AI Strategy  ·  Automation  ·  Implementation

Your business
has a
Key Path

Let's follow it there.

I work with you directly to find the right path, build it cleanly, and make sure your business is actually better for it before I’m done.

Book a Free Strategy Call

What I Build

AI that fits your business, not the other way around

From local service companies to growing professional teams, I build custom AI solutions around your industry, your stack, your data, and your team. No off-the-shelf tools dressed up as custom work.

01/ 03

Custom AI Solutions & Agents

Some work needs judgment, not a fixed checklist. I build agents that read your docs, use your tools, and take on the questions and tasks your team handles over and over. When something falls outside what they should decide, they hand it to a person.

  • Support agent that answers from your help docs and passes the hard cases to your team
  • Research agent that looks into every new lead before your first call
  • Internal assistant connected to your CRM, docs, and Slack, so anyone can ask and get a straight answer
SaaSSupport TeamsSalesProfessional Services
Support agent
02/ 03

Document Processing

If someone on your team reads a document and retypes it somewhere else, that step can usually go. I build pipelines that pull out the fields you need, check them, and put them where they belong, with a person reviewing anything the system isn't sure about.

  • Invoices read line by line and entered into your accounting software
  • Contracts summarized, with key clauses and dates pulled out and unusual terms flagged
  • Client or patient intake forms filled straight into your CRM
AccountingInsuranceLegalConstruction

INVOICE

Harbor Supply Co.

No. 10482

14/10/2026

Pine framing 2×4$1,240.00
Drywall sheets$2,310.00
Fixings & sundries$630.00
Total $4,180.00

Payment terms: see agreement / net 30 on approval?

Extractedinvoice_10482.pdf

Vendor
Invoice no.
Date
Line items
Total
Due date
03/ 03

Internal Reporting & Ops

In most businesses someone spends hours each week pulling numbers together so other people can make decisions. I automate that work so the right numbers reach the right people on schedule, and someone hears about it when a number needs attention.

  • Daily Slack summary of yesterday's sales and where each deal stands
  • Weekly client reports built and sent without anyone assembling them
  • Alerts when a project slips or a deal reaches a milestone
OperationsSales TeamsAgenciesAny Business
# sales-pipeline

How I Work

I don't start with AI. I start with your business.

Most AI engagements begin with a solution already chosen. I start earlier than that: an honest look at your business, what's slowing it down, and what would actually make a difference.

  1. 01

    The tool is never the answer.

    Understanding the problem is.

  2. 02

    The right solution is specific.

    Specific to how you work, what you're already using, and what will actually get used.

  3. 03

    Not everything needs AI.

    If there's a simpler path, I'll tell you.

Get Started

Let's find your key path

Tell me what you're working on and what your business looks like. Share a few details and I'll come back with specific ideas. No sales pitch.

  1. Free strategy call

    45 minutes to map your biggest AI opportunity

  2. Written audit

    A documented ops review with actionable findings

  3. ROI model

    Projected returns before you commit a dollar

Or email directly: gavin@keypathai.com
01About you
02What you need

What are you interested in?

03Budget range