San Francisco Automation Engineering

State-of-the-art automation that compounds.

We ship production-grade AI workflow systems for teams that have outgrown drag-and-drop tools. Version-controlled, observable by default, and built to pay back in 90 days — or we keep working.

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Version-controlled Observable by default 90-day payback guarantee
  • 0 days
    Payback guarantee
    If it doesn't pay for itself, we work free
  • 0%
    Average ROI in 6 months
    Across mid-sized client implementations
  • 0/7
    Monitoring + alerting
    Every workflow observable, every failure caught
  • 0
    Orphaned Zapier flows
    We ship version-controlled, tested systems

Built on tools you can trust — nothing hidden

The Problem

Hiring more people has stopped helping.

You keep adding staff, but the work keeps piling up. Every new hire brings more meetings, more hand-offs, and more manual tasks instead of more results. The numbers flatten out.

Staff count Output
PLATEAU20222026

More staff, but the same output — that's the growth plateau.

Meanwhile, the manual work keeps piling up:

  • Scheduling chaos
    Double-bookings, no-shows, manual intake
  • Manual data entry
    Invoices, forms, CRM updates by hand
  • Wasted outreach
    Cold lists sent to anyone and everyone
  • Reactive reporting
    Looking at last month's data, surprised next month

The fix isn't more people. It's automated systems that do the repetitive work for you — so your team can focus on what actually grows the business.

How We Work

Fix one process. Watch the savings add up everywhere.

Three simple steps: we find what's slowing you down, build the fix, and keep it running — all for a clear, fixed price.

01
Diagnose in 5 days

Audit

We map your data flow, rank 8–15 automation opportunities by ROI, and hand you a build-ready scope. The entire value is speed of insight — 5 business days, not 5 weeks.

  • Opportunity Map (Notion)
  • 3-year ROI model (Google Sheet)
  • Tier 2 proposal pre-drafted
02
Ship in 3–6 weeks

Build

We build production automations on the SOTA stack — version-controlled in a GitHub repo per client, monitored with Grafana, tested with regression suites. No orphaned Zapier flows.

  • GitHub repo per client
  • Observability dashboard
  • Loom walkthroughs + runbook
03
Strengthen monthly

Compound

We monitor 24/7, ship one new automation monthly, and run evaluation harnesses that benchmark new models against your data. Your operations get stronger, not just faster.

  • 24/7 monitoring + alerting
  • Monthly impact report vs KPIs
  • Self-healing error recovery

The result is a system you fully own — clear, documented, and built to last.

Your team owns everything. No lock-in. Ever.

0
Lost data
100%
Documented
“We treat automations like production software — not drag-and-drop luck.”
The Innovative Nectar standard
Our Services

Clear services. Fixed prices. No surprise bills.

Three options that take you from finding the problem to a fully running system — each with a clear scope, a fixed price, and full documentation.

Diagnose & scope

The Automation Audit

$1,500–$3,000one-time

A 5-day diagnostic that finds your top automation opportunities, ranks them by ROI, and hands you a build-ready scope. Converts to implementation at 40%+.

Timeline: 5 business days
  • Automation Opportunity Map — 8–15 ranked opportunities (Notion)
  • Tech Stack Inventory — current tools, integration status, gaps
  • ROI Model — 3-year savings projection per opportunity (Google Sheet)
  • 60-minute walkthrough call recording
  • Tier 2 implementation proposal pre-drafted
Explore The Automation Audit
Most chosen
Build & ship

System Implementation

$5,000–$15,000project

We build 1–5 production automations with the SOTA stack — version-controlled, monitored, tested, and documented. Every client gets a repo, not a Zapier flow that breaks.

Timeline: 3–6 weeks
  • 1–5 automations built to scope (single-workflow to full SOTA stack)
  • SOTA Stack Spec document (12 pages) + Loom walkthroughs
  • Client runbook for monitoring and maintenance
  • Observability dashboard (Grafana/Datadog) for every workflow
  • 30-day post-launch support + 2 fix iterations
  • 50% upfront, 50% on delivery
Start with the Nectar Node
Maintain & compound

Ongoing Optimization

$2,000–$5,000/ month

We keep every workflow running, add one new automation monthly, and run performance reviews tied to your KPIs. Your operations get stronger, not just faster.

Timeline: 3-month min, then monthly
  • 24/7 monitoring with alerting on every workflow
  • 1 new automation build per month
  • Monthly impact report tied to client KPIs
  • Evaluation harness — benchmark new models against your data
  • Self-healing error recovery + postmortem culture
  • 3-month minimum, then month-to-month (30-day notice)
Explore Ongoing Optimization

Not sure where you fit? The free error audit tells us exactly which option your team needs.

What We Automate

Ready-made systems for the work eating your day.

Three pre-built automation systems, each handling a specific kind of repetitive work. A person still checks every important step — automation does the busywork, humans stay in control.

The Appointment Engine

Clinics, consultants, and service businesses bogged down with intake and scheduling

What you get

Cuts admin burden by ~65%. Patients book, reschedule, and complete intake without phone calls.

Built for new laws

Built with human-in-the-loop oversight. Patients always know when they're interacting with AI — required by California's AI Transparency Act.

What's included
  • HIPAA-compliant online booking synced to your EHR
  • Automated intake forms — data flows direct, no re-entry
  • Smart reminders via SMS (48h + 2h before) with confirm/reschedule
  • No-show recovery sequences that reclaim 30% of missed appointments
Get Started $800–$3,500/month · based on your needs
The Tools We Use

Trusted tools that just work.

We only use proven, widely-supported software — nothing experimental that breaks late at night. Everything we build is fully documented, so your team can understand and run it.

Automation
  • Make.com
    Visual workflow orchestration
  • n8n
    Self-hosted automation (cheaper, higher maintenance)
  • Zapier
    Legacy bridges, simple glues
CRM
    Database
    • Airtable
      Client-facing database
    • Postgres / Supabase
      Production data layer
    Dashboards
      Safety & Legal

      Built to meet new laws. Ready for what's next.

      Privacy and AI rules are changing fast. We build systems that already meet today's requirements — like fairness checks, clear records, and proper documentation — so you're protected, not exposed.

      What we handle
      • Version-controlled delivery

        Every automation ships in a GitHub repo per client. CI/CD pipelines, not drag-and-drop luck. You can roll back any change.

      • Observability by default

        Grafana/Datadog dashboards on every workflow. You see when it runs, when it fails, and why — no silent breakage.

      • Postmortem culture

        When something breaks, we write a postmortem and fix the root cause. The same workflow never fails the same way twice.

      • 90-day payback guarantee

        If our work doesn't pay for itself in 90 days, we work for free until it does. We price against outcomes, not hours logged.

      Laws we follow
      • Colorado AI Act
      • California SB 53
      • AB 2013
      • CCPA / CPRA
      • AI Transparency Act
      Real Results

      Stop looking backwards. See what's coming.

      Here's what happens when we fix the right process. Manual work stays flat. Automated work keeps growing — week after week.

      • 4.2×
        Pipeline velocity
        Series B fintech, Outreach Engine — 6 months
      • −68%
        Manual work removed
        E-commerce, Data Entry Engine
      • 99.4%
        Workflow uptime
        Across 40+ monitored workflows
      • $2.1M
        Additional ARR
        From faster lead conversion, first 6 months

      Work output over time

      Manual vs. automated · first 8 weeks

      Manual Automated

      Time saved by task

      Average improvement after automating

      Free Automation Opportunity Audit

      Get your Automation Opportunity Score in 3 minutes.

      Answer 10 quick questions. We'll compute your personalized score, estimate hours saved per year, and show cost savings — then email you a full report. No sales call required.

      Question 1 of 109%

      Where should we send your report?

      Your personalized score and savings estimate go straight to your inbox.

      Resources

      Guides, recipes, and real results.

      Learn how to automate your work — with step-by-step recipes, in-depth articles, and case studies from real clients.

      Where We Work

      Based in San Francisco. Serving the Bay Area and beyond.

      We're a San Francisco automation agency working with growing tech and e-commerce teams across the Bay Area and nationwide. Most of our work is done remotely, so we can help no matter where you're based.

      Our home base

      San Francisco, CA · US

      Remote-first — we work with clients across the country.
      Local available — on-site for Bay Area clients when it helps.
      Same time zone — no awkward delays for West Coast teams.

      Cities we serve

      We help businesses across the San Francisco Bay Area, Silicon Valley, and the rest of the United States.

      San Francisco
      Oakland
      San Jose
      Berkeley
      Palo Alto
      Mountain View
      Sunnyvale
      Santa Clara
      Fremont
      Hayward
      Richmond
      Concord
      Daly City
      Napa
      Santa Rosa
      Vallejo
      San Francisco Bay Area Silicon Valley California United States (remote)
      Common Questions

      Straight answers. No jargon.

      The real questions people ask before trusting someone with their systems.

      Free First Step

      Get a free error check of your tools.

      Most teams using Zapier or Make.com have broken connections quietly losing data right now. We check your error logs for free, fix the obvious problems, and give you a one-page summary. No sales pitch — just a useful report you can keep.

      • A full check of your automation error logs
      • The top 3 hidden problems found and explained
      • A one-page summary you can keep — free

      Your data stays yours. We sign a confidentiality agreement before touching anything.

      We respond within one business day. No spam, ever.