AI automation and agents for marketing, sales, and ops
We build agents and automations for the work you repeat: reports, handoffs, intake, and the path into the CRM. A person approves what ships. We work with companies in Northeast Florida and from San Mateo.
What we automate
Reporting, data entry, and the handoff between teams. Customer-facing assistants for the FAQs, booking, and intake you already do. Pulling fields out of PDFs, invoices, and forms. An internal assistant that answers from your own documents.
The customer-facing assistant, the document reading, and the internal knowledge assistant are builds we offer. The tools we can show today are the social queue and the prospecting desk.
It lands in the system you already have
An automation that does not write into the CRM stays disconnected. We connect the work to Salesforce, HubSpot, Marketo, or the stack you already run. The CRM build-out is that part of the job.
Content and social stay in a queue. The social posting tool drafts, and someone approves the post. The same rule applies to a customer-facing assistant: it should not invent a price or a promise.
How the work proceeds
- 01
Name the repeated task
Pick the report, the handoff, the intake, or the document pile. One task, not a platform.
- 02
Connect it to the CRM
The output has to land where the team already works.
- 03
Put a person on the approval
Nothing customer-facing ships without someone checking it.
Proof in the portfolio
- Apps & SaaSLocaYogaYoga home with an AI coach, a studio directory, and llms.txt.
- FitnessBody By RunningRunning site with an AI coach, articles, and a community.
- Apps & SaaSSweetGlueWaitlist for a group-trip hub. The iOS app is in development.
- Real estateRental GuruFlorida property-management compliance wizard. The public page checks for access.
- Vacation rentalsAncient City StaysCourtyard hero from dashworth.com. The public host is still the realty site.
- Internal toolsA publishing teamSocial drafts that wait for a person to approve before they post.
Questions
What is an AI agent in this work?
A workflow that does a defined job: read a form, draft a follow-up, file a lead, pull fields off a PDF. It is not a chatbot with no job. We scope it to one task and we review what it sends.
Can you build a booking or FAQ assistant?
Yes. It answers from what you already say, books a time, or takes an intake.
Can you pull data out of PDFs and invoices?
Yes. The point is fields a person can check, not a silent import.
Do you build an internal assistant on our documents?
Yes, when the documents are yours and only the people who should see them can ask.
The work stays with Dashworth.
Call or text 650-393-3378. We meet in Northeast Florida and San Mateo, and we take contract roles inside larger companies. No account managers, no handoffs.