Six workflows we ship most often.
Every engagement is custom, but most begin with one of these patterns. Each takes 4–8 weeks from audit to production.
Lead routing & enrichment
Inbound form fills land, get enriched with firmographic + intent data, classified, and routed to the right SDR — with full audit trail. Cuts triage time, raises conversion.
SDRs stop doing manual research. The CRM owner field is correct on day one. Marketing sees which campaigns actually drive ICP fits, not just MQLs.
Support ticket triage
Inbound tickets get classified, KB-grounded, and drafted in seconds. Tier-1 reviews and approves. Median first-response time drops 60%+.
The agent never sends without human approval on day one. Once eval metrics clear, you can enable auto-send for low-risk categories. The audit trail stays the same either way.
Deep-research agent
Multi-step research over 100+ sources per brief: planning, browsing, summarizing, citing, drafting. Built for sales, recruiting, due-diligence, journalism.
Every claim cited. Sources verified. Human editor reviews before publish. Replaces hours of analyst prep with a structured brief that a partner or AE can actually use.
Sales follow-up sequencer
CRM signals trigger context-aware follow-ups. The agent drafts in the rep's voice, runs a compliance check, and waits for one-click approval before sending.
No more spray-and-pray sequences. Each follow-up references the specific objection or signal from the last touch. SDRs sign off, send, and move on.
Internal ops automation
Approvals, expense classification, vendor onboarding, IT requests. n8n + Slack + RouterA2A policy layer — so ops work happens without losing audit trail.
Slack-native. Policy-bound. Anything that touches money, identity, or vendor data goes through an approval gate. Anything cosmetic goes straight through.
Knowledge assistant
Company-wide RAG over Notion, Drive, Confluence, Slack. Permissioned per user. Every answer cited. Weekly eval ensures it doesn't drift.
Users see only what they're already allowed to see. Stale or contradictory docs surface in the eval dashboard. The assistant gets better every week; the source-of-truth gets cleaner too.
One of these sound familiar?
The audit will tell you which is the right place to start — and the fastest way to get it shipped.