AI workflow design
Map the steps, decisions, and handoffs before choosing the technology.
AI & automation solutions
Turn manual work into momentum.
The follow-up that gets missed. The report someone spends Friday building. The same data entered three times. We build AI workflows that connect your tools and get that work moving.
South Florida strategy. Engineering with Klizo Solutions.
Get inquiries to the right person.
Cut the copy-and-paste work.
Find answers. Prepare replies.
Keep the next step moving.
Bring the numbers together.
Make your tools work together.
What we build
Start with the work that slows people down. We help you decide what to automate, what to keep in human hands, and how the pieces should fit together.
Map the steps, decisions, and handoffs before choosing the technology.
Give people useful answers and help with everyday tasks, inside their tools.
Connect your apps, databases, and APIs so information moves with the work.
Keep records, assignments, and next steps in sync with incoming inquiries.
Turn repeatable approval, onboarding, and back-office tasks into a clear process.
Give your team a place to review work, handle exceptions, and see what changed.
Read forms, invoices, and other files, then pass structured information onward.
Pull out the details you need and sort information into useful categories.
Collect relevant details and route inquiries using rules you define.
Find answers, prepare replies, and bring in a person when the request needs one.
Bring operational data together for recurring reports and useful alerts.
Connect language models to approved company knowledge with retrieval and access controls.
See the work differently
Here’s what a useful system could look like. These are example workflows, shaped around the tools, rules, and people in your business.
When an inquiry lands, collect the details, check the fit, and put the right person in charge.
Capture the form or email and record consent.
Extract needs and check your qualification rules.
Match an existing contact or create a record.
Route by location, service, or account.
Draft a reply and schedule the next task.
Missing details or an uncertain match go to a person. Outbound messages follow your approval and consent rules.
THE PAYOFFA record, an owner, and a visible next step.
Help your team respond using approved company information and a clear route for exceptions.
Capture the question and customer context.
Classify the topic and urgency.
Retrieve relevant help articles and policies.
Draft a reply linked to the source material.
Approve the reply or escalate, then record it.
Sensitive requests, missing sources, and uncertain answers go to a support specialist.
THE PAYOFFLess searching. A better starting point for each reply.
Move information out of documents and into your systems, with checks before it gets used.
Collect a document from an approved source.
Use OCR and extraction to identify key fields.
Match the document type and required fields.
Check formats, totals, and missing information.
Save approved data and alert the right team.
Unreadable pages, conflicting values, and failed checks are flagged for review before a record changes.
THE PAYOFFStructured data with a traceable source.
Bring the important changes across your systems into one briefing your team can act on.
Read from approved operational systems.
Bring figures into a consistent format.
Compare against agreed periods and thresholds.
Summarize changes with links to source data.
Approve the report and deliver on schedule.
Stale data and unexpected figures are flagged. Summaries stay linked to the underlying numbers.
THE PAYOFFA repeatable briefing, with the detail one click away.
Built around your setup
Keep what works. We assess the connections, permissions, and data each tool makes available, then design the automation around your setup.
HubSpot · Salesforce · Zoho · Custom CRMs
Slack · Microsoft Teams · Gmail · Email systems
Jira · Asana · Monday.com · Internal applications
PostgreSQL · MySQL · Supabase · Data warehouses
OpenAI · Anthropic · Gemini · Model APIs
Webhooks · APIs · Serverless functions · Custom backends
Tools we can assess for your project. Availability depends on your plan, permissions, and the workflow.
The right amount of technology
We help you choose the setup that fits the work, your budget, and the people who will run it.
Let’s figure out the right approachA clear path forward
A working demo is a start. A useful system also needs testing, clear ownership, and a plan for the days when something changes.
Walk through the process with your team. Find the bottleneck, the exceptions, and what a better result would look like.
OUTCOME: A FOCUSED FIRST WORKFLOWMap the data, integrations, AI behavior, and approvals. Agree on the scope and how we will test it.
OUTCOME: A PLAN YOU CAN REVIEWConnect the systems, develop the workflow, and test with representative examples, including the awkward ones.
OUTCOME: A TESTED FIRST RELEASEReview logs, exceptions, and feedback. Refine the system and agree on ongoing support as your business changes.
OUTCOME: A CLEAR HANDOVER & NEXT STEPSWhere it can help
Turn inquiries and onboarding documents into assigned work.
Triage support requests and surface relevant product knowledge.
Keep lead handoffs, follow-up tasks, and reporting organized.
Route order questions and flag exceptions for the right team.
Organize property inquiries and prepare timely follow-up.
Route requests by location and bring activity into one view.
Miami Web Designs + Klizo Solutions
Joey Ricard and Juan Granda lead the client relationship, backed by Klizo Solutions’ engineering and delivery team. Strategy, design, development, and operations come together around the work.
If the workflow needs an application, API, database, or review dashboard, we can build that part too. You get a team that can think through the whole system.
Meet the people behind the workIt connects your software with a sequence of actions and decisions. AI can help interpret an email, read a document, or prepare a response. Defined rules handle the repeatable steps, while people review exceptions and decisions that need judgment.
Good starting points include lead intake, customer onboarding, support triage, document handling, follow-up tasks, and recurring reports. We look for work that happens often, has a clear purpose, and can be checked against a useful standard.
Often, yes. We first check the APIs, permissions, data formats, and limits of your current tools. Where a direct integration is unavailable, we assess alternatives such as approved exports or a custom connector before recommending a build.
Yes. We can build agents that use approved tools to complete defined tasks. We agree on which actions they can take, where they must ask for approval, and how activity is logged. The scope depends on the workflow and the consequences of getting it wrong.
Traditional automation follows explicit rules, such as creating a task when a form arrives. AI can work with less structured information, such as interpreting the message in that form. Many useful systems combine both, keeping predictable actions under clear rules.
We can design around private data, but access and handling need to be agreed first. We review who can see it, which providers receive it, retention settings, hosting, and approval requirements. Sensitive or regulated workflows need their own assessment.
Yes. Retrieval-augmented generation, or RAG, finds relevant material from an approved knowledge source before preparing an answer. We can connect an assistant to that material, apply user permissions, and show sources so people can check the response.
That depends on the number of systems, data quality, access, and testing required. A focused workflow has a different scope from a company-wide rollout. We define a first release and estimate the timeline after reviewing the process with you.
The main factors are integrations, workflow complexity, interface needs, and data preparation. Running costs can include model usage, software subscriptions, hosting, and support. We separate those from the build estimate so you can understand the ongoing commitment.
We agree on ownership, documentation, training, and support before launch. Your team may manage routine reviews and settings while we handle changes or maintenance under an agreed support plan. You should know who to contact when something needs attention.
Yes. We can review the current workflow, failure points, logs, integrations, and running costs. Sometimes the right answer is a small repair or clearer approval rule. Other situations need a redesigned flow or a custom component.
A standard automation platform can be a sensible choice for straightforward workflows with supported integrations. Custom development becomes more useful when the rules, permissions, systems, or user experience need more control. We assess that with you before deciding.
Start with the work that gets in the way
Tell us what your team does over and over. We’ll help you work out what to automate and where to start.
Start the conversation