Skip to content
Loopwise

Custom AI & Business Automation

Less manual work.
More time to run your business.

Loopwise builds custom AI automation, AI agents and automation processes that handle calls, follow up with customers, process documents, and connect your business tools. Tell us what you want to simplify, and we’ll help you find a solution tailored to your business and the way your team works.

Book an Intro CallExplore My Work

Let's discuss your workflow and where automation could help.

Working with businesses across Canada, the US, and Europe.

Loopwise’s friendly AI robot assistant.

Your team has better things to do than repeat the same tasks.

Follow up with customers and send reminders through WhatsApp, SMS, and email. Process documents and move information between your systems, CRM, and apps. Connect AI voice agents across departments to workflows that carry out the next steps. Automate repetitive tasks and bring business statistics together in clear dashboards so your team can focus on customers and see what needs attention.

Loopwise turns repetitive processes into connected workflows, with review and approval steps wherever your team needs them.

  • Customer follow-ups & reminders via WhatsApp, SMS & email
  • Document processing & data transfer between systems, CRMs & apps
  • AI voice agents for different departments, backed by automated workflows
  • Automation for repetitive business tasks
  • Business statistics & dashboards

Solutions

What could you take off your team's plate?

Start with the process that needs improving. The solution is built around it.

  • AI voice agents

    Handle routine conversations, collect information, and trigger the next step in your business process.

    Examples: Customer inquiries, intake, billing assistance, and follow-up.

  • Customer messaging & follow-up

    Keep customers informed with timely communication across WhatsApp, SMS, and email.

    Examples: Appointment updates, reminders, review requests, and marketing workflows.

  • Billing & bill payment automation

    Automate billing and bill payment workflows, from payment requests and approval steps to payment status tracking and team notifications.

    Examples: Customer payment links, vendor bill approvals, payment reminders, and payment tracking.

  • Invoice & document automation

    Extract information from business documents and move it into the systems your team uses.

    Examples: Vendor invoices, purchase orders, document routing, and review queues.

  • Connected systems & custom workflows

    Make your tools work together through integrations, APIs, and browser automation where appropriate.

    Examples: CRM updates, data entry, system handoffs, and multi-step operations.

  • Internal notifications & dashboards

    Help your team act on the right information and understand what is happening across the business.

    Examples: Staff reminders, operational alerts, and revenue reporting.

  • Meal breaks & overtime tracking

    Track working hours and meal breaks, and notify employees and managers when a break or overtime threshold needs attention.

    Examples: Meal break reminders, missed-break alerts, overtime notifications, and timesheet tracking.

  • Dedicated admin portals & platforms

    Bring your AI automations together in a dedicated platform: a complete solution in a box that your team can manage from one place.

    Examples: File uploads, workflow controls, processing status, review queues, and reporting dashboards.

Your workflow doesn't need to fit a template.

These are examples of what's possible. If your business has a repetitive process or disconnected tools, let's explore it.

Discuss Your Workflow

Selected Work

Real projects. Practical business automation.

A selection of Alex's work across customer communication, billing, workforce tracking, and back-office operations.

TRIOBack-office & workforce automation

Automating documents, bill payments, and workforce tracking.

Automation built for TRIO covers invoice and purchase order processing, bill payments, and meal break and overtime tracking. The document workflow connects Google Drive, AI data extraction, n8n, and ServiceTitan UI automation.

Invoice & purchase order workflow

  1. Vendor PDF
  2. Google Drive
  3. AI extraction
  4. n8n
  5. ServiceTitan
Implementation details
  • Read vendor invoices and order acknowledgements.
  • Extract identifiers, line items, quantities, prices, and charges.
  • Distinguish invoice quantities from order acknowledgement quantities.
  • Match documents to the relevant purchase order.
  • Use browser automation to support entry into ServiceTitan workflows.
  • Automate bill payment workflows.
  • Track meal breaks and overtime, with reminders and notifications for the team.

Built for TRIO

  • Invoice & purchase order processing
  • Bill payment automation
  • Meal break & overtime tracking with notifications
Illustrative document extraction
VendorSample Supply Co.
PO numberPO-00184
Line itemCopper fitting 3/4″
Invoice qty12
Acknowledged qty10
Unit price00.00
PlusFiveCRM messaging & customer engagement

Automated WhatsApp communication for beauty businesses.

WhatsApp notification and marketing workflows built for PlusFive, a CRM for beauty salons and barbershops, using n8n and Twilio.

  1. CRM event
  2. n8n
  3. Twilio WhatsApp
  4. Customer response
Implementation details
  • Customer re-engagement workflows.
  • Review requests and rating capture.
  • Birthday and seasonal messaging.
  • Notifications triggered by business events.
Illustrative message

Hi [First name] — it's been a while since your last visit. Would you like to book your next appointment?

Yes please — Friday afternoon?

Great. Here are the available times for Friday.

Get MoversAI voice & billing workflows

Connecting billing conversations with payment follow-up.

AI voice and billing automation using Vapi, n8n, and Twilio, connecting conversations with Clover payment workflows, e-transfer instructions, and SMS and email notifications.

  1. Billing call
  2. Vapi
  3. n8n
  4. Payment workflow
  5. SMS / email
Implementation details
  • Collect relevant billing information through a voice agent.
  • Trigger the appropriate payment-related workflow.
  • Send payment instructions or links.
  • Notify customers and the team through connected channels.
Illustrative call handling
  • Movers call the AI billing agent at the end of the job
  • The agent collects job details and calculates the balance, including tax and the deposit already paid
  • The customer receives a Clover payment link or an e-transfer request
  • The agent stays on the line while verifying that payment has been processed
  • Once payment is confirmed, the manager is notified and the system is updated

Card details are handled by the payment provider, never captured in a call transcript.

If one of these looks close to a process in your business, let's talk about your version of it.

Book an Intro Call

How It Works

Start with your workflow. See the solution before the full build.

  1. 01

    Understand your business

    We talk through your current process, tools, bottlenecks, and what a successful outcome would look like.

  2. 02

    See a focused demo

    We agree on a use case, and I build a focused demonstration so you can see how the workflow could work for your business.

  3. 03

    Agree on the scope

    We define the production solution, integrations, responsibilities, setup cost, and ongoing support.

  4. 04

    Build, test & launch

    I implement the workflow, test realistic scenarios and exceptions, and prepare your team to use it.

  5. 05

    Maintain & improve

    Ongoing maintenance and support help keep the solution working as your tools and processes evolve.

Working Together

A clear setup. Ongoing support. Tools in your control.

Projects include an agreed implementation fee and ongoing maintenance and support. Third-party subscriptions and usage costs—such as AI credits, messaging, calling, and automation platforms—are paid directly by your business through your own accounts.

We identify the tools and expected running costs before the production build.

  • Agreed implementation fee for the production build.
  • Ongoing maintenance and support agreed separately.
  • Third-party subscriptions and usage paid through your own accounts.

About

You work directly with the person building your solution.

I'm Alex, the founder of Loopwise, a software developer with 10 years of experience across QA automation, performance testing, and business automation.

I build practical AI and automation solutions that connect voice, messaging, documents, and business software to reduce manual work and keep operations running smoothly. My work spans moving services, CRM workflows for beauty businesses, HVAC back-office operations, and other local businesses.

I bring a testing mindset to every project: understanding the process, checking the edge cases, and making sure the solution fits the people using it.

Alex

Founder, Loopwise

Tools

  • n8n
  • APIs
  • Webhooks
  • UI Automation
  • Business Automation
  • CRM Integrations
  • Browserless
  • Vapi
  • Twilio
  • ManyChat
  • Google Workspace
  • AI Agents
  • Voice AI
  • WhatsApp
  • SMS
  • Email Automation
  • Notifications & Alerts
  • Document Processing
  • Data Extraction
  • Appointment Scheduling
  • Payment Workflows
  • Backend Processes
  • Custom Integrations

FAQ

Questions business owners ask first.

Contact Loopwise

What would you like to automate?

Tell me about your business and the workflow you’d like to improve. I’ll get back to you by email to discuss the next step.

Prefer to talk it through?

Book an Intro Call

Your details will be used to respond to your inquiry. Please don’t include passwords, payment details, or sensitive documents.