AI automation agency for growing businesses
Smarter Workflows. Better Business.
Taskora helps small and medium-sized businesses streamline operations, save hours every week and scale with AI workflows, intelligent automations and custom AI agents.
Free workflow audit
Live in 2–4 weeks
Works with your tools
Helping forward-thinking businesses work smarter
Lumora
Kestrel
Orbitly
Fieldstone
Brightpath
Vantagely
Services
AI solutions built around how your business works
01
AI Workflow Automation
Connect the tools you already use and let AI move data, trigger actions and handle approvals — no more copy-paste between apps.
CRM sync
Email triage
Approvals
Learn more
02
Custom AI Agents
Purpose-built agents that research, draft, qualify and follow up — trained on your data and working around the clock.
Lead qualification
Research
Reporting
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03
Business Process Automation
Map, streamline and automate end-to-end processes like invoicing, onboarding and order fulfillment.
Invoicing
Onboarding
Fulfillment
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04
AI Chatbots & Customer Support
On-brand AI assistants that answer questions instantly, book appointments and hand off to your team when it matters.
24/7 support
Bookings
Live handoff
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05
CRM & Sales Automation
Capture and route leads, enrich contacts, update your pipeline and trigger follow-ups so no deal slips through.
Lead routing
Pipeline updates
Follow-ups
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06
Document & Data Processing
Extract data from invoices, forms and contracts with AI, then sync it to your tools — no more manual entry.
Data extraction
Invoices
Auto-sync
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07
AI Email & Inbox Automation
Sort, summarize and draft replies to incoming email so your team only handles the messages that need them.
Triage
Smart replies
Summaries
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08
Reporting & Analytics Automation
Live dashboards and scheduled reports pulled from every tool, delivered to your inbox or Slack automatically.
Dashboards
KPI alerts
Weekly reports
Learn more
Why Taskora
Less busywork. More business.
Every hour your team spends on repetitive tasks is an hour not spent on customers, strategy or growth. We give that time back — permanently.
80%
Less manual work
Eliminate repetitive data entry, copy-paste and status updates across your tools.
3×
Faster operations
Requests, approvals and handoffs that took days now happen in minutes.
15 hrs
Better productivity
Saved per employee every week and redirected to high-value work.
24/7
Scalable systems
Automations that grow with your volume — without adding headcount.
Typical results from recent client engagements. Your results will depend on your processes and volume.
How it works
From first call to fully automated in three steps
A clear, low-risk process designed for busy teams. You’ll see results in weeks, not quarters.
Step 01
Discover
We audit your workflows, tools and bottlenecks to find the automations with the biggest return.
Workflow & tools audit
Prioritized automation roadmap
Step 02
Build
We design, build and test your automations and AI agents — integrated with the tools you already use.
Custom workflows & agents
Testing with real data
Step 03
Optimize
We launch, monitor and refine so your systems keep getting faster, smarter and more reliable.
Performance monitoring
Ongoing improvements
Featured automation
Watch a new lead go from inbox to booked meeting — on autopilot.
One of our most popular builds. A new inquiry triggers an AI agent that qualifies the lead, updates your CRM, alerts your team and books the meeting — in under a minute, with zero manual steps.
Lead-to-Meeting Workflow
5 steps · 4 apps · 0 manual tasks
Running
Trigger
New inquiry received
AI agent
Qualifies & scores the lead
CRM
Deal created in HubSpot
Notify
Sales alerted in Slack
Follow-up
Meeting booked via Calendly
< 60s
Response time, down from 4 hours
100%
Of inbound leads qualified & routed
0
Manual steps for your sales team
Testimonials
Teams that work smarter with Taskora
“Taskora rebuilt our patient intake end to end. What took our front desk two hours a day now runs on its own — and nothing slips through the cracks.”
Rachel Morgan
COO, Lumora Health
“We were drowning in manual order updates. Within a month our CRM, inventory and Slack were talking to each other. It’s like we hired three people.”
Daniel Brooks
Founder & CEO, Fieldstone Supply
“Our AI assistant now answers 70% of inbound questions instantly. The team finally has time for the conversations that actually close deals.”
Megan Ellis
Head of Operations, Brightpath Realty
Free 30-minute consultation
Ready to automate your business?
Tell us how your team works today. We’ll map your workflows and show you exactly where AI can save time and money — no commitment, no jargon.
We reply within one business day.