AI systems for owner-run companies
Orders, inspection reports, repair quotes, vendor invoices. If someone in your office copies information from one place into another, I build an AI system that does it for them. It stages the work, flags anything it isn't sure of, and a person approves it before it goes anywhere. It goes live in about 30 days, and we measure the time it takes before and after.
Each one has a working demo on sample data you can click through yourself, and a page with the details.
Fire protection inspection
Your technician types quick notes at the building. The system writes the inspection report, writes up each deficiency for the customer, prices the repairs from your price book, and gets the city filing ready with its deadline.
Say your techs finish 25 inspections a week and the office spends 40 minutes on each one. That's more than 16 hours a week of typing.
Industrial distributors
When a PO arrives by email or PDF, the system reads it, matches it to your items and contract prices, and stages a draft order. Anything that doesn't match gets flagged, and your team approves instead of typing line by line.
Say your team gets 150 emailed orders a day at 6 minutes each. That's 15 hours of typing every day, about two full-time people.
Any office job with clear rules that someone still does by hand. These come up with almost every owner I've worked with.
A daily list of the open quotes worth chasing, with the follow-up already drafted.
Invoices checked against purchase orders and receipts, with only the mismatches sent to a person.
Margin by customer, job and product, pulled from data your systems already hold and in front of you every morning.
Different industries, same kind of job: take information people retype by hand, get it into the system correctly, and measure the result.
Laboratory systems · U.S. Air Force hospitals
I ran the laboratory information systems at both hospitals. Every result had to reach the right patient's record, so the systems had to check their own accuracy before anything moved. Everything I build works the same way: anything it isn't sure of stops for a person.
Enterprise AI program · my full-time role
When I took it over, 2 people a week were using it. The tool didn't know how the business worked, and the agents were wrong often enough that nobody trusted them. I fixed those causes first: taught the system the company's data, org structure and vocabulary, and rebuilt the most-used agents. Then I trained people one on one and built a champion network that meets weekly. I now build and run the company's production agents across sales, trust and safety, and customer success.
Operations platform · owner-run brokerage
The brokerage ran hundreds of open deals on spreadsheets, email threads and manual status tracking, and deals got lost. I designed and built one system for all of it: listing intake, state-by-state compliance tracking, task assignment, payments and e-signatures, and revenue reporting.
Research and outreach pipeline · 12 B2B clients
Through my own agency, I built a pipeline on each client's own systems that researched every prospect and drafted a personal first line, subject and email. It connected to their CRM and data tools, and I ran the email infrastructure behind it.
About 30 days from your real paperwork to live, measured before and after, so the decision about what comes next is based on your own numbers.
Orders, inspection notes, invoices: whatever your team retypes, with the customer details blacked out. I build around what you actually get.
Before I build anything, we measure the minutes each one takes and how often mistakes slip through.
The system does the work and stages it. Your team checks and approves every item while we tune it.
Same measurement, new system. If the savings are worth it, I stay on to run it and we pick the next job.
Nothing goes to a customer, a city or into your books without a person signing off until you decide it should.
If the numbers hold up, I stay on to run the system and adjust it as your business changes. Once the first job runs smoothly, we pick the next one together. I work with a small number of companies for the long term.
I'm Dan Wilson. Building AI agents is my full-time work. I run the AI program for a large company's sales organization: I build the agents, teach people to use them, and show leadership what they return. Before that, I ran my own automation practice for two years.
I spent 14 years as a U.S. Air Force officer, leading laboratory operations across four bases with teams of up to 90 people. I also ran the lab systems at two of the Air Force's largest hospitals, moving more than 742,000 test results a year into the patient record. That's where I learned to build systems that check their own accuracy.
I'm also a small business owner. I've invested in real estate for more than 12 years and manage about two dozen rentals myself, with an AI system I built handling a lot of the office work. I know what it's like when every hour of paperwork comes out of your own week.
No. What I build is for the office: the paperwork between the work getting done and the customer getting the report, the quote or the invoice. If you want help on the sales side too, like following up on open quotes, we can cover it on the same call.
Usually. Most ERPs, field service and inspection apps, and accounting systems take data in through an API or a file import, and the approved work goes in that way. If your software already covers part of the job, I'll say so on the first call and only build what's still done by hand.
It's read by commercial AI models, sent only to providers whose business terms don't allow training on your data. The system runs on its own server for your company, so your data never sits alongside anyone else's. I'll sign an NDA if you want one.
Anything it isn't sure of gets flagged: a price that doesn't match, a part it doesn't know, a note it can't read. A person approves every item, and nothing goes out without that approval until you decide otherwise.
No. Customers keep sending what they send now, and techs keep typing or dictating their notes the way they do today. The office just stops retyping.
No. I build it for your company, run it, and keep adjusting it. You're not learning a new tool; your team approves the work where they already do it.
Tell me what the job is and roughly how many come through a day or a week. I'll tell you whether it's a fit and what a pilot would look like. Every message comes straight to me, and I answer them myself.
Prefer email? dan@bedrockprocess.com
