Practical AI and automation for growing businesses
Put AI to Work in Your Business
We help owner-led companies eliminate repetitive work, respond to customers faster, and recover revenue that slips through the cracks—without replacing the systems they already use.
You don’t need an AI strategy or an internal engineering team. We identify expensive or repetitive problems and actually build the solution.
Best suited for growing companies with 10–100 employees that rely on CRM, email, accounting, scheduling, or industry-specific software.
- No internal IT team required
- No major software replacement
- Built and deployed for you
Flagship example
An owner’s daily brief instead of six dashboards
We connect CRM, accounting, scheduling, and customer activity, then surface only what needs attention. It is easier to understand than abstract “AI workflow automation,” and it is one of the first things we look for in a review.
New leads yesterday17
Leads not contacted4
Estimates older than 7 days$82,000
Invoices more than 45 days overdue6
Scheduling concerns2
Customers requiring follow-up3
What we solve
Focus on business outcomes, not AI experiments
We find specific business problems and build practical solutions.
Capture more revenue
Improve lead response, sales follow-up, quote conversion, customer reactivation, upselling, and referrals.
- Immediate lead response
- Automated estimate follow-up
- Lead qualification and CRM follow-up
- Past customer reactivation
- Review and referral requests
Reduce administrative work
Automate repetitive tasks that consume employee time.
- Email → CRM
- Form → scheduling system
- Invoice → accounting platform
- PDF → structured data
- Meeting notes → CRM updates
Know what needs attention
Automatically surface what requires attention so the owner is not the person logging into every system.
The problem
Your business probably has more automation opportunities than you realize
As companies grow, small inefficiencies multiply. AI and automation can eliminate many of these problems without replacing the software you already use.
- Manually following up on leads and estimates
- Moving information between multiple systems
- Answering the same customer questions repeatedly
- Searching through emails and documents for information
- Entering information from PDFs, forms, or invoices
- Forgetting to follow up with past customers
- Spending hours producing reports the owner rarely has time to review
- Relying on individual employees to remember critical processes
What we can build
Proof through working systems, not generic AI claims
We do not invent case studies. These are the kinds of systems we design and deploy—the same patterns we use in a workflow review.
AI search and knowledge
Make procedures, price sheets, and customer history searchable so staff get answers without digging through folders.
Revenue workflow automation
Lead response, estimate follow-up, CRM updates, and reactivation sequences that run without someone remembering to do them.
CRM and systems integration
Connect email, accounting, scheduling, and industry software so information moves once and stays accurate.
AI agents on live APIs
Classify inbound work, route it, and escalate to a person when judgment is required.
Data extraction
Turn PDFs, forms, invoices, and email attachments into structured records your systems can use.
Executive reporting
Daily or weekly briefs that summarize what changed and what still needs a decision.
Example solutions
What could this look like?
AI Lead Follow-Up
New lead
Immediate response
Lead qualification
Appointment scheduling
CRM updated
Acme Roofing inquiryResponded 38s
Qualified for estimateBooked Thu 10:00
CRM ownerSales · updated
Estimate Follow-Up
Estimate sent
No response
Automated follow-up
Customer replies
Sales team alerted
Intelligent Inbox
Incoming email
AI classification
Question / lead / invoice / complaint
Correct workflow
Employee escalation when needed
Invoice from vendorAccounting
“Can you come Thursday?”Scheduling
New website leadSales queue
Owner Daily Brief
CRM + accounting + scheduling + customer activity
AI analysis
Daily executive summary
How customers buy
What happens if you contact Lumify
The implementation process comes after a clear commercial path. You always know the next step.
1. Free workflow review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
2. AI opportunity assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build
Fixed-scope implementation of the selected workflow or solution, connected to the systems you already use.
4. Manage
Optional ongoing hosting, monitoring, maintenance, and improvement as the business changes.
How it works
From business problem to working solution
1
Discover
We meet with you and your team to understand how your business operates and identify repetitive work, bottlenecks, and missed revenue opportunities.
2
Prioritize
We identify the opportunities with the greatest potential impact and evaluate them based on revenue, hours saved, complexity, cost, risk, and expected ROI.
3
Build
We connect securely to the systems you already use and build the necessary automation, integration, or AI workflow.
4
Deploy
Solutions run securely in the cloud and integrate with your existing tools through APIs, OAuth, and approved system access.
5
Improve
We monitor performance and refine the solution as your business changes.
Integrations
We work with the systems you already have
The goal usually isn’t to replace your software. It’s to make your existing systems work together more intelligently. Examples—we can integrate with most platforms that provide an API or other supported access.
- HubSpot
- Salesforce
- QuickBooks
- Google Workspace
- Microsoft 365
- Slack
- Twilio
- Stripe
- ServiceTitan
- Jobber
- Housecall Pro
- Zapier
- n8n
Technical approach
Solutions can connect securely using OAuth, APIs, webhooks, service accounts, and secure application credentials. Access is limited to the systems and information required for the specific workflow.
Security
Your data stays under your control
We use secure, scoped access to connect with your existing systems. We don’t need employee passwords, and solutions can be deployed in Lumify-managed infrastructure or your own cloud environment.
- OAuth and scoped API credentials
- Service accounts and least privilege
- Encrypted secrets and controlled data access
- Logging, monitoring, and client-owned infrastructure option
Founder
Built by someone who understands both the boardroom and the code
Lumify was founded by Nick Opderbeck, a technology executive with more than 20 years of experience in software, AI, enterprise sales, and go-to-market leadership. He has built and led revenue organizations at startups and public companies while continuing to build software and AI systems himself.
- 20+ years in technology
- 15+ years in search, data, and AI-related technology
- Built and led enterprise go-to-market organizations
- Technical background in computer science
- Hands-on software and AI development experience
FAQ
Common questions before a first conversation
How much does an AI automation project cost?
Pricing depends primarily on workflow complexity, integrations, volume, and how critical the process is. The free review identifies the opportunity. A scoped assessment then prices the first build.
Do I need to replace my existing software?
Usually no. We generally connect the CRM, email, accounting, scheduling, and industry software you already use rather than moving you onto a new platform.
Can Lumify work with our CRM, accounting, or scheduling system?
Yes, when the system provides an API, OAuth, webhooks, or another supported access method. If you use HubSpot, Salesforce, QuickBooks, Google Workspace, Microsoft 365, or a vertical platform such as ServiceTitan, Jobber, or Housecall Pro, that is typically enough to start.
Does Lumify host the solution or can we own it?
Either. Solutions can run in Lumify-managed cloud infrastructure or be deployed into your own environment.
How long does implementation take?
A first workflow is a focused, fixed-scope build after the review and assessment. Timeline depends on integrations, data quality, and how much process definition is needed up front.
What happens to our business data?
Access is limited to the systems and information required for the workflow. We do not need employee passwords. You choose Lumify-managed hosting or your own cloud. See the security page for the access model.
Primary next step
Book a 30-minute AI workflow review
We’ll spend 30 minutes on how your company operates and identify opportunities to save time, improve response, increase conversion, automate repetitive work, and connect disconnected systems.
You leave with specific ideas—not a generic AI presentation.
Thanks — we received your note
We’ll review what you sent and reply shortly with next steps.
Next step
Find one process worth fixing
You don’t need to transform your entire company. Start with one repetitive, expensive, or frustrating workflow and make it dramatically better.
Book a 30-Minute Workflow Review