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Services

AI that does the work, not the demo.

Four ways we turn busywork into systems your team actually runs — each one scoped, priced and measured from day one.

Start here

What’s slowing your team down?

You need
Workflow automation
We automate the hand-offs and data entry, so information moves between your tools by itself.
Typical result: 20+ hrs saved per team, every week

What we do

Four services. One goal: your hours back.

Hand-offs that happen by themselves.

We map the copy-paste work between your tools and automate it end to end.

✓Order, lead and document routing
✓Spreadsheet and CRM sync
✓Alerts when something looks off
20+ hrs saved per team, every weekSee how it works →
✉New order emailGmail
⇄Entry createdNetSuite
▦Sheet updatedSheets
◎Warehouse notifiedSlack

Why Lumo

Faster than hiring. Safer than DIY.

Lumo
Hire in-house
DIY AI tools
Time to first live workflow
2 weeks
4–6 months
Weeks of trial & error
Upfront cost
Fixed audit fee
$150k+ / year salary
Low, but hidden time cost
Workflow audit & ROI model
Included
Depends on hire
—
Integrates with your stack
40+ tools, done for you
Built from scratch
Copy-paste between apps
Monitoring & improvements
Every week
If they have time
—
You own everything
Yes — code, prompts, docs
Yes
Locked to vendor
Risk
Pay only after the pilot works
Long hiring bet
Data leaks, shadow AI
Time to first live workflow
Lumo2 weeks
Hire in-house4–6 months
DIY AI toolsWeeks of trial & error
Upfront cost
LumoFixed audit fee
Hire in-house$150k+ / year salary
DIY AI toolsLow, but hidden time cost
Workflow audit & ROI model
LumoIncluded
Hire in-houseDepends on hire
DIY AI tools—
Integrates with your stack
Lumo40+ tools, done for you
Hire in-houseBuilt from scratch
DIY AI toolsCopy-paste between apps
Monitoring & improvements
LumoEvery week
Hire in-houseIf they have time
DIY AI tools—
You own everything
LumoYes — code, prompts, docs
Hire in-houseYes
DIY AI toolsLocked to vendor
Risk
LumoPay only after the pilot works
Hire in-houseLong hiring bet
DIY AI toolsData leaks, shadow AI

How we work

Every engagement, the same three steps

01
02
03
Weeks 1–2
Audit
We map how work really flows through your tools and size every AI opportunity.
Workflow mapOpportunity scorecardCosted roadmap
CRM
Inbox
Sheets
Slack
Billing
Docs
Lumo agent · sales
Enrich lead · Northwind
Score intent · 92
Draft reply · sent
Update CRM · done
Notify #sales · done
Hours saved · per week
12
opportunities found
● Scanning

FAQ

[08]

Questions teams ask before the audit

Straight answers on cost, data and timelines. Anything else, ask us on a call.

Still unsure?

Talk to a strategist — 30 min, no pitch.

Book a free audit
Most pilots are live in 4–6 weeks. We start with one high-value workflow, prove the ROI, then scale.
Every engagement starts with a free audit. Plans start at $2,900/month, with fixed prices per phase and no setup fees — and most clients see payback within one quarter.
Yes. Your data stays in your stack, we sign NDAs and DPAs, and we can deploy with private models when needed.
No. We build, document and hand over everything, then train your team to run and tweak it.
You do. All code, prompts, workflows and documentation live in your accounts from day one, so you're never locked in.
Whatever your team already uses — HubSpot, Salesforce, Zendesk, Slack, Google Workspace, Microsoft 365, Notion, Shopify, Xero and more. If it has an API, we can connect it.
We'll tell you. Our audit flags what to automate, what to buy off the shelf, and what to leave alone.

Not sure which service fits?

Start with a free 30-minute audit. We’ll tell you exactly where AI pays off — and where it doesn’t.

Book a free audit

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