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Capabilities — AI Agents & Automation

You have more process than people. The gap keeps growing.

We build AI agents that close the gap. Your ops run, your team does real work, and you stop being the person holding everything together.

(01) — The signs

Three situations that mean it's time to stop doing it manually.

If any of these feel familiar, you're already losing time and money to a problem that's entirely solvable.

01

"My team spends half their day on things a system should handle."

Data entry, status updates, follow-up emails, document routing, CRM logging. For a 10-person team that's often 15–20 hours a week — not spent on the work that grows the business.

The wrong work, done by hand
02

"We tried to automate it. It broke every time something changed."

Zapier, Make, n8n work until they don't. A field gets renamed, an API changes — and the automation that saved you time is now creating incidents. You need something that holds up in production.

No-code, until it isn't
03

"I'm still the one who checks everything before it goes out."

The real bottleneck is usually the founder — because nothing was built to run without them. Every approval, every exception routes back. Scaling means handling those without you.

You are the bottleneck
(02) — What we build

Six types of agents, all designed to run without you watching.

These are not templates. Each is built for your specific workflows, your tools, and your edge cases.

01 / 06

Workflow intelligence

Maps your process end to end, finds the purely mechanical steps, and automates them — branching logic, exceptions, and escalations, on your actual stack.

02 / 06

CRM update & follow-up

Listens to sales calls, extracts what was agreed, updates the CRM record, and sends the follow-up. The rep finishes the call and the admin work is already done.

03 / 06

Document processing

Reads incoming contracts, invoices, applications, or reports. Extracts the fields that matter, flags what needs review, routes the rest — across PDFs, emails, and forms.

04 / 06

Meeting intelligence

Joins your calls, transcribes them, pulls out decisions and action items, assigns them to the right people, and logs them where they belong. No more "can you send the notes" emails.

05 / 06

Customer touchpoint

Handles tier-one questions, status updates, and onboarding steps. Knows when to escalate to a human and when to resolve on its own — across email, chat, and tickets.

06 / 06

Industry-specific workflows

Built around your vertical — healthcare intake, fintech compliance checks, SaaS trial activation, logistics exception handling. If it repeats and follows a pattern, we can automate it.

(03) — How it works

From first call to agents in production. Four steps.

No lengthy discovery phases, no six-month roadmaps. We move fast and you see results early.

01

Map the workflow first

Week one is understanding exactly where your team's time goes — not in theory, in practice. The actual tools, the actual steps, the actual exceptions that happen every week.

Week 1
02

Scope what gets automated — and what doesn't

Not everything should be automated. We identify the highest-value steps, define what the agent handles versus what needs a human, and agree on scope before writing a line of code.

Week 1
03

Build, test, and stress it

You see the agent working in your actual environment by week three. We test against real edge cases, not just the happy path. Every exception gets handled before we call it done.

Weeks 2–3
04

Hand over something that runs

Full documentation, monitoring, and a walkthrough with your team. You own all of it from day one. We stay available for 30 days post-launch for any production adjustments.

Week 4 →
(04) — The result

What it looks like when the gap closes.

“We thought we needed to hire two more ops people. Turns out we needed one good AI build.

Operations Lead · Series A SaaS · San Francisco
What they had
A six-person team spending 12–15 hours a week on CRM updates, follow-ups, and meeting admin.
What we built
Three connected agents handling CRM logging, meeting notes, and follow-up sequencing automatically.
What changed
84 hours reclaimed in month one. Headcount stayed the same. Revenue pipeline grew 40%.
(05) — Honest fit

We'd rather tell you now than find out halfway through.

An honest answer on both sides — before anyone commits.

✓ Good fit

You're ready to stop doing it manually.

  • Your team does the same tasks repeatedly and you can describe the steps clearly — even if you've never written them down.
  • You've already tried no-code tools like Zapier or Make and found they break in production or can't handle your edge cases.
  • You have a decision maker and a budget, and you can move in weeks, not quarters.
  • You want to own the output — code, documentation, credentials — and not depend on us to keep it running.
— Not yet

You're still figuring out the process itself.

  • The workflow isn't defined yet. We can automate a process that exists — not one that's still being designed.
  • You need a committee to approve every decision. Long approval chains slow everything down and usually change scope mid-build.
  • You want a managed service. We build and hand off; we don't run your systems long term.
Let's talk

Let's figure out what your ops actually need to run without you.

No pitch. No proposal you didn't ask for. We'll tell you honestly if we're not the right fit.

Book your free strategy call

Most founders who call us wish they'd done it six months earlier.