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AI automation · Agents · Voice · Apps · Websites

AI systems that run the work between your tools.

Pathfinder designs and builds the automation, AI agents, voice systems, apps and websites that turn disconnected software into one system. Leads answered in seconds, records that update themselves, calls handled at 2am.

Start a projectView selected work

■ Upwork Top Rated · 100% Job Success Score■ Make certified · Level 3■ Jotform PartnerUS · UK · Europe · Australia

01 / Services

Nine ways we take work off your team.

Most engagements combine two or three of these. Each one is designed around an outcome you can measure.

All services
  1. 01AI AutomationSystems designed to keep moving after your team logs off.We map how work actually moves through your business, then build the automations that move it for you: leads routed, records synced, documents processed, reports assembled, exceptions flagged to a human.Business process automationWorkflow architecture & process mappingCRM automationLead capture & routing+16 moreExplore AI Automation
    n8n · AI customer inbox reader
    The real n8n workflow for ai customer inbox reader, close up, with each app and step labelled.
    Anonymized client project
  2. 02AI AgentsAgents that read the context, decide, and act across your systems.An agent is only useful when it is connected to the work. We build agents that qualify leads, handle intake, research, draft and update your systems, with clear rules about when a human takes over.AI sales agentsAI lead qualificationAI customer support agentsAI appointment booking+10 moreExplore AI Agents
    Pathfinder Ops · demo workspace
    AI inbox: a WhatsApp conversation the agent handed to a human after detecting a compliance question, with a suggested reply waiting for approval and the agent's tool calls listed.
    Demo data
  3. 03Voice AIEvery call answered, qualified and written to your CRM.AI voice agents answer inbound calls, qualify callers, book appointments and update your CRM when the call ends. When a caller needs a person, they are routed to one with the context attached.AI receptionistInbound phone agentsOutbound lead qualificationLead reactivation calls+9 moreExplore Voice AI
    Pathfinder Ops · demo workspace
    Voice view: call list, waveform, AI call summary, transcript and the fields written to the CRM.
    Demo data
  4. 04AI AppsFrom business problem to working application.When spreadsheets and off-the-shelf software stop fitting, we design and build focused applications around a measurable workflow: portals, dashboards, document tools and AI-assisted internal systems.AI web applicationsInternal business toolsClient portalsAI dashboards+10 moreExplore AI Apps
    Pathfinder Ops · demo workspace
    Pathfinder Ops overview: lead, reply-time and workflow KPIs, a live activity feed, the sales pipeline and automation health, on fictional demo data.
    Demo data
  5. 05WebsitesWebsites built to sell, qualify, automate and convert.We build websites that are part of your business infrastructure. A visitor becomes a lead, the lead is qualified, the CRM updates, the call is booked and follow-up starts, without anyone copying details from an inbox.Business websitesHigh-converting landing pagesAI-powered websitesLead-generation websites+11 moreExplore Websites
    Vantry & Lowe · concept website
    Vantry & Lowe, a concept estate agency website by Pathfinder: the homepage hero on desktop.
    Concept website
  6. 06SquarespaceSquarespace, built properly and wired into your business.Custom Squarespace 7.1 design and development for service businesses, consultants and professional firms: custom code, integrations, SEO and conversion work beyond what templates give you.Custom Squarespace 7.1 buildsSquarespace redesignCustom CSSCustom JavaScript+9 moreExplore Squarespace
    Ferrars & Hale · concept website
    Ferrars & Hale, a concept operating advisory website by Pathfinder: the homepage hero on desktop.
    Concept website
  7. 07IntegrationsYour existing tools, physically connected through one data layer.For businesses with established systems that do not talk to each other. We design the architecture, connect the data and add AI where it removes real work: search, reporting, knowledge and product features.AI features in existing productsAI features in SaaSCRM integrationAPI architecture+10 moreExplore Integrations
    Make.com · Payment capture to accounting reconciliation
    The real Make.com workflow for payment capture to accounting reconciliation, close up, with each app and step labelled.
    Anonymized client project
  8. 08CRM SystemsOne source of truth for every lead, deal and conversation.We design pipelines around how you actually sell, then connect forms, calendars, phones and email so every record is complete without anyone typing it in. GoHighLevel, HubSpot, Attio, Salesforce or Airtable.GoHighLevel setup & automationHubSpot setup & workflowsAttio setup & automationSalesforce automation+9 moreExplore CRM Systems
    Pathfinder Ops · demo workspace
    Leads table with source, stage, AI fit score, owner and deal value for eight fictional leads.
    Demo data
  9. 09Automation CareMonitoring, repair and care for the systems you depend on.Audits, repairs and ongoing care for automations and AI systems, including ones someone else built. Error handling, monitoring, documentation and fixes before a silent failure costs you a customer.Automation auditsBroken automation repairError handling & alertingWorkflow monitoring+6 moreExplore Automation Care
    Pathfinder Ops · demo workspace
    An invoice sync workflow retrying after an accounting API timeout, with a control to replay the queued runs.
    Demo data

02 / Selected work

Real work, shown properly.

Every screen here is real: client workflows from their production exports, Pathfinder Ops on demo data, and concept websites you can click through.

All work
Silent · 27 s
MIXED: DEMO DATA, ANONYMIZED CLIENT PROJECT, CONCEPT WEBSITEPathfinder showreel: 27 seconds of real work. Showreel: real interface panels assemble into one system, an AI agent hands off a compliance question, a workflow runs, a real sales-agent workflow is panned, and three concept websites scroll.

■ Client systems

Client names are withheld until we have permission to publish them. The architecture and implementation details are real.

01

Ecommerce / specialist retail

■ Delivered

Order, supplier and customer operations on autopilot

Every order is logged, split by supplier, chased and communicated automatically, with customer emails held back whenever the data to support them is missing.

n8n · Order intake from the online store
The real n8n workflow for order intake from the online store, close up, with each app and step labelled.
The real workflow · anonymized client project
Problem
Orders arrived from the online store and were tracked by hand in a spreadsheet.
System built
A set of n8n workflows covering intake, reconciliation, customer drafts, supplier follow-ups, a daily digest and central error handling, all feeding one Google Sheets master record.
Technology
n8nWixGoogle SheetsGmail
Result
Delivered as 19 n8n workflows covered by 199 automated tests.Live on the client's own n8n workspace since August 2026.Every order and supplier line now lives in one master record instead of a hand-kept spreadsheet, and every customer email is drafted from it.
Read the case study
02

Events / entertainment

■ Live, results being measured

AI sales agent for marketplace event enquiries

New enquiries from lead marketplaces are picked up, answered by an AI sales agent and written into the company's booking system without staff re-typing anything.

Make.com · AI sales agent with owner approval
The real Make.com workflow for ai sales agent with owner approval, close up, with each app and step labelled.
The real workflow · anonymized client project
Problem
Enquiries arrive on third-party lead marketplaces where the first company to reply often wins.
System built
A Make.com system that collects new enquiries, drafts a reply with an AI agent and creates the lead in the planning software through its public request form, with no stored login to expire.
Technology
Make.comOpenAIGmailWebhooks
Result
Leads have been created in the booking system automatically since early September 2026, with no stored login to expire.The AI agent went live on email and text in late September 2026, with an approval mode the owner controls from a sheet.
Read the case study
03

Education / career consulting

■ Delivered

Personalised career reports, generated and delivered automatically

A student submits an intake form. Payment is collected, AI writes a personalised report, a branded PDF is generated and the follow-up sequence starts, with no manual step.

Make.com · Assessment to personalised PDF report
The real Make.com workflow for assessment to personalised pdf report, close up, with each app and step labelled.
The real workflow · anonymized client project
Problem
Every assessment report was written, formatted and emailed by hand.
System built
A Make.com pipeline from JotForm and Stripe into Claude for report content, PDFMonkey for the branded document and GoHighLevel for delivery and nurture.
Technology
JotFormStripeMake.comClaudePDFMonkeyGoHighLevel
Result
Delivered as one Make.com scenario of 71 modules: each assessment becomes a Claude-written report, rendered to PDF through PDFMonkey and filed in Google Drive.Three report variants run from the same scenario.
Read the case study

Client words · Verified Upwork reviews

“Translated it into a smooth workable solution that was customer centric.”
Upwork client · automation discovery project
“Recommend 100%.”
Upwork client · Vapi + Make.com voice AI build
“Very knowledgeable.”
Upwork client · WhatsApp automation

03 / Why Pathfinder

We don't just connect apps. We engineer the system.

  1. 01Business firstWe map the process, the owners and the exceptions before choosing a single tool.
  2. 02End to endResearch, architecture, build, testing, deployment. One accountable partner the whole way.
  3. 03AI, automation and codeWorkflows, agents, voice, integrations, apps and websites under one roof, so nothing falls between vendors.
  4. 04Built to operateError handling, monitoring and guardrails against invented data. Not a demo that breaks on real records.
  5. 05You own itEverything lives in your accounts with handover documentation. No dependency on us to keep it running.
  6. 06Support after launchMonitoring, tuning and improvements where the system needs them, agreed up front.

04 / Technology

Fluent in the stack you already use.

Tools are implementation choices, not the product. We choose them after the process is mapped, and we are comfortable replacing them when something better fits.

AIOpenAI · Claude · GeminiReasoning, writing, extraction, conversation
AutomationMake.com · n8n · ZapierOrchestration that moves data and triggers work
CRMGoHighLevel · HubSpot · Attio · SalesforceLeads, deals and customer history
VoiceVapi · Retell · Twilio · ElevenLabs · DeepgramTelephony, speech and real-time voice agents
WebSquarespace · Webflow · WordPress · Wix · Shopify · Custom codeWhere customers find you and enquire
OperationsAirtable · Google Workspace · Stripe · Calendly · NotionData, payments, scheduling, documents

05 / Process

From first call to production.

  1. 01

    Discover

    We learn the business problem, the people involved and how the work runs today, including the messy exceptions.

    Output / Problem brief and success measures

  2. 02

    Architect

    We design the system: triggers, data, tools, AI steps, failure paths and who owns what.

    Output / System map and fixed-scope proposal

  3. 03

    Build

    We implement the workflows, agents, apps or site in accounts you own, with progress you can see.

    Output / Working system in staging

  4. 04

    Test

    We test with realistic data and edge cases: missing fields, duplicates, API failures, odd customer replies.

    Output / Test results and fixes

  5. 05

    Launch

    We deploy to production carefully, monitor the first live runs and train your team.

    Output / Live system and handover docs

  6. 06

    Optimise

    We watch real usage, tune prompts and logic, and improve what the data says matters.

    Output / Ongoing support where agreed

06 / Websites

Your website should do more than look good.

We build sites that are part of your business infrastructure. They capture, qualify, book and hand off to your CRM, so every visitor who is ready to buy gets a next step.

  1. 01Capture the lead
  2. 02Qualify the enquiry
  3. 03Push it to your CRM
  4. 04Book the call
  5. 05Start the follow-up
  6. 06Answer questions
  7. 07Trigger internal workflows
  8. 08Sell products
  9. 09Report on every source

Platforms

Squarespace · Webflow · WordPress · Shopify · Wix · Custom code

Build my websiteSquarespace design & development
The full Ferrars & Hale concept operating advisory website, top to bottom: Fluid Engine layout, Acuity scheduling, multi-step enquiry form, accordion.

Click the screen to scroll · the full page, captured from the live concept

Ferrars & Hale on a phone

■ Concept website

Ferrars & Hale

Operating advisory · Newsreader + Inter Tight

An editorial site for a founder-facing advisory: long-form positioning, three priced engagements and a diagnostic-call booking flow.

  • Fluid Engine layouts
  • Acuity scheduling, restyled
  • Multi-step enquiry form
  • Accordion FAQs
Open the live concept

07 / Industries

Different businesses. The same leaks.

Slow first responses, manual data entry and follow-up that depends on memory show up everywhere. This is where we usually start.

By industry
  • Professional servicesIntake, proposals, onboarding and client reporting.
  • Healthcare practicesReception, reminders and rebooking follow-up.
  • Real estateLead response, qualification and viewing booking.
  • EcommerceOrders, suppliers, customer updates and support.
  • AgenciesClient onboarding, reporting and delivery ops.
  • Financial servicesAppointment booking, intake and CRM hygiene.
  • Home servicesMissed-call capture, quoting and scheduling.
  • Hospitality & eventsEnquiry response, booking and follow-up.
  • EducationEnrolment, assessments and student communication.
  • SaaSAI product features, onboarding and support.
  • LogisticsStatus updates, exceptions and document processing.

08 / Journal

Notes from the build.

Practical writing on automation, AI agents and the systems behind growing businesses. New posts every week.

All posts

09 / Questions

What buyers actually ask.

01What kind of AI systems do you build?

Systems that do real work inside a business: automations that move data between your tools, AI agents that qualify and respond to leads, voice agents that answer calls, internal apps and dashboards, and websites that feed all of it. Most projects combine several of these.

02Can you automate our existing processes?

Yes. We start by mapping how the process runs today, including the exceptions, then automate the parts that are repetitive and rule-based and keep people on the judgement calls.

03Can you integrate with our current CRM?

In most cases, yes. We work with HubSpot, GoHighLevel, Attio, Salesforce, Airtable and others through their APIs or automation platforms. If a system has no API we look for a reliable alternative before committing.

04Do you build AI voice agents?

Yes: AI receptionists, after-hours answering, booking and qualification calls, with CRM updates and human handoff. You can talk to a sample agent on our demo page.

05Can you build a custom AI application?

Yes. Internal tools, client portals, dashboards and document systems, scoped around a measurable workflow and built in code you own.

06Do you build websites too?

Yes, and they are built to connect: lead capture, qualification, booking and CRM integration are part of the build, not an afterthought.

07Do you work with Squarespace?

Yes. We design and develop custom Squarespace 7.1 sites, including custom CSS and JavaScript, SEO setup, scheduling, commerce and CRM integrations.

08Can you improve an automation someone else built?

Yes. We audit it, document it, add error handling and monitoring, and fix what is broken before building anything new.

09How long does a project take?

A focused automation or website is typically a few weeks. Larger agent, app or integration projects are scoped in phases. You get a timeline in the proposal, after we understand the work.

10Do you provide ongoing support?

Yes. Systems that touch live business data need monitoring. We offer ongoing support and optimisation for the systems we build, agreed per project.

→ / Next step

You already have the tools. Let's make them one system.

A short enquiry, then a strategy call. You leave with a clear view of what to build first, whether or not we build it.

Start a projectTalk to our voice agent