Smart routing
AI classification and extraction routes work to the right system, team, or approval path.
HubSpot · Salesforce · n8n · AI agents
Automate the messy work
We connect HubSpot, Salesforce, Notion, Asana, Slack, and your stack with n8n, Zapier, Make, and AI agents — so leads, docs, tickets, and approvals move without manual glue work. Human-in-the-loop where it matters; full automation where it doesn't.
60–80%Less manual
90%+Accuracy
HITLBuilt-in
3–6moPayback
Beyond RPA
Intelligent automation for real-world mess
Traditional automation breaks when inputs aren't perfectly structured. AI workflow automation understands context, extracts meaning from unstructured data, and makes intelligent routing decisions — handling the processes that rule-based systems can't touch.
We design systems with confidence scoring and human-in-the-loop fallbacks, so AI handles high-volume standard cases while your team reviews only the exceptions.
Human-in-the-loop
Confidence thresholds send exceptions to reviewers with full context — not dead ends.
Stack integration
HubSpot, Salesforce, Notion, Asana, Slack — wired into reliable multi-step flows.
Continuous learning
Human decisions feed back into the system to expand automated coverage over time.
Decision guide
RPA vs AI automation
We often combine both — RPA for structured steps, AI for judgment-heavy tasks — for maximum coverage.
Rigid rule scripts
- Follows fixed, pre-defined steps
- Breaks when inputs change format
- No understanding of unstructured data
- Best for repetitive structured tasks
Context-aware flows
- Understands documents, emails, and free text
- Intelligent routing with confidence scoring
- Human-in-the-loop for edge cases
- Learns from reviewer decisions over time
What we build
Automation solutions
Document processing, approval workflows, orchestration, and compliance — with AI judgment and human oversight built in.
Document Processing
Automated extraction, classification, and routing of invoices, contracts, claims, applications, and other business documents with 95%+ accuracy.
- AI extraction & validation
- Confidence-based routing
- ERP/CRM write-back
Approval Workflows
Intelligent approval routing with risk-based escalation, parallel paths, SLA tracking, and automated notifications. Cut approval times by 60%+.
Process Orchestration
Multi-step coordination across CRM, ERP, databases, and APIs with event-driven triggers and error recovery.
Human-in-the-Loop
Configurable confidence thresholds and smart queuing that routes exceptions with full context.
Email & Ticket Triage
AI classification and routing of inbound emails and support tickets with auto-draft responses.
Compliance Automation
Automated regulatory checks, audit trail generation, and compliance reporting with real-time violation alerts.
Integrations
Tools we automate
Your CRM, docs, projects, and messaging — wired into reliable AI-assisted flows.
CRM & Revenue
Lead enrichment, scoring, pipeline updates, and outreach that writes back to the CRM.
Work & Knowledge
Task creation, status sync, and knowledge handoffs without copy-paste.
Orchestration
Multi-step workflows with retries, branching, and human approval steps.
Comms
Alerts, drafts, and escalations routed to the right channel automatically.
Data & Ops
Sync, transform, and trigger on events across your operational stack.
AI Layer
LangGraph agents and classifiers for judgment steps with confidence gates.
Our process
Process to production
Structured delivery from workflow mapping through integration, AI tuning, and monitored rollout — with a 90-day implementation plan and clear ROI projections.
Workflow mapping
Document current process, identify automation candidates, volume, error rates, and ROI levers.
Week 1–2Integration & orchestration
Wire CRM, docs, and messaging into n8n/Zapier/Temporal flows with error handling and retries.
Week 2–5AI judgment layer
Add classification, extraction, and routing with confidence thresholds and human review queues.
Week 4–8Deploy & optimize
Production rollout, monitoring dashboards, and continuous coverage expansion from reviewer feedback.
Week 8–12
Technology
Automation stack
AI, orchestration, business apps, and integration layers — selected for reliability and your control requirements.
Layer 01
AI/ML
Layer 02
Orchestration
Layer 03
Business apps
Layer 04
Integration
Proof of work
Automation case studies
Production workflow automation with measurable operational impact.
Multi-Agent CRM Pipeline
LangGraph multi-agent system automating lead scoring, outreach, and CRM updates with confidence-based routing for 50K+ accounts.
34%Pipeline growth
$1.2MRevenue
AI EHR Onboarding Automation
AI document extraction pipeline reducing patient onboarding from 45 minutes to 8 minutes with human-in-the-loop review.
45→8minOnboarding
$1MSaved
60–80%Less manual work
90%+Classification accuracy
10+Years experience
200+Projects shipped
01What tools do you integrate for automation?
We commonly automate HubSpot, Salesforce, Notion, Asana, Slack, Jira, Airtable, Monday, Pipedrive, Intercom, Google Workspace, and Microsoft 365 — orchestrated with n8n, Zapier, Make, Temporal, or custom agents depending on reliability and control needs.
02What types of workflows can AI automate?
AI can automate document processing and routing, approval workflows with intelligent escalation, data extraction and validation, customer request triage, compliance checks, invoice processing, and multi-step business processes with conditional logic.
03How does AI automation differ from RPA?
RPA follows rigid, rule-based scripts that break when inputs change. AI automation understands context, handles unstructured data, and adapts to variations. We often combine both — RPA for structured steps and AI for judgment-heavy tasks — for maximum coverage.
04What ROI can we expect?
Our clients typically see 60–80% reduction in manual processing time, 90%+ accuracy on document classification and extraction, 3–6 month payback period, and significant error reduction. Exact ROI depends on current volume, complexity, and error rates.
05How do you handle edge cases?
We design human-in-the-loop systems where AI handles the 80%+ standard cases and routes exceptions to human reviewers with full context. The system learns from human decisions to continuously improve coverage while maintaining quality guarantees.
Next step
Ready to automate?
Tell us about the workflows you want to automate — we'll map out a 90-day implementation plan with clear ROI projections within 48 hours.