Automation that can read, listen, and decide.
From simple rules-based workflows to full AI-driven systems — wired into the tools you already run.
Where automation starts making judgment calls.
Rules-based automation handles the predictable. These capabilities — including Voice AI, customer support, and document reading — handle the parts that used to need a human's judgment.
Four places automation pays for itself fastest.
The workflow library below has dozens of variations — these are the patterns we build most often.
Customer Support Automation
Every inbound message gets classified and answered the moment it arrives — across email, chat, and WhatsApp — so your team only sees the tickets that actually need a person:
- Instant Triage: Every inbound message is classified the moment it arrives, so nothing sits in a generic queue waiting for someone to notice it.
- Knowledge-Base Answers: Routine questions get answered automatically from your existing help docs — no separate content system to build or maintain.
- Human Handoff With Context: Anything that needs a real person routes with full context attached, not a bare notification someone has to piece together.
Document & Data Processing
Invoices, contracts, and scanned forms arrive in a dozen different formats. Instead of someone retyping them by hand, automation reads and routes them directly:
- Automatic Data Pulling: Reads and pulls fields directly from invoices, contracts, and scanned forms — no manual keying, no re-typing.
- System-Ready Output: Matches straight into your accounting software or CRM, not a spreadsheet someone has to double-check.
- Built-In Validation: Flags anomalies for a quick human review instead of silently accepting a bad read.
Sales & Revenue Operations
A lead's best moment to convert is measured in minutes. Automation makes sure it never waits on whoever happens to check their CRM next:
- Instant Lead Scoring: Every new lead is scored and assigned to the right rep within a minute of arriving, not after a nightly batch job.
- Two-Way CRM Sync: Salesforce, HubSpot, and your CRM stay identical — no manual re-entry, no version of the truth that's a day behind.
- Live Proposal Generation: Deal data flows straight into your brand template, ready to send the same day instead of rebuilt from scratch.
Finance & Back-Office Automation
Bill approvals and payment runs shouldn't depend on whoever happens to check their email first. Automation keeps everything moving on schedule:
- Automated Approval Routing: Bills move through sign-off automatically, matched to your actual approval hierarchy, not a generic one-size-fits-all flow.
- Scheduled Reconciliation: Mismatches get caught before close, not during a scramble at month-end.
- Full Audit Trail: Every approval, every change, every payment — logged automatically, ready for anyone who needs to check it later.
Every department, covered.
A sample of what's in the workflow library below, grouped by team.
Support
- AI customer support
- AI knowledge base
- AI voice receptionist
Finance
- Invoice processing
- Accounts payable
- KYC & onboarding
Sales
- Lead routing
- Proposal generation
Operations
- Purchase orders
- CRM synchronization
- Shipment tracking
- Insurance claims
HR
- Employee onboarding
Marketing
- Review & reputation management
Document Processing
- Email classification
- Reading scanned documents
- Contract analysis
We automate the CRM you already use.
Lead capture, deduplication, enrichment, routing, pipeline updates, follow-up sequences and reporting — built on top of your existing system rather than asking you to migrate. 66 platforms across 8 categories; open any group to see what we work with.
Working with something not listed? If it has an API or a data export, we can almost certainly automate it — ask us on the call.
Drag modules onto the canvas. Watch them connect.
This is a real, working canvas — the same interaction our engineers use to design the systems we ship. Drag a module in from the left, then drag from the blue dot on a node to wire it into the flow.
Drag or tap a module to add it to the canvas, then drag from its blue dot to another module to connect them.
Hundreds of workflows. These are a starting point.
Every workflow we ship starts from a proven pattern like these, then gets shaped around how your team actually works. Filter by department, or isolate the AI-powered ones.
Time-saved, deploy-time, and reduction figures are illustrative starting points — we validate real numbers on your strategy call.