Sales & growth
lead qualification, prospect research, follow-ups, CRM updates, scheduling, proposal preparation.
AI that handles work inside your business.
We design custom AI employees around real workflows: connected to your tools, scoped to your rules, and built to take repetitive work off your team.
Sales follow-up workflow
Example of work an AI employee can run end to end
Tuesday, 9:14am
New enquiry received
Contact researched in CRM
Lead qualified against criteria
Reply drafted for review
Meeting slot proposed
CRM record updated
Connected tools
HubSpotGmailGoogle CalendarInternal notes
Outbound messages wait for approval. Contract changes route to Sarah.
What we build
Software that does the work, not just answers questions.
Most AI tools stop at a response. Your team still opens the CRM, writes the email, checks the calendar, and updates the record.
An AI employee is built around a specific workflow in your business. It reads context from your systems, takes the next steps, and only pulls a person in when the rules say it should.
Typical AI tool
Someone asks a question. AI returns an answer. A person still executes every step in the CRM, inbox, and spreadsheet.
AI employee
A lead arrives. The system researches the account, qualifies the opportunity, drafts the follow-up, proposes a meeting time, and updates the CRM. Your team reviews before anything goes out.
Where it fits
We design around the work your team already does.
There is no product catalog here. We start with the workflow that costs the most time or creates the most drag, then scope the AI employee around that.
Customer & client work
client intake, onboarding, document collection, customer communication, requests, reminders.
Operations & administration
document processing, data entry, task coordination, internal handoffs, reporting, monitoring.
Research & knowledge work
research, information gathering, document analysis, data enrichment, knowledge retrieval, decision support.
Capacity check
Roughly how much repetitive work could move off your team?
A quick estimate to see whether the economics are worth a deeper conversation.
What type of work takes the most time?
$
%
We start with the business case, not the technology. If the economics don't make sense, we won't recommend building it.
Estimated opportunity
Based on repetitive work across 3 people.
1,404
hours/year that could be handled
$49,140
estimated annual capacity value
Illustrative only. Actual scope depends on the workflow, systems and approval rules.
How we work
One workflow at a time, integrated into how you already operate.
We identify a high-value workflow, build the AI employee around it, connect it to your existing stack, then improve what it can handle once it is live.
1
Understand the work
We map the workflow, decisions, systems and repetitive work.
2
Design the AI employee
We determine what AI can handle, what requires human control and how the workflow should operate.
3
Build & integrate
We build the system and connect it to the software and data it needs.
4
Deploy & improve
We monitor performance, improve the workflow and expand what works.
You stay in control
Automatic. Routine, low-risk actions.
Approval. Important actions wait for a person.
Escalate. Complex situations go to your team.
Works with your existing stack
CRM, email, calendar, documents, databases, internal software, communication tools, accounting systems and APIs. We build around what you already use.
Example escalation: “Customer requested a contract change outside approved terms.” Routed to Sarah with full context.
Selected work
We have spent years building software around real operations.
Before you can automate the work, you need to understand it. These are examples of systems we built before focusing on AI employees.
WOW Living
Property operations platform
Problem
Operations spread across disconnected tools and manual processes.
Built
A centralized operational platform covering bookings, CRM, staff workflows, tasks, signatures and management.
Result
Critical workflows consolidated into one purpose-built system.
Regional law firm
Case management platform
Problem
Case files lived across spreadsheets, Word documents and a legacy practice system.
Built
A single case workspace with AI-assisted review, document handling and team handoffs.
Result
One system replaced three tools and cut manual file prep across the team.
B2B marketing agency
Client operations platform
Problem
CRM, project tracking, invoicing and reporting were split across seven products.
Built
A custom operations platform shaped around how the agency actually runs client work.
Result
Seven separate tools consolidated into one internal system.
Next step
Tell us how your team works today. We'll identify the first workflow worth automating.
A short review of your process, your tools and where an AI employee would actually save time. No generic demo. No pitch deck.
Usually 20 minutes. We map the opportunity before recommending what to build.
FAQ