“PlugWheel turned our rate updates and reporting into a system that runs itself — and writes our marketing while it does.”
Elena Vance Director of Revenue · Cresthaven Hospitality
Operations that run while you sleep.
PlugWheel designs and ships the workflows, AI agents and dashboards that handle your repetitive work — tested, monitored, and running on your accounts, not locked in ours.
- Free 20-minute audit
- You keep the workflow map
- Runs on your accounts — you own it
Client stories.
Real results from businesses we've transformed.
Integrations
Connect your stack to AI.
PlugWheel connects the tools you already use, then adds automation, AI reasoning, dashboards and internal controls where the workflow needs them.
See the full stack→
Slack
HubSpot
Salesforce
Gmail
Google Sheets
Notion
Airtable
Zapier
Make
Stripe
WhatsApp
Twilio
OpenAI
Trello
n8n
What we build
Four build paths. One automation studio.
We choose the stack to fit the workflow: no-code for speed, custom code for reliability, and AI where messy input needs understanding.
S.01
Workflow Automation + AI Integration
↗AI reads, classifies and prepares the work. Automation routes it through approvals, tools and handoffs.
S.02
Marketing Automation
↗Lead capture, enrichment, segmentation, CRM updates, follow-up and campaign reporting in one connected path.
S.03
Custom AI Agent Building
↗Agents that answer, draft, classify, trigger workflows and escalate with guardrails, tools and logs.
S.04
Dashboards & Internal Tools
↗Operational dashboards, admin panels, review queues and internal apps that give your team one place to act.
S.01 · AI workflowHover a service
The architecture
Inputs in. Decisions out. One system between.
Forms, emails, documents, leads and events are captured, interpreted by AI when needed, validated, routed and shown in the tools your team uses.
Selected work
What we build in production.
Workflow automation, internal tools and data products built to run beyond the demo.
AI workflow automation · New York
Northbeam: AI invoice intake from message to record
AI reads incoming invoice material, extracts fields, validates the result and routes only exceptions for human review before clean records are written back.
AIfield extraction
Reviewfor exceptions
Cleanrecords written
Internal tools · Georgetown, Guyana
Heart Capital: from scattered tools to one operations hub
A full operations rebuild: infrastructure audit, connected systems, website updates, internal tooling and a self-hosted system of record the team owns.
1operations hub
Ownedinfrastructure
Readyfor automation
Data intelligence · dashboard
WTB Radar: data intelligence from signal to dashboard
An in-house data product that extracts, cleans, enriches, scores and displays market signals in a usable dashboard.
Datacleaned
Scoresprioritized
Livedashboard
Seen what we ship?
Book the free audit — leave with a workflow map.
Book the free audit→Free · 20 minutes · yours to keep, even if we never work together
How it runs
From messy workflow to working automation.
Five phases. Clear scope. The right mix of no-code, AI and custom code underneath.
Start with the audit→Step 01 · Free
Audit
We map the workflow, tools, data, manual steps and AI opportunities. Useful even if we never work together.
20 minutesStep 02
Blueprint
We define the build path: no-code, custom code, AI agents, dashboards, integrations, milestones and price.
2 to 4 daysStep 03
Build
We build the workflows, prompts, APIs, automations, dashboards and review states with weekly demos.
2 to 6 weeksStep 04
Handover
The system runs on your accounts with documentation, credentials, runbooks and training for the team.
IncludedStep 05
Improve
Optional monitoring, tuning and iteration as your workflow, campaigns, data and AI usage evolve.
Ongoing · optionalWhere it works
Built for teams with repeatable work.
Messages, documents, leads, campaigns, dashboards and spreadsheets are usually where the leverage hides.
↗IND.01 ↗IND.02 ↗IND.03 ↗IND.04 ↗IND.05 →IND.06
Service Businesses
Intake, proposals, onboarding, reporting and internal handoffs that move without constant chasing.
Marketing Teams
Lead capture, segmentation, campaign workflows, AI content ops and live reporting.
Sales & Customer Ops
CRM hygiene, follow-up, support triage, customer signals and dashboards in one connected path.
Healthcare & Clinics
Operational intake, reminders, admin questions and dashboards, while clinical decisions stay human.
Data-Heavy SMBs
Spreadsheets, exports, cleanup and reporting turned into workflows and internal tools.
Your industry?
Tell us what eats your week. The audit will show whether automation pays for itself.
Straight answers
Asked before every build.
Anything missing? Ask on the call. We answer plainly there too.
Most first builds ship in 2 to 6 weeks after the blueprint is signed. Smaller no-code automations can move faster; AI agents, dashboards and custom integrations take longer because they need testing, data setup and review states.
Every build is quoted fixed-price after the audit, never hourly meters. Cost depends on scope, tools, integrations and whether the right answer is no-code, custom code or both.
Yes. Automations, code, dashboards, prompts, documentation and credentials are handed over on accounts you control. If we use a no-code tool, it runs in your workspace, not ours.
AI works inside rules: grounded data, structured outputs, validations, approval steps, logs and fallback paths. Sensitive actions can require human review before anything is sent, updated or triggered.
You should use them for simple, stable workflows. We use those tools too. We add custom code when the workflow needs complex logic, AI guardrails, custom APIs, stronger data modeling, dashboards or long-term reliability.
PlugWheel LLC, a US company based in Cheyenne, Wyoming. You work directly with the people mapping, designing and building your automation system.
Automation audit · free
Build the automation your team keeps describing.
Free, 20 minutes. We map your workflow and tell you where AI, no-code and custom code actually fit.
No deck. No pressure. A practical automation map you keep either way.