We set up the follow-ups and paperwork your team keeps doing by hand. Practical automation for small businesses and nonprofits. One agreed automation: $495, usually about a week. You own the build.
Less retyping. The intended workflow turns routine form details into a draft record, flags unclear information, and lets your team review it before it moves into your working tools.
Interactive illustration with prepared sample data. This example does not process uploads or send records.
A sample of the information arriving on a form or work order.
02 / The draft record
Useful details. One question.
Name
Baybird (sample boat)
Task
Check bilge pump
Requested day
Needs a person to confirm
Needs review · one unclear field
The unclear day stays with a person. The sample record is not marked ready until it is reviewed.
A client build connects your documents to agreed fields, checks and destinations. We check document quality and tool access before confirming the scope. You own the build.
I’m Steve Novak, based in Edgewater, Maryland, with 15+ years leading technology modernization for government and business.
We start with the task and the tools you use. I agree the scope with you, build and test the workflow, and hand over instructions your team can use. If your existing software already does the job, I’ll say so.
Single automation example / Missed Call Rescue / $495 build
You're on the job. The phone still rings.
The $495 scope: one missed-call workflow that sends an approved reply and passes the enquiry to you for follow-up. We confirm phone-system compatibility and any running costs before work begins. Usually ready in about a week; you own the build.
01 / The moment
A call you couldn't take.
You're with a customer. Someone else needs help. Your connected phone system records the missed call and starts the agreed workflow.
02 / The follow-up
A reply that keeps it moving.
A text goes back with the wording you agreed on. It asks what the caller needs, so the conversation can continue while you're busy.
03 / Back to you
The details. Ready when you are.
The caller’s details reach you for follow-up. You decide when to call back. The first reply is handled while you finish the job in front of you.
YOUR AUTOMATIC REPLYThanks for calling. We're on a job right now. What can we help you with?
OWNER / ENQUIRY SUMMARYKitchen tap leaking. Caller would like a visit this week. Next step: check availability and call back.
Illustrative workflow, including the owner handoff. Compatibility and notification details are agreed before the build.
How it works
One task. The right tools. A working handoff.
We work out what is worth automating, configure or connect the tools you use, and test the workflow with you. A single automation is $495, usually live in about a week. Larger builds have their own scope and timeline.
1
Choose one task
Bring one repetitive job to the free 15-minute call. We check the need and what your existing software can do.
2
Agree and build
You approve the scope, price and any software costs. We configure or connect your tools and test the handoffs with you.
3
Take ownership
You receive the build and plain-English instructions. Ongoing support is optional.
A defined task, agreed tools, testing with you, and instructions for using the finished workflow. Usually ready in about a week. Larger workflows are scoped separately.
Bring one repetitive task and the tools you use. We’ll discuss whether automation makes sense and what the next step would involve. Scope and price are confirmed before work begins.
A guide and Claude advisor skill to work through the setup yourself. $19.99, one time. Free updates for a year; a compatible Claude account is required.
