ReconCodaAI operations for small and mid-size teams
I fix the workflows that slow your team down, clean the data behind them, and make your systems ready for AI agents to work safely. Scoped engagements, a named owner for each automation, and a plan for getting back if something goes wrong.
What I do
Pillar 1
Find where hours leak out of your week, then remove the step, merge the tool, or automate it.
You get: a ranked fix list with hours saved per item
Pillar 2
One source of truth for customers, jobs, and inventory, kept clean by rules instead of by heroics.
You get: a CRM and spreadsheets your team stops arguing with
Pillar 3
Make your systems reachable by AI agents with the right access, the right limits, and a human in the loop.
You get: agents doing real work, with an audit trail
See it work
Customer records sit in three places, and dispatch re-keys jobs by hand every morning. Run each step and watch the log underneath, including what fails and how it recovers. The company, names, and jobs are invented.
Held for a person. Same name, different address, and the match is below the auto-merge threshold. Is the Dock St record the same company as the Mill Rd one?
No schedule yet. Run the draft and watch the agent work.
Draft the schedule in step 2 first.
Run steps 1 to 3 and the audit fills in.
Live run log 0 events
Nothing has run yet. Start with step 1 and the activity appears here, one line at a time.
A composite, not a client, with invented data. Client work is published only with written permission.
How I operate
I sit with your team, trace the work, and measure the leaks before I touch anything.
Process and data fixes first. Each change ships with a before and after number.
One agent at a time, each with a narrow job, limited access, and a named approver.
Runbooks your team can follow, plus an optional monthly tune-up.
Who approves
A named person on your team.Agents do not approve their own work. Money, customer messages, and deletions go to a person by default.
Where it runs
Reversible first.New automations start on copies and test data. Production access comes once they have proven themselves.
What it can reach
The narrowest access that works.Each agent gets its own credentials, scoped to one job, so access can be revoked without touching anything else.
Ways to work together
Process and data review with a ranked fix list and a readiness score.
1–2 weeksWorkflow fixes and a full data cleanup against the audit list.
2–4 weeksOne to three scoped agents live, with approvals, logs, and runbooks.
3–6 weeksOngoing tune-ups, new automations, and a standing review of what agents did.
MonthlyTypical lengths. Each engagement is scoped and quoted after a first conversation.
Free self-check
Impact
Rounded, public-safe figures from past enterprise operations work. No employer or system names.
Start an engagement
Tell me how work moves through your team today. You leave with the first fix, whether or not we work together.