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AI-Powered Workflow Automation

Replace repetitive multi-step processes with AI agents that work 24/7 across the tools you already use.

70%
Cost reduction
24/
7 throughput
100%
Audit coverage
15+
Common patterns
// What We Automate

Workflows we replace end-to-end

Invoice Processing

Extract from PDFs/emails, code line items, apply vendor markup rules, sync to QuickBooks/Xero/NetSuite, and route exceptions for review.

Data Entry & Migration

Eliminate manual entry with intelligent extraction + schema mapping + validation. Backfill existing systems too.

Multi-Step Approvals

Policy-aware routing with thresholds, delegations, and full audit trails. Email + Slack + dashboard notifications.

Reporting & Insights

Generate, distribute, and explain reports automatically — with natural-language summaries built in.

CRM & Pipeline Sync

Bi-directional sync between marketing, sales, and finance tools so every team sees the same truth.

Document & Contract Ops

OCR + extraction + redlining + e-signature routing for high-volume document workflows.

// How It's Different

Why AI workflows beat traditional RPA

Resilient

to UI changes

Agents adapt; RPA scripts shatter when fields rename or screens redesign.

Reasoning

over rules

Routes edge cases without writing if/else explosion. Judgment included.

Self-improving

on every exception

Each correction becomes a future rule the agent applies automatically.

Multi-tool

by default

Orchestrates across CRMs, ERPs, calendars, payment rails — not just one app.

// Stack & Integrations

What we connect to

Orchestration

n8n, Temporal, custom Python/Node runtimes — picked based on volume and complexity.

LLM Layer

Claude for reasoning, GPT for structured outputs, fast models for routing decisions.

Data & Storage

Postgres, S3, vector stores (Pinecone/pgvector), Redis for queueing.

Observability

OpenTelemetry traces, structured logs, agent-decision dashboards, alerting on anomalies.

// Common Triggers

How agents know when to run

  • ✓New email arrives in a monitored mailbox
  • ✓Webhook from CRM, payment system, or form submission
  • ✓File dropped in S3, Google Drive, or SharePoint
  • ✓Scheduled cadence (cron) for batch processing
  • ✓Manual button-press in a dashboard for approval gates
  • ✓Another agent finishes its task and hands off context
// Frequently Asked Questions
How long does a workflow automation project take?
Single-workflow agents (one process end-to-end) typically ship in 3–6 weeks. Multi-workflow systems that span departments take 8–16 weeks for the first production version, then expand iteratively.
What's the difference between workflow automation and AI agents?
Workflow automation is the category; AI agents are the building blocks. A workflow is usually orchestrated by one or more agents that handle different steps.
Can you replace our existing Zapier / Make.com workflows?
Yes. We typically migrate Zapier/Make flows that have grown brittle (filter nodes everywhere, hard-coded mappings) into reasoning-driven workflows that handle the messy edge cases natively.
Do you integrate with QuickBooks / Xero / NetSuite?
Yes — these are some of our most common targets. See AI Invoice Processing and our invoice automation use case for a worked example.
// Let's Automate the Work

Ready to automate a workflow that's eating your team's time?

We'll map your workflows, identify the highest-ROI agents, and ship a working pilot within weeks — not quarters.

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