AI Automation for Fresno SMBs

Start small. Prove value. Expand when it earns its keep.
(SMB means small and midsize business)

Pick one use case. Pilot with a few users. Fold it into Microsoft 365, Google Workspace, and the tools you already use. The Quick AI Readiness Review proposes two or three pilot ideas with estimated effort and value.

We design a support mix around your team, data, and workflows. Clear guardrails. Measurable wins. Remote first with on site help when needed.

✅ Quick AI Readiness Review with two or three pilot ideas
✅ Humans approve outputs with simple logs
✅ Private or vendor-hosted model options. Pick what fits your risk and cost.

We advise on controls and document gaps. We do not certify compliance.

Request a Call
Start a Quick AI Readiness Review

➡️ Short call first. We confirm fit and next steps.
➡️ Limited availability. Managed clients have priority. If we are booked, we will add you to the interest list.
➡️ Vendor neutral • Fresno team • Remote first with on site help when needed.
➡️ Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

What AI Automation can do for Fresno SMBs (small and midsize businesses)

AI should cut steps and reduce rework. We help you pick the few places where it saves time or improves accuracy, then make them routine.

Limited new bookings. Managed clients have priority. Request a short call and we’ll suggest two or three pilots sized to your stack.

Find answers always with citations


Pull clear answers from policies, SOPs, tickets, and vendor docs—always cited so staff can trust the source.

✅ Where it fits: IT requests, HR policies, field ops playbooks
✅ Starter inputs: SharePoint or Drive folders, ticket history, PDFs
✅ Safeguard: Role based access and human approval for source updates

Get a Quick AI Readiness Review

Automate data entry & routing


Extract fields, classify, route inbox items and forms. Cut re-typing and handoffs.

✅ Where it fits: Invoices, work orders, intake forms, claims
✅ Starter inputs: Email inboxes, scanned PDFs, form exports
✅ Safeguard: Confidence thresholds plus human review queues

Request a call and we’ll outline a 1–2 week pilot for one workflow.

Request a Call

Plan with your own history


Use past orders and seasonality to forecast demand, staffing, or inventory. Reduce guesswork.

✅ Where it fits: Production, service dispatch, inventory turns
✅ Starter inputs: ERP or POS exports, spreadsheets
✅ Safeguard: Visible assumptions and a rollback path

Request a Call

Chat with your internal content safely


A private assistant that answers from your SOPs and checklists with citations, inside your security model.

✅ Where it fits: New hire ramp, on shift guidance, support
✅ Starter inputs: SOPs, FAQs, training docs
✅ Safeguard: Role based access and audit logs

Request a Call

Summaries that lead to action (with owners)


Turn long calls and threads into next steps with named owners. Follow-up stays clear.

✅ Where it fits: Sales, service, vendor coordination
✅ Starter inputs: Call recordings, email threads, CRM notes
✅ Safeguard: Team approval before CRM updates

Get a Quick AI Readiness Review

Spot issues faster (vision where it fits)


Use computer vision for basic defects or PPE checks where it makes sense. Start small and measure impact.

✅ Where it fits: Light manufacturing, warehouses, job sites
✅ Starter inputs: Sample images or short clips, defect list
✅ Safeguard: Human in the loop with clear thresholds

Get a Quick AI Readiness Review

We advise on controls and document gaps. We do not certify compliance.

Vendor neutral • Fresno and Central Valley focus • Remote first with on site help when needed

Request a Call
Get a Quick AI Readiness Review

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

Pilot-ready AI use cases

Pick one to pilot. In a short review we estimate effort and value, then fold the win into routine work.
Pilot length • Typical systems • Success metric • Safeguards

Capacity note: Limited new bookings; managed clients have priority. If we’re booked out, we’ll add you to an interest list and follow up.
Prefer a quick call? Request a call and we’ll qualify fit by phone first.

Accounts payable automation


💡 Outcome: Cut manual entry on invoices and intake forms.
💡 Typical systems: QuickBooks, NetSuite, Sage, Google Drive or SharePoint.
💡 Pilot length: 2 weeks.
💡 Success metric: Target: auto-extract 50 invoices at ~95 percent confidence, with team approval before posting.
💡 Safeguards: Human review queue and confidence thresholds.

Get a Quick AI Readiness Review

Private answers with citations


💡 Outcome: Faster answers with cited sources staff can trust.
💡 Typical systems: SharePoint, Google Drive, Confluence, PDFs.
💡 Pilot length: 1 week.
💡 Success metric: Target: 25 common SOP answers in under 3 seconds with citations.
💡 Safeguards: Role based access and query logs.

Get a Quick AI Readiness Review

Forecasting and staffing assist


💡 Outcome: Plan inventory and shifts using your history.
💡 Typical systems: POS or ERP exports, spreadsheets.
💡 Pilot length: 3 weeks.
💡 Success metric: Example target: 10–20% better error vs. last season on a held-out set.
💡 Safeguards: Visible assumptions and manual overrides.

Get a Quick AI Readiness Review

Quality and safety checks


💡 Outcome: Flag basic defects or PPE misses.
💡 Typical systems: Camera snapshots or short clips from the floor.
💡 Pilot length: 2 to 3 weeks.
💡 Success metric: Example target: ≥85 percent precision and recall on a 200-image sample.
💡 Safeguards: Human in the loop and a clear rollback path.

Get a Quick AI Readiness Review

Customer support assist


💡 Outcome: Draft replies and summarize threads so teams respond faster.
💡 Typical systems: Zendesk, Freshdesk, Outlook, or Gmail.
💡 Pilot length: 2 weeks.
💡 Success metric: Example target: faster first response time with team approval before send.
💡 Safeguards: Tone guardrails and approval step.

Get a Quick AI Readiness Review

Weekly ops brief in plain language


💡 Outcome: Convert spreadsheets and dashboards into a short summary with next steps.
💡 Typical systems: Excel, Google Sheets, Power BI.
💡 Pilot length: 1 week.
💡 Success metric: Example target: save time on weekly review with source links for accuracy checks.
💡 Safeguards: Source links and time stamps on every brief.

Get a Quick AI Readiness Review

Vendor neutral • Fresno team • Remote first with on site help when needed

We advise on controls and document gaps. We do not certify compliance.

Request a call
Get a Quick AI Readiness Review

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

How We Work

Three practical steps. Start small. Prove value. Keep control at every stage.

Availability is limited. Existing managed clients receive priority. Join the interest list if we are booked.

Quick AI Readiness Review


➡️ What we do: A lightweight review of your goals, data sources, permissions, and current tools.
➡️ What you get: Two or three pilot ideas with estimated effort and value, clear data-handling notes, and a short next-step plan.
➡️ Time box: 30–45 minute call. 2–3 business days for a short write-up.
➡️ Who is involved: Owner or GM, ops lead, and IT or systems.

GET A QUICK AI READINESS REVIEW

If we are at capacity, we will add you to the interest list and notify you first when a slot opens.

Pilot with a Small Slice


➡️ What we do: Pick one use case. Define success. Set a short timeline. Keep humans in the loop. Document changes and approvals.
➡️ What you get: A working pilot for a few users, clear success criteria, and a short team checklist.
➡️ Time box: 1–3 weeks, depending on the use case.
➡️ Who is involved: A small pilot group and an approver.

REQUEST A CALL

Expand with Control


➡️ What we do: If the pilot works, we fold it into normal workflows with monitoring, access rules, and a rollback plan. Scope stays adjustable.
➡️ What you get: Production configuration, basic runbooks, and a support path that fits your budget.
➡️ Time box: 1–2 weeks for rollout.
➡️ Who is involved: Process owner, IT or systems, and the pilot users.

TALK WITH AN EXPERT

Managed clients receive scheduling priority for rollout.

We advise on controls, privacy, and logging. We do not certify compliance.

Business hours Monday through Friday from 8am to 5pm. Prefer a quick call to qualify options. Use Request a Call and we will schedule during business hours.

Security, Privacy, and Compliance

Clear data handling you can verify. We document what we do, who approves it, and why.

Access and Identity


What we enforce
✅ Role-based access and least-privilege controls with SSO and MFA for admin and service accounts
✅ Separate test and production access
✅ Key and credential rotation with client approval

Outcome
The right people have the right access at the right time.

REQUEST A SECURITY REVIEW CALL

Data Protection and Retention


What we enforce
✅ Encryption in transit and at rest
✅ Redaction options for PII and secrets
✅ Retention policies you approve with safe deletes
✅ Secure secrets storage for connectors and webhooks

Outcome
Data is protected and lifecycle rules are clear.

REVIEW RETENTION OPTIONS ON A CALL

Audit and Oversight


What we log
✅ Prompts, outputs, and human approvals
✅ Configuration changes and model settings
✅ Data source reads and writes
✅ Alerts for unusual activity

Outcome
You can review what happened and who approved it.

We advise on controls and document gaps. We do not certify compliance.

GET A LOGGING CHECKLIST

Limited AI Automation capacity. Managed clients receive priority. Prefer a quick call to qualify.

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

Model Choices and Data Location

Private or Vendor-Hosted Models

Private tenant or enterprise plan where available
Content filtering and safety rails
No model training on your data unless you opt in
We help you weigh risk, cost, and speed

Data Location

Region and residency options where the platform supports it
Clear list of sub processors used by the solution
Simple export and tear down plan on request

Prefer a quick call to qualify. Limited AI Automation slots; managed clients receive priority.

We advise on controls and document gaps. We do not certify compliance.

Compliance Advisory

We are PCI, HIPAA, FSMA, and SQF aware. We map controls to common frameworks like NIST CSF and CIS. We advise and document gaps so you can work with your auditors. We do not certify compliance.

Artifacts you receive
✅ Data flow diagram
✅ Access matrix
✅ Retention and logging notes
✅ Pilot runbook and rollback plan

Limited AI Automation capacity. Managed clients receive priority. Join the interest list if we are booked.

REQUEST A SECURITY REVIEW CALL

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

Tooling and Vendor Stance

Vendor neutral. We start with your stack and add only what helps.

Limited availability. Managed clients receive priority. Join the interest list if we are booked.
(Prefer a quick call? Request one and we will reach out.)

Microsoft 365 Copilot and Power Platform


Where it helps
➡️ Drafts, summaries, and meeting notes inside Outlook, Teams, and Word
➡️ Simple flows with Power Automate or Power Apps for repeatable tasks

What we set
➡️ Access rules, data-loss guardrails, logging, and retention notes
➡️ Clear prompts and human approval steps

USE 365 YOU ALREADY PAY FOR

Or request a quick call and we will map options in 10 minutes.

Google Workspace and Vertex AI workflows


Where it helps
➡️ Gmail and Docs assist; Drive knowledge answers with citations
➡️ Light Vertex pipelines for repeatable tasks

What we set
➡️ Sharing policies, retention, and audit notes
➡️ Source links with a simple review queue

MAKE WORKSPACE WORK HARDER

Prefer to talk it through? Request a call.

Connectors to Line-of-Business Apps and Data Stores


Where it helps
➡️ Pull from ERP, POS, CRM, ticketing, file shares, and databases you already run
➡️ Keep a single source of truth with least-privilege reads

What we set
➡️ Secure connectors with secret storage
➡️ A data-flow diagram and a simple rollback step

MAP SAFE CONNECTIONS

We advise on controls and document gaps. We do not certify compliance.

Lightweight Open-Source Components


Where it helps
➡️ Private knowledge search, small automations, and simple APIs
➡️ When licensing or data location needs extra control

What we set
➡️ Containerized services with basic logging
➡️ An update and patch routine sized for SMBs

EXPLORE A LEAN BUILD

Limited spots monthly. Join the interest list if we are booked.

Limited availability. Managed clients receive priority. Interest list available if booked.

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

Selection and Cost Control

How we choose tools

Start with your stack
Prefer managed features you already license
Add open components only when they reduce cost or risk
Keep choices reversible with a simple export and tear-down plan

Deliverables you receive

Tool list with roles and owners
Access matrix and retention notes
Cost estimate and the trigger to scale down or up
REQUEST A CALL

Limited availability. Managed clients receive priority. Join the interest list if we are booked.

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

Start with a Quick AI Automation Readiness Review

Share a few details and we will suggest two or three pilot ideas with estimated effort and value.

(We are currently booking new AI Automation pilots. Managed clients receive scheduling priority. If we are booked, we will add you to our interest list.)

Full Name
Company
Email
Phone for callback
Your role
Locations
Prefer a quick phone conversation to qualify? Select ‘Yes’ for time sensitive and add a good callback time below.


Select callback time
Brief message
Your request is in. We will follow up shortly. If this is urgent, use the after-hours line in your agreement.
There has been some error while submitting the form. Please verify all form fields again.

Thanks. We reply during business hours with a short list of next steps. Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process. We advise on controls and document gaps. We do not certify compliance.

We keep your details private, use them only to schedule and scope your pilots, and do not use form data to train public AI tools.

AI Automation FAQs for Fresno teams

Short answers first. Prefer to talk it through? Request a quick call and we will confirm fit.

Capacity is limited. Managed clients receive priority. If we are booked, we will add you to the interest list and follow up.

Still Have a Question?

REQUEST A CALL
GET A QUICK AI READINESS REVIEW

Business hours Monday through Friday from 8am to 5pm. Time sensitive incidents can use our after-hours process.

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