AI solutions · workflow automation

AI Workflow Automation That Takes the Busywork Out of Sales, Marketing and Operations

Most teams have a handful of tasks that eat hours every week and never needed a person in the first place. We find those tasks, design a workflow that handles them with AI where judgment is needed and a person where it matters, and build it in the tools you already pay for.

HubSpot OnboardingHubSpot Solutions PartnerHubSpot Solutions Architecture

Illustrative workflow.

Trusted by 150+ B2B teams
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Quick answer

What Is AI Workflow Automation?

AI workflow automation uses an automation platform together with an AI model to run a business process from start to finish with very little manual work. The predictable steps, such as creating a task or updating a record, follow fixed rules. The steps that need some judgment, such as classifying a request or drafting a reply, are handled by the AI model, and a person approves anything where a wrong decision would matter.

What we build

The Automations We Build Most Often

Grouped by the team that uses them.

Sales

Lead Management

  • New leads enriched and scored for fit as soon as they arrive
  • Routed to the right rep with a first reply drafted
Sales

Sales Follow-Up

  • Meeting summaries written to the CRM
  • Next-step tasks and follow-up emails drafted automatically
Marketing

Marketing Operations

  • Long content turned into posts and emails
  • Lists kept clean and segmented
Reporting

Reporting and Alerts

  • A weekly digest with written commentary
  • Alerts when spend or pipeline moves unexpectedly
Service

Service and Support

  • Tickets classified and routed
  • Replies drafted from your own knowledge base
Ops

Back Office

  • Proposals and quotes generated from the deal
  • Onboarding checklists and handoffs between teams

How we work

Audit, Design, Build, Hand Over

Every workflow is documented and belongs to you when we are done.

1
Phase · 01

Process audit

We map how the work moves today, count the hours it takes and rank the candidate workflows by value and ease. You choose the first three.

2
Phase · 02

Design

We write out the trigger, the rule-based steps, the AI steps, the points where a person approves, and what happens if something fails. Nothing is built until you have seen this.

3
Phase · 03

Build

The workflow is built in HubSpot, Zapier, Make or n8n, with OpenAI, Claude or Gemini handling the AI steps, in accounts registered to you.

4
Phase · 04

Document and train

You receive a runbook for each workflow, a short session for the team that will use it, and error alerts from the first day.

✓ WORKFLOW IN PRODUCTION · RUNBOOK DELIVERED

Have a workflow in mind already?

Describe it on a thirty-minute call and we will tell you which tool should run it and roughly what it would cost.

Talk to Us

Pricing

Fixed-Scope Builds

Ongoing monitoring is a separate monthly plan under Managed AI Services.

PLAN A
Automation Audit
$1,500, credited against a build sprint started within thirty days.
Ten workflows scoredThe top three written up ready to build
PLAN C
Managed
From $1,500 a month for monitoring, fixes and new workflows.
Covered under Managed AI ServicesAgreed response times when something breaks

Hear from our clients

What Our Clients Say

★★★★★✓ VERIFIED · REVOPS
3&Four was a helpful partner in building out our CRM infrastructure. Their team was responsive, easy to work with, and took a consultative approach throughout the process. They provided practical recommendations and best practices that helped us improve our setup and better leverage the platform.
Derrick, S. · “Responsive and Knowledgeable Partner”
★★★★★✓ VERIFIED · GROWTH
I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones, the communication is almost seamless which I very much appreciate.
Asif Rehmani · “Hard to find more reliable folks than these guys”

Evidence · accreditations

Built by the Team That Has Automated More Than 150 CRM Portals

Platinum Solutions Partner, accredited by HubSpot for Onboarding and Solutions Architecture.

HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+
HubSpot clients served
100+
Onboardings and implementations
5.0 ★
HubSpot Marketplace rating
5.0 ★
Clutch rating

FAQs · for the record

Common Questions

Everything clients usually ask — on the record. If yours isn't here, the consultation is free.

Still have a question?

A senior consultant answers within one business day.

Ask the team
01 What is the difference between workflow automation and AI workflow automation?

Ordinary workflow automation follows fixed rules, so it can create a task when a form is submitted but cannot decide anything. AI workflow automation adds steps that need some judgment, such as working out what a request is about, finding the right company details or drafting a reply. We use a rule wherever a rule will do and bring in AI only for the steps a rule cannot handle.

02 Which tools do you use?

For anything that lives in the CRM we use HubSpot workflows and Breeze. For work that happens across other tools we use Zapier, Make or n8n, depending on the volume and complexity. The AI steps run on OpenAI, Claude or Gemini. We choose per workflow and explain the choice.

03 Do we own the automations?

Yes. Everything is built in accounts registered to you, and you receive the documentation and the credentials when the work is handed over.

Get started · free consultation

Get your automation audit

Tell us where your team loses the most hours. We will confirm the scope within one business day.

  • Ten workflows scored · by hours saved and how easy they are to build
  • Built in your stack · HubSpot, Zapier, Make or n8n
  • Owned by you · documentation and credentials handed over

We reply within 1 business day.