01
Email & communication agents
Turn incoming messages into organized, actionable work. Route requests, extract key information and prepare context-aware replies for your team to approve.
- Inbox triage
- Reply drafting
- Follow-up workflows
AI CONSULTING & AUTOMATION · BUILT FOR BUSINESS
Your business.
Connected.
Working smarter.
Custom AI agents and automated workflows, built around the way your company works. Connect your inbox, CRM and operations—and give your team time back.
Designed around your processesBuilt with human oversight
ONE CONNECTED WORKFLOWEXAMPLE
01 / INTAKEA new client inquiry arrivesEmail · Contact form · CRM
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02 / UNDERSTAND & PREPAREYour custom AI agent
Reads context. Organizes information.
Prepares the next best action.
Human approval where it matters
CRM updatedInformation in sync
Reply preparedReady for review
YOUR TOOLS. YOUR RULES. A CLEARER WAY TO WORK.
Built to connect the tools you rely onEmail & calendarsCRM & salesFinance operationsCompany knowledge
WHAT WE BUILD
Less busywork.
More business.
Practical automation for the work that happens every day. Each solution is scoped to your systems, permissions and business priorities.
02
CRM & sales operations
Keep your pipeline connected to the conversations behind it. Capture inquiries, enrich authorized records and trigger timely handoffs without repetitive data entry.
- Lead capture
- CRM synchronization
- Sales handoffs
03
Finance & banking workflows
Connect authorized financial data to your operating processes. Organize invoices, prepare reconciliation suggestions and route payment requests to designated approvers.
- Invoice processing
- Reporting
- Approval routing
04
Business process automation
Replace fragmented, manual steps with clear workflows across departments. Coordinate onboarding, document collection, task assignments and operational reporting.
- Client onboarding
- Document workflows
- Internal operations
05
Custom AI agents & knowledge
Give your team a practical assistant grounded in approved company information. Define what it can access, what it can do and when it must ask a person.
- Internal assistants
- Knowledge retrieval
- Tool integrations
06
AI strategy & implementation
Start with the business process, not the technology. We assess opportunities, design your architecture and deliver a scoped implementation with documentation and training.
- Workflow audit
- Solution design
- Team enablement
Financial workflows support your internal operations. We do not provide banking, custody, investment, accounting or legal services. Financial actions require authorized access and agreed approval controls.
FROM IDEA TO EVERYDAY USE
A clear process.
A system that fits.
Understand
We map your current workflow, tools and pain points, then identify a focused starting point.
Design
We define the scope, data access, approval rules and acceptance criteria before implementation.
Build & test
We connect your systems, configure the agent and test realistic scenarios with your team.
Launch & support
We document the setup, train your users and agree on monitoring, maintenance and next steps.
YOUR OPERATIONS, THOUGHTFULLY CONNECTED
AI should fit
your company.
Not the other way around.
Hanna Vince Technology is the AI consulting and automation service of HANNA VINCE LLC, a New Mexico company serving US businesses.
We help companies turn repetitive administrative work into connected processes. From a single inbox workflow to coordinated agents across your CRM and internal systems, our focus is practical implementation.
Engagements are tailored to your requirements. Deliverables, fees, timing, third-party subscriptions and support are defined in a written proposal—so your team knows what is being built and how it will operate.
Tell us what you want to improveA FEW THINGS TO KNOW
Before we get started.
Can you work with our existing tools?+
We assess your current software and its available APIs, permissions and integration options. Compatibility and any required subscriptions are confirmed during scoping.
How much does a project cost?+
Pricing depends on the workflows, integrations and support required. We provide a project-specific proposal. There is no payment or automatic subscription through this website.
Will AI act without our approval?+
We define this with you. Sensitive actions, external messages and financial workflows can require human approval. We document agent permissions and escalation rules before launch.
Who owns the accounts and data?+
Clients retain control of their source data and business accounts. Deliverable ownership, licenses, credentials and handover arrangements are set out in the signed agreement.
Do you provide ongoing support?+
Monitoring, maintenance and improvements can be included in a separate support scope. Coverage, response arrangements and third-party costs are agreed in writing.
LET’S BUILD SOMETHING USEFUL