We design and build AI-driven process automation for mid-market and PE-backed organizations at $30M-$500M ARR, turning repetitive manual work into reliable automated workflows, without the failed pilots and abandoned proofs of concept.
Runs inside [HubSpot|] Workflow automation. Agent design. Built on your processes.
Where the pilot stopped becoming a workflow.
Scattered experiments across departments, no strategy connecting them, and budget spent on proofs of concept that never became a real workflow anyone actually relies on.
Individual tools get automated ad hoc, whenever someone has time, with no prioritization or governance over what's actually worth automating next.
Repetitive production work, briefs, variations, reporting, eats hours that could go toward strategy, because nothing's automated end to end.
Personalized outreach, meeting notes, and CRM updates are all still manual, even though the patterns behind them are repetitive enough to automate.
We inventory the repetitive work happening across your teams and score it on volume, consistency, and impact before anyone builds anything.
Every candidate task ranked by impact and feasibility, so the roadmap starts with work that will actually pay off.
Rules-based automation for repeatable steps, an agent for the judgment-heavy ones, designed around how your team actually works.
The automation runs inside the CRM and tools you already use, not in a side system someone has to remember to check.
Edge cases, unusual inputs, and failure modes get tested deliberately, so the automation earns trust instead of supervision.
A tool gets trialled, a demo gets built, and the work goes back to being done by hand. Quarter after quarter, because nothing about the process actually changed underneath it.
Most companies we assess have started at least one AI pilot that never made it past a demo, with nobody responsible for either shipping it or shutting it down.
Most teams sit somewhere between scattered pilots and automated but ungoverned. The goal is strategic and governed: a prioritized roadmap, clear ownership, and automations that keep running after the people who built them move on.
A prioritized roadmap and clear ownership mean a pilot either becomes a reliable workflow or gets retired, not left running in a demo environment forever.
Every team has an AI pilot. None of them made it to production.
Follow-ups, notes, and CRM updates get automated where the pattern is repetitive, freeing up time for the parts of the job that actually need a person.
Reps still write every follow-up by hand.
Automation opportunities get evaluated and sequenced deliberately, not built wherever someone happened to have time this month.
Nobody owns the automation roadmap.Output: An opportunity map ranking automation candidates by impact and feasibility.
Before we automate anything, we find out what's actually repetitive enough to matter. We inventory the manual work happening across your teams and identify which tasks are genuinely worth automating, based on volume, consistency, and impact, not just what feels exciting to build.
Our tools are chosen because they fit the use case, not because they're the most talked-about platform in the category.
Automations run inside the CRM and core tools you already use, with reasoning added only where rules cannot reach.
We build automations directly into the CRM and core tools you already run, so they operate inside your existing workflow instead of a separate system someone has to remember to check.
The right tool depends on the use case, from native workflow automation for simple rules to custom agent infrastructure for judgment-heavy tasks.
Used both to design automations and to power them directly, handling the judgment-heavy steps that rigid rules-based automation can't reliably handle on its own.
CRM, core systems, inboxes and documents feed one automation layer. Every run captures a real event, pulls its own context, reasons where rules cannot, keeps a human checkpoint where it matters, then writes back into the tools your team already uses.
Typical engagement: roadmap and first automations in 8-10 weeks. Additional automations and governance continue as a retainer.
Mid-market and PE-backed organizations at $30M-$500M ARR. SaaS, technology services, professional services, fintech, healthtech, energy.
Companies looking for a single AI tool subscription with no process work behind it. A tool without a strategy just becomes another underused license.
Teams wanting automation with no willingness to define success criteria or retire what doesn't work. Governance is what keeps this from becoming another abandoned pilot.
Businesses without core systems already in place for automations to run inside of. We build automation into existing systems, we don't stand up your CRM or tech stack from nothing.
15+ years of engineering technical infrastructure. Built for complex businesses.
We have been in business for more than fifteen years, building and running technical infrastructure for companies across SaaS, fintech, media, ecommerce, healthcare, and professional services. The reason to work with us is not a framework. It is the complex problems we have already solved, and an engineering approach proven across that many industries.
Building and running infrastructure through every cycle.
Messy data, legacy systems, scale. We have seen it before.
One standard, applied across industries and stacks.
Ad hoc experimentation produces demos, not production systems, because nobody's evaluating reliability, ownership, or what happens when the person who built it leaves. We bring the roadmap and the engineering discipline to turn a demo into something your team can actually depend on.
A platform gives you a place to build automations. It doesn't tell you which of your manual tasks are actually worth automating first, or design the judgment calls an agent needs to make reliably. We build the strategy and the workflow, so the platform becomes useful instead of another underused subscription.
No. Documentation describes the process. We build the system that runs it, test it against real scenarios, and keep it reliable after we leave.
A 30-minute call. We'll look at your current processes and show you exactly where automation would pay off first, and where it wouldn't. No deck.
The questions RevOps, Data, and technical leaders ask us on the first call, answered directly.
We build with whichever tools fit the use case, often including Claude for judgment-heavy steps, combined with native workflow tools or custom integrations. The stack follows the automation, not the other way around.
Every automation is tested against real scenarios before going live, and built with monitoring and human review points for anything with real consequences. Judgment-heavy or high-stakes steps keep a human checkpoint by design.
Priority follows volume, consistency, and impact. A task that happens often, follows a repeatable pattern, and takes real time is a strong candidate. A rare, highly variable task usually isn't, at least not first.
The goal is removing repetitive work, not judgment. Most engagements free up time for the people already doing the work to focus on the parts of their job that actually need a person.
Yes. Many clients move into an ongoing retainer to build additional automations as new opportunities come up and the roadmap evolves.
The roadmap and first automations typically take 8 to 10 weeks. Additional automations continue afterward based on the prioritized roadmap.
