Patwon implements AI automation for small businesses: document drafting, intake and quoting, inbox triage, meeting notes, and reporting, configured inside Microsoft 365, Google Workspace, your CRM, and your accounting stack. Every workflow is tested on your real data, documented, and handed over so your team owns it.
We take the two or three tasks rated highest in your readiness assessment, agree on what "done" looks like, and get the right access to your systems.
Prompts, templates, connectors, and automations built in your environment and run against your actual quotes, emails, and reports until the output is right.
A short written guide per workflow, a session with the people who'll use it, and the one-page policy on what stays out of public AI tools.
Thirty days of fixes are included. Businesses that want someone on call after that move to the fractional advisor retainer.
Quote drafts from inbound emails and your price list. Intake forms that summarize and route requests. Inbox triage that drafts replies for approval. Meeting recordings turned into notes, action items, and follow-ups. Contract and document review that flags the clause that changed. Weekly reports assembled from QuickBooks, your job system, or your CRM. Standard operating procedures written from a walkthrough. If it's repetitive and lives in software, it's a candidate.
We don't build chatbots for the sake of it, and we won't automate a task that needs you in the room. Start with the free assessment and we'll tell you which is which.
The one your staff are probably already using on their phones. We move your business onto a Team or Business plan so your data isn't used for training, build the custom GPTs and projects your roles actually need, and write the one-page policy on what stays out of it.
Our first pick for long documents, contracts, proposals, and anything where the writing has to be right. Claude for Work handles a 60-page RFP or a year of email threads without losing the plot, and it is the tool we reach for first when the answer has to be accurate.
If you live in Outlook, Word, Excel, and Teams, Copilot is already sitting in your Microsoft 365 license. We switch on what's worth using, set up agents for your recurring tasks, and skip the rest.
For Google Workspace shops: Gemini in Gmail, Docs, Sheets and Meet, plus the automations that tie them together. Same approach: the two or three uses that pay, configured and handed over.
We don't resell any of them and don't take commissions. If you've already picked one, we work in it. If you haven't, the free readiness assessment tells you which fits your business and why. Read our plain-English guide to ChatGPT and Claude for small business.
Before consulting, the founder spent years training AI systems for leading frontier AI labs: teaching models what good output looks like, where they fail, and how they behave on real work. That vantage point is rare among AI consultants, most of whom learned the tools from the same vendor demos you've already seen. It means we know what these systems are reliably good at, what they only look good at, and how to tell the difference before you've spent money on it.
We work in the tools you already run, we don't take commissions on anything we recommend, and the first consultation is free. More about Patwon.
Microsoft 365 (Copilot, Power Automate), Google Workspace (Gemini, Apps Script), ChatGPT and Claude business plans, Zapier and Make, and the AI features in common CRMs, practice-management, and accounting tools such as QuickBooks. If you run something unusual, ask; we'll tell you quickly whether it's workable.
Usually not. Most small businesses already pay for tools with AI built in. We recommend a new subscription only when it clearly pays for itself, and we take no commission on it.
You do. Everything is built in your accounts, documented in plain language, and handed over. Nothing depends on us staying involved.
It is scoped and quoted in writing after the free readiness assessment, based on the number of workflows and the systems involved. You will know the number before any work starts.