Solutions
Automation for every team that moves work.
The pattern is the same everywhere: an event starts the work, AI does the reading and writing, and people make the decisions. Here is what that looks like team by team.
01 — Sales
Automate lead research and follow-up.
Every new lead arrives with a brief, a fit score and a drafted reply, so reps spend their time on conversations instead of tabs.
Typical workflow
- TriggerNew lead in CRM
- AIResearch company
- AIScore fit
- ActionDraft reply
- ActionCreate follow-up
What changes
- A brief exists before first contact
- Reps edit drafts instead of starting blank
- Follow-ups are created, not remembered
02 — Operations
Turn repetitive processes into workflows.
Requests, handoffs and status updates follow the same path every time, with a log of who did what and when.
Typical workflow
- TriggerRequest submitted
- AIValidate details
- ConditionNeeds approval?
- ActionRoute to owner
- ActionUpdate tracker
What changes
- Processes live in one place, not in people's heads
- Approvals happen where people already work
- Every run is auditable step by step
03 — Customer Success
Automate onboarding and follow-ups.
New accounts get a plan, a kickoff and timely check-ins. Unhappy signals reach the right person before renewal.
Typical workflow
- TriggerDeal closed won
- AIDraft onboarding plan
- ActionSchedule kickoff
- ActionSend welcome email
- ConditionNo login in 14 days?
What changes
- Consistent onboarding across every CSM
- Negative tickets surface within minutes
- Renewal prep starts 60 days out
04 — Finance
Route requests and organize recurring tasks.
Invoices and spend requests are read, matched and routed for approval, with a clean record in the ledger.
Typical workflow
- TriggerInvoice received
- AIExtract line items
- ActionMatch purchase order
- ConditionOver threshold?
- ActionRequest approval
What changes
- No retyping from PDFs
- Approvals routed by amount and cost center
- Month-end tasks scheduled automatically
05 — Marketing
Automate campaign workflows and reporting.
Campaign results are collected, summarized and shared on schedule, and new signups are routed to the right nurture track.
Typical workflow
- TriggerCampaign ends
- ActionPull results
- AISummarize performance
- ActionUpdate report
- ActionPost to #marketing
What changes
- Reports assemble themselves
- Summaries explain what changed, not just totals
- Leads reach sales with context attached
Give your team
back its time.
Build the workflows that keep your business moving.