Automate critical workflows

Focus on growing your business.

End-to-end automation across Sales, Support, Finance and Operations.

Automation examples

See what's possible

Real scenarios we’ve automated for teams like yours

Sales
CRM
Lead Intake & Enrichment
INPUTS
Lead Form / Email
AUTO
Enrich
Route
CRM
RESULT
Support
AI
Support Triage
INPUTS
Ticket / Email
AUTO
Analyze
Tag
Draft
RESULT
Finance
OPS
Invoice Processing
INPUTS
Accounting / API
AUTO
Extract
Match
ERP
RESULT
Growth
Email
Sales Follow-up
INPUTS
CRM / Phone
AUTO
Summarize
Task
Email
RESULT
HR
Hiring
 Recruiting Screening
INPUTS
API / Indeed
AUTO
Screen
Score
Schedule
RESULT
Internal
docs
Knowledge Base Bot
INPUTS
Sharepoint / Posts
AUTO
Search
Synthesize
Answer
RESULT

How we work

A process built for results

We set clear checkpoints, keep you in the loop, and skip the buzzwords. Here’s how we make it real.

Step 01
Discovery & Success Criteria

We look at how you work now, spot what slows you down, and agree on how we’ll measure wins.

Step 02
Map Workflows + Data Access

We lay out every step, find what’s slowing you down, and figure out which data and systems should talk to each other. No surprises later.

Step 03
Build + Test + Security Review

We build step by step, test as we go, and check security along the way. You see weekly progress and weigh in early.

Step 04
Launch + Monitor + Iterate

Launch with confidence. We track how things run, fix problems fast, and improve using real results.

Industries

Built for your industry

We fit your data rules and industry requirements

PROOF & CREDIBILITY

Proven results

Proof from real projects. We judge success by what you achieve, not how busy we are.

01
Revenue Operations Automation

FINTECH

Case study
FINTECH
52%

lead

conversion

Automated scoring and handoff.

Problem
Sales spent time on bad leads and copied data by hand between marketing and your CRM.
Approach:
Set up automated lead ranking, data updates, and who-gets-which-lead rules.
Outcome:
Clearer sales view, smoother team handoffs, and more good leads turning into real deals.
02
Customer Support AI Agent

PROPTECH

Case study
PROPTECH
39%

faster
resolution

AI that sorts incoming requests and routes each one to the right place — automatically.

Problem
Support sorted every ticket by hand and typed the same answers over and over.
Approach:
Set up AI to sort tickets, pull answers from your knowledge base, and send each issue to the right person.
Outcome:
Customers heard back much faster, and support agents finally had time to focus on tough, high-impact issues instead of repetitive questions.
03
Automating Price Update Process

CPG

Case study
CPG
75

hours per
month

Price change detection and updating.

Problem
Highly paid salespeople were spending significant time updating wholesale pricing information in client portals.
Approach:
Built AI agents to determine when prices changed and automatically updated pricing information in gustomer portals.
Outcome:
The 15 salespeople each saved over 5 hours each month allowing them to refocus on growing their accounts.
Our stack
Make AI Automations

GET STARTED

Let's talk about your workflows

Book a discovery call or send us a message.
We’ll get back to you within one business day.

We’ll spend 30 minutes looking for ways automation can help you. No sales pitch, no pressure — just an honest chat about what’s slowing your team down.

Schedule a discovery call

Share what you’re trying to accomplish, and we’ll shape our help around that. Just fill out the form below — we’ll reach out quickly.

We'll only use your info to respond to your inquiry.

FAQ

Common questions

Everything you need to know before we start working together.

That really depends on what you need. A single automated process can be up and running in just a few weeks. Bigger projects that connect multiple systems and use AI usually take longer. We’ll give you an honest timeline after our initial call — no guesswork, no surprises.

We only ask for the bare minimum access needed to get the job done. For most projects, that’s just API keys or a secure login link (OAuth). We keep clear records of every access point and follow a simple rule: give each tool only the access it absolutely needs — nothing more.

You own it completely. Every workflow and integration we build is yours. We give you clear documentation, so your team can handle updates or changes on your own. And if you’d rather us keep things running, we’re happy to stay on for ongoing support.

We stick around after launch. If something goes wrong or needs tweaking, we’re here to figure it out and fix it fast. We also offer ongoing support and fine-tuning so everything keeps working smoothly as your business grows and changes.

Yes, absolutely. We don’t push any specific platform — we work with the tools you already have. And if you have favorite vendors or an internal tech team, we’ll fit right in and collaborate smoothly.

That’s the whole point of our discovery process. We’ll work with you to spot the opportunities that save the most time, cut down on mistakes, and move your business forward — not just automate for the sake of it.

Yes — keeping things running is central to how we work. We provide ongoing support, updates, and monitoring, plus regular fine-tuning, so your automations stay stable, fast, and ready to grow with you.

Each session runs about 50 to 60 minutes. We’ll figure out the right pace together — usually once a week or every two weeks, depending on what you need and how much time you have.

From our blog

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