Built for the work that crosses every tool you run.
Workflow Agents connect the business systems your team uses every day. They operate across email, chat, CRMs, ERPs, accounting tools, and internal spreadsheets so manual handoffs happen automatically without friction.
- Customer onboarding
- Order processing
- Sales handoffs
- Quote approvals
- Supplier coordination
- Support escalation
- Ecommerce operations
- Month-end admin
- Internal status updates
Typical systems integrated
16+ Connected ToolsPre-built connectors, webhooks, and secure APIs for every layer of your operational stack.
- Gmail Email & Inboxes
- Outlook Enterprise Mail
- Slack Team Chat & Alerts
- Teams Collaboration
- HubSpot CRM & Pipelines
- Pipedrive Sales Pipeline
- QuickBooks Invoicing & Books
- Xero Accounting Data
- NetSuite Enterprise ERP
- Shopify Ecommerce Platform
- Notion Docs & Databases
- Airtable Relational Bases
- Spreadsheets Sheets & Excel
- Custom CRMs Proprietary Data
- Custom ERPs Production & Ops
- Admin Portals Back-office Tools
One run, start to finish.
Each workflow runs as a defined sequence of steps you can watch — every step logged, with human approval built into the decision path.
Watches for a trigger
Listens for incoming emails, webhook payloads, form submissions, new files, or scheduled cron routines.
Collects the needed context
Pulls customer records, open order history, linked PDFs, and recent communications from your tools.
Checks business rules
Applies your pricing guidelines, margin checks, inventory levels, and operating criteria against the data.
Decides the next step
Calculates the next action, routes the payload, and drafts system updates without manual data retyping.
Requests human approval when needed
Sends a single-click Slack or email card to your team whenever confidence is low or dollar values cross policy thresholds.
Updates the right system
Writes approved, rule-checked updates into your CRM, ERP, accounting software, or internal database via secure APIs.
Logs the action
Stores a log of each run, with the trigger, inputs, prompt decisions, approvals, and executed changes.
Reports exceptions
Instantly notifies owners if a downstream API fails or data violates validation constraints.
Start with one workflow, start to finish.
The first pilot should be one workflow with a clear start and finish.
Worked Pilot Example
A new customer signs. The agent updates the CRM, creates the project record, prepares the invoice, posts the internal note, and sends uncertain steps for approval.
What is delivered in 30 days
Then month-to-month retainer- Process mapping & boundary specification
- Production agent pipeline with API connectors
- 1-click human review & exception workflow
- Structured event logging & monitoring dashboard
- Paid 30-day pilot with one written deliverable