The automations we're most commonly asked to build.

Vendor invoices arrive as PDFs and scans, and someone types every line into the accounting system, then chases the approval. We automate the whole path. Invoices are read as they land in an inbox or folder, checked against your rules and purchase orders, drafted as bills in your accounting system, and sent to the right manager to approve with one tap. Anything unusual waits for a person.

Works with: QuickBooks, Xero, Slack, Microsoft Teams, n8n, and similar tools

• Inbox and folder monitoring
• AI document reading for PDFs and scans
• Checks against your rules and purchase orders
• Draft bills in your accounting system
• One-tap approvals in Slack or Teams
• An exception queue for unusual invoices

New inquiries sit in a form or an inbox for hours, and by the time someone calls, the customer has moved on. We automate the first few minutes. Every lead is captured, an AI agent reads what they're asking for and fills in who they are, the lead is scored and assigned to the right person, and a personal reply goes out by text or email while the rep gets an alert.

Works with: HubSpot, Salesforce, Pipedrive, Twilio, n8n, and similar tools

• Lead capture from forms and email
• AI agent that reads intent and enriches the record
• Lead scoring by your rules
• Automatic assignment to the right rep
• Instant replies by text and email
• Rep alerts in Slack or Teams
• Safeguards against duplicate or looping messages

When a deal closes, someone rekeys it into an agreement, a statement of work and an onboarding form. We automate it from the moment the deal is marked won. The documents are built from your templates with the right clauses for that kind of deal, sent for e-signature, and once they're signed the client's folders, tasks and welcome message are ready.

Works with: HubSpot, Salesforce, DocuSign, Google Workspace, SharePoint, and similar tools

• A trigger when a deal is marked won in your CRM
• Documents built from your templates
• Clauses included or left out by deal type
• E-signature requests sent automatically
• Folders and tasks set up after signing
• AI-drafted scope from call notes, for review

Your team keeps interrupting managers to find a policy, a spec or the right way to do something. We automate the answer. Your documents, procedures and shared drives are brought into a private assistant that answers questions in Slack or Teams, with a link to the exact document it came from, and only shows each person what they're allowed to see.

Works with: Google Drive, SharePoint, Notion, Slack, Microsoft Teams, and similar tools

• Your documents and drives indexed securely
• A private AI assistant in Slack or Teams
• Answers that cite the source document
• Access rules that match each person's permissions
• Flags for outdated or conflicting documents

Every new hire means someone setting up accounts across a dozen tools, and every departure leaves access open longer than it should. We automate both. When HR adds a hire, accounts are created in the right systems, welcome documents go out and first reviews are scheduled. When someone leaves, their access is removed everywhere at once and their files are archived.

Works with: Gusto, BambooHR, Rippling, Google Workspace, Microsoft Entra ID, and similar tools

• A trigger from your HR system
• Accounts created across your tools by role
• Welcome documents and first-week tasks
• One-step access removal for leavers
• File and mailbox archiving
• Error alerts when a system doesn't respond

Your support queue fills with "where is my order?" and routine returns. We automate the routine ones. Each ticket is checked against your store and shipping platform, customers get their tracking status straight away, delays and anomalies are flagged, and anything unusual goes to a person with a suggested reply already drafted.

Works with: Shopify, ShipStation, Zendesk, Gorgias, and similar tools

• Support tickets read as they arrive
• Order and tracking lookups in your store and carriers
• Automatic replies with tracking status
• Delay and anomaly flags
• Return requests checked against your policy
• Drafted replies for the cases a person handles

After every call, reps spend time typing notes, updating deals and setting reminders, or they skip it and the CRM goes stale. We automate the follow-through. Calls are transcribed, an AI agent pulls out the budget, decision makers, pain points and next steps, the notes land on the right deal, and a follow-up email is drafted for the rep to review and send.

Works with: Zoom, Microsoft Teams, Google Meet, HubSpot, Salesforce, and similar tools

• Call recording and transcription
• AI extraction of budget, decision makers and next steps
• Structured notes synced to the right deal
• Tasks and reminders created automatically
• Follow-up emails drafted for review

Overdue invoices strain cash flow because nobody has time to chase them. We automate the chasing. Every day the system checks what's past due, sends polite reminders by email and text with a payment link, escalates on a schedule you set, and marks the invoice paid when the money lands. Safety checks stop it from messaging anyone who has already paid.

Works with: QuickBooks, Xero, Stripe, Twilio, and similar tools

• A daily past-due check of your accounting system
• Reminder sequences by email and text
• Payment links in every reminder
• Automatic reconciliation when payment lands
• Safety checks before any message goes out
• AI-written reminders that fit the relationship

One good video, webinar or article could fill a week of posts, but reformatting it for every channel takes hours. We automate the first drafts. Drop in the file, and it's transcribed, the strongest points are pulled out, posts are written for each channel in your voice, short clips are cut with subtitles, and everything lands in a review queue before anything is published.

Works with: LinkedIn, Email, Airtable, Buffer, and similar tools

• File drop for video, audio or text
• Automatic transcription
• AI drafts for each channel, tuned to your voice
• Short clips with subtitles
• A review queue before anything is published

Every Monday, someone copies numbers from analytics, the CRM, ad platforms and the payment system into a spreadsheet. We automate the report. The numbers are pulled from each system on a schedule, cleaned so they mean the same thing everywhere, gathered in one place, and delivered with a plain-language summary of what changed.

Works with: Google Analytics, HubSpot, Stripe, BigQuery, Looker Studio, Power BI, and similar tools

• Scheduled pulls from each of your systems
• Cleanup so every metric means the same thing
• One reporting database
• A dashboard kept current
• An AI-written summary of what changed
• Delivery by email or Slack every week