 4 steps.

Audit

We spend 30 minutes walking through your business. We ask the right questions, map your workflows, and find the highest-value opportunities.

Design

We build a custom automation blueprint — the specific tools, integrations, and workflows we'll implement for your business. You approve it before we build anything.

Build & Deploy

We build the system, integrate it with your existing tools, test it thoroughly, and go live. Most implementations are complete within 2–4 weeks.

Train & Optimize

We train your team, monitor performance, and keep improving the system over time. You never have to figure this out alone.

Industries

We've automated workflows across dozens of industries.

If your team is doing repetitive, rule-based work — we can automate it. Here are some of the industries we work with most.

Real Estate

Lead follow-up · Showing scheduling · CRM updates · Listing management

Healthcare Admin

Appointment reminders · Intake forms · Insurance claim prep · Scheduling

Legal

Document review · Billing entries · Deadline tracking · Client intake

Finance & Accounting

Invoice matching · Expense categorization · Bank reconciliation · Reporting

E-commerce & Retail

Order management · Inventory sync · Return processing · Review responses

HR & Recruiting

Resume screening · Interview scheduling · Onboarding checklists · PTO tracking

Don't see your industry? Most workflows are automatable regardless of industry. Book a free audit and we'll tell you exactly what's possible for your business.

Social Proof

Real workflows. Real results.

Before working with Stackable AI, my team spent 3 hours every morning on follow-up emails. Now it's fully automated and we haven't missed a lead in 4 months.
Client Name
Real Estate Team Lead · California
14 hrs
saved per week by a 6-person real estate team
3 days
average time to first automation live
0
missed follow-ups after CRM automation
4.9★
average client satisfaction score
FAQ

Frequently asked questions

Not at all. We handle all the technical setup. Your job is to tell us how your business works — we take it from there. We also train your team so everyone feels comfortable using the new systems.
We work with the tools you already use — and add the right AI layer on top. We're platform-agnostic, which means we find the best fit for your workflow rather than pushing a one-size-fits-all product.
Most initial implementations are live within 2–4 weeks. Simple automations can be up and running in days. We scope it clearly upfront so there are no surprises.
That's exactly what our ongoing management retainer covers. For clients on retainer, we monitor performance and fix issues proactively — often before you even notice them. Project-only clients get a 30-day support window post-launch.
Yes. We only work with enterprise-grade, compliant tools, and we never store your business data on our own systems. We'll walk you through the data handling for every tool we recommend before we implement anything.
Get Started

Ready to find out what AI can do for your business?

Book your free 30-minute AI Readiness Audit. We'll show you exactly which of your workflows can be automated and what it's worth to your bottom line.

No pitch. No pressure.

Free 30-minute call
No obligation
Results in days

Book a Free Audit

We typically respond within one business day.