Lead and intake automation
Forms, emails, and calls become clean records in your CRM with the right owner assigned.
Workflow Automation · Back office
Stop paying people to copy and paste.
Your team loses hours moving information between email, spreadsheets, your CRM, and your invoicing tool. We connect your apps and add AI where it helps, so the busywork runs itself and your people do the work only they can do.
- Built on the tools you already use
- AI that reads emails, forms, and documents
- Your approval on anything that costs money or reaches a customer
BusyworkCopy. Paste. Re-type. Chase. Your team spends the week moving data between apps.
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Video transcript: How TaskChad automates the busywork between your business apps
- Busywork: Copy. Paste. Re-type. Chase. Your team spends the week moving data between apps.
- Map it: We map the workflow once and wire your inbox, CRM, quotes, and team chat together.
- It runs: Then it runs on its own. Anything that costs money or reaches a customer waits for your OK.
- Hours back: The hours come back to the work only your people can do.
- TaskChad: Workflow automation for real businesses: less sweat equity, cleaner back office.
Sound familiar?
If any of this is you, keep reading.
- The same information gets typed into three different systems.
- Quotes, invoices, and follow-ups depend on someone remembering.
- Your best people spend Friday afternoon building the weekly report.
- Things fall through the cracks between sales, operations, and billing.
- You've thought about hiring someone just to keep up with admin.
Straight answer
What can you actually automate?
More than most owners think. If a task follows the same steps every time and moves information from one place to another, it's a candidate: new leads into your CRM, intake forms into job tickets, emails into tasks, quotes from your price list, invoices from finished jobs, review requests after a job closes, and reports built from your numbers. AI covers the parts that used to need a person, like reading a messy email or a PDF and pulling out the details. The judgment calls stay with you.
What we do
The back office, without the sweat equity.
Quotes and invoices
Drafted from your price list and job details, then waiting for your one-tap approval.
Documents and email
AI reads invoices, POs, applications, and emails, then files and routes them.
Team notifications
The right person gets pinged in Slack, Teams, email, or text when something needs them.
Reports that build themselves
Your weekly numbers pulled from your tools and delivered to your inbox.
Agency and client workflows
Onboarding, reporting, and content approvals for agencies and service teams.
How it works
Four steps. You stay in control.
- 01
Workflow call
We walk through your week and find the tasks that eat the most hours.
- 02
Map and scope it
You get a clear map of the automation and a fixed scope before anything is built.
- 03
Build and test
We build on your tools, test with real examples, and add approval steps where they belong.
- 04
Hand off and support
Your team gets a short walkthrough. We monitor it and fix anything that breaks.
What's included
- Workflow mapping session
- Automations built in your existing tools
- AI steps that read emails and documents
- Approval steps for money and customer-facing actions
- Error alerts and monitoring
- Team walkthrough and documentation
Built for
- Agencies and marketing teams
- Home service companies
- Insurance agencies
- Law firms
- Property managers
- Multi-location businesses
We automate ourselves first
TaskChad runs on the systems we sell.
Our own agency runs on the same kind of automation we build for clients: lead intake, call summaries, content approvals, and reporting. When we recommend a workflow, it's one we already trust with our own business.
FAQ
Questions owners ask
Which tools do you work with?
If it has an API, a webhook, or sends email, we can usually connect it. Common examples are Google Workspace, Microsoft 365, HubSpot, QuickBooks, Slack, and Airtable. If you're not sure about yours, ask on the call.
Will the AI make decisions on its own?
Only the ones you allow. Anything that spends money, changes a customer's account, or messages a customer can wait for your approval first.
What does it cost?
Most projects start with a Business Diagnostic Session, then a fixed-scope build. You see the price before any work starts.
What happens if something breaks?
You get an alert, and so do we. Every automation has error handling and a fallback, so nothing silently disappears.
Do I need to replace my software?
No. We build on top of what you already use.
More ways we grow your business
It all works better together.
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- Website designA fast, clear site that answers your customers' questions and makes calling or booking easy.See how it works
- AI Voice ReceptionistEvery call answered 24/7 in English and Spanish, with a summary sent to you.See how it works
- Speed to LeadEvery new lead gets a text and a call within seconds, then lands on your calendar.See how it works
- Social Media MarketingYour real work turned into a steady week of posts and videos you approve.See how it works
Find the hours your team is losing to busywork.
Book a workflow call. We'll find the tasks worth automating first and show you what it would take.