Product · AI Workflows
Recurring work, on rails.
Turn quotes, reports, follow-ups, and collections into repeatable AI workflows with data access, guardrails, and human approval built in.
Trigger
Email / Schedule / Event
→
Data
ERP · CRM · Files
→
AI Teammate
Draft · Check · Prepare
→
Approval
Human review
→
Deliver
Email · Slack · CRM
Capabilities
Every run is governed, traceable, and yours.
Your data, not a blank prompt
Workflows pull from ERP, CRM, files, and email so AI starts with real context.
Guardrails on every run
PII masking, scope limits, and policy checks before output leaves the system.
Human approval gates
Anything that touches customers, money, or policy waits for sign-off.
Full trace, any schedule
Run on cron, from an event, or ad-hoc from the board, with every step logged.
Drag-and-connect
Six steps from trigger to delivery
Each workflow is a chain of typed steps. Add, reorder, or branch without rebuilding the whole process.
- Trigger from email, schedule, webhook, or manual action
- Gather context from connected systems
- Check, approve, and deliver through your channels
Drag-and-connect
TriggerEmail received
GatherERP + CRM
DraftAI writes
ApproveManager
Start building
Choose the recurring work worth putting on rails.
We map the workflow, the data, and the approval points before anything goes live.