Enquiry receivedFrom a website form, email or phone call.
QualificationDetails are summarised and checked against your criteria.
CRM updatedContact, notes and next step are recorded.
Appointment offeredAvailable times come from your calendar.
Staff notifiedThe right person gets the context to follow up.A person can approve any step
Illustrative workflow. Steps, tools and approval points are agreed per project.
Business outcomes
Less busywork. Faster, better-informed responses.
We focus on practical systems your team will actually use, built around the software you already run.
Respond to enquiries faster
New leads and requests are captured, summarised and routed to the right person as they arrive.
Reduce manual data entry
Information moves between forms, inboxes, documents and your CRM without retyping.
Make company knowledge easier to access
Staff can ask questions of your documents and policies and see where each answer came from.
Keep business systems connected
Your tools share data reliably, with logging and alerts when something needs attention.
Services
Automation and AI services, scoped to your workflow
Each engagement ends with something working in your environment, plus the documentation and walkthroughs your team needs to run it.
Workflow and integration
n8n and workflow automation
Multi-step automations across the apps you already use, built in n8n (cloud or self-hosted) or another platform that suits your stack.
You receive
Working, documented workflows
Error handling and failure alerts
A recorded handover walkthrough
Example: a web form submission is checked, added to your CRM and posted to the sales channel.
CRM and sales workflow automation
Keep your pipeline accurate and follow-ups on time, without asking the team to update records by hand.
You receive
Lead capture and routing rules
Automatic record and task updates
Follow-up reminders and summaries
Example: a booked meeting creates a deal, attaches the enquiry notes and reminds the owner.
API and MCP integrations
Custom connections between systems that do not talk to each other, and Model Context Protocol (MCP) servers that let compatible AI assistants use your tools.
You receive
Integration code deployed to your infrastructure
Authentication, logging and rate limits
Technical documentation
Example: orders from your store sync to accounting, with mismatches flagged for review.
Legacy software and browser workflow automation
Automate repetitive work in older systems and web portals that have no API, using scripted browser automation where the site's terms allow it.
You receive
Automation scripts with a run schedule
Failure alerts and a manual fallback
Notes on what to check when portals change
Example: daily reports are downloaded from a supplier portal and filed in shared storage.
AI agents and assistants
Agentic AI and custom business agents
Agents that complete defined, multi-step tasks using your tools, within limits you set, with a person approving important actions.
You receive
An agent with scoped permissions
Approval steps for sensitive actions
An activity log you can review
Example: research a new lead, draft a tailored reply and queue it for approval.
AI voice assistants for inbound calls
A voice assistant that answers calls, collects details, answers common questions and books appointments, with transfer to a person when needed.
You receive
A configured assistant and call scripts
Escalation and transfer rules
Calendar and CRM connection
Example: after-hours calls for a service business are logged and booked into open slots.
RAG and company knowledge assistants
An assistant that answers questions from your own documents using retrieval-augmented generation (RAG), and shows the sources it used.
You receive
Connected, indexed knowledge sources
A chat interface in Slack, Teams or a web page
Access controls and an update process
Example: staff ask about policies and procedures and get answers with links to the source files.
Customer-support automation
Triage, tag and route incoming tickets, and draft suggested replies for your agents to review and send.
You receive
Routing and tagging rules
Draft replies grounded in your help content
Helpdesk integration
Example: billing questions go to finance with order details attached; others get a draft answer.
Documents and proposals
Intelligent document processing
Extract structured data from invoices, forms, quotes and contracts, with unclear items sent to a person for review.
You receive
An extraction pipeline for your document types
Validation rules and a review queue
Export to your spreadsheet, ERP or CRM
Example: supplier invoices arriving by email are read, checked and prepared for approval.
AI proposal and RFP assistance
Draft first-pass responses to RFPs and questionnaires from your approved content, ready for your team to edit.
You receive
A structured library of approved answers
A drafting workflow with source references
A requirements checklist for each bid
Example: a 120-question security questionnaire is pre-filled for review instead of written from scratch.
Reliability and infrastructure
AI evaluation and reliability testing
Test AI features against realistic cases before launch and after every change, so quality problems are found early.
You receive
A test set built from your real scenarios
An evaluation report with known limitations
Repeatable regression checks
Example: a support assistant is checked against past tickets before each prompt update.
LLMOps and production monitoring
Visibility into how your AI systems behave in production: usage, cost, errors and output quality.
You receive
Logging and usage and cost dashboards
Alerts for failures and unusual activity
Versioned prompts and configuration
Example: an alert fires when an assistant's error rate or token spend rises above an agreed level.
Private AI deployment
Run open-weight models in your own cloud account or on your own hardware when data-control requirements call for it.
You receive
A model deployment in your environment
Access controls and network restrictions
A written summary of trade-offs and running costs
Example: an internal assistant runs inside your cloud account so documents stay within it.
Model fine-tuning
Fine-tune a model on your examples when prompting and retrieval alone are not enough. We will tell you if it is not the right fit.
You receive
Training data preparation
A fine-tuned model in your account
A before-and-after evaluation
Example: a model learns your house style for product descriptions from approved samples.
Training
Corporate AI workshops and implementation training
Practical, remote sessions that help your team use AI tools well and identify which workflows are worth automating.
You receive
Live online sessions tailored to your team
Recordings and reference material
A prioritised list of automation opportunities
Example: a half-day session for an operations team, followed by a written opportunity review.
Tools and Data for AI Agents
Give AI assistants secure access to the information and actions your business needs.
An AI assistant is only as useful as what it can see and do. We build the connections that let it look up the right records and take approved actions, with controls you can audit.
These are custom development services built for your systems and data. TechNYC does not sell proprietary datasets or run a tool marketplace.
Custom APIs for business data
Well-defined endpoints that expose the records an assistant needs, and nothing more.
MCP integrations for compatible AI assistants
Model Context Protocol servers that make your tools available to assistants that support MCP.
Structured document extraction tools
Turn PDFs, forms and emails into clean fields an assistant or workflow can use.
Inventory and supplier connections
Read access to your stock levels, price lists and supplier information from the systems you use.
Usage tracking and access controls
Per-user permissions, request logs and limits, so you know who used what and when.
Example solutions
What this looks like in practice
Four illustrative use cases. They show typical inputs, automated steps and where a person stays in control. They are examples, not client case studies.
Home services
Illustrative
Enquiry qualification and booking
Input
Web form, missed call or email asking for a quote or visit.
Automated steps
Collect job type, location and urgency.
Check against your service area and criteria.
Create the lead in your CRM.
Offer available appointment times.
Human handoff
Urgent or unusual jobs go straight to a dispatcher with a summary.
Agencies
Illustrative
Client onboarding and reporting
Input
A signed proposal or new client record.
Automated steps
Create folders, project and tasks from a template.
Send an intake questionnaire and collect access.
Pull campaign data into a monthly report draft.
Human handoff
An account manager reviews and adds commentary before any report is sent.
B2B suppliers
Illustrative
Quote intake and document processing
Input
RFQs and purchase orders arriving as emails, PDFs or spreadsheets.
Automated steps
Extract items, quantities and delivery dates.
Match items to your catalogue and stock data.
Prepare a draft quote in your system.
Human handoff
Sales confirms pricing and any unmatched items before the quote goes out.
Support teams
Illustrative
Knowledge search and ticket routing
Input
New tickets from email, chat or a help centre form.
Automated steps
Classify topic and priority.
Route to the right queue with customer context.
Suggest a reply with links to source articles.
Human handoff
Agents edit and send replies; refunds and account changes always need a person.
Engagement options
Clear starting points, scoped to your needs
Start with one workflow or plan a larger system. Every project begins with a written scope.
Final pricing follows scope review. Third-party software, hosting, telephony, and AI usage are quoted separately. Monthly services cover the work agreed in writing; they are not unlimited.
Sample project walkthrough
What a $1,000 project looks like
An example scope for the Focused Automation option, showing exactly what is built, what you receive and what you review. It is a sample to explain the process, not a past client project. Your proposal is written for your own tools.
Focused Automation, from $1,000
Example scope
Website enquiry to CRM, with an AI summary
Starting point
Enquiries arrive from the website form in a shared inbox. Someone copies the details into the CRM and forwards them to the right salesperson by hand.
What gets built
A new form submission starts the workflow.
AI writes a short summary and checks it against up to five qualification criteria you define.
The contact and deal are created or updated in your CRM, with a duplicate check.
The right person is alerted in Slack, Teams or email with the summary and a CRM link.
Any failure is logged and alerts you, so an enquiry is never silently lost.
Not included in this example
Extra lead sources, custom dashboards, and software, hosting or AI usage costs.
How the project runs
Scope. You fill in a short questionnaire or send a screen recording of the current process. We reply with a written proposal: deliverables, price and assumptions.
Access. Accounts stay in your company's name. We work through invited user access or API keys you control, not shared passwords.
Build and test. We build the workflow and test it with real past enquiries you provide, anonymised if you prefer.
Your review. You watch a recorded walkthrough of the working system and try it yourself. One round of adjustments is included.
Launch and handover. We switch it on together and hand over documentation and the walkthrough recording. The support period for fixes is set in the proposal.
Most repetitive, rules-based work that moves information between people and software: enquiry handling, data entry, document intake, reporting, follow-ups, ticket routing and appointment booking. AI helps where the input is unstructured, such as emails, calls and PDFs. If a task needs judgement, we design it so a person makes the final call.
What does a $1,000 project include?
One clearly defined workflow, for example connecting a website form to your CRM with qualification and team notifications. It includes the build, testing with your examples, documentation and a recorded walkthrough. The exact scope is confirmed in writing before work starts, and third-party subscriptions and AI usage are billed separately.
Can you connect our existing software?
Usually, yes. We work with tools that offer an API, webhooks or a supported integration platform. For older systems without an API, browser automation can sometimes help where the software's terms allow it. We confirm what is possible during scoping, before you commit.
Do we need our own API accounts?
In most cases, yes. We recommend that AI, automation, hosting and telephony accounts are opened in your company's name so you own the data, the billing and the access. We help you set them up and keep credentials out of shared documents.
Can a person approve important actions?
Yes. We add approval steps wherever you want them, such as before an email is sent, a record is changed or a payment-related action happens. You decide which actions can run automatically and which always need a person.
What happens after launch?
You receive documentation, access to everything we built and a recorded walkthrough. Each proposal includes a defined support period after launch for fixing issues in the delivered scope. New features or changes after that are quoted separately or handled under a monthly plan.
Is ongoing support available?
Yes. Managed Improvements starts from $1,000 per month, subject to scope, and covers agreed monitoring, maintenance and a defined amount of improvement work each month. It is not an unlimited service; the inclusions are set out in writing.
Where is your team based?
Our team is based in India and works remotely with businesses in the United States. Most communication happens through forms, email and recorded walkthroughs, and live calls can be scheduled at a time that suits both sides.
Request a proposal
Tell us about the workflow you want to improve
A few details are enough to start. We will reply by email with questions or a scoped proposal.
Implementation projects from $1,000
Written scope and price before any work starts
Third-party software and AI usage quoted separately