Process Automation
Every handoff is a Zapier rule nobody owns. It breaks quietly.
Business process automation that connects the work moving across your tools — Slack to Jira to your ERP, your CRM to your billing system. Agents draft the handoff logic, surface where it breaks, and propose the fix. You approve the changes.
~8 hrs/wk back to you · every cross-tool handoff fires automatically, no duct tape
HOW IT WORKS
Three steps per workflow.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents map every tool handoff that touches the work.
From your CRM, project tracker, Slack, ERP, billing system, support desk — wherever data flows between systems. Each handoff captured with the trigger, the receiver, the data shape, and the failure modes.
Step 2
Agents draft the automation. Edge cases come flagged.
Standard handoffs queue with the exact trigger, transformation, and target system. Anything ambiguous — overlapping triggers, conflicting data, edge-case routing — gets flagged with the question and the prior precedent.
Step 3
Your ops lead approves. The handoffs go live.
One approval per automation. Approve to deploy; reject to re-route the handoff design. Agents monitor live runs and surface failures with the offending payload attached.
Where the line sits.
Agents run the repetitive work your ops lead / Head of Operations shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Deploy an automation that touches financial or customer data without your ops lead's sign-off.
- Reroute work from one tool to another without flagging the change to the affected team.
- Modify a customer-facing trigger or message without your review.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Agents read the existing logic during kickoff and propose the automation against your actual stack — not a sandbox. Custom systems get mapped, not replaced.
Every automation runs in shadow mode first — logging what it would have done before doing it. You see the planned actions before they execute.
No. We sit on top — designing and approving the automations; your Zapier or Make keeps running them.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.