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Service / AI

Automate the work between your systems.

End-to-end automation of document-heavy, rules-heavy processes, where AI reads and drafts and your systems of record stay the source of truth.

[ 01 ]The short answer

What is AI Workflow Automation?

AI workflow automation connects language models to the systems your team already uses, CRM, ERP, email, ticketing and spreadsheets, so that reading, classifying, drafting and updating happen without manual copying. Unlike rule-only automation, it handles unstructured inputs such as emails and PDFs. We design each workflow with a clear owner, retries and idempotency, and an exception queue, so the automation is boringly reliable and people only see the cases that need them.

What you get

  • Workflow map with owners and SLAs
  • Production workflows with retries and idempotency
  • Integrations to your systems of record
  • Exception queue and reviewer UI
  • Weekly impact report

[ 02 ]What we build

The pieces, built to last.

  • 01

    Inbox and document intake

    Emails, attachments and uploads read, classified and turned into structured records.

  • 02

    System integrations

    Typed connectors to Salesforce, HubSpot, NetSuite, SAP, Google Workspace, Slack and your own APIs.

  • 03

    Durable workflows

    Steps that retry safely, never double-post and pick up where they stopped after a failure.

  • 04

    Exception queues

    Low-confidence cases routed to the right person with the context already gathered.

  • 05

    Scheduled agents

    Follow-ups, reminders and reconciliations that run on a timer and report what they did.

  • 06

    Measurement

    Time saved, error rates and cost per case, reported weekly, so the business case stays honest.

[ 03 ]Where it pays off

Where it earns its keep.

  • 01

    Accounts payable

    Invoices matched to purchase orders and receipts, with mismatches flagged instead of paid.

  • 02

    Customer onboarding

    Forms, IDs and contracts checked and entered, with missing items chased automatically.

  • 03

    Claims and cases

    Incoming claims summarised, triaged and assigned with the evidence attached.

  • 04

    Revenue operations

    Leads enriched, deduplicated and routed, and follow-ups sent on time, every time.

[ 04 ]How we deliver

Four steps, one team, start to finish.

The same people scope it, build it and stay after launch. Timings are typical for a first release; we agree yours after the deep dive.

  1. 01Week 1

    Find the decision

    We pick the decision or task worth automating, measure how it is done today and agree what better means in numbers.

  2. 02Week 1 to 2

    Build the eval first

    A labelled test set from your own data comes before any prompt or training run, so every change is scored, not argued.

  3. 03Weeks 2 to 10

    Build with guardrails

    Models suggest, code decides. Permissions, injection checks, human override and audit logs are part of the first version.

  4. 04Ongoing

    Ship and improve

    We launch to real users, watch cost, latency and quality per request, and feed failures back into the eval set.

[ 05 ]Stack

Tools we reach for.

Chosen per project, and we work in yours. Nothing here is a lock-in: you own the code and the accounts.

  • Temporal
  • Inngest
  • n8n
  • Cloudflare Workers
  • Supabase
  • Postgres
  • Resend
  • Claude
  • GPT
  • Groq
  • Zapier where it fits

[ 08 ]FAQ

Questions buyers ask.

  • RPA replays clicks and breaks when a screen changes. We integrate through APIs, and AI handles the unstructured parts that rules cannot, such as reading an email or a scanned invoice.

  • Each step has a confidence threshold set in code. Below it, the case goes to a person with the context attached, and their decision becomes a test case.

  • A first workflow usually runs on real cases within four to six weeks of the deep dive, then we widen coverage.

One company at a time

Tell us what you want to build.