AI implementation & automation specialist who builds the systems businesses run on — AI voice agents, document-analysis tools, CRM automations, and the integrations that tie them together.
I take a real business process, find where AI and automation actually help, then build, test, and deploy the system and get the team using it. I bridge the business side and the technical side.
Inbound and outbound phone agents with custom voices that answer every call in the caller's language, book appointments, transfer to a live person when needed, and send every detail straight to the CRM, calendar, or owner's phone.
Tools that read bank statements, tax returns, P&Ls, and debt schedules, flag risks and missing documents, and turn manual file review into a structured summary in minutes.
I connect the tools a business already uses — CRMs, phone systems, forms, and spreadsheets — through APIs and webhooks in GoHighLevel, Make, Zapier, and Twilio, so data moves without anyone copying it by hand.
Automated qualification, scoring, routing, and follow-up, so the right lead reaches the right person fast and dormant leads get a second look instead of going cold.
Knowledge-base assistants built on approved SOPs, policies, and training material, so employees get accurate, source-linked answers instead of hunting through folders or interrupting a manager.
Discovery, process mapping, configuration, testing, and training. With a background in finance and operations, I start with how the business actually works, not with the tool.
Good AI systems start with the workflow, not the model. Every build follows the same path from understanding the problem to a team that actually uses the result.
Sit with the people who do the work, find the repetitive steps, bottlenecks, and handoffs, and decide where AI helps and where it doesn't.
Choose the tools, define the data flow and integrations, set the rules the AI must follow, and agree on what a good output looks like.
Build the agents and workflows, then test against real scenarios and edge cases until the output is consistent and accurate.
Roll it out, train the team, document how it works, and keep refining as real usage shows what to improve.
AI automation systems, voice agents, websites, landing pages, and email templates — each built around a real business need.
Hiring for an AI implementation, automation, or solutions role? Have a process that should be automated? I'd love to hear from you.
✉ stecarlsonr@gmail.com in linkedin.com/in/steven-r-carlson