Integrations & automations
Connect AI to the tools you already use.
When this is right for you
- You have sticky tool stacks and manual hand-offs between them.
- You bought an AI tool that isn't plugging into your workflow.
- You want less human glue work between systems.
What you walk away with
- 01
- Integrations that survive vendor API changes — versioned, monitored, tested.
- 02
- Automations with clear ownership, logging, and a documented runbook.
- 03
- A single map of how data and decisions flow across systems.
- 04
- Optional scheduled health checks and alerts.
What this looks like in practice
A representative engagement, pulled from real work. Full case studies are on the way.
Problem
25-person services company had an AI summarization tool, a CRM, and a support tool — none of which talked to each other.
What we built
4-week integration. Call summaries land in the CRM. Tickets get auto-tagged by product area. One timeline across the three systems.
Outcome
Same people, same work. They stopped copying and pasting between five tabs.
How integrations & automations fits an engagement
Integrations & automations isn't a standalone product. It's one of four capabilities we blend into a single engagement — alongside the others as the problem calls for them. Most engagements use two or three. Some use all four.
One contract. One team. We scope the blend with you up front, and the same people who shape the work are the ones building and handing it over. See the full process on the Services page.
Tell us what you're working on.
Even one sentence is fine. What's the workflow, what's stuck, what would good look like? We respond within one business day.