Footnote Works AI agency

AI automation

AI automation that removes the retyping.

AI automation uses language models and integrations to complete work that previously needed a person to read something and type it somewhere else. The highest-value targets are the boring ones: client intake, invoice processing, onboarding checklists, quote generation and recurring reports. The test of a good automation is not how clever it is, it is whether anyone notices the work is gone.

Where it actually pays

A process is worth automating when it is repetitive, rule-shaped at its core, and currently done by someone whose time is worth more. That is usually the back office rather than the product.

  • Client and patient intake, from a form or an email into your practice system, without a person copying fields.
  • Invoice and document processing, reading what arrived and filing it where it belongs.
  • Onboarding, so every new client gets the same sequence without anyone chasing a checklist.
  • Quotes and proposals assembled from your own data, going out same day rather than Friday.
  • Recurring reports built and delivered without a person exporting anything.

How we scope it without wasting your money

We start with the single process costing you the most, build that one, and measure it before touching anything else. A first project that removes four hours a week is worth more than a platform strategy that removes nothing for six months.

You own what we build. No per-seat license on your own workflow, and no lock-in that makes leaving expensive.

What it is worth, and who measured it

21×

A lead contacted within five minutes was 21 times more likely to qualify than one contacted after thirty. Most small firms reply the next working day.

MIT and InsideSales, Lead Response Management Study, 2011. Six companies, more than 15,000 leads and 100,000 call attempts.

4.9 hrs

Knowledge workers put 58% of the working day into coordinating work rather than doing it, and estimate better processes would give back 4.9 hours a week each. Multiply that by a charge-out rate.

GlobalWebIndex for Asana, Anatomy of Work Global Index, 2023. 9,615 knowledge workers across the US, UK, Australia, France, Germany and Japan. The hours figure is self-reported, and the study was commissioned by a company that sells work-management software, both of which are reasons to treat it as an indication rather than a promise.

These are findings from published research on the wider market, measured by the people named beside each one. They are not results we are promising you, and we do not have client results of our own to show yet, which we would rather say plainly than dress up.

Questions

What is AI automation?

Using language models and integrations to complete work that used to need a person to read something and retype it elsewhere. Common examples are client intake, invoice processing, onboarding and recurring reporting.

What should we automate first?

The most repetitive process currently done by your most expensive person. It is usually intake or invoicing. We scope one process, build it, and measure the time it removes before proposing anything else.

Do we need to change our software?

Usually not. Most of the value is in the gaps between the systems you already run, so the work is integration rather than replacement. If a tool genuinely cannot support what you need, we will tell you before you buy anything.

Will it replace our staff?

In our experience it removes the part of their job they like least and lets the same team handle more without hiring. We are engineers, not workforce consultants, and we will not pretend to model headcount for you.

Related

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