AI automations for SaaS companies and IT service providers, built and run for you
Software companies and IT providers move fast with lean teams, and the repetitive work grows faster than headcount. We build AI agents for pipeline, support and compliance work inside your CRM, helpdesk and cloud tools, with your people approving anything customer-facing or high-risk.
- Live in 3 to 6 weeks
- Works inside your current tools
- Your people approve what matters
SaaS & Technology
B2B SaaS
SaaS revenue teams need every inbound lead answered fast, outbound that does not stall, and a CRM leaders can trust. These automations take on that pipeline work so reps spend time in conversations.
Instant Lead Response & Qualification
Replies to demo requests and inbound leads in minutes, qualifies them and books meetings with the right rep.
See the outcomeAI SDR: Outbound Prospecting & Meeting Booking
Researches target accounts, writes relevant first messages and follows up within your sending rules.
See the outcomeCRM Data Entry & Hygiene
Keeps contacts, deals and next steps current in HubSpot or Salesforce from emails and calls, so forecasts are based on real data.
See the outcomeSaaS & Technology
MSPs & IT services
Managed service providers and internal IT teams drown in password resets, access requests and noisy alerts. These automations resolve the routine work and route the rest with the diagnosis attached.
IT Helpdesk Automation
Resolves password resets, lockouts and how-to tickets end to end and passes the rest to technicians with the details gathered.
See the outcomeEmployee Onboarding & Offboarding Access
Sets up and removes accounts and app access for joiners, movers and leavers on time, with approvals and a full log.
See the outcomeAlert & Incident Triage
Groups and enriches monitoring alerts so on-call engineers only get woken for real incidents.
See the outcomeSaaS & Technology
Fintech & regulated software
Fintechs and regulated software companies carry a heavy compliance and contract load for their size. These automations collect audit evidence all year and get contracts reviewed against your playbook before a lawyer opens them.
Compliance Monitoring & Evidence Collection
Gathers, checks and files evidence for SOC 2, ISO 27001 and similar audits continuously instead of in a rush before fieldwork.
See the outcomeContract Review & Redlining
Reviews customer and vendor contracts against your playbook, marks up deviations and summarizes the risks for legal.
See the outcomeNDA & Contract Request Intake
Takes NDA and contract requests from every team, collects the details and sends standard paper out for signature.
See the outcomeAcross the industry
Automations every saas & technology business can use
These work for any type of business in this industry, alongside the automations above.
Internal Knowledge Assistant
Staff ask in plain English and get the answer from your own docs, with the source
See the outcomeKPI & Board Reporting
Monthly KPI packs and board decks drafted from live data, signed off by finance
See the outcomeMarket & Competitor Monitoring
Know what competitors changed this week and what it means for your deals
See the outcomeHow it works
From kickoff to live in 3 to 6 weeks
Every automation follows the same path. You see it working on your own data before it handles live work.
- 1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
- 2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
- 3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
- 4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.
Included with every automation
Executive Ask: ask your business anything
One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.
See Executive AskAsk it, for example
- How long did new demo requests wait for a first reply this week, by source?
- How many meetings did outbound book this month, and how many turned into real opportunities?
- Which deals in this quarter's forecast have had no customer contact in the last two weeks?
Is this different from adding an AI feature to our product?
Yes. These automations run your internal operations, such as sales, support, IT and compliance. If you also want AI features inside your product, our custom software and AI agent services cover that.
Which tools do you connect to?
HubSpot, Salesforce, Zendesk, Intercom, Jira, Slack, Google Workspace, Microsoft 365, Okta, Vanta and Drata are common examples, where they offer integration options.
How do you keep agents secure?
Agents run with least-privilege service accounts, every action is logged, and high-impact actions wait for a person. We review the setup with your security lead before go-live.
Other industries
Get saas & technology work done for you
Tell us what slows your team down. A senior engineer replies within one business day with the right automation, scope and timeline.
Live in 3 to 6 weeks · Priced after a short call · Company emails only