UpworkTop Rated· 17 of 18 five-star
Take repetitive work off your team's plate, with a person approving what matters.
I build custom AI automations for email, documents, client intake and reporting, connected to the tools you already use. Start with a free audit call: you leave knowing what is worth automating and what is not.
operation
Connects to the tools your team already runs
- n8n
- Airtable
- Claude
- Stripe
- Make
- Notion
- OpenAI
- Gmail
- Supabase
- Zapier
- HubSpot
- Slack
- Twilio
- Shopify
- Xero
- Google Drive
- Salesforce
- QuickBooks
- Gemini
- Calendly
How this starts
Three ways in, in the order most engagements actually go.
Most of the fifteen services in the full menu fall under one of these. Start wherever you actually are.
Solutions
Eight places a business loses hours — and what takes them back.
Each one is a defined system with a named approval point, not a vague promise to add AI. Pick the one that matches the work your team is stuck in.
Lead generation & outreach
Find, research and draft to the right accounts — with a person approving every message.
Document intake & extraction
Turn emailed PDFs, forms and invoices into structured records your systems accept.
RAG Knowledge Assistant for Business Documents
An AI assistant that answers from your own business documents, with the source shown.
CRM & client operations
Pipelines, follow-ups and client records that update because something happened.
Finance & back-office automation
Invoices, reconciliation and reporting handled in the background, with exceptions surfaced.
Dashboards & reporting
One live view of the operation, built on your data instead of exported into a slide.
Custom internal tools
Portals, admin panels and role-based apps built to fit how your team works.
Support inbox & voice agents
Triage, draft and route customer messages and calls, escalating the ones that need a person.
Why one system
Replace the stack, not just one task in it.
Most firms run client relationships, work tracking, team routing, and lead generation in four or five separate tools, each with its own login and its own bill. This is the alternative: one connected system, built around how your team already works.
One system, not a stack
Client relationships, assigned work, team routing and lead generation — built as one connected system instead of several subscriptions your team logs into, reconciles and pays for separately.
Agents that work around the clock
The system doesn't clock out. Routine work gets read, drafted or routed continuously — a person approves anything that actually leaves the building.
Fast to manage, easy to see
One dashboard for the whole operation, not five. Your team sees the same picture in the same place, instead of piecing it together across tools that don't talk to each other.
Built to replace cost, not add it
Scoped against what you're already paying across separate tools. The goal of building one system is fewer subscriptions at the end of it, not one more on top.
The platform
Not a mockup — the actual dashboards.
Two systems built on this approach, previewed as they really run. Sample data in both; the module structure and the interface are real.
Staff hours returned
412
this month
Median client response
1m 40s
was 8m 20s
Awaiting human review
23
items in queue
Qualified pipeline
$1.24M
open opportunities
- 09:41Needs review
Drafted reply to Vance Holdings
Inbox agent
- 09:38Held
Flagged a conflict on Meridian Foods
Intake agent
- 09:22Needs review
Assembled intake packet · Calloway
Document agent
- 09:15Automatic
Synced 62 records to the CRM
Integration runner
Atlas
AI Business OS
Monthly recurring revenue
$148.2k
across 62 accounts
Active accounts
62
8 in onboarding
Tasks due this week
94
11 overdue
Median account health
78
AI-scored, 0–100
- 71
Cedar Ridge Dental
Full service · $4,200/mo
- 88
Quinn Roofing
SEO + GBP · $2,850/mo
- 54
Summit HVAC
Full service · $5,100/mo
- 92
Harbor Point Law
Paid media · $3,400/mo
Found IT CRM
Shipped product for a marketing agency
No-code, low-code and code
Built in the lightest tool that does the job.
Most workflows belong in n8n, Make or Airtable, where your team can see and change them. Custom code is for what those do badly. Every tool below carries a label saying whether it appears in delivered work or is simply something the system can connect to.
In delivered work — appears in something that shippedCompatible — the system can connect to it; scoped per project, no track record claimed
No-code & low-code automation
Where most business workflows should be built first: fast to change, visible to your team, cheap to run.
- n8nIn delivered work
- MakeIn delivered work
- ZapierCompatible
- WebhooksIn delivered work
Databases & app builders
Where the data lives and where your team operates it, from a spreadsheet-friendly base to a proper application.
- AirtableIn delivered work
- NotionIn delivered work
- SupabaseIn delivered work
- PostgreSQLIn delivered work
- Google SheetsCompatible
- RetoolCompatible
- GlideCompatible
- WebflowCompatible
CRM & sales
Meeting your pipeline where it already lives.
- GoHighLevelIn delivered work
- HubSpotCompatible
- SalesforceCompatible
- ZohoCompatible
- CalendlyCompatible
Try it
Don't take a description on trust. Use the software.
Three of these run in your browser on invented data, and one is a live product. Each is labelled, so you always know which is which.
Watch an agent work
Step through a proposal, a meeting-to-CRM update and a lead-research run, node by node, with the approval point shown.
Interactive · sample data
Open the demoAtlas — the business OS
A multi-module dashboard: KPIs, tables, an assistant drawer and a workflow graph. Click through it as a user would.
Interactive · sample data
Open the demoFound IT CRM
A shipped internal CRM for a marketing agency, reproduced on invented data. Accounts, pipelines, messaging, roles.
Interactive · sample data
Open the demoTeagan AI
A live SaaS for special-education enrolment, with AI school matching. This one is real and running.
Live product
Open live product
Industries
Built around how each sector actually works.
Each sector below has its own systems, its own approval point and its own proof, rather than one pitch with the industry name swapped.
Law firms
Litigation, personal injury, and general practice
Marketing & creative agencies
Client services teams running delivery across many accounts
B2B SaaS teams
Product teams shipping to a date
Finance & accounting operations
Operations teams moving data between finance systems
Professional services & consultancies
Advisory firms, training businesses and operations-heavy teams
Selected work
Proof, not promises.
Production systems running real operations for firms and companies across legal, marketing and professional services. Where there's a measured result, it's on the card; where there isn't yet, it says so.
Verified client reviews
What clients wrote on Upwork.
Quoted exactly as written on Upwork, each against the contract it came from. Every review on the profile is open to inspection, including the one that is not a five.
- 31
- Contracts delivered
- 22
- Clients
- 18
- Client reviews
- 17 of 18
- Rated 5.0
- Upwork5.0
“I can't recommend this developer highly enough. He built the full TeaganAI platform — four complete dashboards, all delivered at launch with nothing deferred to later phases: 1 -School SaaS…”
Read the full review on Upwork - Upwork5.0
“He is absolutely wonderful! Very grateful to have worked with him. Umar is a 10/10.”
- Upwork5.0
“Umar was outstanding throughout the project. He quickly absorbed our requirements, built a clean, well-documented classification pipeline, and iterated on improvements without prompting. His code quality, attention to data hygiene,…”
Read the full review on Upwork - Upwork5.0
“Working with Umer has been an outstanding experience from start to finish. He played a critical role in getting TeaganAI ready for beta launch, tackling some of the most important…”
Read the full review on Upwork - Upwork5.0
“Umer went above and beyond to complete the task and was very helpful. He was always available to hop on a call and answer any questions, and we are delighted…”
Read the full review on Upwork - Upwork5.0
“Excellent Work!”
Engagement
Start free. Pay for a build you have already seen scoped.
Every one of them begins with the same call, and none of them start with an invoice you didn't expect.
Automation audit
Free
I map the repetitive processes across your team, and tell you which are worth automating, which aren't, and what each would take — at no cost, before anything is decided. You keep the map whether or not you build with me.
- Process + tooling walkthrough
- Ranked shortlist with effort and impact
- Free — no obligation to build
- Most common
First build
Fixed price per build, starting at $250
One workflow, scoped to a clear deliverable, built on production tooling and tested against your real data. You watch it run end-to-end before we talk about anything else.
- Starting at $250, scoped before anything is built
- Wired into your inbox and CRM
- Tested on your real, messy data
Ongoing partner
Hourly — $25/hr
For once systems are live: monitoring, tuning, and the next workflow when you're ready. This is the part most automation gets wrong — the months after launch.
- $25/hr, billed for the work actually done
- Fixes as edge cases surface
- Expand when it's earning its keep
Tested before it ships, not after. Every build runs against your real, messy data before it goes live. If it isn't accurate enough to trust, it doesn't ship — you're not paying for a system that quietly fails on the work that matters.
How I work
From repetitive process to running system.
A clear, low-risk path from the first call to a system that runs your operation — and keeps running.
- 1.
Discovery
We map the repetitive process you want gone — the triggers, the tools, the edge cases — and agree on what 'done' looks like.
- 2.
Design
I design the workflow and the AI's guardrails: what it reads, how it decides, and where a human stays in the loop.
- 3.
Build & test
I build it on production-grade tooling, wire it into your inbox and CRM, and test it against your real, messy data — not a happy-path demo.
- 4.
Run & refine
It goes live running your operation. I monitor, tune, and stay on for the months that follow — so it's still working later, not just at launch.
Resources
Useful whether or not you ever hire anyone.
Two self-serve tools that use your numbers, and short guides written from the work itself.
- Time & cost calculatorPut in your own numbers and see what a repetitive task costs per year. Nothing is assumed for you.
- Automation readiness checkEight yes/no questions about one process. You get a plain read on whether it is worth automating.
- Guide · 5 min readn8n, Make or Zapier: how to chooseA practical way to pick between the three, based on the job rather than the brand.
- Guide · 4 min readHow to pick your first automationFive questions that separate a good first build from an expensive distraction.
- Guide · 4 min readWhere to keep a person in the loopA simple rule for deciding what an automated system may do alone.
- Guide · 5 min readHow to hire an AI automation freelancer or agencyFive questions that separate a real build from a polished pitch — ask them before you sign anything.
- Guide · 5 min readWhat AI automation actually costsPublished rates for freelancers, agencies and custom builds, and why the range is so wide.
- Guide · 4 min readDoes your business need a RAG assistant?What a RAG assistant actually is, when it earns its cost, and the questions that tell you if your documents are ready for one.
Questions
The questions buyers actually ask.
Still unsure if your process is a fit? The fastest answer is a ten-minute call.
Yes. Systems run in your environment with your accounts and keys — your data isn't sold or used to train public models. I build to the access and retention rules your work requires, with human review where accuracy matters.
A short call to see if a process is worth automating. If it is, I scope a first build with a clear deliverable — usually one workflow you can watch run end-to-end before we expand.
Most engagements are fixed-price per build, starting at $250, or $25/hr for ongoing work. You'll know the number before we start — no surprise invoices.
That's the whole point of how I build. It's tested on your real, messy data before launch, with a human in the loop where it counts, and monitored after — so the failure cases are handled, not discovered in production.
Any business running into the same wall: too much repetitive, high-stakes work for the team carrying it. The pattern that qualifies a business isn't its industry — it's a team drowning in repetitive email, intake, document, or CRM work. So far that's included law firms, marketing agencies, accounting and finance operations, and professional-services firms; the case studies on this site skew legal because that's where the most contracts have landed to date, not because it's the only fit.
All three are real options, and sometimes they're the right one. No-code tools work until the logic gets complex enough that you're debugging someone else's automation builder instead of your own process. An in-house hire makes sense once there's enough recurring work to justify a full-time seat. A bigger agency buys you a bigger team, usually at the cost of an account manager standing between you and whoever is actually doing the work. What I offer is the case in between: a system built for exactly your process, by the person who built it and who stays accountable for it — without the overhead of a full-time hire or the distance of an account team.
Losing hours to work an AI system could handle?
Tell me about the process. I'll tell you straight whether it's worth automating — no pitch, no obligation.
- A straight read on whether it's worth automating
- No pitch, no obligation, no jargon
- Built for real data — accurate and secure
Or email directly · umar@omarai.org