AI Workflow Automation for Businesses — Stop Losing Profit to Copy-Paste Chaos
If your team is still retyping data into five different tools, chasing emails, and babysitting follow-ups,
you’re paying a hidden “busywork tax” every month. We help you build an AI-powered Operations OS so your
people reclaim hours every week and focus on the work that actually grows the business—without replacing them.
⏱️ Typically replaces 5–15 manual workflows🤖 AI that supports your team, not replaces them📆 2–12 week sprints + 90-day Ops OS buildsWe advise local SBDC centers; no government endorsement implied.
Implementation sprints & 90-day Ops OS builds · Live Zoom strategy & build sessions so your team sees exactly how the automations work.
From scattered tools and copy-paste chaos to an AI-powered Operations OS that shows you where time is leaking and how work is actually getting done.
What you actually get when we fix the busywork problem
We map your real processes, tools, and data flows—spotting where time, leads, and cash are leaking—then design the AI-powered workflows that plug those gaps.
0:53 overview: how we go from “everything lives in someone’s head” to a clear Operations OS your team can follow and improve.
Illustration: multi-step workflows, AI helpers, and dashboards wired into a single Operations OS so leaders see what’s happening in near real-time.
We start with the real problem: invisible, manual work that quietly eats your margins.
Most businesses don’t need more tools—they need their existing tools to talk to each other, so people stop
copying, pasting, and chasing tasks across five different tabs.
Business-first automation, not random “zaps.”
We go deep on your model, numbers, and constraints—how you acquire, fulfill, and renew clients—then design
an Operations OS that fits your reality. Only after that do we reach for AI, Zapier, Make, and custom code.
Built with your team, not behind a curtain.
On live calls we map “what really happens,” quantify where hours are being burned, and then build AI-assisted
workflows with you. Your team sees how everything works, so they trust it, use it, and can improve it over time.
Depending on the package, that can mean anything from your first
3 high-impact automations that win back 5–10+ hours per person each month
to a full 90-day Operations OS build with 20+ workflows, dashboards, and monitoring across departments.
Automated workflows tailored to your actual tech stack and margins (not a cookie-cutter template)
Visual maps, SOPs, and Loom walkthroughs so new hires ramp faster and veterans aren’t the bottleneck
Live implementation & training sessions via Zoom/Google Meet—no “DIY and hope it works”
Monitoring & optimizations so you’re not left alone when tools update or something breaks
Automation sprints & 90-day Operations OS builds
Start with a focused implementation sprint to eliminate your worst bottlenecks, or go straight to a full
Operations OS build. All options include live Zoom/Google Meet sessions, documentation, and
a monitoring window so your automations launch cleanly and keep paying off.
Essentials Automation Sprint
What’s included
Up to 3 high-impact workflows that immediately reduce manual copy-paste work
Light AI for summaries, tags, and simple categorization where it actually helps humans
2× 60–90 min Zoom/Meet implementation sessions (we build with you live)
SOP + 2–3 Loom walkthroughs for handoff and training
30 days monitoring & minor fixes so the first month runs smooth
Best for: owners and small teams who are done losing leads, invoices, or tasks in the
gaps between tools and want their first 2–3 automations live in 2–3 weeks—without rebuilding the whole business.
AI-assisted tagging, routing, drafting, and summaries to speed up human decision-making
Error logging & alerts so issues are visible before they become fires
3–4 live sessions (design, mid-build demo, final handoff & training)
Process diagrams & SOPs for cross-team clarity
60 days monitoring & optimization as your team puts things into real-world use
Best for: multi-team businesses ready to replace 5–10 manual processes across sales, ops,
and support—freeing dozens of hours per month while keeping the same headcount.
Flagship
Ops OS Build — 90-Day Operations OS
What’s included
9–20+ workflows across sales, ops, finance, support, and marketing
Blend of Zapier, Make, AI, and custom code as needed to match your complexity
Dashboards for automation performance, capacity, and key business metrics
6+ live stakeholder sessions (mapping, approvals, training, optimization)
Full documentation (maps, SOPs, Looms) so your Operations OS is an asset, not a black box
90 days monitoring & optimization to stabilize and scale what we’ve built
Best for: leaders who want the equivalent of a senior automation + ops hire—without adding a
full-time $120K+ salary—and who want an Operations OS that makes every team member more effective.
How these sprints & Ops OS builds work
Essentials Automation Sprint: up to 3 workflows across ≤3 systems + 2 live implementation calls and 30-day monitoring to stabilize the first wins.
Growth Automation Sprint: 4–8 workflows across 3–5 platforms + 3–4 live sessions, AI components where they help humans, and 60-day monitoring.
Ops OS Build (90-Day Operations OS): 9–20+ workflows across departments with dashboards, 6+ stakeholder sessions, and 90 days of optimization.
*Pricing is project-based. All options are designed so the time savings and error reduction are measured—
and can realistically pay for themselves over time.
How & where we deliver (without disrupting your day)
Delivered remotely for speed—secure access to workflows, dashboards, and live Zoom working sessions so your
team can join from anywhere.
Everything is delivered remotely for speed and flexibility. We meet via Zoom or Google Meet,
share screens, map your workflows, and build automations together in real time. You’ll receive secure access
to documentation, diagrams, and dashboards as they’re completed so leaders can review and teams can refer back later.
Based in California’s Central Valley and serving clients nationwide, we use Calendly so you can choose the
advisor and times that fit your schedule—without endless email back-and-forth.
FREE toolkit
FREE AI Ops Starter Kit (workflow prompts & quick-win automations)
Quick-start checklist, “never copy-paste this again” prompts, and a 90-day workflow prioritization guide so
you can see exactly where AI could give your team hours back—before you ever hire us.
Two quick steps. Tailored to where your team is currently losing the most time.
Check your inbox: we’ve sent your tailored AI Ops Starter Kit.
Tip: start with 1–3 workflows that are wasting the most time right now. We’ll email suggestions on
how to prioritize and, if you want, how we’d build them with you.
Meet your AI workflow & operations advisors
Kelly Morris, MBA — Co-Founder
Master’s in Business Administration · 18+ years entrepreneurial · 8+ years business consulting.
Independent Advisor, Valley Community SBDC (Clovis, CA). Pictured with the Mayor of Clovis, Vong Mouanoutoua.
Kelly helps owners turn “everything lives in my head” operations into clear, documented workflows that are
ready for automation—so the business stops depending on heroics and starts running on systems.
No government endorsement implied.
Korey Morris — CEO
15+ years entrepreneurial · 8+ years business consulting.
Independent Advisor, UC Merced SBDC. Director, PEARLS of Compassion nonprofit.
Korey blends marketing funnels, automation, and operations so every workflow ties back to revenue,
client experience, and clear numbers—not just “cool tech.”
BeUncommon 24-7 is an independent advisor to local SBDC centers; not a federal endorsement.
How we go from “everything is manual” to workflows that actually stick
1) Map & quantify
We audit your tools and real-world processes, then quantify where hours, leads, and cash are leaking.
This is where we calculate your “busywork tax” and identify the fastest wins.
2) Design workflows humans can follow
We design target workflows that are simple enough for your team to understand at a glance—before we touch
automation—so AI feels like a helpful coworker, not a threat.
3) Build & test live with your team
We implement AI-assisted automations with you on Zoom, run edge-case tests, and walk through “day in the life”
scenarios so everyone sees exactly what’s happening behind the scenes.
4) Train, monitor & iterate
Your team gets SOPs, Looms, and a monitoring window so nothing quietly breaks. As patterns emerge, we help
you refine workflows and decide what to automate next.
Real founders. Real systems. Real time and money back.
★★★★★ (Google)
“$50K+ in new business after we stopped leaking leads.”
Individual results vary. These quotes reflect each client’s experience and the impact of tighter systems,
automation, and strategy on their time, tax savings, and revenue.
FAQs
Who is this for?
Owners and ops leaders who are done with manual patchwork and want an operations layer that feels calm,
visible, and scalable. We work with local and online businesses, service-based agencies, and teams that want
AI and automation to support their people, not replace them.
What tools do you work with?
We work with the tools you already use—CRMs, email platforms, helpdesks, billing, project tools, chat, and more.
Behind the scenes, we use platforms like Zapier, Make, and custom code where it makes sense, but the focus stays
on your workflows, team capacity, and outcomes—not the tech buzzwords.
How long does this take?
Essentials Sprints typically run 2–3 weeks. Growth Sprints are about 6 weeks. Ops OS Builds run ~90 days.
Timelines depend on scope, your team’s responsiveness, and any approvals or compliance steps we need to respect.
How involved does my team need to be?
You’ll join live Zoom sessions for mapping, approvals, and training. Between calls, we do the heavy lifting.
Most teams spend 1–2 hours per week during active implementation, and we design workflows so they fit the way
your team already works—just with less manual busywork.
What happens if an automation breaks?
Each package includes a monitoring window (30, 60, or 90 days depending on scope). We add logging and basic
alerts so we can see where things fail. During your monitoring window, we fix issues related to the workflows
we built. For peace of mind beyond that, we offer Automation Care Plans.
Is this secure?
We follow least-access principles: role-based accounts, admin invites where possible, and no sharing of
personal passwords. If you have internal IT/security policies, we’re happy to work within those as we get
access to tools and data.
Do you offer refunds?
Because this is hands-on, custom work, we don’t offer blanket refunds. Instead, we scope clearly up front,
keep you involved on live calls, and make adjustments inside the agreed scope so you’re never surprised by
what’s being built.
Build an operations layer your future self will thank you for.
Right now, a chunk of your payroll is quietly paying for copy-paste tasks, duplicate data entry, and “did
anyone follow up on that?” moments. We help you replace that busywork tax with an AI-powered Operations OS
that gives you visibility, consistency, and compounding time savings—without replacing your team.
We bring SBDC-honored consulting and real-world automation experience to every project. No government endorsement implied.
