// ai & automation

AI Automation Consulting Services

We design and deploy custom AI pipelines, intelligent agents, and workflow automations that eliminate manual bottlenecks, surface actionable insights, and scale with your business. Built for North American teams that need results, not experiments.

// overview

Enterprise AI Automation That Delivers Measurable ROI

Most companies know they should be using AI. Fewer know where to start, which tools to trust, or how to measure success. That is exactly where we come in.

Solution Tech Consulting specializes in turning ambiguous AI opportunities into production-grade automation systems that run reliably, integrate with your existing infrastructure, and pay for themselves within months. We do not sell software licenses or off-the-shelf chatbots. Every engagement begins with a deep understanding of your operations, your data landscape, and the specific outcomes you need to achieve.

Our AI automation consulting practice spans the full lifecycle: from initial discovery and feasibility assessment through architecture design, model selection, pipeline development, testing, deployment, and ongoing optimization. Whether you need to automate invoice processing, build a knowledge retrieval system for your support team, or deploy predictive models that forecast demand, we bring the technical depth and operational pragmatism to get it done.

We work with the leading AI models and frameworks in the market today, including OpenAI GPT models, Anthropic Claude, LangChain, LlamaIndex, and purpose-built vector databases like Pinecone and Weaviate. For workflow orchestration, we leverage platforms such as Make, Zapier, and n8n to connect AI capabilities directly into the tools your team already uses. When retrieval-augmented generation (RAG) is the right approach, we architect end-to-end RAG pipelines that ground AI responses in your proprietary data for accuracy and compliance.

AI automation pipeline visualization showing data flowing through intelligent processing nodes
// services

AI Automation Services We Deliver

Every AI automation engagement is scoped around your specific workflows and data sources. Here are the core service areas we cover.

01

Custom AI Workflow Design

We map your existing business processes, identify automation candidates, and design end-to-end AI workflows that replace manual steps with intelligent automation. This includes document classification, data extraction, decision routing, and exception handling. Every workflow is tested against production scenarios before deployment and includes monitoring, logging, and alerting built in from day one.

3.2x
Efficiency Gain
40%
Cost Reduction
4-8wk
Avg Timeline
02

Intelligent Document Processing

From invoices and contracts to medical records and compliance filings, we build AI-powered document pipelines that read, classify, extract, and route documents at scale with high accuracy.

  • OCR and multi-format ingestion
  • Entity and clause extraction
  • Automated routing and escalation
03

Predictive Analytics & Forecasting

We deploy machine learning models that forecast demand, predict customer churn, score leads, and surface anomalies before they become problems.

  • Demand and revenue forecasting
  • Anomaly and fraud detection
  • Real-time alerting dashboards

AI Chatbots & Agents

We build conversational AI agents that handle customer inquiries, route support tickets, manage internal knowledge bases, and automate repetitive Q&A workflows. Our agents integrate with Slack, Teams, email, and custom web portals using frameworks like LangChain and custom prompt architectures.

API & System Integration

AI is only as useful as the data it can access. We connect AI automation pipelines to your CRMs, ERPs, cloud storage, databases, and third-party services through robust API integrations. Whether you use Salesforce, HubSpot, SAP, or custom internal tools, we build the connective tissue that lets AI flow through your entire operation.

RAG Pipelines & Knowledge Retrieval

Retrieval-Augmented Generation (RAG) pipelines allow AI to answer questions grounded in your proprietary documents and data. We architect vector database solutions using Pinecone, Weaviate, or Chroma, paired with embedding models and retrieval strategies that deliver accurate, citation-backed responses to complex queries.

Abstract visualization of an interconnected AI neural network representing intelligent automation workflows
// industries

Who AI Automation Consulting Is For

AI automation delivers the strongest results in organizations that process high volumes of data, manage complex multi-step workflows, or depend on fast, accurate decision-making.

Financial Services
Legal
Healthcare
Manufacturing
Retail & E-Commerce
Real Estate
Professional Services
Education

Financial services firms use our AI automation consulting to streamline compliance monitoring, automate financial reporting, and build predictive models for risk assessment. Legal teams deploy our intelligent document processing pipelines to accelerate contract review, clause extraction, and case research. Healthcare organizations leverage our solutions for patient intake automation, medical record classification, and clinical decision support. Manufacturers apply AI to quality control, supply chain optimization, and predictive maintenance. Regardless of your industry, if your team spends significant time on repetitive, data-heavy tasks, AI automation consulting can transform how you operate.

// methodology

Our AI Automation Consulting Process

A proven, four-phase methodology that takes you from initial discovery to production-grade AI automation with minimal risk and maximum speed.

Phase 1

Discovery & AI Readiness Audit

Every engagement starts with a comprehensive audit of your current operations, data infrastructure, and technology landscape. We interview key stakeholders, map existing workflows, quantify manual effort, and identify the highest-impact automation opportunities. The output is a prioritized roadmap that ranks each opportunity by estimated ROI, implementation complexity, and timeline. This phase typically takes one to two weeks and gives you complete clarity on what to automate first and why.

1-2wk
Duration
10+
Workflows Mapped
Phase 2

Architecture & Prototype

We design the technical architecture, select the right AI models and tools, and build a working prototype that validates the approach against real data.

  • Model selection and benchmarking
  • Data pipeline architecture
  • Working prototype in 1-2 weeks
Phase 3-4

Build, Deploy & Optimize

We develop the production system, run rigorous testing, deploy with monitoring and alerting, and iterate based on real-world performance data.

  • Production deployment with CI/CD
  • Performance monitoring dashboards
  • Continuous optimization sprints
// proven results

AI Automation Case Studies

Real-world outcomes from our AI automation consulting engagements.

Financial analytics dashboard displaying AI-generated portfolio insights and reporting metrics
Finance & Accounting

Financial Analytics Platform

A mid-size accounting firm struggled with manual data consolidation across dozens of client portfolios. We built an AI-powered reporting engine that pulls figures from multiple sources, flags anomalies in real time, and generates investor-ready dashboards, cutting monthly close time by sixty percent.

60%
Cost Reduction
3x
Faster Reporting

View case study →

Document intelligence system processing legal filings through automated classification and extraction
Legal Services

Document Intelligence Hub

A legal services provider was losing billable hours to repetitive document review. We deployed a classification and extraction pipeline that reads incoming filings, tags key clauses, and routes them to the right attorney, reducing review overhead by over seventy percent.

70%
Less Review Time
5x
Throughput

View case study →

Contract lifecycle management platform with automated tracking and approval workflows
Professional Services

Contract Lifecycle Manager

A growing consulting group was juggling contracts across spreadsheets, email threads, and shared drives. We delivered an end-to-end contract management platform that tracks drafting, approvals, renewals, and obligations in one place, shortening the average negotiation cycle by half.

50%
Faster Negotiation
2x
Capacity

View case study →

View all case studies and project results →

// faq

AI Automation Consulting FAQ

Answers to the questions we hear most often from prospective clients evaluating AI automation for their organizations.

AI automation consulting is the practice of analyzing an organization's workflows and operations to identify where artificial intelligence and machine learning can replace manual tasks, accelerate decision-making, and reduce operational costs. A consultant designs, builds, and deploys custom AI solutions tailored to a company's specific processes rather than offering generic off-the-shelf software.

Most AI automation projects at Solution Tech Consulting move from discovery to production deployment within four to eight weeks. Simple workflow automations can be live in as little as two weeks, while more complex pipelines involving multiple data sources, custom model training, or regulatory compliance requirements may take up to twelve weeks. Every engagement starts with a scoping session that maps out a realistic timeline.

We are platform-agnostic and work with the leading AI models and frameworks including OpenAI GPT models, Anthropic Claude, LangChain, LlamaIndex, and vector databases such as Pinecone and Weaviate. For workflow orchestration, we leverage platforms such as Make, Zapier, and n8n to connect AI capabilities directly into the tools your team already uses.

Pricing depends on the scope and complexity of the engagement. Discovery and strategy audits typically start at a fixed project fee, while full implementation projects are scoped based on the number of workflows, integrations, and data sources involved. We provide detailed proposals after an initial consultation so you have full transparency before committing. Most clients see a positive ROI within the first quarter after deployment.

No. We design every AI automation system with maintainability in mind. Most solutions include monitoring dashboards, alerting, and self-healing capabilities that reduce the need for ongoing technical oversight. For clients who prefer hands-off operations, we offer retainer-based support packages that include monitoring, optimization, and updates.

AI automation delivers strong returns across virtually every industry, but we see the fastest impact in financial services, legal, healthcare, manufacturing, retail, real estate, and professional services. Any organization that processes large volumes of documents, manages complex workflows, or relies on data-driven decisions is a strong candidate for AI automation consulting.

// related services

Complementary Solutions

AI automation works best when paired with the right tools and trained teams. Explore our related services.

▦
Service

No-Code & Custom App Development

Build the internal tools and client-facing applications that your AI automations feed into. Ship production-ready apps in weeks, not months.

Explore app development services →

★
Service

AI & Technology Team Training

Ensure your team can operate, manage, and extend the AI automation systems we build. Role-based training programs that drive real adoption.

Explore team training programs →

Ready to automate what matters?

Book a free AI readiness assessment. We will analyze your workflows, identify the highest-impact automation opportunities, and give you a clear roadmap to get started.

Get Started