AI Automation Services
Built for Growing Businesses
From single workflow automations to full operational infrastructure. Scoped to your actual needs, priced for SMB reality — not enterprise complexity.
Get Your Free Automation Audit →Workflow Automation
End-to-end automation of repetitive business workflows — intake, routing, enrichment, and delivery. Platform-agnostic, built around your existing stack.
Essential
Single workflow automation for one business process.
- 1 workflow end-to-end
- Trigger + action mapping
- Error handling
- Handoff documentation
Standard
Multi-step automation connecting 2–4 tools with conditional logic.
- Up to 4 tool integrations
- Conditional branching
- Notifications & alerts
- 30-day monitoring
Advanced
Full operational automation layer across your business stack.
- Unlimited integrations
- Custom data transforms
- API connections
- SLA + ongoing support
Data Engineering & BI
Cloud data foundations and automated pipelines that unify your operations. Give leadership real-time visibility without manual prep.
Foundation
Cloud data layer setup with automated ingestion from your key sources.
- Cloud account setup
- 2–3 data source connectors
- Scheduled ETL pipelines
- Basic dashboard
Business Intelligence
Unified reporting layer with live dashboards for leadership.
- Multi-source data unification
- BI dashboard build-out
- Automated refresh
- Executive reporting
Enterprise
Full data infrastructure — warehouse, pipelines, governance, and BI.
- Data warehouse architecture
- Full pipeline suite
- Data governance docs
- Ongoing optimization
AI Agents & Automation
Custom AI agents that retrieve, summarize, and act on your business data. RAG systems, document intelligence, and autonomous task execution.
Starter Agent
Single-purpose AI agent for one defined task (classification, summarization, drafting).
- 1 AI agent
- Defined input/output schema
- Tool connection
- Prompt engineering
RAG System
Retrieval-Augmented Generation system trained on your documents and data.
- Document ingestion pipeline
- Vector store setup
- Query interface
- Source citation
Agent Suite
Multi-agent system with orchestration, memory, and autonomous task execution.
- Multi-agent architecture
- Memory layer
- Human-in-the-loop controls
- Full documentation
CRM & Lead Automation
Automate lead capture, enrichment, follow-up, and CRM hygiene. Never let a qualified prospect fall through the cracks.
Lead Capture
Automated lead intake, enrichment, and CRM entry from your web and ad sources.
- Form → CRM automation
- Lead enrichment
- Owner assignment
- Duplicate detection
Follow-Up Engine
Multi-step follow-up sequences triggered by lead behavior and status.
- Sequence builder
- Trigger logic
- CRM sync
- Reporting
Full CRM Automation
End-to-end CRM hygiene, pipeline management, and reporting automation.
- Full pipeline automation
- Deal stage triggers
- Revenue reporting
- Ongoing optimization
Fractional Automation Partner
Monthly engagement where WRA monitors, tunes, and iterates on your live automation systems. We own the outcome, not just the delivery. Includes new workflow additions, performance reviews, and an iteration log every month.
- ✓ Monthly performance review + iteration log
- ✓ Proactive monitoring and alerting
- ✓ New workflow additions each cycle
- ✓ Priority response SLA
- ✓ Quarterly automation roadmap update
Not sure which service fits?
Book a free 30-minute discovery call. We'll assess your stack and recommend the right starting point.
Let's Talk →Free · 30 minutes · No commitment
How We Work
A structured, repeatable process — no guesswork, no surprise scope creep.
Discover
Free audit call. We map your current workflow, identify friction points, and flag automation opportunities.
Design
We scope the system architecture — tools, integrations, data flow — with no vendor bias.
Build
We build, test, and document your automation system. You see it working before we hand it off.
Optimize
We monitor, tune, and improve the system over time. No set-it-and-forget-it.
Not sure which service fits? Let's talk.
Book a Free Discovery Call →