SunnyvaleAutomation

Automation engineering · Sunnyvale, CA

Automation,
engineered to spec.

We map the process, prove the savings, then build the thing that runs it — from a nightly script to an AI agent driving a system that never had an API.

scoping output

$ sunnyvale scope --process "ap-invoice-intake"

Analyzing
6 steps / 3 systems
Manual effort
31 hrs per week
Automatable
27 hrs [ 87% ]
Approach
IDP + rules + exceptions
Build estimate
3 weeks

→ payback in 6 weeks

SEC. 01 — SYMPTOMS

You already know where the time goes.

  • Someone re-keys the same data into two systems every morning.

  • A spreadsheet runs a department, and one person understands it.

  • Month-end close is manual, late, and stressful every single month.

  • Staff log into six vendor portals because none of them have an API.

  • Invoices, claims, or contracts get read by a human, one page at a time.

  • Your best people spend their week on work a machine should be doing.

SEC. 02 — CAPABILITIES

Two tracks, equal weight.

Most of what saves money is unglamorous and has existed for twenty years. Most of what was impossible two years ago is now routine. We build both, and we're honest about which one your problem needs.

A

Automation that works today

Deterministic, auditable, and boring in the best way. Rules you can read.

  1. A.01

    Process & task automation

    • Excel & VBA rebuilt to run reliably
    • Python, PowerShell, and shell scripting
    • Batch jobs and scheduled runs
    • Report generation and distribution
  2. A.02

    RPA & UI automation

    • UiPath, Power Automate, Automation Anywhere
    • Desktop applications with no API
    • Deterministic Selenium and Playwright
    • Regression and QA test suites
  3. A.03

    Systems integration

    • REST layers over SOAP and legacy databases
    • EDI — X12, EDIFACT, AS2
    • iPaaS built properly, not sprawled
    • Database sync and reconciliation
  4. A.04

    Data engineering & reporting

    • ETL and ELT pipelines
    • Migration and cleanup
    • Warehouse and BI that ends the manual cycle
    • Automated data-quality checks
  5. A.05

    Internal tools & workflow

    • Retool, Power Apps, and custom internal apps
    • Approval routing and e-signature
    • Digital forms replacing paper and PDFs
    • ServiceNow, Jira, and Salesforce configuration
B

AI that works next

For judgment, language, and mess — where rules run out. Scoped and measured.

  1. B.01

    Agents for legacy applications

    • Wrappers around systems with no integration path
    • MCP servers exposing internal tools to Claude
    • Natural-language access to old data
    • Human approval on every write
  2. B.02

    Browser agents

    • Vendor and carrier portals behind logins
    • Government filings and license renewals
    • Lookups, downloads, and status checks
    • Agents that survive a layout change
  3. B.03

    Conversational & voice AI

    • Support and internal helpdesk chatbots
    • Voice agents for inbound calls
    • Scheduling and follow-up automation
    • Clean escalation to a person
  4. B.04

    Document intelligence

    • Invoices, POs, contracts, and claims
    • Forms and handwriting past plain OCR
    • Email and ticket triage and routing
    • Confidence scores with an exception queue
  5. B.05

    Copilots & retrieval

    • Assistants grounded in your own documents
    • Search across systems that don't talk
    • Evals so you know when it's wrong
    • Guardrails, logging, and audit trails

SEC. 03 — METHOD

Prove it small, then scale it.

Automation programs fail when they start big. Ours start with one process, one number, and a deadline.

  1. 01

    Scope

    We walk the process with the people who do it, time every step, and model what automation actually returns. You get the map whether or not you hire us.

    1 week

  2. 02

    Pilot

    One automation, built end to end and running in production against real volume. Measured against the baseline we recorded in scoping.

    2–4 weeks

  3. 03

    Scale

    Once the first one pays for itself, we expand into the processes next to it and reuse what we've already built.

    Ongoing

  4. 04

    Operate

    Automation breaks when systems change. We monitor, alert, and fix — so it keeps working after the invoice is paid.

    Retainer

principles
  • [ OK ] Start with the boring win. Credibility compounds.
  • [ OK ] Measure before and after, or it didn't happen.
  • [ OK ] Rules where rules work. Models only where they don't.
  • [ OK ] Every automation gets an owner, a log, and an alert.
  • [ OK ] You keep the source. No black boxes, no lock-in.

SEC. 04 — ENGAGEMENTS

Four ways to work with us.

E.01

Automation audit

We shadow the work, quantify the hours, and hand back a ranked roadmap with effort and payback on every line.

2 weeks · fixed fee

E.02

Build project

A defined automation delivered to a fixed scope, with acceptance criteria agreed before we write anything.

3–12 weeks · fixed scope

E.03

Managed operations

We run what we built — monitoring, exception handling, and repairs when the systems underneath you change.

Monthly retainer

E.04

Fractional team

Standing engineering capacity for companies with a backlog of automation and nobody in-house to build it.

Ongoing · monthly

SEC. 05 — FIRM

Two engineers, not a bench of juniors.

You work directly with the people who build your automation. Both of us came up building software in Silicon Valley, and we started Sunnyvale Automation because the tooling finally caught up with what mid-market operations teams actually need.

Evan Yan

Co-founder · Engineering

Spent his career building and shipping software in Silicon Valley before starting Sunnyvale Automation. Focuses on integration, data pipelines, and the systems work that makes automation hold up under real volume.

Yuxuan Shan

Co-founder · Engineering

Also came out of Silicon Valley engineering. Focuses on AI systems — agents, document intelligence, and the evaluation work that separates a demo from something you can put in front of a customer.

Bring us the process everyone complains about.

We'll tell you what it costs to automate and what it returns — before you commit to anything.