Custom Automation
Automates processes unique to your business, with human approval where it matters.
Agentic workflows around business-specific processes, approvals, systems, and goals.
- Triggers
- Research
- Decisions
- Human approval
- Action
- Monitoring
Where it applies
- Client onboarding and intake
- Approvals and task routing
- Follow-up and reminders
- Research and preparation work
- Cross-system data updates
- Recurring operational processes unique to your business
One Pattern. Configured Around Your Process.
- 01
Trigger
A business event starts the workflow: a form, an email, a record change, a schedule.
- 02
Understand
The system interprets the request and the context it arrived with.
- 03
Research
It gathers what it needs from approved sources and connected systems.
- 04
Create
It drafts the output, decision, or update the process requires.
- 05
Approve
A person reviews and approves where it matters.
- 06
Act
Approved work is executed across your existing tools.
- 07
Monitor
Outcomes are tracked and the workflow is refined over time.
These are examples, not limitations. Every organization has different workflows, systems, data, and constraints. The demos and solution pages show the underlying capabilities. The final architecture is configured around the client's business.
What part of your business should run smarter?
In a focused 20-minute conversation, we'll look at your goals, your existing technology, and where an intelligent system could create the most value.