AI Automation

Let the software run the repetitive work

Workflow automation across sales, marketing, and operations — tuned with AI so it adapts to change instead of breaking on it.

What we do

Automation that thinks, not just runs.

Traditional RPA and point-and-click automation breaks the moment a form field moves or a PDF layout shifts. AI-native automation doesn't — because it understands intent, not just pixels.

We design automations that classify, extract, decide, and act — with human-in-the-loop checkpoints where they matter, and full observability so you always know what the system did and why.

Capabilities

What you get when we ship.

Cross-system workflows

Orchestrate across CRM, ERP, helpdesk, and inbox — with AI reasoning steps in between.

Document understanding

Extract structured data from invoices, contracts, and emails — no template engineering.

Lead routing & scoring

AI-qualified leads routed to the right rep, with enriched context and next-best-action suggestions.

AI-powered sequences

Personalized email and follow-up sequences that reference real context, not mail-merge tokens.

Exception handling

AI routes edge cases to humans with a full summary — so reviewers act in seconds.

KPI-linked automations

Every automation comes with dashboards tying it back to hours saved, deals closed, or tickets deflected.

Where it lands

Industries we've delivered this for.

Every capability above translates across verticals — here's how we apply it in the industries we know best.

Finance

Invoice & AP automation

Extract, code, and post invoices straight into your ERP — with exception queues for the 10% that need eyes.

eCommerce

Order ops & returns

Automated triage for fraud, returns, and escalations across your OMS, 3PL, and support tools.

B2B sales

Pipeline automation

Enrichment, routing, follow-ups, and CRM hygiene — so reps spend time on conversations, not data entry.

HR & People Ops

Onboarding & offboarding

AI-assisted runbooks that provision accounts, route tasks, and summarize exit interviews.

How we work

A focused, four-step engagement.

01

Discovery

We map your workflows, data, and constraints to find the highest-leverage AI opportunities.

02

Design & proposal

NDA if needed. You get a scoped roadmap with timelines, costs, and measurable success metrics.

03

Build & iterate

Senior engineers ship a working system in weeks. Short feedback loops, shared Slack channel, weekly demos.

04

Launch & scale

We deploy, monitor, and hand off with full documentation — or stay on as your AI team on retainer.

Ready to ship ai automation?

Book a 30-minute call and we'll walk you through how we'd approach your specific problem — with a rough scope, timeline, and cost estimate.