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Automation services and custom builds

Get your week back from repetitive admin.

We help local businesses stop doing the same admin work by hand: quote follow-ups that go out once you approve them, job notes that turn into tasks, and a Monday numbers report that's already done. We also build custom apps, dashboards and small devices.

Start with a two-week Workflow X-Ray. We map where your hours go, build one working automation and check it after 30 days with a report on what ran. Prices start at $350, and the first step is a free 20-minute conversation.

For owner-run businesses with 5 to 50 people in Ventura County.

Where the hours go

Sample · fictional business
Logging requests from calls, texts and email9.0 h
Building monthly owner reports9.0 h
Chasing vendors for updates5.0 h
Updating customers on status4.7 h
First automation saves≈ 6.3 h/month
Hours per month from a sample X-Ray of a fictional property manager. Your numbers come from your own walkthrough and time log.
What we automate

Common first automations

Small, specific jobs that eat hours every week. Each would be built in tools you already pay for where possible, and anything that reaches a customer waits for your OK.

Illustrative possibilities, not client projects. What fits your business comes from your own walkthrough and numbers.

Quote follow-ups

Before: by hand

  1. ManualYou write and send the quote
  2. WaitingA week goes by with no reply
  3. Dropped handoffNobody remembers to follow up

After: automated, with your approval

  1. ManualYou send the quote
  2. AutomatedOn day 3, a friendly follow-up is drafted
  3. You approveYou approve it, edit it or skip it
  4. AutomatedIt's sent from your email and filed with the quote

Activity log · sampleDay 3 · 9:02 drafted · 9:40 approved by you · 9:41 sent

Job notes to tasks

Before: by hand

  1. ManualNotes stay in texts, photos and memory
  2. WaitingThe office waits for a call back
  3. Dropped handoffA detail gets lost before it becomes a task

After: automated, with your approval

  1. ManualThe crew says what happened on the drive back
  2. AutomatedThe voice note becomes a draft task list
  3. You approveThe office checks the list
  4. AutomatedThe tasks are added to your job list

Activity log · sample4:12 note received · 4:13 three tasks drafted · 4:30 checked · 4:31 added

The Monday numbers

Before: by hand

  1. ManualSomeone copies numbers from three tools into a spreadsheet
  2. WaitingThe report waits until someone has a free hour
  3. Dropped handoffIn a busy week, it never reaches the owner

After: automated, with your approval

  1. AutomatedEarly Monday, the numbers are pulled from your tools
  2. AutomatedA one-page report is built
  3. You approveYou check it before it's shared
  4. AutomatedIt goes to the people you choose

Activity log · sampleMon 6:00 numbers pulled · 6:02 report built · 7:45 checked by you · 7:46 sent

Illustrative, not client projects. Times and steps are sample.

Quote follow-ups

BeforeQuotes go out and nobody follows up.AfterA friendly follow-up could be drafted on day three, ready for you to approve.

Job notes to tasks

BeforeNotes live in texts, photos and memory.AfterSay it on the drive back, and it could reach the office as a clean task list.

Customer requests

BeforeRequests arrive by phone, text and email, then get retyped.AfterOne simple form could log every request and draft a reply for you to approve.

The Monday numbers

BeforeSomeone rebuilds the weekly report by hand.AfterIt could be waiting in your inbox on Monday morning.

Reminders and reviews

BeforeNo-shows, and review requests that never get sent.AfterReminders and review requests could be queued on schedule, ready for you to approve.

Inbox triage

BeforeThe inbox runs your morning.AfterMessages could be sorted and replies drafted for you to approve.
How it works

Start with a Workflow X-Ray.

A fixed-price, two-week look at where your week goes, with one working automation at the end, not a slide deck.

AI can draft a reply. In the fictional Oakline demo, an email and a text might describe the same leak; we work with your team to decide when to link messages like these, test that rule in your tools, and check whether fewer jobs get opened twice.

STEP 1

Map

A 60-minute walkthrough of real work, plus a few days of simple time tracking, shows exactly where the hours go.

STEP 2

Automate

You pick one high-value task from a ranked plan. We build it in the tools you already use, and it runs only with your approval.

STEP 3

Check

After 30 days, a short report shows what the automation did, the time it saved, and anything that went wrong.

Two weeks start to finish About two hours of your time Fixed price, half at signing

What you get

  • A one-page map of how the work flows today
  • A time ledger of the hours spent on repetitive work
  • A ranked plan of automation opportunities, with estimated hours saved each month
  • One working automation, set up in your own accounts
  • A 30-day report on what ran, and a clear next step

What it takes from you

  • A short intake questionnaire
  • A 60-minute walkthrough with the people who do the work
  • Read-only access to the tools involved
  • A 30-minute plan review and a 30-minute check-in a month later
Services

Simple, fixed prices from $350.

Automation build

Fixed quote

A bigger multi-step workflow in your tools, with approval steps, testing, staff training and 30 days of fixes.

Care plan

Month to month

Monitoring, a monthly report of what each automation did, fixes, and one small improvement a month.

Workshop

Per session

90 minutes for your team or association: find where the hours go, see live demos, and learn the safety rules.

Custom builds

Quoted per project

Apps, dashboards and devices built to order, in your accounts, with a handover guide. The first step is the same free 20-minute conversation.

See what we've built

Founding clients: the first three X-Rays get a reduced price, in exchange for a short case study published only with your written approval.

Our own projects

What we've built

Besides automation, we build apps, dashboards and small devices. These are ones we built for our own projects, not client work.

See every build and try the demos

Where the method comes from

A decade across digital health and operations

Our founder, Henry Braden Fisk, has spent a decade across digital health, business performance and operational excellence roles at a large company, including continuous improvement and change management work. The examples below are generalized.

Operational excellence

Supported transformation initiatives through implementation and sustainment gates, facilitated working sessions, and improved analytics, communications, process guidance, and repository practices.

Facilitated analytics and recurring governance for a prioritized operations initiative portfolio, helping leaders and initiative owners maintain visibility and operating cadence.

Your versionClear owners and a short, regular check-in for the work that keeps slipping.

Continuous improvement

Developed a productivity maturity assessment plus playbooks, finance guidance, training, and enablement resources.

Your versionA quick scorecard of how your work runs today, and a short playbook for the next fix.

Change management

Supported phased multi-location expansion of a manufacturing analytics capability, coordinating business participation, feedback, and recurring review use.

Your versionA new tool rolled out one step at a time, with training and a check that people use it.

Supporting examples

Modernizing recurring reporting

Led the modernization of recurring performance reporting: gathered requirements, consolidated sources under clear rules, automated the build, added controls and training, and delivered decision-ready views. It was implemented and kept running.

Your versionThe weekly numbers someone rebuilds by hand every Monday.

A recurring governance rhythm

Led defined governance and analytics for an operations-wide productivity process, sustaining a recurring cadence and alignment across business and finance partners.

Your versionA 30-minute weekly review built around the three numbers that matter.

Trying new technology responsibly

Evaluated emerging technologies, translated business needs into use cases, developed business-model analyses, and contributed to a repeatable approach for preparing pilot proposals.

Your versionTest one AI tool on one real task before paying for a year of it.

Safety first

What if the AI gets it wrong? You approve first.

Nothing reaches a customer without your OK

Every automation that sends a message, changes a customer record or touches money waits for a person you name.

Your accounts stay yours

Everything is built inside the tools you own. You pay for any subscription directly, and you keep it all.

Least access, for the shortest time

Read-only where possible, through user invitations rather than shared passwords. All access is removed when we finish.

Every run is logged

You can see what each automation did, and pause it in one step. A written data-handling policy is part of every agreement.

Who it's for

Owner-run businesses where the admin never ends.

If your week disappears into follow-ups, quotes, scheduling, data entry or reports, and you'd rather spend it on the work itself, an X-Ray is built for you.

Trades and home services Property management Accounting, insurance and real estate offices Salons, studios and appointment businesses Retail and food service
About

Meet the founder

Henry Braden Fisk has spent ten years in business performance, operations and digital health, building the operating cadences, KPI reporting and process automation that connect decisions to the work people actually do. Braden studied biomedical engineering at Cal Poly San Luis Obispo.

In spare time, Braden builds practical systems: voice capture that turns spoken notes into tasks, dashboards, and woodworking and low-voltage electronics projects. FiskWise brings that approach to local businesses: measure first, automate carefully, and check the results.

Questions

Frequently asked

Do I need to buy new software?

Usually not. Automations are built in the tools you already pay for. If a new tool would help, you'll know the monthly cost before anything is bought, and it's bought in your name.

What if an automation makes a mistake?

Anything that reaches a customer or touches money waits for your approval, so you see it before it goes out. Every run is logged, and each automation can be paused in one step.

Who owns what you build?

You do. It lives in your accounts, and you get a one-page guide explaining what it does and how to pause it.

Can you build an app or a device?

Yes. We build custom apps, dashboards and small devices, such as a status screen for a shop wall. Each build is scoped and quoted after a free conversation, and it usually starts with a prototype you can try. Devices are built for your business's own use. We don't take on builds that handle health records, card payments or client funds.

How much of my time does an X-Ray take?

About two hours over two weeks: a 60-minute walkthrough, a 30-minute plan review, and a 30-minute check-in a month later, plus a short questionnaire.

Do you work on site?

Yes. The walkthrough happens where the work happens, anywhere in Ventura County. Follow-ups can be remote.

Let's talk

Where does your week go?

A free, 20-minute conversation. No pitch: just an honest look at where the hours go and whether an X-Ray would pay for itself, or what a custom build would involve.