AI consulting & implementation
Turn a business problem into a practical AI system, connected to your tools and tested against real work.
Explore the serviceYour AI and automation partner
Get repetitive work unstuck.
Practical AI consulting and hands-on implementation for business owners. We connect your tools, automate repetitive work, and make company information easier to use.
Focused pilot $2,500Two weeksUSD. Production scoped separately.
From hours to minutesBeverage distribution · Weekly report preparationToday — scatteredToo much to chase
- Documents
Details re-entered by hand
- Inbox
Requests buried in threads
- Spreadsheets
Conflicting versions
- Messages
Follow-ups chased manually
Your tools, working together
AI reads and checks. Automation keeps work moving.
After — connectedPeople stay in control
- Documents read, checked, and organized
- Routine follow-ups sent and recorded
Missing details? Sent to your team for review.
The source and reason stay attached. Unclear information and actions outside your approved rules pause for a person—not a guess or an automatic approval.
From a stuck process to a working system
You do not need an AI roadmap to start. Choose the kind of work you want to improve—or show us the bottleneck and we’ll help you find the right approach.
Workflow & business automation
Connect recurring steps, follow-ups, approvals, and reporting so work reaches the right person with its context.
Explore the serviceDocument processing & automation
Read, organize, and check documents—from invoices to client files—with a clear path for exceptions.
Explore the serviceAI workflows for your industry
Choose the workflow that looks familiar.
Medical billing
Claim prep & review queues
Staffing agenciesCandidate evidence & handoffs
ClinicsIntake, follow-ups & reminders
Property managementTenants, vendors & approvals
Accounting firmsDocuments & follow-ups
DistributionInvoices, orders & exceptions
Law firmsCase knowledge & client intake
Different industry? We work with business owners and technical teams on document, knowledge, and coordination workflows.
Selected work
AI systems we’ve delivered
Client names are confidential. These industries and outcomes come from delivered projects.
More delivered work Recruiting, publishing & private knowledge
Applicant screening
Applications are summarized against the role, with the reason shown for each judgment.
Five hundred applicants were screened far faster.
Implementation details
Resumes are parsed from the applicant-tracking export, scored against a written rubric with a language model, and returned with a supporting excerpt. No candidate is rejected automatically. The output is a ranked review list.
Manuscript checks
Submissions are checked against the house rules as they arrive.
Issues are found before editorial review starts.
Implementation details
Submissions are converted to structured text, checked with deterministic rules for the house style, references, and required sections, and returned as a report. Deterministic checks are used wherever the rule is unambiguous.
Field-team answers
Representatives ask in plain language and receive an answer with its source page.
Field representatives answer on the spot instead of calling the office.
Implementation details
A retrieval-backed assistant uses the company's playbook. The document is chunked and indexed. Answers are generated only from retrieved passages, and each answer cites its source page. The index is private to the client's workspace.
What we automate—and where AI helps
Not another dashboard to babysit. Systems that read, check, coordinate, and show their work. Try the examples below.
Invoice and order checks for distributors
Read invoices, compare records, and put the discrepancies in front of the right person.
Invoice receivedNorthgate Supply · INV-4471
Matched to POEmail→Read & compare→Review
✓
14 of 15 lines match
One price difference needs a person.
Exception · line 7Line total is $120 higherInspect difference ↗
- PO unit price
- $5.20
- Invoice unit price
- $6.20
- Quantity
- 120 cases
($6.20 − $5.20) × 120 = $120 to review.
The original document and PO stay attached. No price is changed or approved automatically.
Routine matches move on. Exceptions stay visible.
Maintenance follow-ups and approvals
Connect messages, people, and operating rules. Keep approvals where they belong.
Kitchen faucet leakingMeridian · Unit 4B · Tenant message
Request→Check policy→Coordinate
- ✓Entry permission and availability collected
- ✓Approved vendor found · insurance current
- !Building access window needs confirmation
Manager review$780 quote · $250 automatic limitReview next step ↗
Prepared, not sent
Request the Thursday access window from the building manager. Keep the vendor booking on hold until access and spending are approved.
No appointment or payment is authorized by this example.
One work order. Every person and decision accounted for.
Client-document collection and reminders
Collect, identify, and organize incoming documents. Stop reminders as soon as the work is complete.
Monthly close checklistRiverside Plumbing · August
Bank statement✓ Received
Payroll report✓ Received
Equipment invoiceMissing
Follow-up
One reminder is scheduled for the missing equipment invoice.
When the final document arrives, its reminder stops.
Private legal search with source references
Search private company information with supporting evidence and clear limits on what is known.
Ask the case filesSearch limited to this matter
Where was the blue Honda before the delivery?
Source-linked answer
The deposition places a blue Honda on the east side of the lot before the delivery arrived.
Supporting documentDeposition · page 62Read source ↗
BATES 004512 · Sample excerpt
“…a blue Honda was parked along the east side of the lot before the delivery arrived…”
This excerpt does not establish who owned or drove the vehicle. Those details remain unconfirmed.
Evidence you can inspect. Conclusions for your team.
Working with a technical team? See implementation capabilities.
- APIs and webhooks
- OCR and document processing
- Retrieval-augmented generation
- Private knowledge assistants
- AI agents with human approvals
- Authentication and permissions
- Databases and vector search
- Monitoring and audit logs
- Client-owned or cloud deployment
Start with the work holding your team back
We build around your current tools where practical. This reduces disruption and avoids unnecessary new software.
- 01
Show us the operational bottleneck
A description or short screen recording is enough. We can also work from an existing technical brief.
- 02
Map the workflow, exceptions, and approvals
We document the normal path, exceptions, access, approvals, and failure cases.
- 03
Build and test the agreed improvements
We validate the prioritized workflows and related improvements against real scenarios. The pilot is a working build, with production rollout planned separately.
- 04
Hand over the pilot and define the production path
Your team tests the pilot. You receive the source code, documentation, and a roadmap for production.
A focused pilot, then a production system
AI workflow pilot
Two weeksWe build practical AI improvements around your team's repetitive work, test them against real scenarios, and define the path to production. Related workflows can be included within the priorities and deliverables we agree together.
- ✓Priority workflows and related improvements agreed together
- ✓Normal cases, exceptions, and approval points mapped
- ✓Realistic documents, messages, or system inputs
- ✓A working pilot tested against real scenarios
- ✓Human review where appropriate
- ✓Documentation and source-code handover
- ✓Production roadmap and quote for the next phase
Production AI systems
Scoped separatelyTurn a successful pilot into dependable operational software your team can use every day.
- ✓Production deployment
- ✓Multi-system and API integrations
- ✓Authentication and permissions
- ✓Monitoring, audit logs, and failure handling
- ✓Security and compliance requirements
- ✓Ongoing support and improvement when needed
All prices are in US dollars (USD). We explain required third-party hosting, software, and usage fees before work begins.
Production hosting, monitoring, incident response, maintenance, and ongoing improvements are agreed and quoted separately. The pilot includes source code, documentation, and recommended next steps. See delivery and ownership →
Works with your existing stack
Business systems
Microsoft 365Google WorkspaceExcelOutlookGmailWhatsAppQuickBooksXeroHubSpotSalesforceSlackSharePoint
AI & engineering
ClaudeOpenAIPythonn8nPostgreSQLAPIs & webhooksOCRPrivate knowledge search
Direct collaboration, without agency layers
Unstuck Ops is an independent AI engineering studio. You work directly with the AI engineer who designs and builds the system, from workflow mapping through testing and handover.
There are no account-manager handoffs. Our delivered work includes operational systems in distribution, healthcare administration, recruiting, and publishing. We work with business owners and existing technical teams.
Every project begins with the exceptions, approvals, and practical details of how the work happens today.
- Direct collaboration
- Hands-on implementation
- Client-owned deliverables
- Documented handover
View the existing professional profile on Upwork
For businesses in the US, Canada, the UK, Europe, and Australia. We agree on time-zone overlap, hosting, access, and data requirements before work begins.
Questions owners actually ask
What happens in the free workflow review?+
We look at your operational bottlenecks, the systems involved, and the important exceptions. You receive an honest assessment of where AI could help and whether a paid pilot makes sense. Detailed workflow mapping, technical design, and implementation begin with a paid engagement.
What does a pilot cost, and how long does it take?+
An AI workflow pilot costs $2,500 and takes two weeks. The pilot can cover related workflows and improvements. We agree on priorities and deliverables together to fit the two-week engagement. You receive the source code, documentation, and evaluation findings. Production deployment, extensive integrations, and security or compliance hardening are scoped separately.
Will this work with our current software?+
In many cases, yes. We confirm supported integrations and permissions before proposing a workflow. We can also collaborate with your technical team and hand over code and documentation without replacing systems that already work.
How do you protect our data and keep us in control?+
We agree on access, data handling, and security requirements before connecting client systems. Access is limited to what the workflow needs, with human approval for sensitive actions and exceptions. Automated actions can be logged for review.
What happens after the pilot, and who owns the work?+
You own the delivered code and documentation. Your team tests the result and decides whether to proceed; there is no obligation to commission production. Deployment and support are scoped separately, and we explain third-party hosting or usage charges before work begins.
Get started
Request a free workflow review
Tell us what is stuck. We will assess whether it is practical to solve and explain the most sensible next step.
Detailed workflow mapping, technical design, and implementation begin with a paid engagement.
- ✓A person reads every inquiry
- ✓We agree on data handling before we access any systems
- ✓Or email [email protected]
✓
Thank you. We have it.
We will read your description and reply within one business day.