Services · Automation

AI automation for small
business — tools that talk.

You want AI automation for small business operations that stops you copying data between tools on Sunday nights. Sovix wires your website, CRM, calendar, Slack, and socials into one reasoning loop — so leads route, invoices send, and ops briefs drop in your inbox while you sleep. Live in 14 to 20 business days.

Book a free strategy call → See pricing
What you get

Four deliverables.
Everything on rails.

Every workflow below ships with monitoring, fallbacks, and a plain-English SOP. Your team runs it, not us.

01 — AGENT
Custom AI agent (sales, support, or ops)
Pick one role. We build the agent, wire the tools, set the escalation thresholds, and hand you a running team member. Claude reasoning, your data, your rules.
1 agent · 0 new hires →
02 — PIPES
6 cross-tool workflows
Typical set: lead intake, booking, invoicing, review requests, weekly ops brief, and a custom flow scoped to your stack. Every pipe monitored and logged.
Zapier + Make + n8n + Claude →
03 — BRIEF
Weekly ops brief
Every Monday 7am: revenue, top leads, overdue invoices, lost opportunities, and a plain-English summary of what the AI handled while you slept.
Stripe + GA4 + CRM → Claude → inbox →
04 — TRAINING
Staff SOPs + 60-day support
Two live training sessions, a walkthrough video per workflow, and 60 days of support post-launch. Your team owns every flow before we step back.
Notion SOPs · handoff · done →
How we build it

Four steps.
Three weeks.

Transform takes 14–20 business days because we're wiring six workflows, not one. No discovery tax — the first call closes scope and price.

01 Week 0 · 20 min · free
Strategy call
We map your stack, your bottlenecks, and the six workflows that unlock the most hours. You leave with a fixed quote and a written scope.
02 Weeks 1–2 · build
Build + configure
We build the agent, wire every integration, stand up the ops brief, and configure the escalation rules. Daily progress in the portal.
03 Week 3 · QA
Test + train
We dry-run every workflow, tune the agent, and run two live training sessions with your team. Every SOP signed off before launch.
04 Week 4 · you own it
Launch + handoff
All workflows live. You get the repo, the docs, the monitoring dashboard, and 60 days of support. Retainer optional, not required.
Who this is for

Three honest fits.

Transform is for operators who already have the business — they just need the plumbing.

01 — SCALING
Small business outgrowing spreadsheets
Revenue is fine, ops is chaos. You've got five tools, three tabs per tool, and no one's sure where the source of truth lives. Time to wire it together.
  • $1M–$5M annual revenue
  • 5–25 employees
  • Data re-entered in 3+ places
02 — REPLACING
Owner replacing a part-time admin
You pay $3K/mo for a part-time admin who does repetitive work. Transform absorbs 70% of the admin and pays itself back in the first quarter.
  • Currently spending $2K–$5K/mo on admin
  • Repetitive data entry + follow-up
  • Owner still touching everything
03 — SYSTEMATIZING
Operator who wants a real ops stack
You want dashboards, SOPs, and an AI handling the long tail. Transform ships the foundation so every hire after this one gets 3x leverage.
  • Planning to hire or scale
  • Cares about documentation
  • Wants system, not heroics
Pricing · Automation

One build.
One partner.

Ship Transform to get the six workflows live. Add AI Partner to keep building. Both are fixed price. Both are cancelable.

Transform
$7,500
one-time · live in 14–20 days
Custom AI agent + 6 automations
Cross-tool pipes (site → CRM → calendar → Slack)
Weekly ops brief email
Monitoring + fallback routing
Staff training (2 sessions) + SOPs
60 days of support included
Start with Transform → Talk first? Book a call
AI Partner · Retainer
$799/mo
embedded AI team
Up to 16 hrs of work / month
2 new automations / month
Slack channel + weekly sync
AI agent tuning + retraining
Same-day fixes on broken workflows
Quarterly training refreshers
Add AI Partner → Talk first? Book a call

Lighter lift? See Care ($199/mo) and Growth ($399/mo) retainers.

FAQ · Automation

Straight answers.

We use Zapier, Make, and n8n under the hood when they're the right tool. The difference: we add Claude reasoning in the loop so the automation handles judgment calls, not just if/then rules. And we build it for you — so you never babysit a broken Zap.
HubSpot, Salesforce, Airtable, Pipedrive, Notion, Google Workspace, Slack, Stripe, Cal.com, Twilio, Resend, Mailchimp, Instagram, TikTok, LinkedIn, QuickBooks, ServiceTitan, Jobber, and anything with an open API. If it exists, we probably already have a playbook.
Transform ships with up to 6 cross-tool workflows — typically lead intake, booking, invoicing, review requests, weekly ops brief, and one custom agent. AI Partner adds 2 new automations per month.
Every workflow has monitoring and fallback routing. If an API fails, the event queues and retries, and you get a Slack ping if it's still broken after 15 minutes. AI Partner retainers include same-day fixes.
Weekly ops brief every Monday: hours saved, leads captured, invoices sent, tasks completed. Most Transform builds recoup the $7,500 inside 90 days by replacing a part-time admin or an answering service.
Yes. Transform includes two live training sessions, a walkthrough video, and a written SOP for every workflow. AI Partner includes quarterly refreshers and onboarding for new hires.
Related case studies

Systems at work.

Two recent Sovix automation builds. Illustrative metrics, full studies inside.

+40%
Booked jobs · 8-day build
HVAC company automated intake, dispatch, and review requests.
"We stopped losing weekend calls within 48 hours of going live." [Placeholder — TODO]
Read case study →
68%
Fewer unqualified intros
Consultant wired intake, booking, and invoicing into one loop.
"My calendar finally matches my revenue goals." [Placeholder — TODO]
Read case study →
Next

Make your tools
talk. Finally.

Book a free 20-minute call. We'll map the six workflows that would absorb the most owner hours — and tell you if Transform is the fit.

Book a free call → Free AI audit

Free 20-min strategy call

Book a call →