Managed IT · AI & automation
Managed AI & Automation: Company AI Tools, Set Up Safely
Your team is probably using AI already, on personal accounts. We bring it in safely: company ChatGPT, Claude, Copilot or Gemini accounts with your data protected, a written AI policy, a private assistant that answers from your own documents and automations that take repetitive work off your team’s plate. As the tools change, we keep your setup current.
Also searched as: managed AI services · AI implementation · AI automation services · AI for small business
- Included in
- Every managed IT plan
- Plans from
- $750/month
- You own
- Every account
- Support
- Remote, and on site in much of Wisconsin
What we take over
- Company AI accounts with sign-in, data controls and the right plan for each person
- An AI use policy, with training so people know what is and isn’t okay
- Automations between your apps: forms, email, CRM, accounting and spreadsheets
- AI meeting notes and email assistants, set up with privacy in mind
- A regular look at new AI tools worth adopting, and the ones to avoid
The keys stay yours
- AI accounts, prompts and automations owned by your company
- Business plans set up so your data isn’t used to train public models
- Every automation documented, with an off switch
Software we work with
Each links to a plain-English explanation in our software encyclopedia.
- Enterprise AI Assistant
- AI Copilot
- AI Knowledge Assistant
- AI Workflow Automation
- AI Meeting Assistant
- AI Receptionist
- AI Governance & Compliance
Every AI system we set up follows our AI safety rules. For data that can’t leave the building, see own your AI.
Related services
Each is also available as a one-time project.
Company Cloud AI Set Up Right (ChatGPT, Claude, Copilot or Gemini)
When the cloud is the right fit, we set up your company’s AI properly: a business plan with data protections, company sign-in, connections to your files, clear rules and real training.
ChatGPT, Claude, Copilot & Gemini Setup for Your Team
Get your whole team using AI safely: the right business plans for ChatGPT, Claude, Microsoft Copilot or Gemini, set up with your data protected, plus hands-on training built around real tasks.
Private ChatGPT for Your Business (Company Knowledge AI)
A private, ChatGPT-style assistant that knows your business. Your team asks questions in plain English, and it answers from your own documents, procedures, customer records and policies, cites the source and only shows people what they are allowed to see.
Workflow Automation (Zapier, Make & n8n Alternatives)
Build reliable automations in Zapier, Make or n8n, or replace expensive ones with custom code that costs pennies to run.
Business Process Automation
Automate the repetitive work behind your business (data entry, approvals, reports, follow-ups), connecting your tools so work moves on its own.
AI Phone Answering & AI Receptionist
An AI receptionist that answers calls in a natural voice, handles questions, takes messages, books appointments and transfers urgent calls to you.
AI Meeting Notes, Transcription & Summaries
Automatic transcripts, summaries and action items from meetings and calls, delivered to your team and CRM, so people can pay attention instead of taking notes.
AI Agent Guardrails, Approvals & Oversight
Let AI agents do real work without losing control: clear permissions, human approval for anything important, spending and messaging limits, and a log of everything they do.
AI Training & Workshops for Teams
Hands-on AI workshops that teach your team to use ChatGPT, Claude, Copilot and Gemini safely and productively for their actual jobs.
Problems this prevents
Common problems we fix for businesses without a plan, and keep from happening for businesses on one.
- Excel Slow, Freezing or Crashing
- Too Many Versions of the Same Spreadsheet
- Duplicate Contacts in Your CRM
- Your Business Apps Don’t Talk to Each Other
- Are Your Backups Actually Working
- Is It Safe to Put Company Data Into ChatGPT
- Website Chatbot Giving Wrong Answers
- Rolling Out Microsoft 365 Copilot
- How to Connect ChatGPT or Claude to Your Company’s Files Safely
Plans that include this
Essentials
From
$750/month
Small teams of about 1 to 10 people
- Help desk for every covered person, with no hourly bills
- Email, team chat, files and phones run for you
- Website hosting, updates and small changes
- Your CRM and business apps looked after
- Security, backups and device updates handled
- Your core tech stack set up and documented
- Quarterly technology review
Growth
From
$2,000/month
Growing teams of about 10 to 25 people
- Everything in Essentials
- Priority support queue
- Build time each month for improvements
- New hires and departures handled start to finish
- One workflow automated every quarter
- Security awareness training for your team
- Monthly check-in
Business
From
$4,500/month
Established teams of about 25 to 60 people
- Everything in Growth
- More build time for new systems and integrations
- Compliance help: HIPAA, PCI DSS and cyber insurance questionnaires
- Device buying, setup and retirement managed
- Phishing tests and security reports
- Up to three locations
- Monthly technology planning meeting
Organization
From $7,500 to
$10,000/month
Larger organizations: 60+ people, several locations or an in-house IT team
- Everything in Business
- Top priority and a shared team channel
- Works alongside your in-house IT staff (co-managed IT)
- Any number of locations
- Incident response plan and a yearly practice run
- Yearly backup restore and disaster recovery test
- Technology roadmap and budget for leadership
Everything else in your plan
Email & team communication
Microsoft 365 or Google Workspace, team chat, video meetings, shared files and business phones, run for you.
Website
Hosting, updates, security, backups and the changes you ask for, plus your domain, Google profile and listings.
CRM & business software
Your CRM, accounting connections, scheduling and the other apps you pay for: set up, connected and kept clean.
Help desk & devices
A help desk for your team, plus computers, phones, printers and Wi-Fi kept updated, secure and working.
Security & backups
Multi-factor sign-in, password management, threat protection, tested backups and help with compliance and cyber insurance.
Questions
Is it safe to use AI with company data?
It can be, with business plans and the right settings. We set up accounts where your data isn’t used for training, limit who can connect what and write down the rules. Sensitive work can run on private AI that never leaves your building.
What can we actually automate?
Anything repetitive with clear steps: entering leads into the CRM, sending follow-ups, filing documents, preparing reports, answering common questions and moving data between apps. We start with the tasks that eat the most hours.
Is this included in every plan?
Yes. It’s part of every managed IT plan, from Essentials at $750 a month. Larger plans add more build time, priority and planning.
Can we hire you for just this?
Yes. Each piece is also available as a one-time project; see the related services on this page. Many businesses start with one project and move to a plan once they see how we work.
Get a free tech audit
Tell us about your team and your tech. We reply within one business day to set up a free tech audit, then send a plan and a fixed monthly price.
- A plain-English report on what you have and what needs attention
- A fixed monthly price, with no hourly bills for everyday help
- Every account stays in your company’s name
- Remote first, with on-site visits across much of Wisconsin
Rather talk it through? Call us