SMB Automations
Replace manual steps with policy-driven workflows: capture → validate → decide → act. Auditable, measurable, and integrated with your systems.
Delivery Steps
Step 01
Capture
Inbox, S3, SFTP, API forms, webhooks → normalized schema.
Step 02
Validate
PII tagging, dedup, numeric/unit checks, policy gates.
Step 03
Decide
LLM + rules + human-in-loop, with prompts/policies versioned.
Step 04
Act
Post to ERP/CRM, tickets, emails, or custom APIs with audit trails.
Prebuilt Playbooks
Accounts Payable Intake
Invoice inbox → validation → GL coding suggestions → approval → ERP post.
Contract Review
Clause extraction, exceptions, risk tags, and approval routing.
Support Triage
Summaries, intent/routing, KB match, and SLA-aware replies.
Sales Ops
Lead enrichment, dedup, scoring, and CRM updates.
IT Intake
Ticket normalization, identity checks, and guided remediation.
Reporting
Scheduled rollups from trusted sources with citation links.
Integrations
Data Sources
- • IMAP/SMTP
- • S3/MinIO
- • SFTP
- • REST/Webhooks
Targets
- • QuickBooks/Xero
- • Salesforce/HubSpot
- • Jira/ServiceNow
- • Custom REST
Security
- • RBAC & API keys
- • PII tagging
- • Audit logs
- • Signed releases