Any software · Any budget · Fully automated

We weave ordinary systems into extraordinary ones.

WeaveAi designs, implements and automates the systems mid-size companies run on — whatever software your business needs, we deliver it. We work with any tool under the sun, build to your budget, and automate the monotonous work exactly the way you want it. Not sure what you need? Tell us your budget and goals — we'll figure it out for you.

Free 30-minute consult · Recommendations included · Delivered end to end.
15+
Workflows & pipelines built
6+
Core platforms integrated
270+
Vendors wired into workflows
1:1
& group training included
What we do

Everything you need to run a tighter operation

From strategy to hands-on build to team enablement — one partner for the whole journey, not a report you have to implement yourself.

Consulting & Strategy

Hourly or project-based advisory to diagnose bottlenecks and design the right operating model for your team.

  • Operations & process audits
  • Tool selection & roadmapping
  • Hourly consulting on demand

Software Implementation

We stand up ClickUp, HubSpot, Zoho and Google Workspace the right way — tailored to how you actually work.

  • Setup across any platform
  • Custom fields, statuses & views
  • Data migration & clean-up

AI & Workflow Automation

Automate the repetitive work with n8n and Claude — from lead enrichment to document generation and hand-offs.

  • n8n automations & integrations
  • Claude-powered AI agents
  • Cross-app data sync

Architecture & Infrastructure

A clean, scalable workspace structure with roles, permissions and naming that won't collapse as you grow.

  • Workspace & space architecture
  • Roles, permissions & governance
  • Scalable naming conventions

Team Training & Enablement

Group workshops and 1:1 coaching so your team adopts the system with confidence — with SOPs they'll keep using.

  • Group & individual training
  • SOPs & living documentation
  • Ongoing adoption support

Tracking & Goal Monitoring

Dashboards and reporting that keep progress visible — everything monitored and managed for you and your team.

  • Live dashboards & KPIs
  • Goal / OKR tracking
  • Automated status reporting
Our promise

Any software. Any budget. Fully automated.

We're not tied to a single vendor. Tell us your budget and what's slowing you down — we'll design the most cost-effective way to get it done, and automate the repetitive work so your team doesn't have to.

Every tool, not just ours

From CRMs and project management to accounting, support, marketing and custom apps — whatever software your business needs, we can source, set up and connect it.

  • Vendor-neutral recommendations
  • Full setup & data migration
  • Anything integrated with anything

Built to your budget

Have a number in mind? We'll make it work. Not sure? Give us your requirements and we'll figure out the leanest path — as cost-effective as you want it to be.

  • Fixed-budget planning
  • Free-tier & low-cost stacks where possible
  • Clear, upfront pricing

Automate the monotony

The boring, repetitive work — data entry, follow-ups, reports, hand-offs — automated exactly the way you want, so your people focus on work that matters.

  • End-to-end workflow automation
  • AI agents for repetitive tasks
  • Runs quietly in the background

Don't know where to start? That's fine.

Just tell us your budget and what you're trying to achieve. We'll come back with recommendations and a plan — no jargon, no pressure.

Share your budget & goals →
The stack

Best-in-class tools, wired together

These are our specialties — not our limits. If a different tool fits your budget and workflow better, we'll recommend it, set it up and automate it just the same.

Your business
one system

Six tools, one connected workflow

Hover any tool to see the job it does in the system.

Also fluent in Slack, Notion, Airtable, Xero, Shopify Using something else? Tell us your stack
Software we work with

Name a tool — chances are, we've got you covered

A snapshot of the platforms we implement, integrate and automate across every category. Don't see yours? We'll learn it. Highlighted tools are our core specialties.

📋

Project & Work Management

ClickUpAsanaMonday.comTrelloJiraNotionWrikeSmartsheetBasecampLinear
🤝

CRM & Sales

HubSpotZoho CRMQuoSalesforcePipedriveKommoFreshsalesCloseGoHighLevelCopperKeap
🗂️

Workspace & Productivity

Google WorkspaceZoho WorkspaceMicrosoft 365NotionSlackMicrosoft TeamsDropbox
⚙️

Automation & Integration

n8nZapierMakeGoogle Apps ScriptPower AutomateWorkatoPabblyAPIs / Webhooks
🧠

AI & Data

ClaudeOpenAI / ChatGPTGeminiPerplexityCustom AI agentsRAG / knowledge bases
📣

Marketing & Email

MailchimpHubSpot MarketingKlaviyoActiveCampaignBrevoZoho Campaigns
💬

Support & Helpdesk

IntercomZendeskFreshdeskHelp ScoutTidioZoho Desk
💰

Finance & Operations

QuickBooksXeroZoho BooksFreshBooksWaveDocuSignPandaDoc

…and many more. If it has an API or a login, we can probably automate it.

How we work

A proven path from chaos to clarity

Six steps that take you from scattered tools and spreadsheets to a single, automated system your whole team trusts.

1

Discover

We map your workflows, teams and pain points, and define the goals the system must hit.

2

Architect

We design the workspace structure — spaces, pipelines, fields, permissions — built to scale.

3

Implement

We build it out across your chosen tools, migrate your data, and configure every view.

4

Automate

We connect the stack with n8n and Claude so repetitive work happens on its own.

5

Train

Group workshops and 1:1 coaching, plus SOPs, so adoption sticks after we leave.

6

Track

Dashboards and reporting keep goals visible and give you a feedback loop to improve.

Case studies

Real systems, real results

A look at how we've architected and automated operations for growing businesses — from tender bidding and freight logistics to trading and back-office teams. Client names are anonymized for privacy.

Freight & Logistics AI Automation · Claude + Google Apps Script

AI rate extraction & automated carrier matching

The challenge

Carrier quotes landed in the inbox in every possible shape — some in the body of an email, some buried in PDF or Excel attachments, and never the same format twice. Every rate had to be read by hand, judged as drayage or shipping, and retyped into the master sheet. By the time a lane needed pricing, the numbers were scattered, stale, and impossible to compare side by side.

What we built

A Claude-powered extraction layer reads each incoming rate email and its attachments, pulling carrier, lane, charges and validity into clean structured fields — and classifying every quote as drayage or shipping so the two never mix. Google Apps Script writes the results straight into the master rate sheet, de-duplicated and time-stamped. The instant a team member enters a route, the sheet returns the matching carriers, their live rates, and the top 5 best-value scenarios, ranked.

How it works

Rate email arrives Claude extracts & classifies Apps Script → master sheet Enter a route Top 5 carriers ranked
Inbox → sheet
no rate typed by hand
Top 5 scenarios
ranked for every route entered
Drayage vs shipping
separated as quotes arrive
Hours → seconds
to price a lane
Procurement & Supply ClickUp Architecture · Workflow Automation

A command center for tender & bid management

The challenge

A supplier bids on a constant stream of tenders across multiple procurement platforms — each with its own deposit requirements, fees, compliance certificates, evaluation rules and a hard submission deadline. Run on spreadsheets and chat, tenders slipped through the cracks, deposit cut-offs were missed, and no one could see the real pipeline.

What we built

A staged tender management system in ClickUp. Every tender is a task carrying 15+ structured fields — procurement platform, deposit (quoted vs payable), fees, evaluation type, product category, required compliance certificates, performance-guarantee terms and delivery location — moving through a pipeline from Assigned → Inquiry → Rates Comparison → Margin Pending → Ready to Bid → Participated. Live tenders, participated bids, budgetary offers and a lost / hold archive each get their own space, with a dedicated Calls, Meetings & Reminders hub keeping every deadline on schedule.

The bid pipeline

Tender captured Assigned Supplier inquiries Rates compared Margin applied Ready to bid Participated
One pipeline
every live tender, one view
15+ fields
captured per tender, structured
Deadlines tracked
deposit & submission cut-offs
Win / loss
archived for every bid
Procurement & Supply Vendor Sourcing · Rate Comparison

Matching 270+ suppliers to every bid

The challenge

Winning a tender means sourcing the right price from the right manufacturer — out of hundreds of approved suppliers across electricals, instrumentation, safety and pumps. Analysts hand-picked vendors, fired off inquiries one by one, and juggled quotes with no standard way to compare them, delaying every bid.

What we built

A structured supplier library of 270+ tagged manufacturers wired into each tender. Per-tender inquiry sub-tasks track every supplier from Inquiry in Progress → Completed → Sent, and a built-in rates-comparison stage lines up quotes side by side before margin is applied — so pricing is consistent and fast, and the best-fit supplier is matched to each product line every time.

270+ suppliers
tagged & matchable per bid
Side by side
rate comparison standardized
Faster
inquiry-to-quote turnaround
Consistent
margins applied uniformly
Commodities Trading ClickUp Architecture

One workspace to run a multi-region trading operation

The challenge

A B2B recycling-commodities trading firm was running purchase leads, sales and operations across spreadsheets and chat, split messily between paper and plastic lines and across four regions. Nothing was visible in one place, and hand-offs slipped.

What we built

A single ClickUp workspace with dedicated spaces for purchase-lead pipelines (organized by rep and region), separate sales spaces for paper vs. plastic — split further into waste and stock-lot lines — a regional operations space, and a document team space with per-member queues. Custom statuses and views gave every role its own lens on the same data.

4 regions
run from one source of truth
19+
structured pipelines & lists
100%
of leads tracked end-to-end
Lead Operations AI Automation · Claude + n8n

AI lead enrichment & secure lead management

The challenge

Inbound leads arrived raw and inconsistent, reps wasted hours researching and cleaning data by hand, and sensitive contact information wasn't handled with clear controls.

What we built

An automated intake flow where new leads are enriched by a Claude-powered agent, scored and routed into the right pipeline via n8n — plus a secure lead-management structure with an enrichment audit trail and controlled access, so data quality and privacy improve together.

Hours → minutes
per-lead research time
Auto-routed
to the right owner
Audit trail
for every enrichment
Back Office Docs & Operations

A documentation engine for a distributed back-office team

The challenge

A distributed documentation team handled shipping, compliance and trade paperwork with no shared system — status was unclear, and work piled up invisibly against tight deadlines.

What we built

A dedicated document-operations space with per-member queues, standardized statuses and a request-to-delivery workflow. Managers get a live view of every document in flight, and SOPs keep quality consistent as the team scales.

Full visibility
on every document in flight
Standardized
request-to-delivery flow
Faster
turnaround on deadlines
AI automation

Put the busywork on autopilot

Examples of the AI integrations and workflows we build with Claude, n8n and your favorite apps. Everything monitored and managed for you and your team — these are starting points, tailored to how you actually work.

🤖

AI lead enrichment

New leads are auto-researched, cleaned and scored by a Claude agent, then dropped into the right pipeline.

🔒

Secure lead management

Controlled access and an enrichment audit trail so sensitive data is handled safely and traceably.

📄

Document & quote generation

Draft proposals, quotations, invoices and trade documents automatically from structured data.

🔁

CRM ↔ workspace sync

Keep your CRM deals and delivery tasks in lockstep across HubSpot, Zoho, ClickUp and more — no double entry.

🔔

Status-driven handoffs

When a task changes status, the next owner is notified and their task is created automatically.

📊

Automated reporting

Scheduled digests and dashboards summarize progress against goals — delivered to inboxes on time.

📝

Meeting notes → action items

AI transcribes calls, extracts decisions and creates assigned tasks automatically — nothing slips.

📥

Inbox triage & reply drafts

Incoming email is sorted, prioritized and answered with Claude-drafted replies for one-click sending.

🚀

Client & employee onboarding

Trigger a full onboarding sequence — accounts, docs, tasks and welcome emails — from a single form.

🧹

Data cleanup & dedupe

Automatically merge duplicates, fix formatting and keep your CRM and sheets clean and reliable.

📅

Scheduling & follow-ups

Auto-book meetings, send reminders and chase no-shows so your pipeline never goes cold.

🛎️

Smart alerts & monitoring

Get pinged the moment a KPI slips, a deadline nears or stock runs low — before it becomes a problem.

Training & consulting

Enable your team — and keep momentum

A system only works if people use it. We offer flexible training and consulting so adoption sticks long after go-live.

Hourly Consulting

Flexible · by the hour
  • On-demand expert help
  • Process & tooling advice
  • Troubleshooting & optimization
  • No long-term commitment

Group Training

Team workshops
  • Live, hands-on sessions
  • Role-based curriculum
  • SOPs & living documentation
  • Recordings & reference guides
  • Adoption tracking

1:1 Coaching

Individual sessions
  • Personalized to each role
  • Power-user & admin tracks
  • AI & automation upskilling
  • Follow-up support
Why WeaveAi

Advice you can actually run on

Most consultants hand you a slide deck and walk away. We build the system, automate it, train your people and stay to make sure it works — because we've run these operations ourselves.

Let's talk →
01

Operator's mindset

We've built and run real multi-region operations — not just theorized about them.

02

End-to-end delivery

Strategy, build, automation and training under one roof, so nothing falls through the cracks.

03

Adoption-first

We optimize for what your team will actually use, with SOPs and training baked in.

04

AI-native

Automation and Claude-powered AI are built in from day one, not bolted on later.

JP

Jyoti Prakash Mishra

Co-founder · Systems & Automation

Architects AI-powered automations and system designs that turn scattered tools into one connected operation — taking the ordinary stack and making it extraordinary.

LinkedIn
AR

Abhishek Rajan

Co-founder · Operations & Strategy

Built and ran a multi-region B2B trading operation across four regions — from one workspace, with the busywork automated.

LinkedIn
Client outcome
"For the first time, our leads, sales and operations live in one system — and the busywork just runs itself."
— Operations lead, B2B commodities trading firm (anonymized)

Ready to build the system your business deserves?

Book a free 30-minute consultation. We'll map your biggest bottleneck and show you exactly how we'd fix it.

Book your free consultation →
Free consultation

Book your free 30-minute consult

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Prefer email or phone? Write to info@useweaveai.com or call +1 604 908 0968 / +91 78946 80409 — we reply within one business day.