AI and Automation for SMEs

Overview

AI and Automation for SMEs is YARD AI Agency's service that designs and ships AI-powered workflow automations for small and mid-sized businesses using Make.com, n8n, Claude, and MCP servers. It targets the repetitive work that quietly consumes 60+ hours a week — lead routing, reporting, content operations, follow-ups — and replaces it with monitored automations wired into the tools your team already uses, typically paying for itself within the first quarter.

The vast majority of AI projects sold to SMEs are demos in disguise. Our AI and Automation engagement is the opposite shape: we audit the actual workflow, find the two or three places automation produces a real hour-saving outcome, and ship integrated AI assistants and automated workflows against those specific points — wired into the tools the team already uses.

Use cases
  • Lead automation
  • Report automation
  • Social automation
  • CRM automation
  • WhatsApp sales assistant
What We Build

Workflow Automation

  • Inbound lead routing — capture, qualify, route, and notify
  • Marketing operations — campaign QA, asset routing, reporting consolidation
  • Finance and admin — invoice automation, document routing, approval chains
  • Customer operations — ticket routing, status updates, customer journey triggers
  • Reporting dashboards — single source of truth across paid, organic, and retention

AI Assistants Wired Into the Workflow

  • Sales assistant integrated into WhatsApp or the CRM
  • Customer support assistant trained on the brand's actual SOPs
  • Marketing assistant for first-pass creative, copy, and audit work
  • Internal knowledge assistant on the company's documentation and runbooks

Tooling Stack We Work With

  • Make.com, n8n, and Zapier for cross-platform automation
  • HubSpot, Salesforce, and lean CRMs for sales-side workflows
  • WhatsApp Business APIs (Interakt, Gallabox, MSG91) for the customer-facing surface
  • OpenAI, Claude, and category-specific models for the AI layer
  • Looker, Google Sheets, and Coda for reporting and dashboards
How an Engagement Runs
  • Audit — two-week diagnostic of the actual workflow (not the org chart)
  • Prioritisation — the two or three highest-impact automation points
  • Build — automation and AI assistants shipped against those points
  • Embed — team trained on the workflow, runbooks documented
  • Optimise — monthly review with the team owning the workflow long-term
Scoping and Pricing

AI and Automation engagements are scoped to the audit outcome — number of workflows automated, number of AI assistants shipped, and integration complexity. Typical engagements start with a fixed-fee audit, followed by a build retainer indexed to scope. Reach out for a scoped quote.

Not Included
  • Underlying SaaS subscription fees (CRM, automation tooling, LLM APIs)
  • Bespoke enterprise software development beyond agreed scope
  • Hardware procurement
  • Long-term operations management of the deployed automations (separately scoped)

For custom scope, enterprise engagements, or multi-service pricing, write to business@yardagency.ai.

Frequently Asked Questions

Which tools do you build SME automations on?

Make.com and n8n for orchestration, Claude for reasoning-heavy steps, and MCP servers to connect ad platforms, CRMs, sheets, and messaging apps. We pick the stack per workflow — and you own every account and credential we set up.

How long before the first automation goes live?

The workflow audit takes about a week; the first automation usually ships within two to three weeks. We prioritise the two or three workflows where the saved hours are largest, then expand once those are stable.

Do we need technical staff to maintain them?

No. Every build ships with monitoring, error alerts, and a plain-English runbook. Most clients run on a light maintenance retainer — nothing breaks silently.

business@yardagency.ai · Gurugram, India
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