Services

Vendor-agnostic automation, hardened for the real world.

We deploy AI phone agents, meeting intelligence, and back-office automations that run on the stack you already own. Every engagement comes with telemetry, governance, and human escalation paths.

AI phone concierge

Route, escalate, and log every call automatically.

  • Human-approved scripts with escalation trees
  • HubSpot / Salesforce logging + transcript attachments
  • After-hours coverage with SMS + email nudges

< 30 days to go-live · 40–70% fewer missed calls

Meeting intelligence

Summaries that become owners, deadlines, and tasks.

  • Attend or ingest recordings from Zoom/Teams
  • Push actions to Asana, ClickUp, Jira, or Notion
  • Voice-of-customer tagging for product + CS dashboards

2 hours/week reclaimed per leader · 98% action capture

Back-office control tower

Finance, dispatch, and support automations with guardrails.

  • n8n / Make / Zapier pipelines with rollbacks
  • Automated reconciliations, invoice prep, and approvals
  • SOC2-ready change control + audit logging

80% fewer manual touchpoints · ROI modeled monthly

Data hygiene + analytics

Keep records clean so automation actually sticks.

  • Deduplication, field validation, enrichment
  • Warehouse syncs to Supabase, Snowflake, or BigQuery
  • Runbooks for RevOps + Ops to maintain quality

< 2% record error rate · dashboards refreshed hourly

Signature engagement

Start with a 10-day diagnostics sprint. We select one workflow, design the architecture, and ship a pilot with rollback instructions. You keep the diagrams, SOPs, and telemetry whether or not you retain us for managed ops.

01

Signal map

We interview teams, inspect tooling, and prioritize automations by ROI, compliance, and human load.

02

Pilot build

Design and deploy one high-impact workflow with telemetry, rollback plans, and human-in-loop checkpoints.

03

Hardening

Load test, security review, and train your team. We document playbooks and hand off or stay managed.

04

Run + improve

Weekly reviews, metric tracking, and backlog grooming so automations evolve with the business.

Connectors we ship every week

We stay vendor-neutral. If your platform isn't listed, we build against the API or recommend a maintained integration layer.

Scope a custom connector →
HubSpot
Salesforce
Zendesk
Front
Gorgias
Slack
Teams
Asana
ClickUp
Notion
QuickBooks
NetSuite