Custom automation services

Custom Workflow Automation, Built Around Your Business.

Our team designs and builds automations for accounting firms, clinics, trades and other small businesses. We connect the apps you already use so leads, documents and data stop being copied by hand, with AI where it helps. Setup starts at $300 and is paid at go-live.

  • Discovery call
  • Written scope and fixed price
  • Built, tested and handed over

Two ways to work with MetaWurks

Our product

The MetaWurks Workspace

Software your team signs in to and uses every day.

What it is
A private AI workspace: ask questions across your tools and hand routine admin to built-in agents, with every answer cited.
Who uses it
Accounting, law and healthcare firms and finance teams.
How it is priced
A monthly subscription, with a free first month.
Custom automation servicesThis page

A Workflow Built for Your Business

A project our team delivers for you, around the way you already work.

What it is
We design and build an automation for one specific process, connecting the apps you already use, with AI steps where they help.
Who it is for
Firms and small businesses with repetitive work between apps: accounting firms, clinics, trades and others.
How it is priced
One fixed setup price from $300. Platform and AI usage are billed to you by the providers.
Why automate

Everyday Busywork, Taken off Your Team's Desk.

Four jobs many small businesses still do by hand, and what changes when a workflow runs them.

  • Re-Typing Data Between Apps

    New records move from one app to the next on their own, so nobody copies them by hand.

    Basic package
  • Leads Lost Across Inboxes

    Every inquiry lands in one CRM and gets the same follow-up, whichever channel it came from.

    Standard package
  • Documents Keyed in by Hand

    AI reads each receipt or document and enters the details where they belong, such as QuickBooks.

    Advanced AI package
  • One Process, Five Tools

    Intake, contracts, billing and reports become one connected flow, built in phases.

    Automation System package
What we build

Four Kinds of Business Automation, from One Workflow to a Connected System.

Pick the closest fit and the discovery call confirms it. Each workflow shown is the package's own example; yours is scoped to your process.

Basic

Simple App-to-App Workflows

$300–400fixed setup price

Ready in
2 to 4 days
Discuss this package
What it is
One simple workflow connecting 1 to 2 apps, triggered by an event such as a form being submitted.
Who it suits
Clinics, practices and service businesses with a single intake or inquiry form.
What you get
One live workflow on your accounts.
Example: how the workflow runs
  1. A web form is submitted
  2. The entry is added to your CRM
  3. An email alert goes to the team
Standard

Lead Capture and Follow-up

$400–700fixed setup price

Ready in
1 week
Discuss this package
What it is
A workflow across 3 to 5 apps, with branching logic (different paths for different cases) and error alerts.
Who it suits
Trades such as HVAC companies, and any business taking inquiries from several channels.
What you get
One live multi-app workflow, with its branching rules documented.
Example: how the workflow runs
  1. Leads arrive from 3 sources
  2. Each one is added to the CRM
  3. A follow-up email goes out
  4. A failed step sends an error alert
Advanced AI

AI Document and Data Workflows

$700–1,000fixed setup price

Ready in
1 to 2 weeks
Discuss this package
What it is
Workflows with AI steps: reading documents, extracting details, sending SMS or connecting to custom APIs.
Who it suits
Accounting firms, and any business that keys details from documents by hand.
What you get
One live AI-assisted workflow, tested on your real documents.
Example: how the workflow runs
  1. Receipts arrive by email
  2. AI reads each one and extracts the details
  3. The entry is posted in QuickBooks
  4. An SMS confirms it
Automation System

Connected Automation Systems

$1,000+/phasefixed setup price

Ready in
1 to 2 weeks per phase
Discuss this package
What it is
Several connected workflows across your business, delivered one phase at a time.
Who it suits
Businesses whose intake, contracts, billing and reporting run in separate tools.
What you get
Connected workflows, each phase scoped, built, tested and handed over.
Example: how the workflow runs
  1. Client intake
  2. Contract
  3. Billing
  4. CRM update
  5. Reports

Monthly platform and AI usage for each package is listed under What you pay.

Examples

Before and After, on Three Sample Projects.

Three jobs done by hand, then automated, with what each would cost in year one. Sample estimates for illustration, not client results.

Accounting Firm

Advanced AI + Care
Sample estimate
Before · by hand
  1. Receipts arrive by email
  2. Someone opens and reads each one
  3. Vendor, date and amount typed into QuickBooks
  4. Client chased separately when something is missing
Proposed automation
  1. Receipts arrive by email
  2. AI extracts the details
  3. Entered in QuickBooks
  4. SMS sent

Intended outcomeReceipts are entered straight from the email, staff stop keying vendor, date and amount, and the client gets a text when it is done.

Setup
$900
Monthly
About $90/mo usage, Care $50/mo
Year one
$2,600

HVAC Company

Standard
Sample estimate
Before · by hand
  1. Leads arrive from 3 sources
  2. Copied into the CRM when someone has time
  3. Follow-up written one by one
Proposed automation
  1. Leads from 3 sources
  2. CRM
  3. AI follow-up emails

Intended outcomeEvery lead lands in one CRM and gets a follow-up email, whichever channel it came through.

Setup
$500
Monthly
About $30/mo platform and AI
Year one
$860

Dental Clinic

Basic
Sample estimate
Before · by hand
  1. Patient fills in a form
  2. Front desk re-types it into a sheet
  3. Front desk told in person or not at all
Proposed automation
  1. Patient form
  2. Sheet
  3. Front desk alert

Intended outcomeForm entries reach the sheet without re-typing, and the front desk is alerted when a new one arrives.

Setup
$350
Monthly
About $30/mo platform
Year one
$710

Sample estimates for illustration. Your price comes from the written scope after the discovery call.

How a project works

From First Conversation to a Workflow You Own.

The same six steps for every package, with your part in each.

  1. Discovery

    A call about the process, the apps it touches, and where automation fits and where it does not.

    Your part: Walk us through how it runs today.

  2. Written Scope

    The steps, the apps, the timeline, estimated monthly costs and one fixed setup price, in writing.

    Your part: Review and agree the scope. Nothing is built before that.

    Fixed price
  3. Design

    We map every trigger, rule and step, and how each app will connect.

    Your part: Confirm how unusual cases should be handled.

  4. Build

    We build the workflow on your own accounts, so it is yours from day one.

    Your part: Give access to the accounts it uses.

  5. Testing

    Every step is tested with your real data before anything goes live.

    Your part: Check the results look right.

  6. Handover

    Go-live with documentation, a video walkthrough, a live training call and 30 days of free fixes.

    Your part: Join the training call. The setup is paid now.

    Pay at go-live

The exact steps depend on the scope. On an Automation System, design, build, testing and handover repeat for each phase.

Your existing tools

Built Around the Apps You Already Use.

You don't need to switch software. We look at each app in the process and work out how the workflow can connect to it.

  1. List Every App in the Workflow

    On the discovery call we note each app the process touches, and what has to happen in it.

  2. Check How Each One Connects

    Through the app's own connection, a connector tool such as Make or Zapier when an app needs one, or a custom API on the Advanced AI package.

  3. Confirm It in the Written Scope

    The approach for every app, and any monthly cost it adds, is agreed before you commit.

Your automationBuilt on Claude Code
  • Web forms
  • CRMs
  • Email
  • Spreadsheets
  • QuickBooks
  • SMS
  • Document reading
  • Custom APIs
  • Built and run with Claude Code. Kimi Code on request.
What to expect

What You Get, What We Agree and What We Need from You.

Included in Every Setup

  • Discovery call and written scope
  • Testing on your real data
  • Documentation and a video walkthrough
  • A live training call
  • 30 days of free fixes
  • Payment only at go-live

Agreed in the Written Scope

  • Which steps and apps are included
  • The access the build needs
  • The fixed setup price
  • Estimated monthly provider costs
  • The timeline, or phases for larger systems
  • Self-run, Care or Managed after go-live

What We Need from You

  • Time for the discovery call
  • A walkthrough of the process as it runs today
  • Sign-off on the written scope
  • Access to the accounts the workflow uses
  • Real data to test with
What you pay

Four Costs, All Visible up Front.

The setup comes to us once, at go-live; its price is listed with each package. Platform and AI usage are billed to you by the providers. Management is optional.

  1. Setup

    One time, paid at go-live

    Paid to MetaWurks
  2. Platform

    Monthly

    Paid to the provider
  3. AI and Connectors

    Monthly

    Paid to the provider
  4. Management

    Optional, $50 to $100/mo each

    Paid to MetaWurks

Monthly Usage, by Package

Estimated monthly platform and AI costs, paid to the providers
PackagePlatformAI and connectorsMonthly total
Basic$20 to $40$0 to $3$20 to $43
Standard$20 to $40$1 to $15$21 to $55
Advanced AI$20 to $40$10 to $100$30 to $140
Automation System$20 to $40$40 to $250$60 to $290

Estimates, confirmed in discovery. Connector tools like Make (about $11/mo) or Zapier (from $30/mo) are added only if an app needs one.

After Go-Live: Who Runs It

Self-Run

$0

You run it.

  • Documentation and training
  • 30 days of free fixes
  • After that, help from $15/hr when needed

No monthly fee

Care

$50/mo

We keep it running.

  • We monitor it and fix breakages
  • We apply updates
  • Monthly report

Up to 1 hr · reply in 2 business days

Most support

Managed

$100/mo

We keep it running and improving.

  • Everything in Care
  • Small changes
  • AI and cost tuning
  • Monthly call

Up to 2 hrs · reply in 1 business day

Care or Managed is required when AI handles every job. Extra hours start at $15 per hour.

Why MetaWurks

Built Around Your Process, on Terms That Keep You in Control.

Off-the-shelf tools ask you to reshape your process to fit them. A custom workflow starts from how your business already works: the steps you follow, the apps you pay for and the rules your team applies. It is scoped to the job you need done, and nothing more.

Custom automation services come from the team behind the MetaWurks workspace, which connects the tools professional firms already use.

  1. You Own All of It

    Every account and every finished workflow is yours. The platform and AI bill to you directly, so nothing is locked to us.

  2. Costs You Can See

    One fixed setup price, agreed before we start, and monthly provider costs estimated up front.

  3. Scope Stays Honest

    Changes outside the written scope are billed from $15/hr, or become a new phase. No surprise invoices.

  4. Month to Month

    Management is optional. Cancel anytime and keep running the workflow yourself.

FAQ

Questions About Custom Automation Projects.

What exactly are MetaWurks custom automation services?

A project where our team designs and builds an automation for a specific process in your business. We connect the apps you already use, such as web forms, CRMs, email, spreadsheets and QuickBooks, and add AI steps where they help, for example reading receipts. You get a tested, documented workflow on your own accounts, for one fixed setup price paid at go-live.

How are custom automation services different from the MetaWurks product?

The MetaWurks workspace is software: a private AI workspace your team signs in to and uses every day, on a monthly subscription. Custom automation services are a separate offering: we build one workflow around your process and hand it over. A services project is scoped and priced on its own, using the prices on this page.

What business processes can be automated?

Repetitive processes that move information between apps on a predictable pattern: a web form that feeds a CRM and alerts the team; leads from three sources going into one CRM with a follow-up email; emailed receipts read by AI and posted in QuickBooks; or connected intake, contract, billing, CRM and reporting steps delivered in phases.

Is every business process suitable for automation?

No. Automation suits steps that repeat and follow clear rules. Work that needs judgement on every case, processes that change each time they run, or apps that offer no way to connect may not be a good fit. We tell you on the discovery call which parts we would automate and which we would leave with your team.

Can you work with our existing applications?

Wherever they can be connected, the workflow is built around the apps you already have. We check every app on the discovery call and confirm the approach in the written scope, before you commit. A connector tool such as Make (about $11/mo) or Zapier (from $30/mo) is added only if one of your apps needs one.

Can you assess a workflow before recommending a solution?

Yes. Every project starts with a discovery call about how the process runs today. The recommendation comes back as a written scope with one fixed price, and nothing is built until you agree it.

Do we need to know which technology to use?

No. Describe the process and the apps involved, and we choose the approach. Builds run on Claude Code, or Kimi Code on request.

How are the project cost and timeline determined?

By the written scope agreed after discovery. Each package sets the range: Basic $300–400 (2 to 4 days), Standard $400–700 (about 1 week), Advanced AI $700–1,000 (1 to 2 weeks) and Automation System $1,000+ per phase (1 to 2 weeks per phase).

When do we pay, and what will it cost each month?

The setup is paid at go-live, not before. Platform and AI usage are paid directly to the providers, from about $20/mo for Basic up to $60 to $290/mo for an Automation System, confirmed in discovery. Management is optional, $50 or $100/mo per automation.

What information should we prepare before the first discussion?

A short description of the process as it runs today, the apps involved, where it slows down or gets missed, and what you would like to happen instead. If the process uses documents, have an example or two to hand. You do not need a technical specification.

What happens after implementation?

After 30 days of free fixes you can run it yourself (help from $15/hr when needed), or add Care ($50/mo) to have us monitor it, fix breakages and apply updates, or Managed ($100/mo) for small changes and tuning as well. Care or Managed is required when AI handles every job.

Start a conversation

Discuss Your Automation Needs.

Tell us about the process you want to fix. A short description helps us prepare for the discovery call, so the first conversation can start from your workflow.

Helpful to include
  • What your business does and who is involved
  • The workflow as it runs today, step by step
  • Where it slows down, breaks or gets missed
  • The apps involved, such as your CRM, email or QuickBooks
  • What you would like to happen instead

Prefer email? message@metawurks.com

Describe Your Workflow

We reply by email to arrange a discovery call. After the call you receive a written scope with one fixed price, and nothing is built until you agree it.

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Asking about the MetaWurks workspace instead? Contact the team.