Live Dashboards & Reports
Live KPIs, alerts, and weekly briefs - automatically pulled from your existing tools so you always know what's happening.
Work smarter. Win faster.
Drowning in spreadsheets and emails? It doesn't have to be that way! Eliminate manual work and stand out from the crowd.
Let's map your AI opportunities
We'll reach out within 24 hours to schedule a short call. After learning about your business, we'll deliver a tailored AI Opportunity Map with clear next steps and pricing.
We'll reach out within 24 hours to schedule your AI opportunity map session.
Live KPIs, alerts, and weekly briefs - automatically pulled from your existing tools so you always know what's happening.
Follow-ups, quotes, approvals, and manual data entry handled 24/7 - without you lifting a finger.
Tasks, scheduling, and client status - one live view instead of five scattered apps.
Inbox triage, research, and draft replies - done the way you would, automatically.
Which of these would move the needle most in your business?
Inventory, staff, marketing, and reporting across locations.
Quotes, production, costs, and profitability in one live view.
Scheduling, inventory, guest follow-up, and labor - automated.
Research, delivery, client reporting, and capacity planning.
Intake, scheduling, invoicing, and technician coordination.
Project tracking, client portals, and recurring reporting.
Don't see your industry? We build exactly what you need.
Tyler has 13 years in the technology industry, including Silicon Valley. He's led customer teams delivering AI, cloud, automation, and analytics solutions. Graduated Summa Cum Laude from DePaul University; M.B.A. from the University of Louisville.
Lisa holds an M.S. in Project Management from Villanova University. She has led customer success and PM teams, managed 250+ high-value client accounts, and implemented CRM and automation platforms across technology and enterprise environments.
We'll analyze your business and deliver a one-page map showing:
We'll reach out within 24 hours to schedule your AI opportunity map session.
We are a boutique American team by design. You work with people close enough to understand the business, senior enough to make strong technical decisions, and focused enough to care about the details.
That matters because custom AI systems are not one-size-fits-all. They require trust, context, iteration, and a team that treats the project like it matters.
Live visibility. Automations that run themselves.
A real competitive edge.
Main Forge AI is a custom AI automation agency that builds systems connecting the software your business already uses. We integrate with hundreds of tools across every business category — no need to switch platforms or replace what works.
We build AI automations and custom dashboards that connect directly to QuickBooks Online, QuickBooks Desktop, and FreshBooks. Whether you need automated financial reporting, invoice reconciliation, expense tracking, or cash flow alerts, we connect these accounting platforms to your custom system and surface the numbers you actually need, automatically.
Our systems integrate with HubSpot, Salesforce, Pipedrive, and Zoho CRM to automate lead routing, follow-up sequences, pipeline reporting, and contact enrichment. We build custom AI sales assistants, deal-tracking command centers, and automated outreach workflows on top of the CRM you already use — without replacing it.
We connect with Toast, Square, Clover, Micros, and Aloha POS systems to build live revenue dashboards, automated shift reports, inventory alerts, and customer loyalty automations for restaurants, cafes, bars, and retail operations. ServiceTitan integrations are available for trades and field service businesses.
We integrate with Mailchimp, ActiveCampaign, Klaviyo, Constant Contact, and Brevo to build automated email workflows, customer segmentation pipelines, and campaign performance dashboards. Our AI systems can trigger personalized email sequences based on CRM signals, POS purchases, or form submissions.
Our custom systems connect with Calendly and Cal.com to automate appointment reminders, intake workflows, no-show follow-up, and booking analytics. Scheduling integrations can be combined with CRM updates, SMS notifications, and invoice generation.
We build command centers and automation pipelines that connect with Asana, Monday.com, ClickUp, Trello, Jira, Smartsheet, and Todoist. Whether you need automated task creation from form submissions, deadline tracking dashboards, or cross-team status reports, we integrate with the project management tool your team already uses.
Our AI systems post alerts, summaries, and automated reports directly to Slack and Microsoft Teams channels. We build Zoom meeting summarization workflows, automated follow-up drafts, and AI notetaking pipelines using tools like Fathom and Granola.
We connect Jotform, Typeform, and Google Forms to automated pipelines that route submissions to CRMs, trigger email sequences, notify team members in Slack, create tasks in project management tools, and update dashboards in real time — turning form fills into end-to-end automated workflows.
We build on top of and alongside Zapier, Make (formerly Integromat), n8n, and IFTTT — or replace them entirely with custom AI logic when their limitations get in the way. Unlike Zapier, our custom AI systems can reason over data, handle exceptions, and make decisions that rule-based automation cannot.
We integrate with Airtable, Notion, Supabase, Google Sheets, Microsoft Excel, and Microsoft Access to build live data pipelines, automated reporting, and AI-powered analysis on top of the data your business already collects. Replace the Sunday spreadsheet with a system that updates itself.
Our systems connect with RingCentral, Grasshopper, Google Voice, OpenPhone, Dialpad, Vonage, and Aircall for phone call logging, AI-powered call summaries, and lead routing. For SMS automation, we integrate with Twilio, SimpleTexting, SlickText, EZTexting, and Attentive to power appointment reminders, review requests, follow-up campaigns, and two-way text workflows. Sales calling integrations include Aircall, JustCall, Orum, and Kixie.
We build automated review request workflows and reputation dashboards connecting Podium, Birdeye, NiceJob, Trustpilot, and Google Business Profile. Our AI systems can trigger review requests after service completion, monitor incoming reviews, and route negative feedback for immediate follow-up.
Our custom AI systems are built using the latest AI models and platforms including OpenAI (ChatGPT), Anthropic (Claude), Google (Gemini), and xAI (Grok). We also integrate with developer infrastructure like Vercel and Cloudflare, and ad platforms like Meta Business Manager for campaign reporting and automation.
We build systems that connect with Instantly.ai and Wiza to automate lead enrichment, outreach sequencing, and CRM sync for small business sales teams running structured outbound programs.
An AI automation agency designs, builds, and delivers custom AI-powered systems for businesses — handling everything from scoping to launch. Unlike hiring a freelancer (who executes what you specify) or using off-the-shelf tools (which require you to configure and manage them), an AI automation agency like Main Forge AI starts by learning how your business actually works, then engineers a custom solution, builds it, and hands it off. We are a done-for-you AI agency focused on US small business operators who want AI without the complexity, cost, or timeline of a traditional software agency.
The reviews are in.
Tyler and Lisa took the time to deeply understand our methodology and built a solution that genuinely amplified it. Working with them felt different from the start.
Main Forge turned LDPEC's bylaws, role guidance, committee workflows, and institutional history into one clear board system, reducing onboarding friction and helping members work with confidence from day one.
Read Fadi's full review
As the founder of SalesFormula.io, where we help fast-growth technology companies build predictable, high-velocity B2B customer acquisition systems, I've worked with a lot of vendors.
I've known Tyler for five years and worked with him across a wide variety of projects. His strategic and technical ability is unmatched. Working with Tyler and Lisa felt different from the start. They're not just vendors. They took the time to deeply understand our methodology and then built a solution that amplified it.
Strongly recommend to other founders and business owners!
Read Logan's full review
As Board Chair of the LDPEC, I carry the responsibility of ensuring our board operates with clarity, accountability, and strategic alignment. Like many governing boards, we faced ongoing challenges: scattered documentation, inconsistent onboarding, loss of institutional knowledge during member transitions, and difficulty translating complex bylaws into clear, actionable guidance for each role.
Main Forge AI delivered a transformative solution. They built a custom-branded, full-featured board app that consolidates everything we need into one intelligent platform. The app intelligently interprets our complete set of bylaws and presents them in clear, role-specific language for every board position.
Each committee has its own dedicated workspace equipped with tailored tools. A sophisticated hierarchical task system with formal acceptance workflows ensures accountability and smooth coordination between the Chair and committee members. Perhaps most valuable is the complete historical record of every action taken. New members can instantly review exactly what their predecessors did, preserving continuity and accelerating effectiveness.
The AI-powered bylaws chat has become an indispensable daily resource. Any question about National, State, or Local rules, financial requirements, or governance procedures is answered instantly and accurately.
Working with Lisa and the Main Forge AI team was an outstanding experience. Lisa served as the project lead and demonstrated exceptional understanding of board governance challenges. She listened carefully, asked insightful questions, and delivered a solution that feels custom-built for our needs.
I wholeheartedly recommend Main Forge AI to any board seeking to modernize its governance infrastructure, strengthen member performance, and achieve greater strategic impact.