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AI Automation Agency for U.S. Small & Mid-Sized Businesses

We build the systems that take repetitive work off your team — lead follow-up, document handling, scheduling, reporting — wired into the tools you already use.

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What is an AI automation agency?

An AI automation agency designs, builds, and manages AI-powered systems that take over repetitive business work — qualifying leads, routing documents, sending alerts, updating CRMs, and following up with customers — so a team can run the process without doing the manual, repetitive parts by hand. Unlike a single no-code automation tool, an AI automation agency handles the entire build: mapping the workflow, connecting the CRM, inbox, and calendar, and layering in an AI model to make judgment calls a static workflow can't. Evolvv AI is a U.S.-based AI automation agency headquartered in Brooklyn, New York, that builds these systems on n8n, HubSpot, Claude, and related tools for sales, marketing, and lead-generation teams. Its Flowstate system, for example, automates appointment booking, patient-report delivery, inquiry triage, and OCR-based document handling for healthcare clinics, running daily without manual intervention.

Why a U.S.-based AI automation agency?

For "AI automation agency," a lot of the results you'll find are offshore teams: vendors you'll never get on a call with in your own time zone, working through account managers instead of the people actually building your system.

Evolvv AI is different by geography, not just by claim: we're headquartered in Brooklyn, New York, and work directly with US businesses. There's no offshore handoff and no routing a bug fix through a ticket queue across a 10+ hour time difference — you deal directly with the team that designs, builds, and maintains your automation, led by our co-founders Abdullah (CEO) and Hasan (CTO). That matters most after launch: when a CRM field changes, a workflow breaks, or you need a new automation added, you're talking to the people who actually built it.

What we automate

Our automation work spans the four areas most growing businesses need most: getting more out of a sales pipeline, automating outreach and marketing, generating and qualifying leads, and clearing operational and document busywork off a team's plate.

Sales pipeline automation

A sales pipeline dies in the gaps between systems: a lead comes in, sits in an inbox, and nobody scores or routes it before it goes cold. Our Quantum build is a working example — leads get scored by Claude on deal-specific criteria, anything that clears the bar auto-creates a HubSpot contact and deal, and an SMS agent replies and books a meeting straight into the calendar.

Marketing & outreach automation

Once a lead is qualified, outreach shouldn't depend on a human remembering to send the follow-up. In the Quantum system, Claude drafts personalised outreach, a 5-touch HubSpot sequence runs automatically, and Phantombuster handles LinkedIn outreach. Clay enriches every contact first — pulling verified email, phone, and LinkedIn details — so messages go to real, reachable people instead of a stale list.

Lead generation & qualification

Some of the best leads aren't sitting in your inbox — they're published somewhere: a permit filing, a new listing, a public record. We use Apify and n8n to pull sources like this into a single tagged pipeline (Quantum draws on public data sources including Cordell Connect), then Claude scores and qualifies each one before your team ever sees it. On the voice side, OraFacePass runs the same idea for calls, at 250,000 a day, fully connected to their CRM.

Operations, admin & document automation

The most time-consuming automation work usually isn't sales at all — it's back-office admin: appointments, reports, inquiries, paperwork. Our Flowstate build handles exactly this for healthcare clinics, end to end.

How we build your automation

Every automation we build follows roughly the same path, whether it's a single workflow or a multi-system build like Quantum's. Here's what that actually looks like:

  1. Map the workflowWe start with a call, not a proposal template. We walk through exactly which tasks are eating your team's time — lead follow-up, document handling, scheduling, reporting — and which tools they touch today, so the automation we design solves the actual bottleneck.
  2. Connect your toolsWe wire the automation directly into the systems you already run: your CRM, calendar, inbox, and any line-of-business software, so data moves automatically instead of getting re-typed between systems by hand.
  3. Build the workflow and the AI layerWe build the underlying automation, typically in n8n, and add an AI layer wherever a fixed rule isn't enough — using Claude to score a lead, read a document, or decide how to route an inquiry.
  4. Test it against real dataBefore anything goes live, we run it against real leads, real documents, or real calls — not a demo dataset — so the first version your team uses is already a working one.
  5. Launch, monitor, and iterateOnce it's live, we monitor for failures and edge cases and keep adjusting as your process changes — a new form field, a new team member, a new step — rather than shipping it once and walking away.

Case study: Flowstate — automating a healthcare clinic front desk

Flowstate runs the administrative backbone of a healthcare clinic operation without a person touching it day to day. Front-desk teams lose hours every week to the same four tasks: getting new appointments onto the calendar, sending patient reports, triaging inbound inquiries, and processing incoming paperwork. We built an end-to-end automation system that handles all four automatically.

Every new appointment is fetched and added straight to the clinic calendar — no manual entry. Patient reports are pulled and emailed out automatically as soon as they're ready. New inquiries are captured, classified as urgent or non-urgent, and routed with a Slack alert to the right person, with an auto-reply going to the patient in the meantime. And incoming documents — referrals, forms, scanned reports — are read with OCR, the text extracted, and routed to a trained AI model that suggests what to do with it next.

None of this requires a staff member to log in and process it manually. It runs quietly, every day, so clinic staff spend their time with patients instead of paperwork.

Read the full Flowstate case study →

More automation & AI agent work

Enterprise voice

OraFacePass — 250,000 calls a day

An enterprise-grade AI voice system for a smart-lock company, placing 250,000 calls a day in a cloned human voice, fully wired into their CRM and calendar, with built-in spam/scam detection and an inbound agent that books meetings automatically.

Read the OraFacePass case study →
AI agents · finance

Quantum — AI agents for a finance broker's pipeline

An end-to-end business-development engine for a development finance brokerage: it discovers deals from public data sources, scores and qualifies them with Claude, replies to inbound enquiries by SMS, runs personalised outreach, and briefs the team every morning.

Read the Quantum case study →
AI-powered SaaS

Knock — AI roleplay & coaching platform

Not every build is a background process. Knock is an AI roleplay and coaching platform we built as a standalone product, showing that the same AI-agent approach behind our automation work extends to building complete software.

Read the Knock case study →

Our n8n automation & AI stack

We're not precious about which platform does the work, but n8n is the workflow engine behind most of what we build: flexible enough to connect almost any tool you already use, and unlike a fully closed SaaS platform, it doesn't lock your logic into a black box you can't inspect or move.

ClaudeThe AI layer inside a workflow — scoring a lead, reading a document, deciding how to route an inquiry, anywhere a fixed rule isn't enough.
HubSpotThe CRM most of our automations read from and write into: contacts, deals, and pipeline stages updated automatically instead of by hand.
ApifyStructured web scraping for lead-discovery pipelines — public listings, permits, and directories.
ClayContact enrichment: turning a name or company into a verified email, phone number, and LinkedIn profile before outreach starts.
PhantombusterOutreach automation, including LinkedIn activity.
RetellReal-time conversational voice AI, for the inbound and outbound voice-agent builds alongside our workflow automation.

If your team already has a tool you like, we'll usually build around it rather than ask you to replace it.

Is an AI automation agency right for your business?

Not every business needs to hire one. Here's a rough way to think about it:

Most of our work sits in the middle: growing businesses that have outgrown a single no-code trigger but don't have — and don't want to build — an in-house automation team.

DIY (self-managed)Evolvv AIEnterprise RPA platform
Best forA single, simple automationMulti-system workflows with an AI decision layerLarge enterprises with in-house IT/RPA
Who builds itYouEvolvv AI, end to endA systems integrator
AI decisions (scoring, OCR, routing)Only if you build itBuilt inUsually a costly add-on
Ongoing maintenanceOn youIncluded in the engagementSeparate support contract
Based in the USN/AYes — Brooklyn, NYVaries by integrator

Not sure which category you're in? Book a 30-minute call and we'll tell you honestly — even if the answer is "you don't need an agency yet."

Client reviews

Trusted by 100+ ambitious companies

★★★★★
“Implementing their AI agents completely transformed our customer support pipeline. Hands down the best tech integration we’ve done this year.”
Sarah Jenkins Sarah Jenkins CEO at NexaFlow
★★★★★
“Evolvv AI delivered exactly what they promised. Their autonomous agents saved us hundreds of hours in operational overhead. Highly recommended!”
Marcus Thorne Marcus Thorne Co-Founder at CoreBridge Tech
★★★★★
“Loved working with the team at Evolvv AI. Their custom agent seamlessly took over our lead qualification, and the before-and-after metrics are like night and day.”
Elena Rostova Elena Rostova VP of Operations at ShiftLogic
★★★★★
“We’ve tested several automated solutions, but Evolvv AI is in a league of its own. The responsiveness and accuracy of their AI agents are unparalleled in the industry.”
David Lin David Lin Founder at OmniRetail Solutions
★★★★★
“A total game-changer for our internal workflows. Setting up the AI agents was incredibly fast, and the ongoing support from Evolvv AI has been stellar.”
Rachel Alarie Rachel Alarie Director of Innovation at Vantage Point
★★★★★
“Hands down the most intuitive AI agent platform on the market right now. Evolvv AI helped us scale our outbound outreach without missing a single beat.”
James Corcoran James Corcoran Managing Partner at Zenith Capital
★★★★★
“Working with Evolvv AI has been an absolute breeze. The intelligent agents they built for us are incredibly robust, adaptive, and just work flawlessly out of the box.”
Priya Patel Priya Patel CTO at Synthetix Media
★★★★★
“If you want to reliably automate complex tasks, look no further. Evolvv AI’s tech is cutting-edge and their team is simply brilliant to collaborate with.”
Thomas Vance Thomas Vance Founder at Apex Dynamics

Frequently asked questions

What does an AI automation agency do?

An AI automation agency builds and maintains systems that carry out repetitive business tasks without a person doing them by hand — updating a CRM record, routing an inbound lead, classifying an inquiry, sending an alert, or reading an incoming document. Evolvv AI, based in Brooklyn, New York, does this work from workflow mapping through build and post-launch maintenance. We map the workflow first, then connect the tools already running the business — CRM, calendar, inbox, line-of-business software — and build the automation itself, usually in n8n. Where a fixed if-then rule cannot decide the outcome, we add an AI layer using Claude: scoring a lead against deal-specific criteria, reading a scanned form, or judging whether an inquiry is urgent. The work does not stop at launch. Automations break when a CRM field is renamed or a form gains a step, so we own monitoring, edge cases, and the changes that follow as a process evolves.

How is this different from building my own automation in n8n or Zapier?

A workflow automation platform gives you the building blocks. The automation itself still has to be designed, connected to your specific CRM, inbox and calendar, tested against real data, and maintained after it goes live. Evolvv AI builds automations in n8n and does that work for you. The part a fixed rule cannot handle is judgment: deciding whether a lead is worth pursuing, reading an unstructured document, or classifying an inquiry as urgent. We handle that by calling Claude inside the workflow, so the automation reaches a decision rather than following a preset path. We choose n8n because the workflow logic stays visible and editable — we can open any node and show you exactly what the automation decided and why. n8n has native connectors for tools such as HubSpot, Slack, calendars and inboxes, plus an HTTP node for anything with an API, so an existing CRM or helpdesk can stay in place.

Is Evolvv AI a good fit for small and mid-sized businesses, or only larger companies?

Fit is decided by the shape of the problem, not the size of the company. The work we are built for is a multi-system workflow with an AI decision layer inside it — lead scoring, document understanding, or call handling — that has to be built, connected, tested, and then maintained as the process changes. If a single tool can do the whole job on its own, we will say so. Our delivered work covers: Flowstate, healthcare clinic automation covering appointments, patient reports, inquiry triage and OCR document handling; OraFacePass, a smart-lock company running an enterprise AI voice agent at 250,000 calls per day; Quantum, a development finance broker in Australia running a multi-agent pipeline; and Knock, an AI roleplay and sales-coaching platform for summer sales. If you are weighing an in-house hire, a DIY tool, or an agency, book a 30-minute call at cal.com/evolvv-ai-rkho1f/30min and we will walk through your process with you.

How much does an AI automation project cost?

Evolvv AI does not publish a rate card, because the number is driven by scope and scope varies widely between projects. Four things move it: how many distinct workflows you need; how many systems have to be connected and how cooperative their APIs are; whether an AI decision layer is involved, such as lead scoring, document classification or call handling; and how much ongoing maintenance the process will need once it is live. A single workflow wired into one CRM is a different build from a multi-agent pipeline built in n8n that discovers records, enriches contacts with Clay and Apify, scores them with Claude, and runs an outreach sequence through HubSpot. What we do instead is scope it with you on a 30-minute call: we walk through your actual process, identify what is worth automating, and set out what a build would involve. Book at cal.com/evolvv-ai-rkho1f/30min, or email info@evolvvai.com.

Which industries has Evolvv AI worked with?

Evolvv AI has delivered systems in healthcare administration, smart-lock hardware, development finance, and sales software. Flowstate is a healthcare clinic build: appointments added to the calendar, patient reports emailed automatically, inbound inquiries classified urgent or non-urgent with a Slack alert and an email auto-reply, and scanned documents read by OCR then routed to a trained AI model for suggestions. OraFacePass is a smart-lock company running an enterprise AI voice agent at 250,000 calls per day, with CRM-to-calendar booking, spam and scam call detection, an inbound agent, and a product chatbot. Quantum is a development finance broker in Australia running a multi-agent pipeline built on Claude lead scoring, HubSpot, Clay, Apify, Phantombuster and a five-touch sequence. Knock is an AI roleplay and sales-coaching platform for summer sales. The underlying method — map the workflow, connect the systems, add an AI layer where fixed rules are not enough — carries across industries.

Is Evolvv AI based in the United States?

Yes. Evolvv AI is based in Brooklyn, New York, and works with clients in the United States and internationally. You can reach the team on +1 914 369 5427 or at info@evolvvai.com, and book a 30-minute call at cal.com/evolvv-ai-rkho1f/30min. The company is led by Abdullah, CEO and Co-Founder; Hasan, CTO and Co-Founder; Ron, COO and Head of Global Partnerships; John, CPO and Automation Lead; and Emma, Head of Marketing. You work with the team that designs and builds the system. Eight of our AI voice agents — including Issac, an appointment setter, and Noah, a customer support agent — are live on evolvvai.com and can be called in the browser. That direct access matters most after launch, which is when an automation actually needs attention: an API version is deprecated, a document format changes, or an edge case turns up in real data. Our work is not limited to the United States — Quantum, our development finance client, is in Australia.

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Evolvv AI · Brooklyn, New YorkPublished 21 July 2026AI agent development company · See our work