AI-driven lead systems

AI Workflows & Integrations

Includes
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Internal AI automation built around a task you already do repeatedly. Covers pipeline design, tool integration, human review steps, evals, and cost controls, delivered as something your team runs without you.

What's included

Scoping

  • Workflow selection based on volume, cost, and how much a wrong output would hurt, since plenty of tasks shouldn't be automated at all
  • Your current process mapped step by step before anything gets built
  • Decision on where a human stays in the loop and what they're approving
  • Build or buy call between n8n, Make, Zapier, and a custom service, with the reasoning written down either way

Build

  • Pipeline built with retries, error handling, and dead letter queues, because API calls fail and silent failures are the expensive kind
  • Prompt design and iteration against a real sample of your inputs
  • Structured output with schema validation, so downstream steps get predictable data
  • Model routing that sends easy steps to a cheap model and hard steps to a capable one
  • Context assembled from your live data sources rather than pasted snippets
  • Batching and async handling for volume work

Integrations

  • CRM, ad platform, analytics, warehouse, Slack, and Google Workspace connections
  • API and webhook integration for anything without a native connector
  • Authentication and credential handling that doesn't involve a shared password in a doc
  • Rate limit and quota management across every service in the chain

Quality and safety

  • Eval set built from your own examples, so you can tell whether a prompt change made things better or worse
  • Review step with approve, edit, or reject before output goes anywhere client facing
  • Logging of every input, output, and cost per run
  • Guardrails on what actions the workflow can take, especially anything that writes to a live system
  • Rollback path when something goes wrong

Operations

  • Monitoring and alerting on failures, latency, and cost anomalies
  • Spend cap per workflow
  • Documentation and a handover session so your team owns it
  • Change process for prompt updates that doesn't require a developer

Why it matters

Most AI automation projects die in the same place. The demo works, the pilot works, and then it meets real inputs and produces something wrong that nobody catches until a client sees it. What separates a demo from a system is error handling, an eval set, and a human review step at the point where mistakes get expensive.

Scoping is the other honest part. Some tasks are cheaper to leave alone. Automation earns its keep on work that's high volume, well defined, and tolerant of a review step, like reporting summaries, lead enrichment, content briefs, ticket triage, and QA passes over campaign builds. Deciding what to leave manual is half the value of the engagement.

What clients say

“Tomas is an exceptional analytics expert. He helped us migrate a client from Universal Analytics to GA4, including creating GTM tags/triggers/variables, ecommerce tracking setup, other event tracking setup, and even built out funnels. This client had a unique shopping/enrollment checkout process, but the migration and configuration was launched without any issues. Highly recommended for any analytics work.”

Brian Thomas Clark

“I am so happy with the service I received from Thomas. He fixed my analytics problems! Working with Thomas was just what I needed, and I will be back for more help in the future for sure.”

Brad Haven

“One of the best SEM, advertising and analytics minds in the business! A great addition to any team looking to solidify or enhance their digital marketing efforts!”

Chris Brewer

What clients say

★★★★★

“Tomas at SmartMetrics has been fantastic to work with. He consistently delivers high-quality work quickly, communicates clearly and proactively, and makes even complex implementations feel straightforward.”

Gray Digital Group
Client reviews5.0 on Google · All reviews
★★★★★

“A huge difference to the business, and we know where the next dollar goes.”

Blitzy
★★★★★

“We can scale spend now without guessing what is actually working.”

PermitFlow
★★★★★

“Extremely knowledgable & capable!”

Dj Haer Jr
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20 yrsexperience
5.0 ★Reviews
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Work with Tomas

Founder, San Diego, CA

20 years in marketing, CRO, CRM, and analytics. Now building the systems AI runs on.

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You work with me directly, from scope to delivery. No account managers.

    AI Workflows & Integrations | SmartMetrics