AI & Automation
Practical AI and automation for real business workflows.
AI & Automation helps businesses reduce repetitive work, connect systems, improve handoffs, and use AI safely through scoped workflow builds, integrations, Copilot readiness, automation support, and AI-assisted tools.
Automation summary
- Microsoft 365 Copilot readiness and practical adoption planning
- Workflow automation, integrations, APIs, and system handoffs
- Managed automations and AI-assisted tools with clear scope boundaries
What automation means here
Automation means creating approved workflows that move information, trigger tasks, notify the right people, update systems, or start follow-up steps without someone manually repeating the same work every time.
Routing website leads into a CRM
Creating helpdesk tickets from forms
Sending reminders after a quote is approved
Syncing customer records between systems
Creating onboarding checklists
Connecting forms, CRM, helpdesk, email, and reporting tools
Four service lanes
Copilot & AI Readiness
Warmar Tech is a Microsoft partner and can help evaluate, source, deploy, and support Microsoft 365 Copilot where eligible, including licensing review, identity and access review, security settings, data hygiene, user training, and practical adoption planning.
Workflow Automation
Repetitive processes, handoffs, follow-up, notifications, task creation, approvals, reporting workflows, lead routing, and customer intake workflows.
Integrations & API Projects
Website forms to CRM, CRM to helpdesk or PSA, contact sync, webhook/API handoffs, marketing automation to sales follow-up, customer portals, notifications, and reporting.
AI Assistants & Managed Automation
Internal knowledge assistants, website/service assistants, AI-assisted summaries, follow-up draft support, lead qualification support, document/search assistants, and monitored workflows.
Automation support packages
| Monthly support package | Price | Onboarding | What it covers |
|---|---|---|---|
| Automation Starter | $150/month | $500 onboarding | Light monitoring/support for one or two simple workflows. |
| Automation Standard | $350/month | $1,000 onboarding | Support for several workflows, routine changes, reporting, and improvement support. |
| Automation Advanced | $750/month | $2,000 onboarding | Higher-touch support for more important workflows, AI-assisted processes, and multi-system automations. |
Monthly automation support covers approved workflows and integrations within documented scope. It does not include unlimited new workflows or unlimited changes.
One-time project services
| Project service | Starting price |
|---|---|
| Automation Discovery Workshop | $495 one-time |
| AI Use Policy Workshop | $495 one-time |
| Copilot Readiness Review | $495 one-time |
| Workflow Automation Build | Starting at $750 one-time |
| Integration Build | Starting at $995 one-time |
| AI Assistant / Chatbot Setup | Starting at $995 one-time |
| Advanced Integration / Multi-System Workflow | Starting at $2,500 one-time |
| Managed Automation Workflow | $75/workflow/month |
| Custom AI, API, or Automation Project | Scoped |
Automation support does not include unlimited new workflows, unlimited changes, custom software development, third-party platform fees, API usage costs, data cleanup, regulated compliance guarantees, or replacing human review for high-risk decisions unless specifically scoped. Sensitive data use must be approved and scoped. Customer-facing AI requires additional review. AI outputs may require human review. Integrations depend on available APIs, permissions, platform limits, and vendor restrictions.
Related services
Ready to make business technology easier to manage?
Start with a practical review of your systems, risks, opportunities, and the next steps that will help your team work better.