Automation for SMBs
Automate the grind. Unleash the team.
We automate intake processing, data entry, CRM sync, customer routing, and reporting. Fixed price, live in weeks.
Hi, I'm Brian, founder of Insolla.
You'll work directly with me. No sales reps, no junior-dev hand-offs.
Consulting Services
We find the waste, then eliminate it
Done-for-you automation from assessment through deployment and support.
Workflow Assessment & Roadmap
We audit your day-to-day operations, identify which tasks are eating the most hours, and give you a prioritized list ranked by time savings and implementation effort.
Workflow Build-Out
We connect your tools (HubSpot, Sheets, Slack, Shopify, whatever you use), build the automations, and test them with real data until they handle your edge cases.
Custom Agents & Dashboards
For tasks that need judgment, not just if/then logic: an AI agent that triages support tickets, drafts proposals, or classifies incoming data. Plus dashboards to monitor it all.
Ongoing Tuning & Support
Automations drift as your business changes. We monitor performance, fix issues as they come up, and expand coverage over time.
Recent engagements
What clients walk away with
Representative projects showing typical scope and outcomes. Specific tools and timelines vary by engagement.
E-Commerce
3 minutes per order down to zero
A Shopify store was manually copying every order into Google Sheets and updating inventory in a second system. We wired Shopify → Sheets → inventory + auto-confirmation emails using Zapier and a custom webhook.
~0s
Time per order
Gone
Manual errors
2 weeks
Live in
Professional Services
Proposals in 20 minutes instead of 2 hours
A consulting firm spent 6-8 hrs/week writing proposals and updating HubSpot. An AI agent now drafts proposals from past examples; a second automation syncs Google Calendar meeting notes into HubSpot contacts.
-75%
Proposal time
Always current
CRM accuracy
3 weeks
Live in
Healthcare Admin
3 hours of inbox triage down to 20 minutes
Front-desk staff at a clinic was sorting 100+ patient emails daily into appointments, refills, billing, and records requests. An AI classifier reads each one, tags it, and routes it to the right queue.
-90%
Triage time
95%+
Routing accuracy
2 weeks
Live in
Why Us
Built for results, not presentations
No strategy decks that collect dust. You get working automations, measured outcomes, and a team that sticks around to keep improving them.
Weeks to value, not quarters
Your first automation goes live in 2-4 weeks. We start with the workflow that saves the most time so you see results before the invoice hits.
One team, zero hand-offs
We handle strategy, build, deployment, and support. No juggling three vendors or translating between a consultant and a developer.
We use AI when it helps, simple automation when it doesn't
A Zapier connection is cheaper and faster than a custom AI model. We reach for AI on tasks that need judgment (triage, drafting, classification) and use standard automation for everything else.
We baseline everything before we build
Before any project starts, we measure your current hours spent, error rates, and throughput. After launch, we compare against that baseline so you see exactly what changed.
Self-Serve Tools
Automation tools you can use right now
Hands-on utilities built on the same stack we deploy for consulting clients. Start free, upgrade when you need more.
Blog
From the Blog
Leveraging AI for Better Customer Experience in SMBs
Discover how AI can transform customer service and improve interaction for small businesses.
Understanding AI Ethics and Compliance for SMBs
Navigate AI ethics and compliance challenges to ethically and legally automate your business processes effectively.
AI Automation Ethics: Navigating the Moral Maze for SMBs
Understand the ethical implications of AI automation for small businesses and learn how to navigate potential pitfalls.
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Find out what we'd automate first
30 minutes, zero commitment. We'll map your highest-leverage workflows and show you what the build would actually look like.