Stop Doing Work Your Business Should Be Automating.
PlanAndRaise Automations connects the apps you already use and builds AI-powered workflows that save your team hours every week.
How much time are you losing?
Your Team Shouldn't Be Copying and Pasting All Day.
These are the tasks we hear about most. Tap the ones that sound like your week.
If a task happens repeatedly, there's a good chance we can automate it.
What we automate
Every Repetitive Workflow, Handled.
Seven places where connecting your apps and adding a little judgement saves the most time.
Lead Management
Capture, qualify, enrich and route leads automatically.
Sales Automation
Automate follow-ups, CRM updates, proposals and notifications.
Customer Support
Use AI agents to answer questions, classify requests and route conversations.
Marketing Automation
Automate content workflows, campaigns, lead nurturing and reporting.
Operations
Connect internal systems and eliminate repetitive administrative work.
Finance
Automate invoices, reports, data entry and financial workflows.
AI Agents
Agents that understand information, make decisions and take actions across connected apps.
Your apps · connected
We Connect the Tools Your Business Already Uses.
You don't need to replace your existing software. We connect it and make it work together.
GmailRead, send and organize emails
Google SheetsRead and write dataSlackGet team updates and act
HubSpotTrack deals and contacts
SalesforceManage your customer data
ShopifyManage your store
NotionOrganize notes and docsAI Automation Layer
Reads, decides, routes and acts between every connected app.
Always on
AirtableManage structured data
CalendlyBook and schedule
QuickBooksTrack finances
WhatsAppSend and receive messages
Microsoft TeamsCollaborate with your team
Google DriveStore and share files
StripeHandle paymentsFrom manual to automated
Seven Manual Steps Becomes One Clean Workflow.
- 1Customer submits form
- 2AI automation runs
- 3Lead qualified
- 4CRM updated
- 5Personalized email sent
- 6Sales team notified
- 7Everything logged automatically
AI agents
AI That Doesn't Just Talk. It Gets Things Done.
We don't just add AI to your business. We connect AI to the systems where work actually happens.
- Read emails
- Understand documents
- Analyze customer requests
- Make decisions based on business rules
- Search databases
- Update CRM records
- Send emails
- Create reports
- Call APIs
- Trigger workflows
- Notify employees
- Hand tasks to humans when necessary
Automation detail
This Is What We Actually Build.
Step through a real workflow: a trigger, AI processing, a decision, an action and a notification.
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New Gmail email
A message arrives in the shared inbox.
GmailSearch- Inbox
- Starred
- Snoozed
- Sent
- Drafts
Real-time and reliable
We monitor your inbox around the clock and start the workflow the moment a new email arrives.
How it works
Four Steps From Manual Work to a Running Workflow.
Discover
We identify repetitive tasks and bottlenecks in your business.
Design
We map your workflow and determine where AI and automation can save the most time.
Build
We connect your apps and build the automation, integrations and AI agents.
Optimize
We monitor the workflow and continuously improve it.
Automation ROI
How Many Hours Could You Save?
Dial in the details of one repetitive task and see the labor value you're quietly spending on it.
Estimates are illustrative and depend on your actual workflow and labor costs.
Real business examples
Workflows We Build, End to End.
Illustrative examples of the automations businesses ask us for most. Select a workflow to see it in action.
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Lead Follow-Up Automation
Automatically nurture your leads and never miss an opportunity.
- 1Website lead
- 2AI qualification
- 3CRM record created
- 4Personalized email sent
- 5Sales notified
Potential result: hours saved every week on lead handling.
Lead Follow-Up Automation
Automatically nurture your leads and never miss an opportunity.
- 1Website lead
- 2AI qualification
- 3CRM record created
- 4Personalized email sent
- 5Sales notified
Potential result: hours saved every week on lead handling.
Customer Support Agent
Answer, classify and escalate customer conversations automatically.
- 1Customer message
- 2AI understands the request
- 3Searches the knowledge base
- 4Responds
- 5Escalates complex issues
Potential result: faster first response, fewer repetitive replies.
Reporting Automation
Turn scattered data into a finished report, on a schedule.
- 1Data from multiple systems
- 2AI processes the information
- 3Report generated
- 4Report sent to management
Potential result: recurring reports without manual assembly.
E-commerce Automation
Handle order admin end to end, without touching a spreadsheet.
- 1New order
- 2Inventory updated
- 3Customer notified
- 4Fulfillment workflow triggered
- 5Accounting updated
Potential result: order admin handled end to end.
Industries
Automation Opportunities Exist in Almost Every Industry.
We start from your workflow, not from an industry template.
- E-commerce
- Real Estate
- Agencies
- Professional Services
- Logistics
- Healthcare Administration
- SaaS
- Financial Services
- Construction
- Consulting
Why PlanAndRaise
Practical Automation, Built to Last.
Save Time
Give your team hours back every week.
Reduce Manual Work
Eliminate repetitive copy-paste tasks.
Work With Your Existing Tools
No need to replace your entire software stack.
Add AI Where It Matters
Use AI for tasks that require understanding, classification and decision-making.
Built Around Your Business
Every automation is designed around your actual workflow.
Trust
Built Around Your Business, Not a One-Size-Fits-All Template.
Custom workflows
Built around how your team actually works, not a template.
Secure integrations
Scoped credentials and least-privilege access to your systems.
Human approval when needed
Sensitive steps pause for a person before anything is sent.
Error handling
Failures retry, alert and never silently disappear.
Monitoring
Every run is logged so you can see what happened and when.
Scalable architecture
Workflows grow with volume instead of being rebuilt.
Testimonials · placeholder
Client quotes will appear here once we have permission to publish them. We don't publish invented testimonials, logos or statistics.
Tell Us What Your Team Does Manually. We'll Show You What Can Be Automated.
You don't need to know which tools, APIs or AI models to use. Just tell us what your team does today. We'll identify the opportunities.
Automation audit
Find Your Automation Opportunities
Tell us what your team does today and we'll come back with the specific tasks worth automating first.