1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
AI Automation Consulting in San Francisco & the Bay Area
Bay Area companies are rarely short on software. They are short on people who can see across CRM, accounting, email, and industry tools. Lumify connects those signals, finds what needs attention, and automates the work that should not wait—without hiring an internal engineering team.
The typical buyer already runs a serious SaaS stack—HubSpot or Salesforce, QuickBooks, Google Workspace or Microsoft 365—and still has manual follow-up, inbox triage, and reporting that only the owner can assemble.
Who this is for
- Professional-services firms that bill expensive hours for intake and email
- Property managers coordinating vendors, tenants, and owners across tools
- Service businesses with high lead volume and no operations engineer
- Owner-led companies that already tried Zapier for one workflow and hit a wall
What we do not sell
We do not open with an “AI transformation” roadmap. The first conversation finds one expensive process—lead response, estimate follow-up, inbox routing, or an owner’s daily brief—and scopes a build.
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Typical first projects
- Lead follow-up tied to the CRM you already have
- Estimate follow-up that does not depend on a salesperson remembering
- Inbox classification for questions, invoices, and new work
- Connecting QuickBooks, CRM, and email so staff stop re-entering the same record
How we work in the Bay Area
The first conversation is a 30-minute workflow review. Assessments and builds are usually remote. When a working session in San Francisco or elsewhere in the Bay Area helps, we schedule it. Home base is Marin.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
Are you a San Francisco AI agency?
No. Lumify is a consultancy that builds specific automations for growing businesses. We are based in Marin and work throughout the Bay Area.
We already have Zapier. Why talk?
Zapier is often part of the stack. We step in when the workflow needs better data quality, branching judgment, or a daily brief the owner will actually use.
Do we need to move off Salesforce or HubSpot?
No. The usual goal is to keep the CRM and connect what sits around it.