Client intake on autopilot
New-client forms fill in your files, kick off the paperwork and book the first meeting.
AI AUTOMATION · APPLETON, WI
AI automation in Appleton, WI
We build AI assistants, custom apps and automations for Appleton businesses. If your team spends hours answering the same questions, retyping information between apps or chasing follow-ups, we can make that work run on its own.
- AI ASSISTANTS
- CUSTOM APPS
- CONNECTED TOOLS
- HANDS-FREE WORKFLOWS
APPLETON · OUTAGAMIE COUNTY
Busywork we see in Appleton
ZAPPY · ABOUT 25 MINUTES UP I-41
Appleton has a deep bench of offices: insurance, finance, healthcare, legal and the companies that support them. Those teams lose hours every week to intake forms, scheduling and paperwork. We connect the tools you already use, add AI where a task needs judgment, and keep a person in charge of anything that matters.
FIRST MOVES
Where Appleton businesses start
AI chat & phone assistants
Trained on your business, so they answer like your team would, day or night.
Reports that write themselves
The numbers you pull together every week, gathered and sent to your inbox automatically.
SELECT A STAGE
If you can imagine it, we can build it.
The sky is the limit. Here are a few of the things we build, and every one starts with your idea.
STAGE 1
AI assistants
Trained on your business, so they answer like you would, day and night.
LIKE: Website and app chat · AI phone answering that books appointments · Text replies · A team assistant that knows your procedures
STAGE 2
Custom apps & portals
When nothing off the shelf fits, we build it: tools for your team and your customers.
LIKE: Client portals · Team dashboards · Booking and quote tools · Whole platforms, like Fairway Flow
STAGE 3
Connected tools
The apps you already use start talking to each other, so nothing gets copied by hand.
LIKE: CRM · Accounting · Calendar · Email · Online store · Spreadsheets
STAGE 4
Documents & data
Paperwork that fills itself in, and details pulled out of emails, forms, PDFs and photos.
LIKE: Quotes · Invoices · Contracts · Reports · Intake forms
STAGE 5
Sales & marketing
Every lead answered in seconds and every customer followed up, without you lifting a finger.
LIKE: Instant replies · Email and text follow-ups · Review requests · Newsletters
STAGE 6
Operations
The day-to-day runs on schedule, and you only hear about what needs you.
LIKE: Scheduling · Reminders · Onboarding · Task routing · Alerts
STAGE ???
Don’t see it?
Describe the busywork you want gone. If you can explain it, we can build it.
INSERT IDEA ▶
HOW TO PLAY
From busywork to autopilot
We start with the tasks that cost you the most time, then keep going.
STAGE 1-1
Free audit
Tell us the busywork that eats your week and the apps you use. We send back ideas for automating it, free.
STAGE 1-2
Blueprint
We map out exactly what we’ll build and quote it. You approve every piece before we start.
STAGE 1-3
Build
Small automations go live in days. Bigger systems and custom apps take a few weeks. We test everything end to end.
STAGE 1-4
Runs on autopilot
Your monthly care plan keeps it running: we watch it, fix anything that breaks and keep improving it.
HELP SCREEN
Automation questions from Appleton
?Do you work with Appleton companies?
Yes. We’re based in Oshkosh, about 25 minutes away, and work with businesses all over the Fox Cities.
?Is our client data safe?
Your data is only used to run your automations. We never sell it, and it’s never used to train AI.
?Will AI make decisions without us?
Not on anything that matters. AI drafts and a person approves, unless you choose to let a task run on its own.
?How do we get started?
Start with a free automation audit: tell us the busywork and the apps you use, and we’ll email you three ways to automate it.
Get a free automation audit
Tell us the busywork that eats up your week and the apps you use. Within 2–3 business days we’ll email you three ways to automate it. Free, with no commitment.
AUDIT STARTED!
Thanks — we'll be in touch soon.
ZAPPY · BONUS STAGE
No coins needed. Fill this out and we will get back to you with what we find.
BONUS STAGE
Need a new website too? We design and build websites for Appleton businesses with your automations wired in from day one.
WEBSITE DESIGN ▶WORLD MAP
Also serving near Appleton
PRESENCE · CONTINUE?
Ready to put your Appleton business on autopilot? Tell us the busywork you want gone, and we’ll build the fix.