# Custom AI workflows that give your team back 10+ hours a week

WorkflowPal designs and builds custom AI agents and workflow automations for small and mid-size businesses, from a US base for clients worldwide. You work directly with the founder, the price is fixed before work starts, and everything runs in your own accounts. For one freight brokerage, spot-quote prep went from about 45 minutes to under 5 minutes.

## What does WorkflowPal build?

Three kinds of work, usually combined. Each one plugs into the tools your team already uses.

### [AI workflow automation](https://workflowpal.com/services/ai-workflow-automation/)

Connect your CRM, inbox, spreadsheets and ATS, TMS or ERP, with AI steps that read, classify and draft where rules alone break down.

### [Custom AI agents](https://workflowpal.com/services/ai-agents/)

Support agents, research assistants, document Q&A over your own data, and internal tools your engineers never get to.

### [CRM and lead-response automation](https://workflowpal.com/services/crm-automation/)

Instant AI follow-up on new leads, routing to the right person, and pipeline sync in GoHighLevel or HubSpot.

## What results have clients seen?

These are real client projects. Names are withheld; every number links to the case study it comes from.

- **45 → under 5**: minutes to prepare a spot quote (freight brokerage) ([case study](https://workflowpal.com/case-studies/freight-spot-quote-automation/))
- **8 → 14**: loads per broker per day, no added headcount (freight brokerage) ([case study](https://workflowpal.com/case-studies/freight-spot-quote-automation/))
- **3 → 5**: placements per recruiter per month, same headcount (staffing firm) ([case study](https://workflowpal.com/case-studies/staffing-ai-candidate-sourcing/))
- **70%**: of tier-1 support tickets resolved by an AI agent (DTC brand) ([case study](https://workflowpal.com/case-studies/dtc-ai-support-agent/))
- **1 week**: to build an internal AI research tool instead of hiring 2 engineers (SaaS) ([case study](https://workflowpal.com/case-studies/saas-internal-ai-research-tool/))
- **+8 clients**: taken on without hiring (marketing agency) ([case study](https://workflowpal.com/case-studies/agency-reporting-automation/))

[See all case studies](https://workflowpal.com/case-studies/)

## Which industries do you work with?

Mostly teams where skilled people spend hours a day on lookups, data entry and status updates. Each page lists the workflows we automate and the tools we plug into.

- [Recruiting and staffing](https://workflowpal.com/industries/recruiting-staffing/)
- [Freight brokerage](https://workflowpal.com/industries/freight-brokerage/)
- [Manufacturing](https://workflowpal.com/industries/manufacturing/)
- [E-commerce and DTC](https://workflowpal.com/industries/ecommerce/)
- [B2B SaaS](https://workflowpal.com/industries/saas/)
- [Marketing agencies](https://workflowpal.com/industries/marketing-agencies/)
- [Real estate](https://workflowpal.com/industries/real-estate/)
- [Law firms](https://workflowpal.com/industries/law-firms/)

## How does it work?

1. **Free audit.** You describe how the work gets done today. We send back a one-page plan with the 3 tasks worth automating first, the hours each would save, and a fixed price.
2. **Fixed-price build.** Clear scope and milestones, no open-ended hourly billing. The first workflow is usually live within a couple of weeks.
3. **Handover.** It runs in your accounts on your tools. You get documentation and a recorded walkthrough, and you own all of it.
4. **Optional support.** Keep us on to adjust and extend as you add workflows, or run it yourself.

**Pricing:** fixed-price builds, with your first workflow from $1,000 and ongoing automation from $3,000 a month. Start with a free audit. [See pricing](https://workflowpal.com/how-it-works/#pricing).

[Read how a project works, step by step](https://workflowpal.com/how-it-works/)

## Who will I work with?

You work directly with the founder. WorkflowPal is US-based, works with clients worldwide and is founder-led: the person who scopes your audit is the person who builds and hands over the workflow, with no account manager in between.

[More about WorkflowPal](https://workflowpal.com/about/)

## Frequently asked questions

### What does the free workflow audit include?

A one-page plan: the 3 tasks worth automating first, hours saved, and what a build would cost. It takes about 15 minutes of your time and there is no obligation.

### How fast can the first workflow go live?

Usually within a couple of weeks of approving the scope. Larger builds are split into milestones so something useful ships early.

### Do we have to switch tools?

No. We build on the CRM, inbox, spreadsheets and industry systems you already use, so your team keeps working where it works today.

### Who owns what you build?

You do. Everything runs in your accounts on your tools, and you get documentation and a recorded walkthrough at handover. There is no platform you have to keep paying us for.

### Is our data used to train AI models?

No. What we build runs in your own accounts and uses AI providers’ business APIs, which do not train on your data by default. Steps that send something to a customer or change a record can be set to wait for a person’s approval.

## Related

- [All frequently asked questions](https://workflowpal.com/faq/)
- [Request a free workflow audit](https://workflowpal.com/free-workflow-audit/)

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Last updated: 2026-10-05

Next step: request a free workflow audit at https://workflowpal.com/free-workflow-audit/ or book a call at https://calendly.com/dan-workflowpal/30min.

Canonical HTML: https://workflowpal.com/

WorkflowPal · PO Box 704, Brandon, SD 57005