Automintly — Less busywork. More possibility.

automintly

Turn repetitive work into systems that run.

Automintly finds the manual work, broken handoffs, and revenue leaks slowing your business down. We build focused automation across customer service, sales, operations, finance, and reporting—then show you what every system is doing in one dashboard.

Start with a written Automation Health Check. No call is required. If one workflow deserves a closer look, the next step is a fixed-price Revenue-Leak Snapshot.

What Automintly can connect
✓ Leads, customer requests, and follow-up
✓ Phone, text, email, and website chat
✓ Scheduling, CRM, and sales handoffs
✓ Documents, invoices, and approvals
✓ Internal tasks with human controls
✓ Time, revenue, and failures in one dashboard

The hidden tax on growing businesses

Manual work doesn't just cost time — it caps how big you can grow.

Missed calls

Revenue that walks to a competitor

An unanswered call can become a lost opportunity when the caller reaches another available business.

Manual entry

The same data, typed three times

Information gets re-entered across systems by people who could be doing something else.

Slow follow-up

Leads that go cold waiting

Deals and clients stall out because no one had the hours to reach back out in time.

Automintly OutcomeOS

Find the leak. Supervise the fix. Prove the result.

Other tools automate isolated tasks. Automintly is designed to find where work or money is leaking, deploy the right focused system, keep consequential actions under human control, and separate estimates from evidence in one dashboard.

Recover demand

Revenue Rescue

Capture missed demand and keep qualified opportunities moving toward a clear next step.

  • Missed-call and lead recovery
  • Quote and follow-up systems
  • Dormant-customer reactivation
Protect margin

Cash & Cost Control

Help collect what is owed, catch avoidable spend, and preserve reviewable evidence before money moves.

  • Accounts-receivable follow-up
  • Invoice and supplier checks
  • Spend and exception controls
Choose the next move

Growth Intelligence

Turn market, customer, sales, and campaign signals into reviewed decisions instead of another pile of reports.

  • Advanced market research
  • Sales and campaign guidance
  • Conversion and outcome analysis
Business Leak MapSurfaces setup, connection, test, approval, failure, and measurement gaps.
Human Approval CenterAI can prepare work; a person decides before consequential actions.
Unified Customer TimelineKeeps a readable history across installed automations without exposing secrets.
Automation Test CenterBinds practice checks to the exact saved configuration revision.
Outcome LedgerLabels verified, recorded, influenced, and estimated value separately.
Reliability CenterKeeps failures and uncertain outcomes visible so systems can fail closed.
One control layer. Focused automations underneath.

See the fictional dashboard preview, or start with a written assessment of the workflow costing you the most.

Featured solution · HVAC & home services

Recover the lead after a missed call.

When a technician or office team cannot answer, Automintly can keep the inquiry moving with an approved response, a visible follow-up queue, booking and escalation rules, and a complete outcome record.

Built as a focused industry solution—not the limit of what Automintly can automate.

HVAC missed-call recovery
✓ Missed call captured
✓ Approved text response prepared
✓ Lead added to the CRM workflow
✓ Booking link and escalation rules
✓ Follow-up queue with human controls
✓ Results and failures in the dashboard
Contract & spend recovery

Your suppliers are billing you more than your contracts say.

A separate service from our automation work. We put the contract next to the invoice and find the difference. You pay 25% of what you actually get back — and nothing at all if we find nothing.

Rates above contract

The invoiced rate quietly exceeding the rate you signed.

Fees above their cap

Fuel and environmental surcharges past the ceiling your contract sets.

Billing after cancellation

Phone lines at a building you sold. Seats for people who left.

Unclaimed service credits

Credits you are owed. Most expire within 30 to 60 days.

No retainer, no hourly rate, no minimum. Send your five largest suppliers to start.

Reconciliation Waste & recycling · 11 months
Contracted rateSchedule A, §2 — rate table $412.00 / mo
Invoiced rateINV-2291 → INV-2301 $487.00 / mo
Overcharge per month $75.00
Recoverable $825.00
Illustration, not a client result. One line item, one contract clause, ten minutes.

Automation options for common business workflows

Explore Automintly’s full capability catalog, or start with a focused system tied to money protected, revenue captured, or time recovered. Open any service to see the implementation process, typical tools, integrations, and what appears in your dashboard.

Done-for-you organization

Business Knowledge Hub

Your notes, projects and procedures in one searchable Obsidian workspace. $299 one-time setup for one user and up to 50 notes or documents, with templates, linked graph, backup setup, walkthrough and one revision.

Explore the $299 setup

Customer-facing

Everywhere your business meets a customer.

01

AI phone & voice agents

An AI voice workflow for agreed coverage hours that can answer, qualify, route, and book through compatible systems, with approved follow-up and escalation rules.

VoiceBooking
How we do it
Discovery
We listen to recorded calls and map your real call patterns — what callers ask, when they call, and which calls actually need a human.
Agent build
We write the agent's conversation flows, qualifying questions, and escalation rules, then connect it to your phone number, calendar, and CRM.
Testing
We run scripted and live test calls to tune tone, pacing, and handoff accuracy before a single real customer reaches it.
Go live
For supported calls, the approved setup can produce transcripts, summaries, and dashboard records subject to provider availability and consent requirements.
02

Customer support & chat agents

Website chat, SMS, and WhatsApp agents that resolve routine questions instantly and hand off complex ones with full context.

ChatSupport
How we do it
Knowledge base
We pull your existing docs, FAQs, and past ticket history into a source the agent can answer from accurately.
Channel setup
We deploy the agent to your website, SMS, and WhatsApp, matched to your brand voice and response style.
Handoff rules
We define exactly which questions get escalated to a person, and pass the full conversation history along with them.
Ongoing tuning
We review unresolved conversations monthly and expand the agent's coverage where it's falling short.
03

Scheduling & calendar automation

Multi-party meeting coordination and resource or room booking that resolves conflicts and confirms details automatically.

SchedulingCalendars
How we do it
Availability rules
We define your real scheduling constraints — buffers, working hours, meeting types, priority overrides.
Coordination logic
Multi-party meetings get scheduled by finding genuine overlap instead of an email chain.
Resource booking
Rooms, equipment, and staff assignments get reserved alongside the meeting, with conflicts caught upfront.
Confirmations
Reminders, reschedules, and cancellations are handled automatically, cutting no-shows.
04

Reputation & review management

Automated review requests, AI-drafted responses, and sentiment monitoring that protect your online reputation without daily manual effort.

ReviewsSentiment
How we do it
Request timing
We trigger review requests at the moment a customer is most satisfied, not at a random interval.
Response drafting
Incoming reviews get AI-drafted responses in your brand voice, held for your approval before posting.
Sentiment monitoring
Mentions across review sites and social get tracked, with negative sentiment escalated immediately.
Reporting
Review volume, average rating, and response time trend in your dashboard over time.

Growth & revenue

The systems that bring work in and keep it.

05

Sales & CRM automation

Lead routing, pipeline hygiene, and quote-to-close workflows that keep deals moving without a rep chasing every step manually.

CRMPipeline
How we do it
Pipeline audit
We map your current sales stages and find where deals stall, get dropped, or require manual data entry.
Routing rules
We build automatic lead assignment based on territory, deal size, or rep availability — no more leads sitting unclaimed.
Workflow build
Quote generation, follow-up sequences, and stage-change triggers get wired into your existing CRM.
Reporting
Pipeline health and rep activity flow into your dashboard so you can see what's moving without asking.
06

Marketing automation

Content repurposing, behavior-triggered drip campaigns, and social scheduling that keep output consistent without a bigger team.

CampaignsContent
How we do it
Audience mapping
We define the segments and behaviors that should trigger different messages.
Sequence build
We build email and SMS sequences triggered by real actions — a page visit, a purchase, a period of silence.
Content pipeline
One long-form asset gets automatically repurposed into social posts, email copy, and clips.
Performance loop
Open, click, and conversion data feeds back so underperforming sequences get flagged and revised.
07

Client onboarding & success

Automated onboarding sequences, check-in cadences, and renewal or upsell reminders that keep new customers engaged without manual follow-up.

OnboardingRetention
How we do it
Journey mapping
We map the milestones a new client should hit and where they typically go quiet.
Sequence build
Welcome flows, resource delivery, and check-ins trigger based on where each client is in the journey.
Health signals
Usage and engagement patterns flag at-risk accounts before they churn.
Renewal triggers
Renewal and upsell moments surface to your team with context, not as a calendar reminder they'll ignore.
08

Partner & affiliate program automation

Commission tracking, payout processing, and partner reporting that let a referral program run without becoming someone's part-time job.

CommissionsPartners
How we do it
Program setup
We define tiers, attribution rules, and payout terms, then build the tracking to enforce them.
Attribution tracking
Referrals get attributed accurately across channels, so partners trust the numbers.
Payout processing
Commission calculation and payout scheduling run automatically on your cycle.
Partner reporting
Partners get their own performance view, cutting the back-and-forth about what they're owed.
09

Event & webinar automation

Registration, reminder sequences, and post-event follow-up that turn an event into pipeline instead of a spreadsheet of names.

EventsFollow-up
How we do it
Registration flow
Signup, confirmation, and calendar invites are handled end to end with no manual list management.
Reminder cadence
Multi-touch reminders across email and SMS lift attendance without anyone sending them.
Live handling
Attendance, questions, and engagement get captured and pushed into your CRM as it happens.
Post-event follow-up
Attendees and no-shows enter different follow-up tracks automatically, with recordings delivered.
10

E-commerce & fulfillment automation

Order routing, inventory sync across channels, abandoned-cart recovery, and restock alerts — so a sale doesn't mean an afternoon of data entry.

OrdersInventory
How we do it
Channel integration
We connect your storefronts, marketplaces, and fulfillment providers into one synced system.
Inventory sync
Stock levels update across every channel in real time, so you stop overselling items you don't have.
Order workflows
Orders route to the right fulfillment path automatically, with tracking pushed back to the customer.
Recovery flows
Abandoned carts, failed payments, and restock notifications trigger without anyone watching for them.

Internal operations

The back-office work nobody should be doing by hand.

11

Business process & document automation

Invoicing, contracts, forms, and receipts — extracted, processed, and routed automatically instead of by hand.

DocumentsOps
How we do it
Document mapping
We catalog every document type your business handles and where each one currently goes by hand.
Extraction setup
AI reads each document type and pulls the fields you need — amounts, dates, parties, line items — with accuracy checks built in.
Routing logic
Extracted data flows into your accounting, CRM, or storage systems automatically, with approval steps where you want them.
Exception handling
Anything the system isn't confident about gets flagged for human review instead of silently guessing.
12

Financial operations automation

Expense processing, invoice reconciliation, and cash-flow alerts that surface problems before your books close, not after.

AP/ARForecasting
How we do it
System connection
We connect your accounting platform, bank feeds, and expense tools into one reconciled view.
Processing rules
Invoices and expenses get categorized, matched, and routed for approval based on rules you set.
Reconciliation
Mismatches between systems get flagged automatically instead of surfacing at month-end close.
Cash-flow alerts
Runway, receivables aging, and unusual spend patterns trigger alerts while there's still time to act.
13

HR & recruiting automation

Resume screening, interview scheduling, and onboarding checklists that run themselves, so hiring moves at the pace of your applicants.

HiringOnboarding
How we do it
Criteria definition
We work with you to define what actually qualifies a candidate, so screening reflects your real bar.
Screening setup
Incoming applications get parsed, scored, and ranked against those criteria, with everything logged for review.
Scheduling
Interview coordination happens automatically across your team's calendars and the candidate's availability.
Onboarding flows
Accepted offers trigger document collection, account provisioning, and first-week checklists.
14

IT helpdesk & internal ops automation

Ticket triage, password resets, and access provisioning handled automatically, so your team isn't waiting on IT for routine requests.

HelpdeskIT Ops
How we do it
Ticket analysis
We review your ticket history to find which requests are repetitive enough to fully automate.
Self-service agent
An internal agent in Slack or Teams handles routine requests directly — resets, access, how-to questions.
Triage routing
Anything needing a human gets categorized, prioritized, and routed to the right person automatically.
Provisioning flows
New hires and role changes trigger account creation and permission changes without a manual checklist.
15

Procurement & vendor management

Purchase order approvals, vendor onboarding, and contract renewal alerts so spend decisions stop living in someone's inbox.

ProcurementVendors
How we do it
Approval workflows
POs route through the right approvers based on amount, category, and budget owner.
Vendor onboarding
Document collection, tax forms, and system setup for new vendors run as one guided flow.
Renewal alerts
Contract end dates and auto-renewal windows surface early enough to renegotiate.
Spend visibility
Committed and actual spend by vendor and category feed into your dashboard.
16

Field operations & dispatch

Technician routing, job status updates, and mobile data capture that keep crews productive and customers informed.

DispatchField
How we do it
Route optimization
Jobs get assigned and sequenced by location, skill, and time window instead of by hand each morning.
Mobile capture
Techs log job details, photos, and signatures in the field, syncing straight into your systems.
Customer updates
Arrival windows, delays, and completion notices reach customers automatically.
Job costing
Labor, parts, and travel roll up per job so you can see real margin, not estimates.
17

Training & knowledge management

Auto-updating SOPs, onboarding courseware, and internal search agents so institutional knowledge stops living in one person's head.

SOPsKnowledge
How we do it
Knowledge capture
We turn existing docs, recordings, and tribal knowledge into structured, searchable material.
Internal search agent
Staff ask questions in plain language and get answers sourced from your actual documentation.
SOP maintenance
When a process changes, dependent documents get flagged for update rather than going stale silently.
Onboarding tracks
New hires move through role-specific training with progress tracked automatically.
18

Compliance & monitoring automation

Audit trails, anomaly detection, and automated regulatory reporting for businesses that can't afford to catch a problem late.

Audit trailMonitoring
How we do it
Requirements mapping
We document which records, approvals, and reports your obligations actually require.
Audit trail build
Every relevant action gets logged automatically with timestamp, actor, and context — queryable and exportable.
Anomaly detection
Unusual patterns in transactions, access, or process deviations get flagged as they happen.
Report generation
Recurring compliance reports assemble themselves on schedule, ready for review rather than built from scratch.
19

Translation & localization workflows

Multi-language content pipelines that keep every market's materials current without duplicating the work each time.

LocalizationMulti-market
How we do it
Source pipeline
Updates to source content automatically queue translation for every active language.
Quality checks
Terminology consistency and brand glossary rules get enforced across languages.
Review routing
Native reviewers approve in-context before anything publishes.
Publishing sync
Approved translations push to every channel and system that needs them.
20

Employee onboarding, time clock & attendance

A complete employee setup and time-tracking system that guides new hires through onboarding, then records clock-ins, clock-outs, breaks, hours, and attendance in one reliable view.

OnboardingTime clockAttendance
How we do it
New-hire onboarding
We create a guided workflow for collecting employee information, required forms, policies, acknowledgements, role details, and first-day tasks.
Employee setup
Each employee receives the right profile, location, role, schedule, manager, and access before their first shift.
Clock and breaks
Employees clock in and out and record meal or rest breaks from a simple phone, tablet, or shared-device time clock.
Rules and alerts
Late arrivals, missed punches, overtime thresholds, unusually long shifts, and incomplete breaks are flagged for manager review.
Manager dashboard
Managers can review attendance, correct missed punches, approve timecards, and see total hours by employee, team, location, or pay period.
Payroll handoff
Approved hours and break records export into the business's payroll process, reducing manual entry and payroll mistakes.

Data, systems & visibility

The infrastructure everything else runs on.

20

Data & reporting automation

Live dashboards and scheduled reports that tell you what's happening in the business, without anyone building a spreadsheet.

DashboardsAlerts
How we do it
Source connection
We connect every system holding data you care about — CRM, accounting, ops tools, spreadsheets.
Data cleanup
We deduplicate, standardize, and reconcile records so your numbers actually agree across systems.
Dashboard build
We build the views your team actually uses, updated live rather than compiled manually each week.
Alerting
Thresholds and anomalies trigger notifications, so problems reach you before they show up in a monthly report.
21

Advanced market research automation

Continuously organizes approved market, competitor, pricing, customer-feedback, and internal-performance evidence into a traceable brief built around your business.

ResearchStrategy
How we do it
Research scope
You define the markets, competitors, questions, and approved source types that matter to your decisions.
Evidence collection
Authorized public, customer, internal, or licensed sources are recorded with dates and source references instead of blended into unsupported claims.
Signal ranking
Current high-confidence signals are organized into opportunities, risks, and evidence gaps using your reviewed thresholds.
Human review
The dashboard shows the evidence behind every finding. Recommendations remain drafts until your assigned reviewer approves them.
Add Advanced Market Research to your plan →
NEW

Government opportunity search & bid support

For businesses with a plausible contracting fit, we screen official opportunities against verified capabilities and eligibility, then organize the evidence your team needs to make a bid decision.

GrowthBid support
How we do it
Fit screening
We review your capabilities, six-digit NAICS codes, active SAM registration, set-aside eligibility, locations, and delivery limits before recommending the service.
Official opportunity shortlist
Relevant SAM.gov notices are recorded with their official link, notice type, deadline, agency, and fit evidence.
Bid-review packet
We organize requirements, gaps, deadlines, source documents, and draft materials for a qualified person to review. Automintly does not submit a bid or contact an agency automatically.
Measured outcome
The dashboard separates opportunities reviewed, qualified matches, bid reviews prepared, and deadlines flagged. We do not guarantee awards.

Included add-on — $0 upfront search fee. Automintly clients pay no Contracting add-on fee unless a qualifying contract is awarded. Any success fee is offered only where legally permitted and agreed in writing before bid support begins; no percentage is currently quoted or approved. Dashboard access remains separate.

Explore Contracting →
22

Custom systems & complex integration

Multi-system orchestration across your CRM, ERP, and accounting tools, plus custom AI agents for workflows off-the-shelf tools can't touch.

IntegrationCustom
How we do it
Systems architecture
We map every system involved, what data lives where, and how information needs to move between them.
Integration build
We build the connections — using existing APIs where they exist, and developing custom ones where they don't.
Custom agents
For workflows no off-the-shelf tool handles, we build purpose-built AI agents scoped to your process.
Documentation
You get full technical documentation, so your team or any future developer can maintain what we built.
NEW

Automintly Website Studio

Choose from six polished one-page website layouts for a new site or a focused upgrade. Starter, Growth, and Signature options are fixed at $200, $400, or $600 based on structure and visual complexity.

WebsiteOne-time add-on
How we do it
Choose a layout
Pick one of six layouts across three tiers, from a clean starter page to an advanced visual showcase.
Fit your brand
We apply your approved logo, colors, copy, images, links, and calls to action to the selected template.
Build one focused website
The fixed price covers one compatible one-page business website or one-page upgrade. Ecommerce, custom systems, copywriting, hosting, domains, and extra pages are quoted separately.
Quality assurance
We check the finished page at phone and desktop sizes before handoff. Results, conversions, rankings, and accessibility certification are not guaranteed.
View templates from $200 →
24

Automation rescue & migration

Inherited a broken Zapier stack or automations built by someone who left? We audit what exists, fix what's salvageable, and rebuild what isn't.

MigrationRescue
How we do it
Forensic audit
We document every existing automation, what it was supposed to do, and what it's actually doing now.
Triage
We separate what's worth keeping, what needs repair, and what should be rebuilt from scratch — with costs for each.
Migration
Salvageable workflows move onto a maintainable footing with proper error handling and logging.
Handover
You get documentation for everything, so the next person inheriting it isn't in the position you were.

Industry solutions

The same systems, shaped around how your sector actually works.

24

Appointment-based service businesses

Clinics, salons, trades, auto shops, studios, and firms — anywhere customers call in and book your team's time. Call answering, scheduling, follow-up, and no-show reduction built around your booking system.

BookingsFollow-up
How we do it
Call capture
An AI voice workflow handles calls during the agreed coverage window, follows approved qualification rules, and connects to a compatible scheduling system with a human escalation path.
Schedule optimization
Appointments get sequenced by availability, skill, and location, and the schedule adjusts automatically when the day changes.
Follow-up
Quotes and inquiries enter automatic follow-up sequences, and lapsed customers get pulled back in for repeat work.
No-show reduction
Confirmations, reminders, and easy rescheduling cut the empty slots that quietly cost you a day of capacity each week.
Run the 60-second website trust check → Fix visible website mistakes for $149 →
25

Field & dispatch operations

For businesses whose revenue depends on people in vehicles — trades, cleaning, landscaping, moving, mobile services. Routing, job costing, and customer updates that keep crews productive.

DispatchField
How we do it
Route optimization
Daily routing accounts for location, skill, urgency, and time windows automatically instead of being built by hand each morning.
Mobile capture
Staff log job details, photos, and signatures on the devices they already carry, syncing straight into your systems.
Customer updates
Arrival windows, delays, and completion notices reach customers automatically, cutting inbound "where are they" calls.
Job costing
Labor, materials, and travel roll up per job so you can see real margin rather than estimates.
26

Professional & advisory firms

Law, accounting, consulting, insurance, and agencies. Intake screening, deadline tracking, document assembly, and client communication for businesses billing knowledge and time.

IntakeMatters
How we do it
Intake screening
Prospective clients get screened against your criteria and conflict checks before consuming billable time.
Deadline tracking
Filing dates, renewals, and statutory deadlines are calculated and monitored with escalating reminders.
Document assembly
Routine documents generate from matter data instead of being rebuilt from a prior file each time.
Client updates
Status updates reach clients automatically, cutting the where-are-we calls that interrupt billable work.
27

Retail, e-commerce & multi-location

For businesses selling across channels or running several sites. Inventory sync, order routing, cross-location reporting, and customer service that scales without a headcount per location.

Multi-siteChannels
How we do it
Channel sync
Inventory and pricing stay consistent across storefronts, marketplaces, and physical locations in real time.
Order routing
Orders route to the right location or fulfillment path automatically, with tracking pushed back to the customer.
Consolidated reporting
Performance by location, channel, and product rolls into one view instead of separate exports.
Support scaling
Chat and email agents handle routine order questions across every channel, escalating only what needs a person.

Don't see your industry? The underlying systems are the same — book a health check and we'll tell you honestly whether they fit how you work.

Content & acquisition studio

Create the content. Track the leads and sales.

Automintly can scope the content, produce channel-ready creative, connect the campaign to your lead and sales path, and make the result visible in your dashboard. You can request content only, ads only, or the complete measured system.

Automintly UGC Studio

Request the UGC format your offer actually needs.

Tell us what you sell, who it is for, and where the content will run. We will help choose the right concept, format, deliverables, and usage scope before production begins.

  • Product demos & tutorials
  • Unboxings & first impressions
  • Testimonials & problem-solution stories
  • Website & app walkthroughs
  • Try-ons & lifestyle clips
  • Hooks, cutdowns & ad variations
View the UGC & visual portfolio →
Automintly ProofLoop Ads

We do not stop at running ads. We build the creative and show what converted.

Each campaign starts with multiple channel-native creative angles, a defined conversion event, and a measurement plan. Winning messages get expanded; weak ones get retired using evidence rather than guesswork.

Creative quality gate before spendHook clarity · offer fit · believable proof · mobile legibility · channel-native format · tracking readiness
  • UGC, product and offer-led creative production
  • Structured hook, angle and format testing
  • Lead-source and confirmed-sale attribution
  • Visual conversion and return scorecards
Adcreative & spend
Leadsource captured
Saleoutcome confirmed
Proofrevenue attributed
SpendLeadsConversion rateCost per saleAttributed revenueROAS

Attribution is limited to connected sources and confirmed events. Unmatched sales remain unattributed instead of being presented as ad-driven results.

Inquire about measured ads →
Measurement planned with each build

See the activity the connected systems can verify

Each approved scope identifies the events, exceptions, and outcome evidence available from connected sources. Dashboard access and monitoring are priced separately unless your signed agreement includes them.

Performance-based pricing is available only for eligible engagements with an agreed attribution method, exclusions, and written terms.

Volume

Items processed and runs completed, per automation.

Reliability

Error rates and failures surfaced, not buried.

Hours saved

Measured against the baseline set during your audit.

Cost impact

What the automation replaced, in dollars.

A clear process, not a black box

Our standard process starts with available evidence and a written scope.

1

Discovery and scope

We learn how the work happens today, identify the strongest automation opportunity, and define a clear scope before anything is built.

2

Build

We implement the agreed first workflow, test it against written acceptance criteria, and review the available evidence before discussing expansion.

3

Optimize

We monitor performance and keep tuning. Automation isn't set-and-forget, and neither are we.

Mission and vision

The purpose behind the systems and automations we design.

Our mission

Automintly helps growing businesses eliminate repetitive work, respond to customers faster, and operate more efficiently through practical AI automation.

Our vision

A future where every business can use powerful automation without needing a large technical team.

Why Automintly

Evidence defined up front

The scope identifies what can be measured, which source records support it, and which limitations remain.

Handover terms in writing

Your agreement states what is documented or exportable and identifies third-party platform or licensing limits.

We audit before we build

We review the current workflow and agree on a focused first scope before implementation begins.

We train your team

Available documentation, training, support, and client responsibilities are defined in the signed scope.

How we're different

The written scope explains what will be built, how it will be reviewed, what it depends on, and which terms apply.

Performance pricing

Pay for outcomes, not projects

On eligible engagements, a signed agreement may tie fees to clearly defined results. Attribution rules, exclusions, timing, caps, and source evidence are agreed before work begins.

Focused rollout

Start with the clearest opportunity

We begin with a tightly scoped automation tied to a measurable business outcome. You see exactly what it does, how it performs, and whether expanding the system makes financial sense.

Handover by design

Know what can be handed over

Documentation, training, support, and export rights are listed in the signed scope, subject to the rules and technical limits of third-party providers.

Change control

New work requires approval

Requested changes, added integrations, and out-of-scope provider costs are described and approved before Automintly bills for them.

Published pricing

Our prices are on this page

Published prices are planning estimates. Compatibility, final scope, provider costs, taxes, and payment terms are confirmed in writing before purchase.

Written acceptance criteria

We agree what "done" means before we build

Before work starts, the signed scope states what the automation must do, how it will be reviewed, and what evidence supports acceptance.

No lock-in

Handover follows the agreement

The signed scope identifies client data, deliverables, documentation, and permitted exports. Third-party licenses and platform limits still apply.

Rescue work

We fix what other agencies broke

Inherited a broken stack, or automations built by someone who left? We audit what exists, repair what's salvageable, rebuild what isn't, and document all of it.

Performance pricing is offered only on eligible engagements and is controlled by the signed terms. Website descriptions do not replace the agreement.

Pay only for what you need

Choose the automations you need. The builder totals each one-time setup price and adds the right monthly dashboard plan for the combined scope.

Pricing piece How it works Price
Automation setupOne timeEach selected automation has its own setup price. Your cart adds them together.From $695 each
Essentials dashboardLower-complexity setupDashboard, setup guide, activity, health checks, Profit Meter, and Optimize.$299/month
Growth dashboardSeveral or advanced automationsExpanded dashboard coverage for a larger connected automation system.$599/month
Scale dashboardHigh-complexity systemBroader monitoring and controls for many connected workflows.$999/month
Expanded dashboardLarge connected systemAccount-wide controls for the broadest multi-automation scope.$1,499/month
Client-specific usageVoice, AI, hosting, paid appsThe client owns and pays the required provider accounts directly.Billed separately
Build and price your automation plan

The builder provides an initial price based on the automations selected. Final compatibility checks happen before payment and activation. Unless a signed agreement specifically says otherwise, setup prices cover Automintly's approved implementation work and the monthly fee covers access to the Automintly dashboard and monitoring tools. If an active automation stops working as originally approved, Automintly will troubleshoot the Automintly-managed configuration at no additional service charge. New features, integrations, workflow changes, and problems caused by third-party providers or client-side changes may require a separate quote. The client is responsible for purchasing and maintaining all required third-party accounts and for all provider, licensing, phone-number, carrier, messaging, voice, AI, hosting, data-storage, payment-processing, tax, and usage-based charges. Additional work or fees outside the approved scope are quoted for client approval before they are incurred.

Get a written Automation Health Check. No call required.

Tell us what is getting missed, delayed, or repeated. We will reply by email with an honest fit check and the most useful next step. If one workflow needs deeper analysis, the $249 Automation Revenue-Leak Snapshot maps the current path, identifies likely leaks and control gaps, and defines the recommended fix and success measures. If you approve the implementation described in that snapshot, its full $249 price is credited toward the setup.

Need a broader multi-workflow plan? The complete $795 Automation Opportunity Audit remains available. Implementation is always quoted separately.

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Prefer a live conversation? Book an optional 20-minute call.

Request your written health check

Answer three short workflow questions. No phone number or sales call is required. We reply by email within one business day.

Submitting this form does not charge you. Paid work begins only after you review and accept the written scope and payment request.

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