Automation Workflows

What It Does

Automate the work that shouldn't need a human

We design and build end-to-end workflows that trigger on real events such as an email, a form being submitted, or a record being updated, and handle the downstream work automatically, with AI filling in the gaps.

Trigger-based execution

Kicks off from emails, form submissions, file uploads, CRM updates, or schedules.

AI-assisted decisions

Classify, summarize, extract, or draft content using LLMs at the steps that need judgment.

Connects your stack

Integrates with Gmail, Outlook, Shopify, Messaging Services, QuickBooks, Slack, Google Drive, and more.

Human-in-the-loop

Route edge cases to a person for approval before the workflow completes.

Common automations we build

Extract data from incoming forms and send responses immediately
Triage inbound emails, tag them, and draft responses
Summarize meeting transcripts and file notes into the CRM
Generate reports and qualify customers
Monitor data sources and alert the right person on changes

Classic automations are rigid and rule based. Our automations make decisions, can use a suite of tools, and compensate for missing information.

AI Automation Workflows