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Loopwise

Custom AI & Business Automation

Less manual work.
More time to run your business.

Loopwise builds custom AI agents and automations that handle calls, follow up with customers, process documents, and connect your business tools—built around 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.

Example workflowIllustrative

  1. Customer request

    A call, message, or document arrives

  2. AI assistant

    Understands the request and takes the next step

  3. Business tools

    CRM, billing, documents, scheduling

  4. Team notification

    The right person gets the update

VoiceMessagesDocuments

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

Following up with customers. Moving information between systems. Reading invoices. Sending reminders. When these tasks depend on manual work, they take time away from customers and make it easier for things to be missed.

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

  • Following up with customers
  • Moving information between systems
  • Reading invoices
  • Sending reminders

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 & payment workflows

    Connect billing conversations, payment requests, status updates, and team notifications.

    Examples: Payment links, e-transfer instructions, and billing follow-up.

  • 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.

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, and back-office operations.

Trio HeatInvoice & purchase order automation

Connecting vendor documents to ServiceTitan workflows.

An automation project connecting vendor documents in Google Drive with AI data extraction, n8n workflows, and ServiceTitan UI automation to support invoice and purchase order processing.

  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.

Lunch-break reminders and revenue-per-worker dashboards are additional planned work for this project.

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
  • Caller asks about an outstanding balance
  • Voice agent confirms the account details it needs
  • Payment instructions sent by SMS and email

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 a 10-year background in QA, performance testing, and business automation.

I build practical solutions that connect AI, voice, messaging, documents, and business software. My work spans moving services, beauty-business CRM workflows, and HVAC back-office operations.

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
  • Vapi
  • Twilio
  • Google Workspace
  • APIs
  • Automations
  • and more

The tools follow the workflow.

FAQ

Questions business owners ask first.