For teams with one workflow worth automating, not a vague AI mandate.
The strongest first projects are usually specific, visible, and boring: the inbox, CRM, document, or ticket flow everyone already knows is costing time.
Current situation
A real process is slow or fragile
You can already name the manual step, the system it touches, and the team carrying the work.
What we help with
Workflow automation around your existing stack
We look for repeatable work with clear inputs, clear outputs, and a safe review point.
Common concern
Will this break when it meets production?
The build path includes logs, accuracy checks, a quiet trial run alongside your team, escalation, and human review where it matters.
Specific workflows we have shipped or could ship next.
Each one starts with the actual document, ticket, or email the team is touching today. Not a generic "automate your business" pitch.
Mortgage broker · 25 people
Document-to-CRM intake without re-keying
New-client packs arrive as PDFs, scanned IDs, and bank statements over email. Brokers were spending the first 40 minutes of every case re-typing it into the CRM and the lender portal.
What we'd ship
An intake pipeline that classifies inbound attachments, extracts the structured fields the CRM needs, flags anything ambiguous for a human, and produces a clean case record ready for the lender. The broker reviews, approves, and submits — no re-keying.
Timeline·Three weeks to first live case, four weeks to full rollout
B2B SaaS · 40 people
Support triage that routes before the human sees it
A growing SaaS team was drowning in a shared inbox. Tier-1 questions, billing tickets, and outage reports all looked the same on arrival. SLAs were slipping.
What we'd ship
A triage agent that reads inbound support email, drafts the answer for tier-1 patterns from the approved KB, routes billing to finance, and escalates anything matching outage or churn signals. Humans review the draft before it sends.
Timeline·Four weeks end-to-end, including a two-week trial run
Consultancy · 30 people
Inbox-to-task automation that respects judgment
Partners were buried under client emails. Important commitments were getting buried alongside calendar invites and CC noise. Project leads found out about new asks days late.
What we'd ship
An inbox watcher that identifies commitments, deadlines, and asks across nominated mailboxes, drafts a task in the project tool with the right owner and due date, and asks the partner to confirm. No silent task creation, no missed asks.
Timeline·Two weeks pilot, two weeks rollout to leadership
How the build runs
Trace the work. Automate the repeatable. Govern the rest.
We refuse to automate a workflow we have not watched a human run. The cost of getting that wrong is paid in customer trust.
Step 01Trace the work from request to outcome
We sit with the people running the workflow. We map happy path, exceptions, handoffs, and the places where the current process quietly papers over data quality.
Step 02Separate rules, judgment, and exceptions
Rules become deterministic code. Judgment becomes a tightly-scoped model call with grounding. Exceptions get a named human owner and a clear handoff.
Step 03Build the integration path around your stack
We integrate with what is already running — CRM, inbox, document store, ticketing, finance. We do not push a replatform unless your stack is the bottleneck.
Step 04Monitor before expanding scope
Every automation ships with logs, accuracy checks, and alerting. We run it quietly alongside the current process first, then live, then expand. No silent quality drift.
Who this is for
Operators with a specific bottleneck — not a generic AI mandate.
COO with CRM hygiene pain
Your CRM is the source of truth on paper. In practice, it is half-full, contradicts the spreadsheet, and the team has stopped trusting the pipeline number.
➢A pipeline review that takes three days every month
➢Sales ops asking for another hire
➢Reports that nobody quite believes
Head of ops with document load
PDFs, scans, and structured forms arrive faster than the team can process them. Re-keying is the actual job.
➢Backlog measured in days
➢Errors that surface downstream
➢Limited budget for headcount
Support lead with SLA pressure
Inbound volume is rising and the team is missing first-response SLAs. Hiring is slow and the wrong answer.
➢Tier-1 patterns repeating daily
➢A KB that is mostly correct, mostly
➢A board asking why CSAT is drifting
Common questions
How it behaves once real work hits it.
Start small, prove it, expand
Pick one workflow. We will tell you whether it is worth automating.
If the workflow is the wrong candidate, we will say so. The fastest way to lose trust is to automate something that should be redesigned instead.