little automation Less busywork. More business.
AI made practical

Let AI handle the busywork.

We set up simple AI automations that help small businesses manage their inbox, respond to customers, and spend less time on repetitive tasks.

No technical expertise required. We set it up for you.

Built for small professional offices — practices, real estate teams, and law firms of 3–15 people.

  • ✓ Works inside the tools you already use — Gmail or Outlook, your calendar, your spreadsheets
  • ✓ Nothing client-facing sends without your approval
  • ✓ Month-to-month after setup — no long contract
Sample inbox — sorted on arrival little automation on
Maria Torres
Tooth pain since last night — can I be seen today?
Flagged for a human · callback draft ready
Urgent8:02 AM
James Whitfield
Re: Rescheduling Thursday's cleaning
New time proposed · confirmation drafted
Client8:14 AM
Brightpath Insurance
Claim #4471 — additional documentation requested
Routed to billing folder · summary attached
Admin8:31 AM
Office Supply Deals
FLASH SALE: 40% off printer paper!!!
Auto-archived
Junk8:47 AM

What we can automate

The everyday work that fills your team's day — set up once, then handled for you.

Inbox management

Sort emails, flag priorities, and organize requests.

Email automation

Draft replies and automate routine follow-ups.

Lead follow-ups

Help make sure customer inquiries don't get missed.

Everyday workflows

Connect tools and reduce repetitive admin.

You approve before anything sends

Every reply is drafted for your approval first — nothing is sent automatically without you. You'll always know exactly what needs your sign-off, and anything sensitive is flagged for a person instead of being answered on its own.

Your office runs on email. Your people shouldn't have to.

Every small office has the same hidden job: the inbox. Sorting it, answering it, copying things out of it, chasing the people who never replied. It eats the hours of your most capable staff.

Hours, daily

Skilled people doing copy-paste work

Your office manager re-types intake forms into a spreadsheet. Your front desk re-reads the same scheduling threads three times. That's expertise spent on transcription.

Things slip

Follow-ups depend on memory

The overdue invoice nobody nudged. The client who went quiet six weeks ago. The review nobody asked for. None of it is hard — it's just easy to forget in a busy week.

Too big to ignore, too small to hire

The awkward middle

There's not enough admin work for another full-time hire — but there's far too much for the team you have. little automation is built for exactly that gap.

What's included

Five workflows, set up around how your office already runs. Start with one or two; add the rest when you're ready.

01

Inbox triage

Every email is sorted the moment it arrives — urgent, client, admin, or junk. Routine replies are drafted and waiting for one-click approval. Anything sensitive or high-stakes is flagged for a human, never auto-answered.

02

Scheduling, handled

Bookings, reschedules, and confirmations are worked out from the email thread itself. Reminders go out automatically, and no-shows get a same-day follow-up instead of a lost slot.

03

No more manual data entry

Intake forms, invoices, and documents are read automatically and entered into your spreadsheet or system — checked, formatted, and filed.

04

Follow-ups that never slip

Review requests, overdue-invoice nudges, and check-ins with clients who've gone quiet — sent on a schedule you set, in your voice.

05

The Monday summary

One short email to start the week: what came in, what got handled, and the handful of things that need your eyes. Two minutes to read.

See examples of what it produces

Sample output, shown in the formats clients receive. Everything below is from Harbor Point Dental — a fictional two-dentist practice we use to show the work, so every name, patient, and number is made up.

Example A — Inbox triage

Monday, 9:00 AM. The inbox is already sorted.

Harbor Point's front desk used to start the day reading 40+ emails top to bottom. Now the urgent one is at the top, the junk is gone, and every message carries a note on what's been done with it.

  • ✓ Urgent items surface first, with a human flagged
  • ✓ Every email shows its status — no re-reading threads
  • ✓ Junk and newsletters never reach the team
Harbor Point Dental — Inbox 43 sorted today
Priya Nair
Swelling after Friday's extraction — worried
Flagged for Dr. Alvarez · callback draft ready
Urgent7:48 AM
Tom & Ellie Brennan
Can we move the kids' cleanings to the 28th?
Two slots held · reply drafted for approval
Client8:05 AM
Delta Dental
Eligibility verification — patient R. Okafor
Details extracted to billing sheet
Admin8:19 AM
New patient form
Intake submitted — S. Delgado
Entered into patient spreadsheet · filed
Handled8:22 AM
SEO Growth Partners
We can rank your practice #1 on Google!!
Auto-archived
Junk8:40 AM
Example B — Drafted reply

The reply is written before anyone sits down.

A patient asks a routine question. little automation drafts the answer from the practice's own information — hours, policies, tone — and waits. A person clicks approve; nothing sends on its own.

  • ✓ Drafts pull from your real hours and policies
  • ✓ Edit, approve, or dismiss — one click each
  • ✓ Anything non-routine is escalated instead of drafted
Incoming email
From Karen Doyle · Today, 7:12 AM

Hi — quick question. Are you open on Saturdays? My work schedule makes weekdays tough. Thanks!

Draft reply — awaiting approval Ready

Hi Karen,

We are — the office is open Saturdays from 9 AM to 2 PM for cleanings and check-ups. If you'd like, I can hold the 10:30 slot this Saturday for you; just reply to this email and we'll confirm it.

Best,
Harbor Point Dental front desk

Example C — Monday summary

One email. Two minutes. You know your whole week.

Every Monday at 8 AM, the owner gets a single summary: what came in, what little automation handled, and the short list of things only a human should decide. No dashboard to check, no reports to pull.

  • ✓ Counts you can verify against your own inbox
  • ✓ "Needs your eyes" is always short and specific
  • ✓ Arrives before your first coffee, not after
Monday summary — Harbor Point Dental · Oct 13–19

Good morning, Dr. Alvarez — here's your week at a glance.

212
Emails in
186
Handled
3
Need you

Handled this week

  • ✓ 31 appointments booked, moved, or confirmed — no phone tag
  • ✓ 14 intake forms entered into the patient spreadsheet
  • ✓ 6 invoice nudges sent · 4 paid within the week
  • ✓ 9 review requests sent to happy patients · 5 new reviews posted

Needs your eyes

  • → Insurance dispute — Delta Dental denied claim #4471; draft appeal is ready for your signature
  • → Unhappy patient email from Thursday — flagged, not answered; suggested talking points attached
  • → Supplier quote expires Friday — renewal is 8% higher than last year
Example D — Document intake

Forms go in. Clean rows come out.

A new patient submits an intake form on the practice website. Instead of someone re-typing it between patients, the fields land in the office spreadsheet — formatted, complete, and flagged if anything's missing.

  • ✓ Works for intake forms, invoices, referral letters
  • ✓ Missing or unclear fields are flagged, never guessed
  • ✓ The original document is filed alongside the row
PatientSofia Delgado
Date of birthMar 14, 1991
InsuranceDelta Dental PPO
Reason for visitChipped molar, lower left
Preferred contactText message
Patient intake — spreadsheet Auto-updated
PatientDOBInsuranceReasonContactStatus
Sofia Delgado1991-03-14Delta Dental PPOChipped molarTextEntered
Marcus Webb1985-07-02CignaCleaning + check-upEmailEntered
Ruth Okafor1978-11-30Self-payCrown consultPhoneEntered
Ben Kowalski2001-05-19AetnaWisdom teeth evalTextMissing policy #

How it works

No new software for your team to learn, no rip-and-replace. little automation is set up around the tools already on your computers.

Week 1

Setup

A 30-minute call to map your inbox and routines, then we connect little automation to your existing tools — Gmail or Outlook, your calendar, your spreadsheets or practice software — and set the rules together.

Weeks 2–4

Tuning

little automation drafts; your team approves. Every edit teaches it your voice, your policies, and your edge cases. Most offices see drafts they're happy to approve as-is within the first two weeks.

Ongoing

It runs quietly

The sorting, drafting, entering, and chasing happen in the background. You get the Monday summary and a short monthly check-in to review what's working and what to adjust.

Straightforward pricing

Two tiers, priced against the cost of the hours they give back. If it isn't paying for itself, you'll see it in the Monday summary — and you can stop.

Starter
$300 /month

+ $1,500 one-time setup

  • ✓ Inbox triage — sorted, tagged, junk filtered
  • ✓ Scheduling — bookings, reschedules, reminders
  • ✓ Drafted replies with one-click approval
  • ✓ Monday summary email
Start with Starter

Month-to-month after setup. No long-term contract, no per-seat fees, no surprise add-ons. Pause or cancel with an email.

Built to be trusted with your inbox

Your clients' messages are your business's lifeblood. little automation is designed so it can never go rogue with them.

A human approves first

Nothing client-facing is sent without a person's approval — until you explicitly tell us a category is safe to send on its own. Approval stays on by default, forever, unless you change it.

Sensitive means escalated

Complaints, legal matters, medical concerns, billing disputes — anything high-stakes is flagged for a human immediately. It's never auto-answered, never drafted-and-sent, no exceptions.

Your data stays yours

Everything runs inside your own accounts — your inbox, your calendar, your files. Nothing is copied into a separate system, and you can revoke access in one click, any time.

Questions owners ask us

Does it send email without asking me?

No. By default, every client-facing message is a draft that waits for a human to approve it. If, after a few weeks, you want a narrow low-risk category (say, appointment confirmations) to send automatically, you can turn that on — it's your call, per category, and you can turn it back off just as easily.

What tools does it work with?

Gmail and Outlook for email; Google Calendar and Outlook Calendar for scheduling; Google Sheets, Excel, and most common practice or office software for data entry. If your office runs on something less common, tell us on the intro call — we'll say honestly whether it fits before you pay anything.

What if it gets something wrong?

That's exactly why drafts wait for approval during tuning — a wrong draft costs you one click, not a client. Sorting mistakes are visible in the Monday summary counts, and anything little automation is unsure about is designed to escalate to a human rather than guess.

Is my client data used to train AI models?

No. Your emails and documents are processed to run your workflows and nothing else. Your data stays in your own accounts, is never sold, and is never used to train models — yours or anyone else's.

How fast can we start?

The intro call takes 20 minutes. Setup usually happens within the first week, and most offices are in the approval-and-tuning phase by week two. You'll see the first Monday summary — with real counts of what got handled — inside the first fortnight.

Twenty minutes. An honest answer on whether it pays for itself.

Tell us how your office's admin actually works. We'll map where the hours are going and tell you plainly if little automation isn't a fit — no pitch deck, no pressure.

Book a 20-minute intro call

Request it with a short intake form — takes about 5 minutes.

Prefer email? Write to hello@littleautomation.com