Resync Technology

AI & Workflow Automations

We design and build custom automations for small businesses across email, CRM, Google Workspace, and internal ops so your team spends less time on repetitive work.

Automate See example automations

What we automate

Trigger Classify Route Confirm Trigger

01 • Intake

Lead & CRM sync

Move leads from forms, ads, and inboxes into your CRM with clean fields and instant handoff.

02 • Triage

Inbox triage & routing

Classify incoming messages and route them to the right person, label, or workflow automatically.

03 • Report

Reporting & dashboards

Consolidate data from multiple tools into daily summaries and dashboards your team can trust.

04 • Execute

Back-office workflows

Automate billing updates, task creation, reminders, and follow-ups across your core systems.

Automate

Blueprints

PSD intake automation system

Inbox check interval: every 1 minute
01
Lead ops →

Watch the client intake inbox and trigger on approved sender patterns.

02
Intent AI →

Classify each message by category, urgency, and action needed (medical, cosmetic, insurance, spam, callback).

03
JSON output →

Return structured output: category, urgency_level, summary, action_needed, confidence_score.

04
Smart routing →

Route high-priority cases instantly and direct each category to the correct staff workflow.

05
Live alerts →

Post priority updates to the care team channel and log every handoff for follow-up visibility.

Featured automation: PSD Email Intake AI Routing

Live client workflow

This automation monitors every new email, interprets intent with AI, and routes each message into the right handling lane before the inbox bottlenecks your staff.

Current impact

  • Less manual triage
  • Faster first response
  • Fewer missed urgent cases

Structured output

  • category
  • urgency_level
  • confidence_score

What’s possible next for PSD

Auto-reply by intent

Send safe reply templates for common inquiries in seconds.

Ops command dashboard

Live category volume, SLA clock, and unresolved thread queue.

AI follow-up assistant

Draft callback notes and next-best actions for staff approval.

Provider-specific tuning

Train routing rules and prompts for PSD language and priorities.

Tools we use

n8n automation

Workflow orchestration and scheduled automation runs.

APIs & webhooks

Reliable integrations between forms, inboxes, and business apps.

AI models

Intent classification, summaries, and structured outputs.

VPS / cloud

Stable hosting, uptime monitoring, and secure deployment.

How it works

1

Map your process

We identify repetitive tasks, handoffs, and data gaps that are slowing your team down.

2

Design the workflow

We build and test the automation with clear logic, guardrails, and real-world scenarios.

3

Deploy & maintain

We launch, monitor, and refine the workflow so it stays reliable as your business evolves.

Frequently asked

Automation FAQs

Clear answers on scope, setup, and what to expect from your automation build.

What can you automate? +

Anything with repeatable rules, such as lead handoff, email sorting, reporting, reminders, and data sync between business tools.

Do I need technical knowledge? +

No. We handle implementation and explain the workflow in plain language so your team can use it with confidence.

How long does it take to launch? +

Most focused automations launch in 1-3 weeks, depending on complexity and integration access.

How do you price projects? +

Pricing is based on scope, number of integrations, and support level. You get a clear proposal before any build starts.