OpsDesigner

Practical AI for growing small businesses.

We help small teams automate recurring work, from customer follow-up and invoices to marketing campaigns, social media, and onboarding. We use practical AI and automation, then train your team to run it. Start with one task that takes more effort than it should.

Tell us about your process

Vendor invoice to approved payment

Process drawing / 01Static view

  1. Invoice arrives

    Email, PDF, or vendor portal

    AutoPicks up the invoice

  2. Read the invoice

    Vendor, amount, due date

    AIReads and drafts the entry

  3. Match to the order

    Check the order and vendor record

    AutoChecks the details
    No match?Human review

  4. Route to the approver

    Your people. Your approval rules.

    AutoFinds the right person

  5. Approve, ask, or reject

    A person makes the decision

    HumanReviews before payment

  6. Pay and record it

    Only after approval. Receipt filed.

    AutoFollows the approved next step
AI reads & draftsAuto follows rulesHuman decides

Illustrative workflow · Your team sets the approval rules.

Practical help for the work
that fills your day.

Choose a recurring task that creates extra work for your team. We help turn its repeated steps into a workflow your people can use, with clear instructions and training.

Customer follow-up & scheduling

Organize inquiries, prepare follow-ups, coordinate handoffs, and keep the next action visible.

A possible workflow
  1. 01Auto

    Inquiry arrives

    Form, email, or call note lands in one queue

  2. 02AI

    Read and qualify

    Reads the inquiry against your criteria and drafts a summary

  3. 03Auto

    Offer a time

    Prepares available times using your calendar and scheduling rules

  4. 04AI

    Draft the reply

    Drafts a reply in your voice, including the available times

  5. 05Human

    Review and send

    A person checks the reply and sends it

  6. 06Auto

    Log and remind

    Records the contact and reminds the owner of the next step

Marketing campaigns & social media

Organize campaign briefs and content handoffs, route reviews and approvals, prepare scheduling, and keep reminders and reporting moving.

A possible workflow

AIHumanAuto
A possible workflow
  1. 01AI

    See what is selling

    Reads recent sales and suggests what to push

  2. 02Human

    Choose the focus

    A person picks the offers and themes

  3. 03AI

    Draft the posts

    Drafts posts for each channel in your voice

  4. 04Human

    Approve or edit

    Your reviewer makes the call

  5. 05Auto

    Schedule

    Queues approved posts for their dates

  6. 06Auto

    Report

    Assembles the recurring results update

Invoicing & vendor payments

Prepare customer invoices, track outstanding payments, and route vendor invoices to the right approver.

A possible workflow

AutoAIHuman
A possible workflow
  1. 01Auto

    Find what is overdue

    Pulls open invoices from your books

  2. 02AI

    Check the history

    Reads each customer's payment history

  3. 03AI

    Draft the reminder

    Drafts a reminder, gentle or firm to fit the customer

  4. 04Human

    Approve

    A person approves each reminder before it goes

  5. 05Auto

    Send and track

    Sends approved reminders and tracks replies

Hiring & onboarding

Prepare job posts and interview guides, organize applications against your criteria, and build role-specific checklists for bringing new people onto your team.

A possible workflow

ProcessAIHumanAuto
A possible workflow
  1. 01Process

    Define the role

    Agree the role, requirements, and hiring criteria

  2. 02AI

    Draft the post and interview guide

    Drafts both from your brief for editing

  3. 03AI

    Organize applications

    Organizes applications against your stated criteria and drafts replies

  4. 04Human

    Choose who to interview

    Your team selects the interviewees

  5. 05Auto

    Schedule and reply

    Books interviews and sends approved replies

  6. 06Human

    Interview and decide

    Your team conducts interviews and chooses whom to hire

  7. 07Auto

    Start the new hire

    Creates the role checklist and sends access and payroll setup requests

Quotes & proposals

Turn a request, site notes, or an RFP into an itemized draft your team prices, checks, and sends.

A possible workflow

AutoAIHuman
A possible workflow
  1. 01Auto

    Request comes in

    Voice memo, photos, plans, or an RFP go into one job record

  2. 02AI

    Read and itemize

    Reads the material and lists the scope item by item, showing its work

  3. 03Auto

    Apply your pricing

    Applies your rates and price list to each item

  4. 04Human

    Set the price

    A person spot-checks the counts and sets the final number

  5. 05AI

    Draft the proposal

    Drafts the proposal in your format

  6. 06Human

    Review and send

    A person reads it and sends it

Orders & suppliers

Connect purchasing requests, order updates, and supplier follow-ups with the people who need to act.

A possible workflow

ProcessAIAutoHuman
A possible workflow
  1. 01Process

    Request submitted

    One purchasing request form

  2. 02AI

    Check the details

    Reads the request or quote and flags what is missing

  3. 03Auto

    Route for approval

    Goes to the approver under your rules

  4. 04Human

    Approve or decline

    A person makes the purchasing decision

  5. 05Auto

    Track the order

    An order or inventory update creates the next task

  6. 06AI

    Draft the follow-up

    Drafts the supplier follow-up

  7. 07Human

    Review and send

    A person checks the message and sends it

AI training & workshops

Company-wide and small-group training, from AI fluency to process building. Free introductory workshops are available for small business owners.

Example workshop content

Choose a task → Walk through it → Practice together → Check the result → Make it repeatable
Example workshop content
  1. 01

    Choose a task

    Pick familiar work your team wants to improve.

  2. 02

    Walk through it

    Capture the steps, tools, and decisions involved.

  3. 03

    Practice together

    Try AI on real examples and refine the instructions.

  4. 04

    Check the result

    Review the output and keep decisions with a person.

  5. 05

    Make it repeatable

    Leave practical instructions and agree who keeps them up to date.

Start with the task.
Build around your team.

We walk through the work with the people who do it, document the steps that matter, and build the right mix of AI, conventional automation, and human review. Then we check the result and train your team to use it.

Explore our approach